SPDR® S&P 500 ETF Trust | Gender equality score

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. Dow Inc
0.11% of assets
$416.51M invested
2. Procter & Gamble Co
1.06% of assets
$4.02B invested
3. International Flavors & Fragrances Inc
0.07% of assets
$268.96M invested
4. S&P Global Inc
0.34% of assets
$1.3B invested
5. Cummins Inc
0.1% of assets
$361.94M invested
6. JPMorgan Chase & Co
1.16% of assets
$4.42B invested
7. Wells Fargo & Co
0.43% of assets
$1.65B invested
8. Biogen Inc
0.13% of assets
$478.09M invested
9. Accenture PLC Class A
0.51% of assets
$1.92B invested
10. Bank of America Corp
0.59% of assets
$2.23B 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. Lennar Corp Class A
0.08% of assets
$311.84M invested
2. Berkshire Hathaway Inc Class B
1.7% of assets
$6.45B invested
3. NVR Inc
0.05% of assets
$191.42M invested
4. DISH Network Corp Class A
<0.01% of assets
$20.1M invested
5. Old Dominion Freight Line Inc Ordinary Shares
0.08% of assets
$315.8M invested
6. Coterra Energy Inc Ordinary Shares
0.06% of assets
$220.65M invested
7. Universal Health Services Inc Class B
0.03% of assets
$104.93M invested
8. PACCAR Inc
0.11% of assets
$423.95M invested
9. Steel Dynamics Inc
0.05% of assets
$187.74M invested
10. O'Reilly Automotive Inc
0.16% of assets
$624.71M invested

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Financial performance

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Gender Equality and Returns

Returns chart for SPDR® S&P 500 ETF Trust

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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

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

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 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 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: 4/30/23

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 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 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: 4/30/23

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 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: 4/30/23

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

2.63%

14%

11%

12%

53 / 100 points

Benchmark

2.63%

14%

11%

12%

53 / 100 points

Fund compared to benchmark

<0.01%

-0.06%

-0.04%

-0.05%

Same

Find more financial data on SPY at Morningstar.com

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