SPDR® S&P 500® ETF

Shareclass

SPDR® S&P 500® ETF (SPY)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

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

Group ranking

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 652 out of 1,447 funds

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See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

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 SPY

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

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

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

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. International Flavors & Fragrances Inc
0.04% of assets
$235.44M invested
2. Procter & Gamble Co
0.79% of assets
$4.78B invested
3. Dow Inc
0.04% of assets
$233.55M invested
4. Marriott International Inc Class A
0.12% of assets
$725.71M invested
5. Bank of America Corp
0.58% of assets
$3.51B invested
6. Biogen Inc
0.04% of assets
$227.46M invested
7. Boston Scientific Corp
0.31% of assets
$1.86B invested
8. Welltower Inc
0.19% of assets
$1.13B invested
9. The Interpublic Group of Companies Inc
0.02% of assets
$107.35M invested
10. Mastercard Inc Class A
0.95% of assets
$5.72B 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. TKO Group Holdings Inc
0.02% of assets
$126.32M invested
2. Lennar Corp Class A
0.05% of assets
$297.76M invested
3. Rollins Inc
0.03% of assets
$193.9M invested
4. Palantir Technologies Inc Ordinary Shares - Class A
0.54% of assets
$3.24B invested
5. Old Dominion Freight Line Inc Ordinary Shares
0.06% of assets
$362.04M invested
6. Super Micro Computer Inc
0.04% of assets
$242.39M invested
7. NVR Inc
0.04% of assets
$255.34M invested
8. PACCAR Inc
0.1% of assets
$591.34M invested
9. Nucor Corp
0.05% of assets
$308.85M invested
10. Steel Dynamics Inc
0.03% of assets
$209.58M invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on SPY at Morningstar.com

Gender Equality and Returns

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

Family

State Street

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: 5/31/25

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

0.06% 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

Family

State Street

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: 5/31/25

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

0.06% 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

Family

State Street

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: 5/31/25

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

0.06% 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: 5/31/25

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

13%

14%

16%

13%

55 / 100 points

Benchmark

13%

14%

16%

13%

55 / 100 points

Fund compared to benchmark

-0.08%

-0.07%

-0.06%

Same

Find more financial data on SPY at Morningstar.com

What's next?

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Action toolkit

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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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