ESIX
+1.89 · +6.11%
$32.89 · NYSE ARCA

SPDR S&P SmallCap 600 ESG ETF (ESIX) ETF Analysis | Small Blend

State Street Investment Management · USA
AUM:$7.7M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.12% — among the lowest available for this category.

What is ESIX?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
ESIX returned 8.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.12% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 8.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$7.7M
Expense Ratio0.12%
Dividend Yield1.57%
Holdings50
Inception DateJan 2022
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta1.12
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would ESIX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.8%
1Y
+20.1%
3Y
+46.3%
5Y
+24.2%
OpenBook InsightIf you had invested £10,000 in ESIX 5 years ago, it would have grown to £12,417 — a gain of £2,417.

Annual Returns

Calendar year performance

ESIX delivered positive returns in 4 of the last 5 calendar years.
YearESIX
2026 YTD+10.0%
2025+2.2%
2024+10.2%
2023+17.7%
2022-14.6%
CAGR 4yr+3.1%
4/5 positive yearsAvg return: +5.1%Worst year: -14.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.6%
Low
Momentum
+8.2%
30-day change
Support Level
34.58
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.