Energy Select Sector SPDR® Fund

Shareclass
Energy Select Sector SPDR® ETF (XLE)
Type
Exchange-traded fund
Prison industrial complex grade: No holdings flagged by our prison industrial complex screen. Assigned a grade of A.
A
0
flagged holdings
0%
of assets flagged
Data as of 31 Jan 2024
This fund is clean for both of our prison industrial complex categories!
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
0 direct stock holdings
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
0 direct stock holdings
No companies with prison involvement found in Energy Select Sector SPDR® Fund $XLE
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Financial performance
Performance data provided byMorningstarFind more financial data on XLE at Morningstar.com
Current fund
XLE
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: 1/31/24
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 
-4.57% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
10.24% less invested
Less invested in all screened border industry companies 
13.54% less invested
Less invested in all screened companies 
15.36% less invested
Current fund
XLE
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: 1/31/24
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 
-4.57% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
10.24% less invested
Less invested in all screened border industry companies 
13.54% less invested
Less invested in all screened companies 
15.36% less invested
Current fund
XLE
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: 1/31/24
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 
-4.57% less in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
10.24% less invested
Less invested in all screened border industry companies 
13.54% less invested
Less invested in all screened companies 
15.36% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
XLE - Energy Select Sector SPDR® Fund
-3.8%
34%
11%
4.01%
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
6.03%
10%
8.58%
0.01% 
Fund compared to benchmark
 
-18.01%
28%
0.89%
-4.57%
0.01%  lower
Find more financial data on XLE at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
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