Guides

Original articles written from the EtfWatch addition register. Every figure in them is recalculated from the same data that powers the index pages each time the register refreshes, so the numbers on these pages always match the tables elsewhere on the site. Nothing here is investment advice.

• Does S&P 500 inclusion still pay?

  Run-up and post-inclusion returns for every tracked S&P 500 addition, by year and by sector, with the best and worst cases and how the effect has shifted.

• S&P 600 → 400 → 500: how index migrants perform

  How often stocks graduate between the S&P SmallCap 600, MidCap 400 and S&P 500 in our register, and how those migrants performed against fresh additions.

• The index inclusion effect: US vs Europe and Asia

  The inclusion effect compared across the eight indexes EtfWatch tracks — run-up, 1M, 3M and 1Y returns, hit rates and benchmark-relative results.

Practical guides: How to track ETF performance, Leveraged ETFs, Russell 2000 rebalance.