Wilshire 5000 - Versions

Versions

There are five versions of the index:

• Full capitalization total return
• Full capitalization price
• Float-adjusted total return
• Float-adjusted price
• Equal weight

The difference between the total return and price versions of the index is that the total return versions accounts for reinvestment of dividends. The difference between the full capitalization, float-adjusted, and equal weight versions is in how the index components are weighted. The full cap index uses the total shares outstanding for each company. The float-adjusted index uses shares adjusted for free float. The equal-weighted index assigns each security in the index the same weight.