SPYGSPDR Portfolio S&P 500 Growth ETF
SPYG Fund Description
SPYG tracks an index of primarily large-cap growth stocks. The index selects companies from the S&P 500 Index based on three growth factors.
SPYG Factset Analytics Insight
SPYG is a large-cap growth fund, holding roughly 300 companies selected from the well-known S&P 500 Index based on three growth factors: sales growth, the ratio of earnings change to price, and momentum. Eligible securities are those that meet certain liquidity and size requirements and have positive reported earnings in the most recent quarters. At times, given the limited number of holdings to reflect sector representation, securities meeting these criteria do not guarantee automatic index inclusion. The fund competes directly with iShares' IVW and Vanguard's VOOG, and its portfolio looks much like theirs. Compared with our neutral growth benchmark, SPYG makes sizable sector bets at times. Because it pulls from the S&P 500, SPYG also carries some midcap exposure that our narrower benchmark excludes. The Index is weighted by market-cap and rebalanced annually. Prior to October 16, 2017 the fund traded under name SPDR S&P 500 Growth ETF.
SPYG MSCI ESG Analytics Insight
SPDR Portfolio S&P 500 Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.07 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 Portfolio S&P 500 Growth ETF ranks in the 28th percentile within its peer group and in the 8th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SPYG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
SPYG Summary Data
SPYG Portfolio Data
SPYG Index Data
SPYG Portfolio Management
SPYG Tax Exposures
SPYG Fund Structure
SPYG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPYG. SPYG is rated a 5 out of 5.
SPYG Sector/Industry Breakdown
SPYG Economic Development
SPYG Performance Statistics
SPYG MSCI ESG Ratings
SPYG Benchmark Comparison Summary
SPYG Benchmark Comparison Market Cap Size