Energy Select Sector SPDR® Fund

Shareclass
Energy Select Sector SPDR® ETF (XLE)
Type
Exchange-traded fund
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
89.7
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 91 out of 873 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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
    $6.22B invested
  • 2. Exxon Mobil Corp
    23% of assets
    $8.17B invested
  • 3. Occidental Petroleum Corp
    2.63% of assets
    $940.22M invested
  • 4. ConocoPhillips
    8.73% of assets
    $3.12B invested
  • 5. ONEOK Inc
    2.88% of assets
    $1.03B invested
  • 6. Williams Companies Inc
    2.88% of assets
    $1.03B invested
  • 7. Baker Hughes Co Class A
    1.96% of assets
    $699.52M invested
  • 8. APA Corp
    0.6% of assets
    $214.67M invested
  • 9. Phillips 66
    4.13% of assets
    $1.47B invested
  • 10. Pioneer Natural Resources Co
    3.61% of assets
    $1.29B invested
Bottom scoring holdings
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. EOG Resources Inc
    4.36% of assets
    $1.56B invested
  • 2. Coterra Energy Inc Ordinary Shares
    1.28% of assets
    $455.58M invested
  • 3. EQT Corp
    1.01% of assets
    $359.01M invested
  • 4. Diamondback Energy Inc
    2.15% of assets
    $767.51M invested
  • 5. Targa Resources Corp
    1.44% of assets
    $514.64M invested
  • 6. Devon Energy Corp
    1.86% of assets
    $663.22M invested
  • 7. Hess Corp
    2.65% of assets
    $946.62M invested
  • 8. Halliburton Co
    2.07% of assets
    $737.47M invested
  • 9. Marathon Oil Corp
    0.93% of assets
    $333.43M invested
  • 10. Valero Energy Corp
    3.17% of assets
    $1.13B invested
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Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.17% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.17% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.17% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
XLE - Energy Select Sector SPDR® Fund
18%
30%
13%
4.65%
55  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
23%
6.96%
11%
8.82%
54  / 100 points
Fund compared to benchmark
 
-5.21%
23%
2.05%
-4.17%
1  / 100 points higher
Find more financial data on XLE at Morningstar.com
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