Energy Select Sector SPDR® Fund
Fund offered by:
SPDR State Street Global Advisors
Ticker: XLE
Mutual fund investment profile
Fossil fuel grade:
  
F
Shareclass ticker
XLE
Data as of
Sep 30, 2021
Shareclass name
Energy Select Sector SPDR® ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$25.09 BILLION
Fund category
Equity Energy
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
Yes
Socially responsible fund
No
Fossil fuel totals
Total fossil fuel stock holdings
21
Total % invested in fossil fuel stocks
100%
Total assets invested in fossil fuel stocks
$25.04 BILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
F
Clean200 totals
Total Clean200 stock holdings
0
Total % invested in Clean200 stocks
0%
Total assets invested in Clean200 stocks
$0
Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-9.78% less in annualized returns
More invested in fossil fuels 
92% more invested
Higher carbon footprint 
255 tonnes CO2e/$1M USD higher
Less invested in Clean200 
14.1% less invested
Current fund
XLE
Energy Select Sector SPDR® Fund
Family
SPDR State Street Global Advisors
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-9.78% less in annualized returns
More invested in fossil fuels 
92% more invested
Higher carbon footprint 
255 tonnes CO2e/$1M USD higher
Less invested in Clean200 
14.1% less invested
Current fund
XLE
Energy Select Sector SPDR® Fund
Family
SPDR State Street Global Advisors
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-9.78% less in annualized returns
More invested in fossil fuels 
92% more invested
Higher carbon footprint 
255 tonnes CO2e/$1M USD higher
Less invested in Clean200 
14.1% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
XLE - Energy Select Sector SPDR® Fund
82%
-6.44%
-1.41%
2.3%
100% 
Benchmark
ACWI - iShares MSCI ACWI ETF
27%
13%
13%
12%
7.33% 
Fund compared to benchmark
 
55%
-18.99%
-14.76%
-9.78%
92%  higher
Find more financial data on XLE at Morningstar.com
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