ESIX SPDR S&P SmallCap 600 ESG ETF
What is ESIX?
ESIX tracks a market-cap-weighted index of US small-cap companies screened for environmental, social, and governance (ESG) factors.
ESIX Factset Analytics Insight
ESIX adds an ESG layer to the S&P SmallCap 600. It seeks to capture US small-caps with high ESG scores within each GICS sector, while maintaining the sector weights of the S&P 600. The index uses exclusionary screens, filtering out companies (1) involved in tobacco, controversial weapons, and thermal coal, (2) falling in the bottom 5% of the United Nations Global Compact (UNGC) score ranking, or (3) falling in the bottom 25% of ESG scores within each GICS industry group. The remaining companies are ranked in descending order based on their ESG scores, with securities in the top 75% of market capitalization within each industry group selected for inclusion. To track the index, the fund employs a sampling strategy. The index is weighted by market capitalization and rebalances on an annual basis.
ESIX Summary Data
Peers
Fund Flows
ESIX Portfolio Data
ESIX Index Data
ESIX Portfolio Management
ESIX Tax Exposures
ESIX Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ESIX. ESIX is rated a N/A out of 5.
ESIX Tradability
ESIX Sector/Industry Breakdown
Benchmark
ESIX Top 10 Holdings
ESIX Performance Statistics
ESIX Countries
Benchmark
ESIX Regions
Benchmark
ESIX Economic Development
Benchmark
ESIX Benchmark Comparison Summary
Benchmark
ESIX Benchmark Comparison Market Cap Size
Benchmark
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.