LOWC

SPDR MSCI ACWI Low Carbon Target ETF
*Unless otherwise stated, data provided by FactSet.

LOWC Fund Description

LOWC tracks an index of stocks from global firms selected for lower carbon emissions.

LOWC Factset Analytics Insight

LOWC wants to do good for the planet while maintaining marketlike returns by tracking an index of large- and midcap stocks from both established and emerging markets. The fund selects stocks with a tilt toward a smaller carbon footprint, as measured by lower greenhouse gas and carbon emissions, relative to sales and market cap, respectively. The fund uses MSCI ESG CarbonMetrics data to determine these factors based on annual reports, corporate social responsibility reports, the Carbon Disclosure Project, oil and gas industry bodies, and relevant third-party sources. Absent these sources, data are estimated using a proprietary model. The index is reviewed semi-annually.

LOWC MSCI ESG Analytics Insight

SPDR MSCI ACWI Low Carbon Target ETF has an MSCI ESG Fund Rating of A based on a score of 6.70 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR MSCI ACWI Low Carbon Target ETF ranks in the 58th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 11/29/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LOWC -1.70% 0.30% 14.73% 19.42% 17.82% 14.38% --
LOWC (NAV) -0.81% 0.45% 15.64% 19.89% 17.29% 14.53% --
MSCI ACWI Low Carbon Target Index -0.81% 0.44% 15.53% 19.79% 17.20% 14.40% 12.19%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LOWC Summary Data

SPDR
11/25/14
Open-Ended Fund
0.20%
$117.12M
$173.49K
0.16%

LOWC Portfolio Data

$380.34B
23.33
3.04
1.51%
12/17/21
1,726

LOWC Index Data

Proprietary
Principles-based
N/A

LOWC Portfolio Management

0.20%
0.12%
0.41%
0.04%

LOWC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

LOWC Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

LOWC Factset Analytics Block Liquidity

As of 11/30/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of LOWC. LOWC is rated a 4 out of 5.

LOWC Tradability

1,363
$173.49K
1,034
$132.34K
0.16%
$0.22
0.15%
0.61% / -0.33%
None
71.00%
100,000
0.01
0.04%
0.05%
0
$130.94
4

LOWC Top 10 Holdings[View All]

Apple Inc. 3.89%
Tesla Inc 1.22%
0.79%
17.15%

LOWC Countries


LOWC
Segment Benchmark
60.02%
--
5.90%
--
4.06%
--
3.55%
--
2.89%
--
2.62%
--
2.42%
--
2.30%
--
1.74%
--
1.71%
--

LOWC Regions


LOWC
Segment Benchmark
62.91%
--
18.06%
--
16.65%
--
1.46%
--
0.91%
--

LOWC Economic Development


LOWC
Segment Benchmark
94.86%
--
5.14%
--

LOWC Performance Statistics

--
--
--
--
0.00%
N/A

LOWC MSCI ESG Ratings

6.70 / 10
33.41
58.34
6.08%
--
65.29

LOWC Benchmark Comparison Holdings

1,726
--
--
0.00%

LOWC Benchmark Comparison Summary


LOWC
Segment Benchmark
1,726
--
$380.34B
--
23.33
--
3.04
--
1.64%
--
Low
High

LOWC Benchmark Comparison Market Cap Size


LOWC
Segment Benchmark
91.76%
--
8.11%
--
0.13%
--
0.00%
--