S&P DJI indexed assets surpass $3tn led by growth of ETFs

Jun 25th, 2015 | By | Category: ETF and Index News

ETF STRATEGY NEWS! ETF Strategy is delighted to announce the launch of ETF Strategy Hub (hub.etfstrategy.com), an on-demand repository of webcasts, videos, podcasts and white papers. Debuting with Special Series on Technology & Innovation in China and the Digital Economy.


S&P Dow Jones Indices (S&P DJI), one of the world’s leading index providers, estimates that more than $3 trillion is now directly invested in products based upon their equity and fixed income indices, with recent growth being powered by exchange-traded funds.

S&P DJI indexed assets reach $3.05tn as ETF assets grow

Alex Matturri, CEO of S&P Dow Jones Indices

According to S&P DJI’s annual survey, ETF assets grew 24% year-over-year, driven by strong flows into US equities, with ETFs linked to their US headline indices, including the flagship S&P 500, growing to $466 billion.

$7.8tn in assets were benchmarked against the S&P 500 in 2014 with $2.2tn passively managed against the index.

Products based on S&P DJI Smart Beta Indices saw significant growth over the period, up 55% year-over-year to $133.6bn, with ETF assets accounting for $112bn.

Alex Matturri, CEO of S&P DJI, commented: “With $7.8 trillion in assets now benchmarked, the S&P 500 has clearly made its mark as the premier measure of US stock market performance for investors throughout the world. Investor interest in index products based upon S&P DJI indices continues to grow and be met by our leading family of US stock market indices and increasingly by our growing family of fixed income indices.”

Matturi added: “While market cap-weighted indices remain at the core of our offerings, we are now seeing strong growth in smart beta-based index strategies amongst all of our client segments throughout the world. Last year, we launched 89 smart beta indices to meet the growing needs of investors which resulted in a 55% year-over-year increase in indexed smart beta AUM. We expect investor appetite for innovative smart beta indices to proliferate over the next several years, and remain committed to increasing our offerings across all asset classes throughout the world.”

There are currently more ETF assets based upon the S&P DJI indices than any other index provider in the world, with 623 ETFs and approximately $828bn in AUM.

There are a wide range of ETFs available which track the S&P DJI indices, with virtually all the major providers offering an ETF linked to the S&P 500 index. Numerous smart beta ETFs based on the S&P 500 are also available, such as the innovative high-dividend, low-volatility offering from PowerShares and the low-volatility ETFs from SSGA and iShares, among others. SSGA also offers the popular S&P Dividend Aristocrats range of ETFs which provide exposure to high dividend-yielding companies which have a history of stable dividend rises.

Tags: , , , , , , , ,

Leave a Comment