Several S&P 500 ETFs have been brought to market since, and we show their performance, as well as the tracking error relative to the S&P 500 Total Return Index (which assumes reinvestment of dividends).
The S&P 500 ETFs tracked here include State Street Global Advisors’ SPDR (SPY), iShares Core S&P 500 ETF (IVV), and Vanguard’s S&P 500 ETF (VOO). The first chart presents the trailing twelve-month price return for SPY (IVV and VOO are almost identical). Figures are through September month-end.
Here is the YTD return for all three including their average, now at 10.37% – note the close tracking, as expected.
Finally, here is a table listing each ETF’s tracking error, expense ratio, and YTD return.
Check back in early January 2019 for the Q4 2018 and December month-end update.
The iShares S&P 500 Index ETF (IVV) fell $0.65 (-0.22%) in premarket trading Monday. Year-to-date, IVV has gained 8.33%.
This article is brought to you courtesy of Advisor Perspectives.