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More Equal than Others: 20 Years of the S&P 500® Equal Weight Index

July 01, 2023 | S&P Dow Jones Indices

With over 20 years of live performance, the S&P 500 Equal Weight Index’s history enables long-term comparisons to other indices and actively managed funds. The relative performance of the S&P 500 Equal Weight Index offers insightful perspectives on the drivers of performance in—and the value added or subtracted by—actively managed U.S. equity funds. Despite sharing a similar pattern of excess returns, very few active funds were able to match the index’s returns over the past two decades.

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