S&P 1500

The S&P 1500 is a market-cap-weighted index that aggregates the S&P 500 (large-cap), S&P 400 (mid-cap), and S&P 600 (small-cap), offering a comprehensive benchmark for the U.S. equity market. Covering approximately 90% of U.S. market capitalization, it captures broad market performance across all capitalization tiers and industry sectors. The index is widely used by institutional investors and analysts for macro-level analysis, portfolio benchmarking, and asset allocation strategies. Its diversified composition makes it a robust indicator of overall market trends and economic sentiment in the United States.

S&P 1500 Metrics ( 2015-06-15 to 2025-06-12)

  • Current Value: 1355.9 (0.35%)
  • YTD Return: 2.51%
  • Annualized Volatility YTD: 25.46%
  • Average Annual Return: 14.62%
  • Compound Annual Growth Rate (CAGR): 10.86%