XSW
SPDR S&P Software & Services ETFXSW Fund Description
XSW tracks an equal-weighted index of software & services companies, as defined by GICS.
XSW Factset Analytics Insight
The software industry is extremely top-heavy and concentrated so any ETFs providing exposure to the industry have to address these challenges. XSW does so by broadening its mandate to include services firms and then equal-weights its portfolio to reduce concentration in the top industry companies. Ultimately, XSW delivers on its mandate to invest in both software and services, and emphasizes the latter. Its equal weighting produces tilts toward smaller, growth-oriented companies. For investors interested in its unique basket, XSW charges one of the lowest fees in its segment. However, since its inception in late 2011, it has yet to accumulate much of an asset base or much trading volume, so trade carefully.
XSW MSCI ESG Analytics Insight
SPDR S&P Software & Services ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.41 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 S&P Software & Services ETF ranks in the 18th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XSW 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.
XSW Charts And Performance
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XSW Summary Data
XSW Portfolio Data
XSW Index Data
XSW Portfolio Management
XSW Tax Exposures
XSW Fund Structure
XSW Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XSW. XSW is rated a 5 out of 5.
XSW Tradability
XSW Sector/Industry Breakdown
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XSW Top 10 Holdings[View All]
XSW Countries
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XSW Regions
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XSW Economic Development
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XSW Performance Statistics
XSW MSCI ESG Ratings
XSW Benchmark Comparison Summary
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XSW Benchmark Comparison Market Cap Size
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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.