SPDR® S&P 500 ETF
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Mutual fund investment profile
Fossil fuel grade:
  
D
Shareclass ticker
SPY
Data as of
Sep 30, 2019
Shareclass name
SPDR® S&P 500 ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$274.65 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
56
Total % invested in fossil fuel stocks
9.63%
Total assets invested in fossil fuel stocks
$26.44 BILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
D
Clean200 totals
Total Clean200 stock holdings
19
Total % invested in Clean200 stocks
5.78%
Total assets invested in Clean200 stocks
$15.88 BILLION
Financial performance
Performance data provided byMorningstarFind more financial data on SPY at Morningstar.com
Current fund
SPY
SPDR® S&P 500 ETF
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: 9/30/19
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 
-0.26% less in annualized returns
More invested in fossil fuels 
0.25% more invested
Higher carbon footprint 
2 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.03% more invested
Current fund
SPY
SPDR® S&P 500 ETF
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: 9/30/19
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 
-0.26% less in annualized returns
More invested in fossil fuels 
0.25% more invested
Higher carbon footprint 
2 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.03% more invested
Current fund
SPY
SPDR® S&P 500 ETF
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: 9/30/19
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 
-0.26% less in annualized returns
More invested in fossil fuels 
0.25% more invested
Higher carbon footprint 
2 tonnes CO2e/$1M USD higher
More invested in Clean200 
0.03% more 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
4.19%
13%
11%
13%
9.63% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.89%
13%
10%
13%
9.37% 
Fund compared to benchmark
 
1.3%
0.61%
0.66%
-0.26%
0.25%  higher
Find more financial data on SPY at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find socially responsible funds that are five-badge fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction