SPDR® S&P 500 ETF Trust
Fund offered by:
SPDR State Street Global Advisors
Ticker: SPY
Mutual fund investment profile
Fossil fuel grade:
  
D
Shareclass ticker
SPY
Data as of
Jan 31, 2020
Shareclass name
SPDR® S&P 500 ETF Trust
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$307.58 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
8.96%
Total assets invested in fossil fuel stocks
$27.55 BILLION
Fossil fuel badges (legacy grade)
Fossil fuel grade
D
Clean200 totals
Total Clean200 stock holdings
32
Total % invested in Clean200 stocks
9.05%
Total assets invested in Clean200 stocks
$27.85 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: 1/31/20
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 
-0.06% less in annualized returns
More invested in fossil fuels 
0.01% more invested
Lower carbon footprint 
0 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.02% more 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: 1/31/20
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 
-0.06% less in annualized returns
More invested in fossil fuels 
0.01% more invested
Lower carbon footprint 
0 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.02% more 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: 1/31/20
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 
-0.06% less in annualized returns
More invested in fossil fuels 
0.01% more invested
Lower carbon footprint 
0 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.02% 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 Trust
22%
14%
12%
14%
8.96% 
Benchmark
IVV - iShares Core S&P 500 ETF
22%
15%
12%
14%
8.94% 
Fund compared to benchmark
 
-0.14%
-0.09%
-0.07%
-0.06%
0.01%  higher
Find more financial data on SPY at Morningstar.com
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