S&P Indices versus Active SPIVA Scorecards: U.S. Year-End 2024 (S&P Dow Jones Indices)
In an environment characterized by large-cap dominance, it was not surprising to see that a majority of actively…
Performance Analysis
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20 Fun Facts about S&P 500 Dividend Aristocrats (S&P Dow Jones Indices)
Dive into two decades dividend indexing as S&P Dow Jones Indices reflects on 20 years of the S&P 500…
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Why Value Investing Has Worked Better outside the U.S. (Morningstar Indexes)
“Value hasn’t worked in the U.S., but it’s worked fine internationally.” That is according to investor and author…
How Much Should You Pay for Alpha?
Not as much as you might think! We compute the amount an investor is willing to pay to access an active fund…
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