Azoria 500 Meritocracy ETF

Shareclass

Azoria 500 Meritocracy ETF (SPXM)

Type

Exchange-traded fund

Manager

Azoria Capital Inc.

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

37.5

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 913 out of 1,460 funds

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Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Azoria 500 Meritocracy ETF SPXM

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
0.62% of assets
$213,417 invested
2. Dow Inc
0.02% of assets
$6,724 invested
3. Bank of America Corp
0.66% of assets
$224,626 invested
4. Welltower Inc
0.2% of assets
$70,004 invested
5. The Interpublic Group of Companies Inc
0.02% of assets
$6,737 invested
6. Mondelez International Inc Class A
0.14% of assets
$46,449 invested
7. Hologic Inc
0.03% of assets
$10,068 invested
8. Mastercard Inc Class A
0.96% of assets
$326,814 invested
9. Citigroup Inc
0.3% of assets
$104,102 invested
10. Philip Morris International Inc
0.44% of assets
$149,916 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TKO Group Holdings Inc
0.07% of assets
$24,453 invested
2. Lennar Corp Class A
0.05% of assets
$16,776 invested
3. Palantir Technologies Inc Ordinary Shares - Class A
0.62% of assets
$212,812 invested
4. Old Dominion Freight Line Inc Ordinary Shares
0.07% of assets
$22,796 invested
5. Super Micro Computer Inc
0.04% of assets
$12,960 invested
6. Brown & Brown Inc
0.06% of assets
$20,553 invested
7. PACCAR Inc
0.1% of assets
$33,693 invested
8. Universal Health Services Inc Class B
0.04% of assets
$13,437 invested
9. Steel Dynamics Inc
0.03% of assets
$10,081 invested
10. Rollins Inc
0.05% of assets
$16,679 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on SPXM at Morningstar.com

Gender Equality and Returns

Less than one year of returns available

Benchmarking tool

Current fund

SPXM

Azoria 500 Meritocracy ETF

Family

Azoria Capital Inc.

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SPXM

Azoria 500 Meritocracy ETF

Family

Azoria Capital Inc.

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SPXM

Azoria 500 Meritocracy ETF

Family

Azoria Capital Inc.

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 8/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SPXM - Azoria 500 Meritocracy ETF

54 / 100 points

Benchmark

16%

20%

15%

55 / 100 points

Fund compared to benchmark

Less than one year of returns available

1 / 100 points lower

Find more financial data on SPXM at Morningstar.com

What's next?

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