SPDR® S&P 500 ETF Trust

Fund offered by:

Ticker: SPY

Gender equality score

/ 100 points

Overall score

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

Group ranking

81.1

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 448 out of 2,363 funds

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Categories

Gender balance in leadership and workforce

22/40

See the score criteria

Equal compensation and work life balance

5/30

See the score criteria

Policies promoting gender equality

17/20

See the score criteria

Commitment, transparency, and accountability

0/10

See the score criteria

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

SPDR® S&P 500 ETF Trust [SPY]

Basic

Expanded

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

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. Nielsen Holdings PLC
0.02% of assets
$52.58M invested
2. Kellogg Co
0.06% of assets
$170.09M invested
3. Accenture PLC Class A
0.51% of assets
$1.52B invested
4. JPMorgan Chase & Co
1.05% of assets
$3.11B invested
5. Verizon Communications Inc
0.88% of assets
$2.61B invested
6. Citigroup Inc
0.32% of assets
$954.1M invested
7. Eli Lilly and Co
0.42% of assets
$1.25B invested
8. PNC Financial Services Group Inc
0.17% of assets
$495.74M invested
9. General Motors Co
0.13% of assets
$393.73M invested
10. Automatic Data Processing Inc
0.22% of assets
$638.3M 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. Copart Inc
0.08% of assets
$228.22M invested
2. Fleetcor Technologies Inc
0.07% of assets
$212.03M invested
3. Domino's Pizza Inc
0.06% of assets
$173.71M invested
4. NVR Inc
0.05% of assets
$150.75M invested
5. IPG Photonics Corp
0.02% of assets
$63.7M invested
6. Mohawk Industries Inc
0.02% of assets
$61.87M invested
7. Berkshire Hathaway Inc Class B
1.51% of assets
$4.47B invested
8. Roper Technologies Inc
0.15% of assets
$433.98M invested
9. SBA Communications Corp
0.13% of assets
$379.16M invested
10. VeriSign Inc
0.07% of assets
$219.43M invested

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Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

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

Performance as of date: 9/30/20

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SPY - SPDR® S&P 500 ETF Trust

15%

12%

14%

44 / 100 points

Benchmark

15%

12%

14%

44 / 100 points

Fund compared to benchmark

0.03%

-0.04%

-0.06%

-0.05%

Same

Find more financial data on SPY at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about gender-lens investing in your retirement plan

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Find socially responsible funds that invest in gender equality

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

See climate risk

Recent blog posts

Grading Mutual Funds on Gender Pay Gap, Parental Leave, and More

Oct 8, 2020

Gender Equality Funds is excited to announce that our mutual fund grading system has evolved, and now incorporates company research covering two additional areas: equal compensation and work life balance, and commitment, transparency, and accountablity.

Investing With Your Values Proves Resilient During Coronavirus Pandemic

Jun 22, 2020

The COVID-19 crisis has forced entire countries into lockdown, induced widespread panic, triggered economic meltdown, and revealed our society’s profound vulnerability to systemic shocks. But rather than give in to a collective desire to “return to normal,” now is the time to redefine what “normal” is.

Because It’s 2019

Aug 15, 2019

Canadian Prime Minister Justin Trudeau said it best when he was asked, upon announcing his half-women, half-men cabinet, why that was important to him. He simply responded, "Because it's 2015." Oh, Canada, I wish everyone felt that way. Now it's 2019, and, for the first time ever, there is no company in the S&P 500 that has an all-male board.