One calendar for every major index change

When an index committee announces a change, the funds tracking that index must own the new stock by the effective close — whether it is an S&P 500 rebalance in New York, a FTSE 100 quarterly review in London, a DAX 40 change in Frankfurt, or a Nikkei 225 or Hang Seng review in Tokyo and Hong Kong. That forced buying creates a measurable window, and EtfWatch exists to track it across all of these markets in one place.

What we track

Every confirmed addition to the indexes we cover, across the US, Europe and Asia: the announcement date, the effective date, a live countdown while the change is pending, and how the stock performed 1 week, 1 month, 3 months, 6 months and 1 year after inclusion — both in absolute terms and relative to its index.

• S&P 500

  The 500 large-cap US companies behind SPY, IVV and VOO. Index changes are announced days before they take effect, forcing every tracker to buy at the effective close.

• Nasdaq-100

  The 100 largest non-financial companies listed on Nasdaq, tracked by QQQ and QQQM. Changes come from the December reconstitution plus intra-year replacements.

• S&P MidCap 400

  The 400 US mid-cap companies behind MDY and IJH. Stocks are often promoted here on the way to the S&P 500, or demoted out of it.

• S&P SmallCap 600

  The 600 US small-cap companies behind IJR. Index entries here are frequent and the affected stocks are small enough that index buying moves them.

• FTSE 100

  The 100 largest companies on the London Stock Exchange, tracked by ISF and VUKE. FTSE Russell reviews membership quarterly (March, June, September and December), announcing changes on the Wednesday after the first Friday and applying them from the Monday after the third Friday.

• DAX 40

  Germany's 40 largest listed companies, tracked by EXS1 and DBXD. Deutsche Boerse reviews the index quarterly (March, June, September and December), announcing changes in the first week of the review month and applying them from the third Friday.

• Nikkei 225

  Japan's 225 price-weighted blue chips, tracked by Nomura's 1321 and Daiwa's 1330. Nikkei Inc. runs periodic reviews twice a year, announcing changes in early September and early March and applying them at the start of October and April.

• Hang Seng

  Hong Kong's benchmark of leading listed companies, tracked by the Tracker Fund (2800.HK). Hang Seng Indexes reviews membership quarterly, announcing changes in February, May, August and November and applying them from the following month.

Where the data comes from

Index changes are gathered from official review calendars, index-provider announcements and public change listings, and checked daily. Prices are daily closes refreshed automatically each day, and every stock is compared against the index it actually joined — US names against their S&P or Nasdaq benchmark, European and Asian names against theirs. Every date on the review calendar links back to the provider newsroom below, so a confirmed date can always be checked against the original press release.

• S&P 500 — S&P Dow Jones Indices

  Index announcements for the S&P 500, MidCap 400 and SmallCap 600 — additions, deletions and rebalance results.

• S&P MidCap 400 — S&P Dow Jones Indices

  Same announcement wire as the S&P 500; MidCap changes are usually paired with large-cap moves.

• S&P SmallCap 600 — S&P Dow Jones Indices

  SmallCap 600 additions and deletions, published on the S&P DJI announcement wire.

• Nasdaq-100 — Nasdaq

  Nasdaq press releases, including the annual reconstitution and intra-year Nasdaq-100 replacements.

• FTSE 100 — FTSE Russell

  FTSE Russell index notices with quarterly review results for the FTSE 100 and 250.

• DAX 40 — STOXX / Deutsche Börse

  STOXX press releases covering DAX semi-annual reviews and fast-entry decisions.

• Nikkei 225 — Nikkei Inc.

  Nikkei index news, including the annual October review and extraordinary replacements.

• Hang Seng — Hang Seng Indexes

  Hang Seng Indexes announcements for the quarterly review of the HSI and its sub-indexes.

EtfWatch is an independent research tool. Nothing on this site is investment advice, and inclusion speculation is third-party opinion until the index provider confirms it.