Energy Select Sector SPDR® Fund

Shareclass

Energy Select Sector SPDR® ETF (XLE)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

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

Group ranking

84.9

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 130 out of 855 funds

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Groups

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. Chevron Corp
17% of assets
$6.53B invested
2. Exxon Mobil Corp
22% of assets
$8.57B invested
3. ConocoPhillips
4.63% of assets
$1.77B invested
4. Occidental Petroleum Corp
3.08% of assets
$1.18B invested
5. Williams Companies Inc
3.14% of assets
$1.2B invested
6. Baker Hughes Co Class A
2.61% of assets
$998.8M invested
7. APA Corp
0.92% of assets
$350.77M invested
8. Phillips 66
3.81% of assets
$1.46B invested
9. Kinder Morgan Inc Class P
2.36% of assets
$902.56M invested
10. Marathon Petroleum Corp
4.54% of assets
$1.74B 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. Coterra Energy Inc Ordinary Shares
1.56% of assets
$598.66M invested
2. Diamondback Energy Inc
2.15% of assets
$823.94M invested
3. EOG Resources Inc
4.85% of assets
$1.86B invested
4. Devon Energy Corp
2.24% of assets
$857.54M invested
5. EQT Corp
1.15% of assets
$440.51M invested
6. Targa Resources Corp
1.4% of assets
$537.58M invested
7. ONEOK Inc
2.85% of assets
$1.09B invested
8. SLB
4.43% of assets
$1.7B invested
9. Valero Energy Corp
3.37% of assets
$1.29B invested
10. Hess Corp
3% of assets
$1.15B invested

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Financial performance

Performance data provided by

Find more financial data on XLE at Morningstar.com

Gender Equality and Returns

Returns chart for Energy Select Sector SPDR® Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.18% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.18% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.18% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/23

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
XLE - Energy Select Sector SPDR® Fund

-1.74%

50%

10%

3.82%

53 / 100 points

Benchmark

11%

6.76%

7.55%

53 / 100 points

Fund compared to benchmark

-12.55%

43%

2.8%

-3.18%

Same

Find more financial data on XLE at Morningstar.com

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