ISHARE SP500 FREE

Life of fund figures are reported as of the commencement date to the period indicated. Cumulative total returns are reported as of the period indicated. Average annual total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Click on the 'Performance & Risk' link to view quarter-end performance. Yield and return will vary, therefore you have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. The performance data shown represents past performance, which is no guarantee of future results. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating TM for funds, or 'star rating,' is calculated for funds with at least a three-year history. **The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns.

This chart is not intended to imply any future performance of the fund. Figures include reinvestment of capital gains and dividends, but do not reflect the effect of any applicable sales charges or redemption fees, which would lower these figures. *The chart illustrates the NAV performance of a hypothetical $10,000 investment made in the fund on or on commencement of operations (whichever is later). Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. ETFs are subject to management fees and other expenses. ETFs are subject to market fluctuation and the risks of their underlying investments. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

ISHARE SP500 FREE

Free commission offer applies to online purchases select ETFs in a Fidelity brokerage account. The index is associated with many ticker symbols, including ^GSPC. The index is one of the factors in computation of the Conference Board Leading Economic Index, used to forecast the direction of the economy.

In 2017, companies in the index derived on average 71% of their revenue in the United States. The components that have increased their dividends in 25 consecutive years are known as the S&P 500 Dividend Aristocrats. As of August 31, 2022, the nine largest companies on the list of S&P 500 companies accounted for 27.8% of the market capitalization of the index and were, in order of highest to lowest weighting: Apple, Microsoft, Alphabet,, Tesla, Berkshire Hathaway, UnitedHealth Group, Johnson & Johnson and ExxonMobil. The S&P 500 index is a free-float weighted/capitalization-weighted index. As of December 31, 2020, more than $5.4 trillion was invested in assets tied to the performance of the index. It is one of the most commonly followed equity indices. The Standard and Poor's 500, or simply the S&P 500, is a stock market index tracking the stock performance of 500 large companies listed on exchanges in the United States.

Ishare sp500