Energy Select Sector SPDR® Fund

Fund offered by:

Ticker: XLE

Mutual fund investment profile

Fossil fuel grade:

Shareclass ticker

XLE

Data as of

Dec 31, 2020

Shareclass name

Energy Select Sector SPDR® ETF

% of fund assets screened

99%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$13.62 BILLION

Fund family

SPDR State Street Global Advisors

Fund category

Equity Energy

Domicile country

United States

Portfolio currency

US Dollar

Non-diversification risk

Yes

Socially responsible fund

Fossil fuel totals

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

99%

Total assets invested in fossil fuel stocks

$13.54 BILLION

Fossil fuel badges (legacy grade)

Fossil fuel grade

Clean200 totals

Total Clean200 stock holdings

Total % invested in Clean200 stocks

Total assets invested in Clean200 stocks

Clean200

XLE

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.

Energy Select Sector SPDR® Fund [XLE]

Basic

Expanded

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies

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

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers and gun retailers

Prison industrial complex
Investments in prisons and borders industry

Military weapons
Investments in military arms manufacturers and services companies

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on XLE at Morningstar.com

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

SPDR State Street Global Advisors

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

World Large Stock

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-11.88% less in annualized returns

More invested in fossil fuels

93% more invested

Higher carbon footprint

249 tonnes CO2e/$1M USD higher

Less invested in Clean200

11.44% less invested

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

SPDR State Street Global Advisors

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

World Large Stock

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-11.88% less in annualized returns

More invested in fossil fuels

93% more invested

Higher carbon footprint

249 tonnes CO2e/$1M USD higher

Less invested in Clean200

11.44% less invested

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

SPDR State Street Global Advisors

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

World Large Stock

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 12/31/20

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-11.88% less in annualized returns

More invested in fossil fuels

93% more invested

Higher carbon footprint

249 tonnes CO2e/$1M USD higher

Less invested in Clean200

11.44% less invested

Month-end trailing returns

Performance as of date: 12/31/20

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
XLE - Energy Select Sector SPDR® Fund

-32.56%

-14.83%

-4.78%

-2.61%

99%

Benchmark

16%

10%

13%

9.26%

6.81%

Fund compared to benchmark

-48.94%

-25.06%

-17.29%

-11.88%

93% higher

Find more financial data on XLE at Morningstar.com

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