SPDR® S&P 500 ETF Trust

Fund offered by:

Ticker: SPY

Gender equality score

/ 100 points

Overall score

Weighted average of holding Equileap Gender Scores, normalized 0-100

Raw score: 12.94 / 22

Group ranking

82.8

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 415 out of 2,403 funds

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Gender balance score

51/100

Weighted average of holding Equileap Gender Balance Scores, normalized 0-100

Raw score: 7.64 / 15

See the gender balance score criteria

Gender policies score

76/100

Weighted average of holding Equileap Gender Policies Scores, normalized 0-100

Raw score: 5.30 / 7

See the gender policies 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

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. Bank of America Corp
0.72% of assets
$1.99B invested
2. Gilead Sciences Inc
0.38% of assets
$1.04B invested
3. Johnson & Johnson
1.44% of assets
$3.97B invested
4. Marriott International Inc Class A
0.09% of assets
$247.72M invested
5. Hilton Worldwide Holdings Inc
0.08% of assets
$220.68M invested
6. Northern Trust Corp
0.07% of assets
$179.65M invested
7. The Walt Disney Co
0.78% of assets
$2.16B invested
8. Eli Lilly and Co
0.54% of assets
$1.48B invested
9. Bristol-Myers Squibb Company
0.52% of assets
$1.43B invested
10. Nike Inc B
0.47% of assets
$1.3B 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. TransDigm Group Inc
0.08% of assets
$234.16M invested
2. Crown Castle International Corp
0.27% of assets
$747.17M invested
3. Copart Inc
0.07% of assets
$182.13M invested
4. Paycom Software Inc
0.06% of assets
$161.9M invested
5. NVR Inc
0.04% of assets
$121.21M invested
6. LKQ Corp
0.03% of assets
$86.17M invested
7. Booking Holdings Inc
0.25% of assets
$698.31M invested
8. Dollar Tree Inc
0.08% of assets
$234.03M invested
9. Fleetcor Technologies Inc
0.08% of assets
$225.76M invested
10. Domino's Pizza Inc
0.06% of assets
$152.11M 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

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 6/30/20

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 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

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: 6/30/20

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 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

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: 6/30/20

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 score

0 / 100 points

Same gender balance score

0 / 100 points

Same gender policies score

0 / 100 points

Month-end trailing returns

Performance as of date: 6/30/20

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

7.5%

11%

14%

59 / 100 points

Benchmark

7.47%

11%

14%

59 / 100 points

Fund compared to benchmark

0.03%

-0.04%

-0.05%

Same

Find more financial data on SPY at Morningstar.com

What's next?

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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

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