Dow Jones Indices: 57S&P Dow Jones Indices
S&P Dow Jones Indices Annual Survey of Assets
Asset values as of December 31, 2022
(dollars in millions)
Indexed Asset (1) Value | Benchmarked Asset (2) Value | Total | ||||||
| Index/Series | ETP (3) | Non-ETP (4) | Total | Benchmarked | Asset Value | |||
| Headline Equity Indices(6) | ||||||||
| S&P 500 | $2,022,669 | $3,722,544 | $5,745,212 | $5,703,989 | $11,449,201 | |||
| S&P MidCap 400® | 101,278 | 168,142 | 269,420 | 45,843 | 315,263 | |||
| S&P SmallCap 600® | 74,820 | 50,828 | 125,648 | 12,091 | 137,739 | |||
| Dow Jones Industrial Average® | 47,817 | 39,805 | 87,622 | 1,716 | 89,338 | |||
| U.S. Total Market Index (5) | 40,950 | 188,625 | 229,576 | 71,527 | 301,103 | |||
| S&P Global BMI | 24,706 | 870 | 25,576 | 57,614 | 83,190 | |||
| iBoxx Corporate (EUR, GBP) | 18,819 | 19,424 | 38,244 | 237,653 | 275,897 | |||
| iBoxx Corporate (USD) | 82,764 | 206 | 82,970 | 1,278 | 84,248 | |||
| S&P/ASX Indices | 18,903 | 38,943 | 57,846 | 179,046 | 236,892 | |||
| S&P/TSX Indices | 86,786 | 24,114 | 110,900 | 487,833 | 598,733 | |||
| Complete S&P Dow Jones Indices (6) | ||||||||
| U.S. Equity – Core | $2,386,823 | $4,413,158 | $6,799,981 | $5,868,113 | $12,668,094 | |||
| Global Equity – Core | 170,637 | 64,999 | 235,635 | 749,128 | 984,763 | |||
| Fixed Income | 164,666 | 54,736 | 219,401 | 725,053 | 944,455 | |||
| Target Date/Target Risk | 6,835 | 24,800 | 31,635 | 685,730 | 717,365 | |||
| Sectors/Industry | 348,551 | 4,677 | 353,228 | 108,545 | 461,773 | |||
| Style | 185,212 | 61,904 | 247,116 | 51,499 | 298,615 | |||
| Dividends | 206,495 | 14,380 | 220,876 | 72,350 | 293,226 | |||
| Factors, Thematics, Equal Weight | 87,552 | 26,564 | 114,116 | 86,738 | 200,854 | |||
| Alternatives | 40,562 | 65,349 | 105,911 | 90,054 | 195,966 | |||
| Sustainable | 34,213 | 2,941 | 37,154 | 47,618 | 84,772 | |||
| Total | $3,631,547 | $4,733,508 | $8,365,054 | $8,484,829 | $16,849,884 | |||
S&P 500®
The S&P 500 is the world’s most-tracked index by assets under management
$11.4 trillion in assets
indexed or benchmarked to the S&P 500 with $5.7 trillion indexed (or passively managed)
The Dow®
The Dow Jones Industrial Average is the world’s most-cited market measure
$16.8 trillion in assets
indexed or benchmarked to all S&P Dow Jones Indices
Notes:
The numbers set forth above are estimates of the total global assets in and/or notional value of the financial products based on or benchmarked to S&P DJI indices. These are indicative only and include assets in active funds that are benchmarked to S&P DJI indices for performance measurement as well as assets of financial products that use or are based on the respective S&P DJI indices to create such product.
S&P Dow Jones Indices does not guarantee the accuracy of these data.
To create a comprehensive view of assets, S&P Dow Jones Indices uses a wide range of data, including third-party data and S&P DJI client-reported data collected via an annual survey. Not all companies respond or choose to be included in such survey.
There will be variability year to year due to various factors that impact the results, including, for example, the timing and robustness of market participants’ reporting, market performance, and S&P Dow Jones Indices’ ongoing data cleansing and methodology enhancements to improve the quality and accuracy of the survey results.
Indexed assets are assets in and/or notional value of institutional funds, ETFs, retail mutual funds, exchange-traded derivatives, and other investable products that seek to replicate or capture the performance of the respective S&P DJI indices
Benchmarked assets are assets in actively managed funds whose performance is compared to or measured against the respective S&P DJI indices
Exchange-Traded Products (ETPs) include Exchange-Traded Funds (ETFs), Exchange-Traded Notes (ETNs), Exchange-Traded Commodities (ETCs), and Exchange-Traded Derivatives
Non-ETP assets include mutual funds, institutional funds, separately managed accounts, and insurance products
U.S. Total Market Index represents both the Dow Jones U.S. Total Stock Market Index and the S&P Total Market Index
The asset values associated with the Headline indices are featured in their respective categories on the Complete S&P Dow Jones Indices table
Sources: S&P Dow Jones Indices client-reported data, eVestment, and Morningstar Inc. Asset values as of December 31, 2022. Table is provided for illustrative purposes