[투자] 미국 지수 S&P 500 ETF - SPY

[투자] 미국 지수 S&P 500 ETF - SPY 

 

 

 

SPDR S&P 500 Trust ETF

 

§ 미국의 3대 지수

 

미국의 3대 지수에는 S&P 500, NASDAQ, 다우존스가 있다.

SPY는 그중 S&P 500 Index를 추적한다.

 

운용사 : State Street Global Advisors

상장일 : 1993.01.22

운용비용 : 0.09%

배당수익률 : 1.78%

배당월 : 3月, 6月, 9月 ,12月

 

 

 

§ SPY ETF의 특징 

 

S&P 500을 추종하는 ETF는 여러 상품이 있다. 블랙락에서 운용하는 IVV, 뱅가드에서 운용하는 VOO,  스테이트 스트리트 글로벌 어드바이저에서 운용하는 SPY 외에도 SPLG, IWB 등이 있다.

이 모든 S&P 500 Index ETF중 가장 오래되고 신뢰가 높으며 거래량이 많은 것이 SPY다. SPY는 S&P 500과 최대한 같은 주가움직임을 목표로 하고 있으며 실제로도 거의 같게 움직인다.

 

 

 

§ 워런버핏의 일화로 알 수 있는 투자전략

 

2006년 오마하의 현자라 불리는 버크셔 해서웨이 회장 워런 버핏이 헤지펀드업계에 도발을 했다.  "2008. 01. 01부터 ~ 2017. 12. 31까지 10년간 S&P 500 index보다 높은 수익을 올리는 펀드가 있으면 5억 달러를 주겠다." 이 내기는 프로티지 파트너스 창립자인 테드 사이즈가 수락하며 성립되었다.

 

- 내기의 내용 -

 

ⓐ 버핏과 사이즈는 각각 32만 달러씩 베팅한다. 이 판돈 64만 달러는 미국 국채에 넣어 별도로 관리하고 승부가 끝나면 승자가 지정한 자선단체에 전액 기부한다. (64만 달러는 10년 뒤 100만 달러로 불어나도록 설계되었다.)

ⓑ 버핏은 S&P500 Index에 투자하고 사이즈는 직접 고른 헤지펀드 5개에 분산 투자한다.

ⓒ 10년간 각자 누적 수익률을 비교해 승자를 가린다.

 

이 내기의 승리는 버핏의 완승이었다. 버핏이 투자한 Index펀드는 누적수익률 125.8%를 기록하였고 사이즈는 36.3%를 기록하였다. 초기 2008년 금융위기와 리먼브라더스 파산 등으로 2009년 3월 S&P 500은 54%까지 하락하여 헤지펀드가 우세했지만 장기투자에서는 트레이더가 시장을 이길 수 없었다.  

이 내기로 인해 많은 사람들이 Market timing전략이 얼마나 무모한 것인지 깨닫게 되었다.

 

 

 

 

 

 

SPY의 포트폴리오 비중은 시가총액 순서로 정한다. 위에서 보는 바와 같이 상위 10 종목은 S&P500개의 기업 중 시가총액이 높은 순서로 많은 비중을 차지한다.

 

 

 

여기까지 제가 준비한 SPY ETF에 관한 정보입니다.

"지수에 투자하라 나머지는 기업이 알아서 한다."라는 버핏의 말처럼 하나의 종목보다는 지수 투자에 좀 더 관심을 가지는 것이 좋을 수 있다 생각합니다.

 

아래에 SPY의 전체 포트폴리오가 있으니 참고하세요.

읽어주셔서 감사드립니다.

항상 행복하세요^^

 

 

 

 

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Comerica Incorporated 0.03%
Federal Realty Investment Trust 0.03%
Devon Energy Corporation 0.03%
Assurant, Inc. 0.03%
National Oilwell Varco, Inc. 0.03%
Snap-on Incorporated 0.03%
Marathon Oil Corporation 0.03%
CF Industries Holdings, Inc. 0.03%
Juniper Networks, Inc. 0.03%
Mohawk Industries, Inc. 0.03%
Campbell Soup Company 0.03%
Apartment Investment & Management Co Class A 0.03%
Alaska Air Group, Inc. 0.03%
Tapestry, Inc. 0.03%
DXC Technology Co. 0.03%
Kimco Realty Corporation 0.03%
Zions Bancorporation, N.A. 0.03%
Perrigo Co. Plc 0.03%
SL Green Realty Corp. 0.03%
DaVita Inc. 0.03%
Newell Brands Inc 0.03%
FLIR Systems, Inc. 0.03%
F5 Networks, Inc. 0.03%
ABIOMED, Inc. 0.03%
Nielsen Holdings Plc 0.03%
Pentair plc 0.03%
TechnipFMC Plc 0.03%
People's United Financial, Inc. 0.03%
Xerox Holdings Corporation 0.03%
Robert Half International Inc. 0.03%
Kohl's Corporation 0.03%
BorgWarner Inc. 0.02%
Franklin Resources, Inc. 0.02%
Invesco Ltd. 0.02%
PVH Corp. 0.02%
HollyFrontier Corporation 0.02%
Mosaic Company 0.02%
Unum Group 0.02%
Cabot Oil & Gas Corporation 0.02%
A. O. Smith Corporation 0.02%
Ralph Lauren Corporation Class A 0.02%
Fox Corporation Class B 0.02%
Flowserve Corporation 0.02%
Leggett & Platt, Incorporated 0.02%
Quanta Services, Inc. 0.02%
Rollins, Inc. 0.02%
News Corporation Class A 0.02%
L Brands, Inc. 0.02%
Harley-Davidson, Inc. 0.02%
Sealed Air Corporation 0.02%
Hanesbrands Inc. 0.02%
Macy's Inc 0.02%
Helmerich & Payne, Inc. 0.02%
IPG Photonics Corporation 0.02%
Discovery, Inc. Class A 0.02%
H&R Block, Inc. 0.02%
Capri Holdings Limited 0.02%
Nordstrom, Inc. 0.02%
Alliance Data Systems Corporation 0.02%
Cimarex Energy Co. 0.01%
Gap, Inc. 0.01%
Coty Inc. Class A 0.01%
Under Armour, Inc. Class A 0.01%
Under Armour, Inc. Class C 0.01%
News Corporation Class B 0.01%