SPDR® S&P 500 ETF Trust
Fund offered by:
Ticker: SPY
Gender equality score
48
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 10.55 / 22
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 375 out of 2,435 funds
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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
69/100
Weighted average of holding Equileap Gender Policies Scores, normalized 0-100
Raw score: 4.80 / 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]
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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. Merck & Co Inc0.86% of assets$2.66B invested
- 2. Eli Lilly and Co0.41% of assets$1.28B invested
- 3. American Water Works Co Inc0.08% of assets$253.64M invested
- 4. Campbell Soup Co0.03% of assets$95.62M invested
- 5. Gap Inc0.01% of assets$43.62M invested
- 6. JPMorgan Chase & Co1.63% of assets$5.02B invested
- 7. Visa Inc Class A1.2% of assets$3.7B invested
- 8. Bank of America Corp1.06% of assets$3.28B invested
- 9. Biogen Inc0.2% of assets$615.33M invested
- 10. Sempra Energy0.16% of assets$490.72M 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. Westinghouse Air Brake Technologies Corp0.05% of assets$162.55M invested
- 2. NVR Inc0.05% of assets$151.77M invested
- 3. Old Dominion Freight Lines Inc0.04% of assets$138.48M invested
- 4. SBA Communications Corp0.1% of assets$311.73M invested
- 5. Fleetcor Technologies Inc0.09% of assets$283.66M invested
- 6. T-Mobile US Inc0.09% of assets$283.3M invested
- 7. Copart Inc0.07% of assets$213.75M invested
- 8. Jacobs Engineering Group Inc0.05% of assets$139.64M invested
- 9. Arconic Inc0.04% of assets$136.69M invested
- 10. Juniper Networks Inc0.03% of assets$96.37M invested
Financial performance
Performance data provided by
Find more financial data on SPY at Morningstar.com
Find more financial data on SPY at Morningstar.comGender 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
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