SPXE

ProShares S&P 500 Ex-Energy ETF

$72.67
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The ProShares S&P 500 Ex-Energy ETF (SPXE) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500 Ex-Energy Index.

Overview

ETF tracking ProShares S&P 500 Ex-Energy ETF

Category Large Cap
Issuer ProShares
Inception Date 2015-09-24
Market Cap $71.9M
Average Volume N/A
Dividend Yield 0.98%
52-Week Range $53.49 - $74.46
VWAP $72.82

Performance

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Investment Summary

📎 Investment Objective

The ProShares S&P 500 Ex-Energy ETF (SPXE) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500 Ex-Energy Index.

🎯 Investment Strategy

The fund invests in a portfolio of securities that seeks to track the performance of the S&P 500 Ex-Energy Index, which measures the performance of the S&P 500 constituents excluding those classified in the GICS energy sector.

✨ Key Features

  • Provides exposure to the S&P 500 index, excluding the energy sector
  • Designed to serve as a core large-cap equity holding in a diversified portfolio
  • Passively managed to track the performance of the underlying index
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
  • Tracking error risk: The fund may not perfectly track the performance of the underlying index
  • Sector concentration risk: By excluding the energy sector, the fund may have greater exposure to other sectors
  • Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares at the desired price

👤 Best For

This ETF may be suitable for long-term investors seeking broad exposure to large-cap U.S. equities, excluding the energy sector, as part of a diversified portfolio. It may be particularly appealing to investors who want to reduce their exposure to the energy sector or who have a neutral or negative outlook on the energy industry.