Energy Select Sector SPDR® Fund | Gender equality score

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
20% of assets
$7.56B invested
2. Exxon Mobil Corp
24% of assets
$9.29B invested
3. ConocoPhillips
4.24% of assets
$1.63B invested
4. Occidental Petroleum Corp
3.28% of assets
$1.26B invested
5. Williams Companies Inc
2.7% of assets
$1.04B invested
6. Baker Hughes Co Class A
2.16% of assets
$830.66M invested
7. Phillips 66
3.38% of assets
$1.3B invested
8. Marathon Petroleum Corp
4.06% of assets
$1.56B invested
9. Pioneer Natural Resources Co
3.79% of assets
$1.46B invested
10. Marathon Oil Corp
1.12% of assets
$433.28M 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
1.48% of assets
$570M invested
2. Diamondback Energy Inc
1.92% of assets
$737.98M invested
3. EOG Resources Inc
4.59% of assets
$1.77B invested
4. Kinder Morgan Inc Class P
2.49% of assets
$958.06M invested
5. Hess Corp
2.95% of assets
$1.14B invested
6. Devon Energy Corp
2.56% of assets
$986.3M invested
7. EQT Corp
0.94% of assets
$361.11M invested
8. Targa Resources Corp
1.25% of assets
$482.83M invested
9. ONEOK Inc
2.14% of assets
$825.57M invested
10. SLB
4.16% of assets
$1.6B 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

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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

SPDR State Street Global Advisors

Category

Equity Energy

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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: 4/30/23

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

3.35% 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

SPDR State Street Global Advisors

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: 4/30/23

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

3.35% 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

SPDR State Street Global Advisors

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: 4/30/23

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

3.35% 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

Performance as of date: 4/30/23

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

18%

37%

8.22%

4.75%

53 / 100 points

Benchmark

2.61%

12%

7.15%

8.1%

52 / 100 points

Fund compared to benchmark

15%

25%

1.07%

-3.35%

1 / 100 points higher

Find more financial data on XLE at Morningstar.com

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