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Upturn AI SWOT - About
SPDR S&P SmallCap 600 ESG ETF (ESIX)
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Upturn Advisory Summary
10/24/2025: ESIX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.32% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 24.30 - 34.06 | Updated Date 06/29/2025 |
52 Weeks Range 24.30 - 34.06 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR S&P SmallCap 600 ESG ETF
ETF Overview
Overview
The SPDR S&P SmallCap 600 ESG ETF (ESGS) seeks to provide investment results that correspond to the performance of the S&P SmallCap 600 ESG Index. It focuses on small-cap US companies while incorporating environmental, social, and governance (ESG) factors into its selection process.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing ETFs, including those with ESG mandates, demonstrating their expertise in this area.
Investment Objective
Goal
The primary investment goal of ESGS is to track the performance of the S&P SmallCap 600 ESG Index.
Investment Approach and Strategy
Strategy: ESGS aims to replicate the S&P SmallCap 600 ESG Index, which selects companies from the S&P SmallCap 600 based on ESG criteria.
Composition The ETF holds stocks of small-cap U.S. companies that meet certain ESG standards. The composition is primarily stocks.
Market Position
Market Share: ESGS holds a smaller market share compared to broader small-cap ETFs due to its specific ESG focus.
Total Net Assets (AUM): 137500000
Competitors
Key Competitors
- Xtrackers S&P SmallCap 600 ESG ETF (SMES)
- iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Competitive Landscape
The competitive landscape includes ETFs with similar ESG and small-cap focuses. ESGS benefits from SSGA's brand recognition but may face competition on expense ratios or tracking error. The advantage of ESGS is being one of the most actively traded ones. The disadvantage is that it is sector concentrated. Competitors may have a lower expense ratio.
Financial Performance
Historical Performance: Data on historical performance is readily available from SSGA and various financial data providers; specific numbers vary depending on the time period.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 ESG Index to assess tracking effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, investor sentiment towards ESG investing, and small-cap market conditions can all impact ESGS.
Growth Trajectory
The ETF's growth is tied to the increasing popularity of ESG investing and the performance of small-cap stocks. Changes to strategy and holdings are regularly disclosed by SSGA.
Moat and Competitive Advantages
Competitive Edge
ESGS benefits from the well-established reputation of SSGA and its expertise in ESG investing. It offers a targeted approach to investing in small-cap companies with an ESG focus, appealing to socially conscious investors. The ETF's rules-based approach aims to provide consistent exposure to companies meeting certain ESG criteria. The relatively low expense ratio, when compared to actively managed ESG funds, attracts a variety of investors looking for cost-effective ESG investments.
Risk Analysis
Volatility
ESGS's volatility is similar to that of other small-cap ETFs, as small-cap stocks are generally more volatile than large-cap stocks.
Market Risk
Specific risks include market risk associated with equity investments, small-cap risk (higher volatility), and the risk that the ESG methodology may not align with all investors' values.
Investor Profile
Ideal Investor Profile
The ideal investor for ESGS is someone who seeks exposure to small-cap US companies and prioritizes ESG factors in their investment decisions.
Market Risk
ESGS is suitable for long-term investors seeking to align their investments with their values and benefit from the potential growth of small-cap stocks.
Summary
The SPDR S&P SmallCap 600 ESG ETF (ESGS) provides exposure to small-cap US companies with an ESG focus, offering socially conscious investors a way to participate in the small-cap market. Managed by SSGA, a reputable ETF issuer, ESGS aims to track the S&P SmallCap 600 ESG Index. While it faces competition from other ESG ETFs, ESGS benefits from SSGA's expertise and relatively low expense ratio. Its performance is tied to both the small-cap market and investor sentiment toward ESG investing, making it suitable for long-term investors seeking value alignment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR S&P SmallCap 600 ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of securities meeting certain sustainability criteria, while maintaining similar overall industry group weights as the S&P SmallCap 600 Scored & Screened Index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.