S&P China 500 (2024)

FAQs

Is there an S&P 500 equivalent for China? ›

The S&P China 500 index tracks the 500 largest and most liquid Chinese companies (all share classes including A-shares and offshore listings). The ETF's TER (total expense ratio) amounts to 0.55% p.a.. The ICBCCS S&P China 500 UCITS ETF USD is the only ETF that tracks the S&P China 500 index.

There are several ways to invest in the S&P 500. The easiest way is to invest in an S&P 500 index fund. You can do this in a tax-advantaged account like a 401(k), IRA, HSA, or 529 plan. You could also open a taxable brokerage account to purchase an S&P 500 index fund.

The Invesco S&P China A MidCap 500 Swap UCITS ETF Acc aims to provide the net total return performance of the S&P China A MidCap 500 Index (the "Reference Index"), less the impact of fees. The Reference Index is designed to measure the performance of the mid-cap segment of the China A-Shares market.

Is BABA in the S&P 500 Index? No. Despite being a large and important global e-commerce company, Alibaba shares cannot be included in the S&P 500 index because the S&P only includes companies that are based in the United States.

The S&P^® China BMI Index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in China available to foreign investors.

While the two ETFs follow the same strategy, they earn different ratings. VOO earns a top rating of Gold, while SPY earns the next best rating of Silver. Almahasneh says the reason is fees and inefficiencies of the unit investment trust structure.

Also, research suggests that when it comes to the S&P 500's historical returns, there's never been a bad time to buy as long as you're a long-term investor.

Investing in the S&P 500

You can't directly invest in the index itself, but you can buy individual stocks of S&P 500 companies, or buy a S&P 500 index fund through a mutual fund or ETF. The latter is ideal for beginner investors since they provide broad market exposure and diversification at a low cost.

The easiest way to invest in the whole Chinese stock market is to invest in a broad market index. This can be done at low cost by using ETFs. On the Chinese stock market you'll find 12 indices which are tracked by ETFs. The speciality of China are the three categories of Chinese stocks: A-stocks, B-stocks and H-stocks.

The Shanghai Stock Exchange (SSE) is the largest exchange in mainland China. There are two main classes of stock for every company listed on the SSE—A-shares and B-shares. Most of the total market cap of the SSE is made up of formerly state-run companies like major commercial banks and insurance companies.

Is there a Chinese version of the S&P 500? ›

The largest companies (measured by total market cap, including all share classes) are selected within each GICS® sector with the goal of matching the sector weights of the broader S&P Total China BMI. The S&P China 500 is weighted by float- adjusted market cap and is rebalanced semiannually in June and December.

The revenue growth shows that Alibaba is still growing in a weak Chinese economy, and Pinduoduo-parent PDD Holdings has gobbled up market share in China's e-commerce sector. The stock is also cheap based on historical comparisons, and Alibaba is still generating substantial profits.

Alibaba's analyst rating consensus is a Strong Buy. This is based on the ratings of 16 Wall Streets Analysts.

To date, S&P Global (China) Ratings (Chinese name: 标普信评) is the first and only CRA permitted to operate in China while being fully foreign-owned.

The S&P Asia 50 Index is a stock index of Asian stocks that is a part of the S&P Global 1200. The index includes companies listed on the stock exchanges in Hong Kong, South Korea, Singapore, and Taiwan. This index has an exchange-traded fund (ETF) in the United States (NYSE Arca: AIA) and in Australia (ASX: IAA).

Shanghai Shenzhen CSI 300 Index (CSI300)

The CSI 300 is considered the blue-chip index for mainland China stock exchanges, as it tracks both the Shanghai and the Shenzhen markets.