State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF

Frequently Asked Questions About SPYX

What does SPYX invest in?

This State Street SPDR ETF aims to deliver investment returns that broadly match the total performance of the S&P 500 Fossil Fuel Reserves Free Index, before accounting for its operational costs. It is designed for environmentally-conscious investors seeking to integrate their values into their core investment strategy by divesting from S&P 500 companies holding fossil fuel reserves. For those wishing to remove fossil fuel exposure from their portfolio, this fund presents an effective alternative to standard S&P 500 investments. Crucially, like its broader S&P 500 counterpart, this ETF's benchmark is centered on major U.S. large-capitalization equities.

What is the expense ratio of SPYX?

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) charges an expense ratio of 0.20%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SPYX?

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) manages $2.82B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SPYX actively managed or an index fund?

SPYX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SPYX's is 0.20%) because there's no security selection cost.

When was SPYX launched?

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) launched in November 2015 and is managed by SPDR.

How has SPYX performed?

SPYX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.