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

48
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 10.55 / 22
Peer rank
Group ranking

A
84.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 375 out of 2,435 funds


See more funds from this group
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Gender balance score
Gender balance score
38/100
Weighted average of holding Equileap Gender Balance Scores, normalized 0-100
Raw score: 5.75 / 15
See the gender balance score criteria
Gender policies score
Gender policies score
69/100
Weighted average of holding Equileap Gender Policies Scores, normalized 0-100
Raw score: 4.80 / 7
See the gender policies 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. Merck & Co Inc
    0.86% of assets
    $2.66B invested
  • 2. Eli Lilly and Co
    0.41% of assets
    $1.28B invested
  • 3. American Water Works Co Inc
    0.08% of assets
    $253.64M invested
  • 4. Campbell Soup Co
    0.03% of assets
    $95.62M invested
  • 5. Gap Inc
    0.01% of assets
    $43.62M invested
  • 6. JPMorgan Chase & Co
    1.63% of assets
    $5.02B invested
  • 7. Visa Inc Class A
    1.2% of assets
    $3.7B invested
  • 8. Bank of America Corp
    1.06% of assets
    $3.28B invested
  • 9. Biogen Inc
    0.2% of assets
    $615.33M invested
  • 10. Sempra Energy
    0.16% of assets
    $490.72M 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. Westinghouse Air Brake Technologies Corp
    0.05% of assets
    $162.55M invested
  • 2. NVR Inc
    0.05% of assets
    $151.77M invested
  • 3. Old Dominion Freight Lines Inc
    0.04% of assets
    $138.48M invested
  • 4. SBA Communications Corp
    0.1% of assets
    $311.73M invested
  • 5. Fleetcor Technologies Inc
    0.09% of assets
    $283.66M invested
  • 6. T-Mobile US Inc
    0.09% of assets
    $283.3M invested
  • 7. Copart Inc
    0.07% of assets
    $213.75M invested
  • 8. Jacobs Engineering Group Inc
    0.05% of assets
    $139.64M invested
  • 9. Arconic Inc
    0.04% of assets
    $136.69M invested
  • 10. Juniper Networks Inc
    0.03% of assets
    $96.37M invested
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: 12/31/19
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 
0.06% less  in annualized returns
Same overall gender score 
0 / 100 points 
Same gender balance score 
0 / 100 points 
Same gender policies score 
0 / 100 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: 12/31/19
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 
0.06% less  in annualized returns
Same overall gender score 
0 / 100 points 
Same gender balance score 
0 / 100 points 
Same gender policies score 
0 / 100 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: 12/31/19
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 
0.06% less  in annualized returns
Same overall gender score 
0 / 100 points 
Same gender balance score 
0 / 100 points 
Same gender policies score 
0 / 100 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender score
This fund
SPY - SPDR® S&P 500 ETF Trust
31%
15%
12%
13%
48  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
31%
15%
12%
13%
48  / 100 points
Fund compared to benchmark
 
-0.15%
-0.09%
-0.07%
-0.06%
Same
Find more financial data on SPY at Morningstar.com
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