SPDR® S&P 500 ETF Trust
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Gender equality score
Gender equality score

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
81.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 446 out of 2,389 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
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. General Motors Co
    0.2% of assets
    $665.3M invested
  • 2. Nielsen Holdings PLC
    0.02% of assets
    $82.48M invested
  • 3. Accenture PLC Class A
    0.49% of assets
    $1.64B invested
  • 4. Kellogg Co
    0.05% of assets
    $151.22M invested
  • 5. JPMorgan Chase & Co
    1.39% of assets
    $4.62B invested
  • 6. Bank of America Corp
    0.82% of assets
    $2.72B invested
  • 7. Verizon Communications Inc
    0.71% of assets
    $2.35B invested
  • 8. Citigroup Inc
    0.43% of assets
    $1.41B invested
  • 9. Eli Lilly and Co
    0.51% of assets
    $1.67B invested
  • 10. PNC Financial Services Group Inc
    0.22% of assets
    $734.06M 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. Fleetcor Technologies Inc
    0.07% of assets
    $238.06M invested
  • 2. Copart Inc
    0.07% of assets
    $233.42M invested
  • 3. NVR Inc
    0.05% of assets
    $161.87M invested
  • 4. Mohawk Industries Inc
    0.03% of assets
    $107.7M invested
  • 5. IPG Photonics Corp
    0.03% of assets
    $83.58M invested
  • 6. Berkshire Hathaway Inc Class B
    1.45% of assets
    $4.82B invested
  • 7. Tesla Inc
    1.59% of assets
    $5.27B invested
  • 8. Roper Technologies Inc
    0.12% of assets
    $407.66M invested
  • 9. SBA Communications Corp
    0.09% of assets
    $291.88M invested
  • 10. Old Dominion Freight Line Inc Ordinary Shares
    0.06% of assets
    $212.73M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SPY at Morningstar.com
Gender Equality and Returns
Returns chart for SPDR® S&P 500 ETF Trust
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
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.05% 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 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.05% 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 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/28/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
0.05% 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 
Same policies promoting gender equality score 
0 / 20 points 
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
SPY - SPDR® S&P 500 ETF Trust
31%
14%
17%
13%
44  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
31%
14%
17%
13%
44  / 100 points
Fund compared to benchmark
 
0%
-0.05%
-0.07%
-0.05%
Same
Find more financial data on SPY at Morningstar.com
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