When Resilience Resonates: The S&P 500 Resilient Shareholder Yield Index

S&P Global

Elizabeth Bebb

Research

19 Pages

The S&P 500 Resilient Shareholder Yield Index identifies companies that balance rewarding shareholders with the financial strength needed to sustain those rewards over time. Its shareholder yield framework aggregates dividends, net buybacks and net debt reduction to reflect total capital return.

Key Takeaways

Defensive Characteristics: The S&P 500 Resilient Shareholder Yield Index has historically exhibited defensive characteristics, particularly during periods of elevated market volatility.
Performance: It has demonstrated an ability to participate meaningfully in rising markets while offering resilience during more challenging regimes.
Macro Environments: it has delivered its strongest outperformance during periods of rising inflation—especially when economic growth was slowing.
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