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
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 Sector/Industry Breakdown
ESIX Top 10 Holdings
ESIX Performance Statistics
ESIX Economic Development
ESIX Benchmark Comparison Summary
ESIX Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.