SPDR S&P SmallCap 600 ESG ETF

Shareclass
SPDR S&P SmallCap 600 ESG ETF (ESIX)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
20.2
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,027 out of 2,538 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
4/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the 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. Hillenbrand Inc
    0.2% of assets
    $17,762 invested
  • 2. AMN Healthcare Services Inc
    0.11% of assets
    $9,480 invested
  • 3. Organon & Co Ordinary Shares
    0.47% of assets
    $41,402 invested
  • 4. Evertec Inc
    0.31% of assets
    $27,118 invested
  • 5. Insight Enterprises Inc
    0.53% of assets
    $46,877 invested
  • 6. Pathward Financial Inc
    0.27% of assets
    $23,732 invested
  • 7. LiveRamp Holdings Inc
    0.24% of assets
    $21,504 invested
  • 8. Tri Pointe Homes Inc
    0.41% of assets
    $36,008 invested
  • 9. Premier Inc Class A
    0.26% of assets
    $23,280 invested
  • 10. H.B. Fuller Co
    0.42% of assets
    $36,747 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. Verra Mobility Corp Class A
    0.51% of assets
    $44,646 invested
  • 2. United Community Banks Inc
    0.46% of assets
    $41,001 invested
  • 3. Renasant Corp
    0.41% of assets
    $36,560 invested
  • 4. Community Financial System Inc
    0.4% of assets
    $35,702 invested
  • 5. UFP Technologies Inc
    0.22% of assets
    $19,186 invested
  • 6. FB Financial Corp
    0.21% of assets
    $18,301 invested
  • 7. StoneX Group Inc
    0.53% of assets
    $47,205 invested
  • 8. Vir Biotechnology Inc
    0.08% of assets
    $6,946 invested
  • 9. Provident Financial Services Inc
    0.3% of assets
    $26,667 invested
  • 10. Strategic Education Inc
    0.28% of assets
    $24,882 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on ESIX at Morningstar.com
Gender Equality and Returns
Returns chart for SPDR S&P SmallCap 600 ESG ETF
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
ESIX
SPDR S&P SmallCap 600 ESG ETF
Family
State Street
Category
Small 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: 4/30/25
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 3-yr returns 
9.65% less  in annualized returns
Lower overall gender equality score 
13 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ESIX
SPDR S&P SmallCap 600 ESG ETF
Family
State Street
Category
Small 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: 4/30/25
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 3-yr returns 
9.65% less  in annualized returns
Lower overall gender equality score 
13 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
ESIX
SPDR S&P SmallCap 600 ESG ETF
Family
State Street
Category
Small 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: 4/30/25
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 3-yr returns 
9.65% less  in annualized returns
Lower overall gender equality score 
13 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ESIX - SPDR S&P SmallCap 600 ESG ETF
-2.42%
2.5%
/
/
42  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
-14.48%
-9.65%
/
/
13  / 100 points lower
Find more financial data on ESIX at Morningstar.com
What's next?
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