The Energy Select Sector SPDR® Fund

Shareclass
The Energy Select Sector SPDR® ETF (XLE)
Type
Exchange-traded fund
Deforestation grade: No holdings flagged for our deforestation screens. Assigned a grade of A.
How we track deforestation-risk investments
A
0%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
0
holdings flagged
0%
of assets flagged
This fund contains
 $0 invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
0 holdings
0% of assets
$0 invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
No holdings icon
Major consumer brands
0 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
View more info
DATA AS OF 29 Nov 2024
Financial performance
Performance data provided byMorningstarFind more financial data on XLE at Morningstar.com
Current fund
XLE
The Energy Select Sector SPDR® Fund
Family
State Street
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-3.43% less in annualized returns
Less invested in commodity producers 
0.53% less invested
Less invested in banks and lenders 
3.54% less invested
Less invested in major consumer brands 
9.97% less invested
Current fund
XLE
The Energy Select Sector SPDR® Fund
Family
State Street
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-3.43% less in annualized returns
Less invested in commodity producers 
0.53% less invested
Less invested in banks and lenders 
3.54% less invested
Less invested in major consumer brands 
9.97% less invested
Current fund
XLE
The Energy Select Sector SPDR® Fund
Family
State Street
Category
Equity Energy
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
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 
-3.43% less in annualized returns
Less invested in commodity producers 
0.53% less invested
Less invested in banks and lenders 
3.54% less invested
Less invested in major consumer brands 
9.97% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
XLE - The Energy Select Sector SPDR® Fund
17%
25%
16%
5.99%
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
0.53% 
Fund compared to benchmark
 
-9.55%
17%
4.44%
-3.43%
0.53%  lower
Find more financial data on XLE at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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