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
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 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
25
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
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
Fund comparison settings
Investment timeline
Performance as of: 12/31/20
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 
-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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large Stock
Fund comparison settings
Investment timeline
Performance as of: 12/31/20
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 
-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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large Stock
Fund comparison settings
Investment timeline
Performance as of: 12/31/20
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 
-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  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
XLE - Energy Select Sector SPDR® Fund
-32.56%
-14.83%
-4.78%
-2.61%
99% 
Benchmark
ACWI - iShares MSCI ACWI ETF
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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