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SPXE - S&P 500 Ex-Energy ETF

S&P 500 Ex-Energy ETF logoThe S&P 500 Ex-Energy ETF (SPXE) is an exchange-traded fund (ETF) that seeks to provide investors with exposure to the US equity market, but excludes companies in the energy sector. The ETF's objective is to track the performance of the S&P 500 Ex-Energy Index, which is a widely recognized benchmark for the US equity market, excluding the energy sector.

SPXE invests in a portfolio of US large-cap stocks included in the S&P 500 Index, with the goal of providing investors with exposure to the broad US equity market, while excluding companies in the energy sector. The ETF's holdings are selected based on factors such as liquidity, market capitalization, and sector classification, and are designed to provide investors with exposure to a diversified portfolio of US large-cap stocks.

As of September 2021, the SPXE ETF has a net asset value (NAV) of approximately $3 billion and holds a portfolio of over 400 US large-cap stocks. The ETF's expense ratio is 0.09%, which is relatively low compared to other ETFs.

SPXE has a track record of providing investors with solid returns. Since its inception in 2015, the fund has provided investors with an annualized return of around 16% (as of March 23, 2023).

Overall, the S&P 500 Ex-Energy ETF (SPXE) could be a good investment option for investors looking to invest in the broad US equity market while excluding the energy sector. However, as with any investment, it is important to conduct thorough research and consider factors such as risk tolerance, investment objectives, and fees before making a decision. Additionally, investors should be aware that excluding the energy sector may impact the ETF's performance during periods when the energy sector is outperforming the broader market.




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