| Weighting in S&P 500 (%) | Trailing six-month performance (%) | Trailing 12-month performance (%) | |
|---|---|---|---|
| Communication Services |
10.5 |
5.4 |
35.7 |
| Consumer Discretionary |
10.0 |
-2.0 |
16.9 |
| Consumer Staples |
5.4 |
9.4 |
8.8 |
| Energy |
3.5 |
29.7 |
33.3 |
| Financials |
12.5 |
-4.2 |
6.9 |
| Health Care |
9.8 |
12.3 |
5.3 |
| Industrials |
9.2 |
13.2 |
30.5 |
| Information Technology |
32.4 |
-0.2 |
31.9 |
| Materials |
2.1 |
9.9 |
18.4 |
| Real Estate |
2.0 |
5.5 |
6.6 |
| Utilities |
2.5 |
12.1 |
23.1 |
| S&P 500 index performance for the trailing six or 12 months (%) | 3.8 | 21.5 |
Disclosure Title
Source:
Disclosure
Source: Schwab Center for Financial Research, S&P Dow Jones Indices, as of 3/6/2026. Trailing six-month and trailing 12-month performance represents the six-month and 12-month time periods ending on 3/6/2026. Sector weighting data is as of 2/28/2026. Data is rounded to the nearest tenth of a percent, so the aggregate weights for the index may not equal 100%. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Past performance is no guarantee of future results.