Beginner📅 July 27, 2026⏱️ 7 min read✏️ Updated Sep 2026

What Is the S&P 500? A Complete Guide for Investors

The S&P 500 is the most important number in investing. Here's what it actually is, how it works, and how to invest in it.

J
James R. Collins
Founder & Lead Writer — IndexFunds.Guide
12+ years investing in index funds. B.S. Finance. Independent writer and financial educator. Not a licensed financial advisor.
📚 B.S. Finance📊 12+ Years Investing✍️ Independent Writer

What Is the S&P 500?

The S&P 500 (Standard & Poor's 500) is a stock market index that tracks the 500 largest publicly traded companies in the United States. It's widely considered the single best measure of U.S. stock market performance and is the benchmark that nearly every professional investor compares their results against.

When you hear "the market was up 1% today" or "the market crashed," people are almost always talking about the S&P 500.

What Companies Are in the S&P 500?

The S&P 500 includes 500 of the largest U.S. companies across all major industries, selected by a committee based on market capitalization, liquidity, and financial viability. As of 2026, the top holdings include:

  • Apple (AAPL)
  • Microsoft (MSFT)
  • NVIDIA (NVDA)
  • Amazon (AMZN)
  • Alphabet/Google (GOOGL)
  • Meta (META)
  • Tesla (TSLA)

These top 10 companies make up roughly 30-35% of the entire index. The remaining 490 companies make up the rest.

How Does the S&P 500 Work?

The S&P 500 is a market-cap weighted index. This means larger companies have more influence on the index's performance. Apple, with its massive market capitalization, affects the S&P 500 far more than a smaller company.

The index is maintained by S&P Dow Jones Indices, a division of S&P Global. A committee meets regularly to add or remove companies based on set criteria — companies must have positive earnings, meet liquidity requirements, and be U.S.-headquartered.

Historical Performance of the S&P 500

The S&P 500 has an extraordinary long-term track record:

  • Average annual return: approximately 10% per year since 1957 (before inflation)
  • Inflation-adjusted return: approximately 7% per year
  • $10,000 invested in 1990: worth approximately $220,000 by 2026
Important: Past performance does not guarantee future results. The S&P 500 has experienced significant crashes — including drops of 50%+ in 2000-2002 and 2007-2009 — before recovering to new highs. Long-term investors who stayed invested through these downturns were rewarded.

How to Invest in the S&P 500

You can't invest directly in the S&P 500 index itself — it's just a measuring tool. But you can invest in index funds that track it:

  • VOO (Vanguard S&P 500 ETF) — 0.03% expense ratio
  • IVV (iShares Core S&P 500 ETF) — 0.03% expense ratio
  • FXAIX (Fidelity 500 Index Fund) — 0.015% expense ratio
  • SPY (SPDR S&P 500 ETF Trust) — 0.09% expense ratio (older, more expensive)

Open a brokerage account at Fidelity, Vanguard, or Schwab, search for any of these fund tickers, and buy shares. That's all it takes to own a piece of the 500 largest U.S. companies.

S&P 500 vs. Total Stock Market

The S&P 500 covers about 80% of the total U.S. stock market by value. A Total Market index fund adds mid-cap and small-cap stocks for slightly broader diversification. Both are excellent choices — the performance difference over time is minimal.

Disclaimer: For educational purposes only. Past performance does not guarantee future results. Not financial advice. Consult a licensed financial advisor before investing.
J
James R. Collins
Founder & Lead Writer — IndexFunds.Guide
12+ years investing in index funds. B.S. Finance. Independent writer and financial educator. Not a licensed financial advisor.
📚 B.S. Finance📊 12+ Years Investing✍️ Independent Writer
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