SPDR® S&P 500 ETF Trust
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Mutual fund investment profile
Fossil fuel grade:
  
C
Shareclass ticker
SPY
Data as of
Sep 30, 2020
Shareclass name
SPDR® S&P 500 ETF Trust
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$296.44 BILLION
Fund category
Large Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuel totals
Total fossil fuel stock holdings
54
Total % invested in fossil fuel stocks
6.41%
Total assets invested in fossil fuel stocks
$19.01 BILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
C
Clean200 totals
Total Clean200 stock holdings
32
Total % invested in Clean200 stocks
8.67%
Total assets invested in Clean200 stocks
$25.7 BILLION
Financial performance
Performance data provided byMorningstarFind more financial data on SPY at Morningstar.com
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large 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: 9/30/20
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
 10-yr returns 
-0.05% less in annualized returns
Less invested in fossil fuels 
0.02% less invested
Higher carbon footprint 
0 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.02% less invested
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large 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: 9/30/20
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
 10-yr returns 
-0.05% less in annualized returns
Less invested in fossil fuels 
0.02% less invested
Higher carbon footprint 
0 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.02% less invested
Current fund
SPY
SPDR® S&P 500 ETF Trust
Family
SPDR State Street Global Advisors
Category
Large 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: 9/30/20
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
 10-yr returns 
-0.05% less in annualized returns
Less invested in fossil fuels 
0.02% less invested
Higher carbon footprint 
0 tonnes CO2e/$1M USD higher
Less invested in Clean200 
0.02% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SPY - SPDR® S&P 500 ETF Trust
15%
12%
14%
14%
6.41% 
Benchmark
IVV - iShares Core S&P 500 ETF
15%
12%
14%
14%
6.43% 
Fund compared to benchmark
 
0.03%
-0.04%
-0.06%
-0.05%
0.02%  lower
Find more financial data on SPY at Morningstar.com
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