S&P Equal Weight Index Materials ETF Tax Rates
Index Description
The S&P Equal Weight Index Materials is an unmanaged equal weighted version of the S&P 500 Materials Index that consists of the common stocks of the following industries: chemicals, construction materials, containers and packaging, metals and mining, and paper and forest products that comprise the Materials sector of the S&P 500 Index.
ETFs Tracking The S&P Equal Weight Index Materials
The following table presents sortable tax data for ETFs currently tracking the S&P Equal Weight Index Materials.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| RTM | S&P Equal Weight Materials ETF | 35% | 15% | 1099 |
Other Materials ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Materials ETFdb Category are presented in the following table.
As Of 05/25/2012| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| XLB | Materials Select Sector SPDR | 35% | 15% | 1099 |
| VAW | Materials ETF | 35% | 15% | 1099 |
| IYM | Dow Jones U.S. Basic Materials Index | 35% | 15% | 1099 |
| MXI | S&P Global Materials Sector Index Fund | 35% | 15% | 1099 |
| FXZ | Materials AlphaDEX Fund | 35% | 15% | 1099 |
| PYZ | Dynamic Basic Materials | 35% | 15% | 1099 |
| RTM | S&P Equal Weight Materials ETF | 35% | 15% | 1099 |
| IRV | SPDR S&P International Materials Sector ETF | 35% | 15% | 1099 |
| EMMT | MSCI Emerging Markets Materials Sector Index Fund | 35% | 15% | 1099 |
| FBM | Focus Morningstar Basic Materials Index ETF | 35% | 15% | 1099 |
| PSCM | S&P SmallCap Materials Portfolio | 35% | 15% | 1099 |
| AXMT | MSCI ACWI ex US Materials Sector Index Fund | 35% | 15% | 1099 |
| CHIM | China Materials ETF | 35% | 15% | 1099 |
| LGEM | Basic Materials GEMS ETF | 35% | 15% | 1099 |
Other Materials Indexes
Other indexes tracked by ETFs in the Materials ETFdb Category include:
- Dow Jones U.S. Basic Materials Index
- Dynamic Basic Materials Sector Intellidex Index
- Materials Select Sector Index
- MSCI US Investable Market Materials 25/50 Index
- S&P Developed Ex-U.S. BMI Materials Sector Index
- S&P Equal Weight Index Materials
- S&P Global Materials Index
- StrataQuant Materials Index
- MSCI Emerging Markets Materials Index
- S&P SmallCap 600 Materials Index
- MSCI All Country World ex USA Materials Index
- Morningstar Basic Materials Index
- Solactive China Materials Index
- Dow Jones Emerging Markets Basic Materials Titans Index
Mutual Funds Tracking S&P Equal Weight Index Materials
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. There are no mutual funds benchmarked against S&P Equal Weight Index Materials.
