Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ESIX (SPDR S&P SmallCap 600 ESG ETF) 10.83% 20.95% 13.18% NA NA NA NA
Data as of 05/18/2026, Common starting date is 01/11/2022
More Performance Analytics Comparison
Name Start Date End Date
ESIX (SPDR S&P SmallCap 600 ESG ETF) 01/11/2022 05/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) -2.02 20.95 13.18 NA NA NA NA 10.83 1.85 9.63 17.52 -14.61
Sharpe Ratio NA 0.95 0.49 NA NA NA NA 1.50 -0.05 0.31 0.71 -0.65
Standard Deviation(%) NA 18.25 20.38 NA NA NA NA 19.29 22.43 19.35 19.68 25.54
Draw Down(%) NA 10.17 27.57 NA NA NA NA 10.17 23.92 8.97 16.14 21.76
Yield(%) 0.00 1.73 2.03 1.34 0.67 0.45 0.33 0.28 1.65 1.79 1.96 1.30
Data as of 05/18/2026, Common starting date is 01/11/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESIX (SPDR S&P SmallCap 600 ESG ETF) 1.41%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESIX (SPDR S&P SmallCap 600 ESG ETF) 14.14%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return