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

59
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 12.94 / 22
Peer rank
Group ranking

A
82.8
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 415 out of 2,403 funds


See more funds from this group
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Gender balance score
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
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
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. 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
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
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: 6/30/20
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 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: 6/30/20
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 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: 6/30/20
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 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
7.5%
11%
11%
14%
59  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
7.47%
11%
11%
14%
59  / 100 points
Fund compared to benchmark
 
0.03%
-0.04%
-0.05%
-0.05%
Same
Find more financial data on SPY at Morningstar.com
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