Exchange-traded fund
Energy Select Sector SPDR® Fund
TickerXLE
Fund manager
SPDR State Street Global Advisors
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
88.7
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 96 out of 838 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
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
    19% of assets
    $8.4B invested
  • 2. Exxon Mobil Corp
    23% of assets
    $9.78B invested
  • 3. ConocoPhillips
    4.24% of assets
    $1.83B invested
  • 4. Occidental Petroleum Corp
    3.47% of assets
    $1.5B invested
  • 5. Baker Hughes Co Class A
    1.97% of assets
    $849.75M invested
  • 6. Williams Companies Inc
    2.84% of assets
    $1.22B invested
  • 7. Phillips 66
    3.5% of assets
    $1.51B invested
  • 8. Marathon Petroleum Corp
    4.07% of assets
    $1.76B invested
  • 9. Pioneer Natural Resources Co
    3.78% of assets
    $1.63B invested
  • 10. Marathon Oil Corp
    1.39% of assets
    $600.66M 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. Coterra Energy Inc Ordinary Shares
    1.49% of assets
    $642.65M invested
  • 2. Targa Resources Corp
    0.95% of assets
    $409.2M invested
  • 3. Diamondback Energy Inc
    1.76% of assets
    $761.48M invested
  • 4. EOG Resources Inc
    4.42% of assets
    $1.91B invested
  • 5. Devon Energy Corp
    3.01% of assets
    $1.3B invested
  • 6. Kinder Morgan Inc Class P
    2.54% of assets
    $1.1B invested
  • 7. Hess Corp
    2.69% of assets
    $1.16B invested
  • 8. EQT Corp
    0.88% of assets
    $380.93M invested
  • 9. ONEOK Inc
    2.01% of assets
    $865.47M invested
  • 10. SLB
    4.89% of assets
    $2.11B 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
SPDR State Street Global Advisors
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: 11/30/22
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 
2.5% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/22
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 
2.5% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/22
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 
2.5% less  in annualized returns
Same overall gender equality score 
0 / 100 points 
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
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
75%
23%
11%
6.39%
52  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
-11.03%
6.88%
6.66%
8.89%
52  / 100 points
Fund compared to benchmark
 
86%
16%
4.34%
-2.5%
Same
Find more financial data on XLE at Morningstar.com
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