Exchange-traded fund
SPDR® S&P 500 Fossil Fuel Reserves Free ETF
TickerSPYX
Fund manager
SPDR State Street Global Advisors
Fund investment profile
Shareclass ticker
SPYX
Data as of
Oct 31, 2022
Shareclass name
SPDR® S&P 500 Fossil Fuel Rsrv Free ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$1.2 BILLION
Fund category
Large Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
39
Total % invested in fossil fuel stocks
6.23%
Total assets invested in fossil fuel stocks
$74.71 MILLION
Fossil fuel finance
Fossil fuel finance grade
F
Fossil fuel finance score
25.4
Total fossil fuel finance stock holdings
7
Total % invested in fossil fuel finance stocks
3.78%
Total assets invested in fossil fuel finance stocks
$45.26 MILLION
Fossil fuel insurance
Fossil fuel insurance grade
F
Fossil fuel insurance score
23.2
Total fossil fuel insurance stock holdings
6
Total % invested in fossil fuel insurance stocks
2.39%
Total assets invested in fossil fuel insurance stocks
$28.62 MILLION
Clean200
Total Clean200 stock holdings
35
Total % invested in Clean200 stocks
20%
Total assets invested in Clean200 stocks
$238.78 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on SPYX at Morningstar.com
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free 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: 10/31/22
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
 5-yr returns 
-0.26% less in annualized returns
Less invested in fossil fuels 
3.91% less invested
Lower carbon footprint 
10 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.74% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free 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: 10/31/22
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
 5-yr returns 
-0.26% less in annualized returns
Less invested in fossil fuels 
3.91% less invested
Lower carbon footprint 
10 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.74% more invested
Current fund
SPYX
SPDR® S&P 500 Fossil Fuel Reserves Free 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: 10/31/22
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
 5-yr returns 
-0.26% less in annualized returns
Less invested in fossil fuels 
3.91% less invested
Lower carbon footprint 
10 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.74% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
SPYX - SPDR® S&P 500 Fossil Fuel Reserves Free ETF
-16.57%
9.52%
10%
/
6.23% 
Benchmark
IVV - iShares Core S&P 500 ETF
-14.64%
10%
10%
13%
10% 
Fund compared to benchmark
 
-1.93%
-0.67%
-0.26%
/
3.91%  lower
Find more financial data on SPYX 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 sustainable funds that are A-grade 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
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco:


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2022 As You Sow. All rights reserved.
2020 Milvia St, Suite #500, Berkeley, CA 94704

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer