SPYX ETF Analysis: SP500 Fossil Fuel Reserves | NYSE

Large Blend | NYSE, USA | Market Cap: 2.874m USD | 12M Return: 17.8% | US78468R7961 | Charts, Fundamentals & Technical Analysis

Equity Securities, S&P 500 Stocks, Money Market Instruments, Cash Equivalents
Total Rating 57
Safety 55
Buy Signal -0.11
Large Blend
Category Rotation: +9.0
TER: 0.20%
AUM: 2.87B
Avg Turnover: 3.28M
Risk 3d forecast
Volatility11.2%
VaR 5th Pctl2.11%
VaR vs Median4.19%
Reward TTM
Sharpe Ratio0.99
Rel. Str. IBD63.4
Rel. Str. Peer Group61.7
Character TTM
Beta1.004
Beta Downside0.998
Hurst Exponent0.482
Drawdowns 3y
Max DD18.74%
CAGR/Max DD1.26
CAGR/Mean DD12.77

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.8 years of data

Jan +0.1% 13
Feb -1.8% 28
Mar -0.4% 11
Apr +0.3% 0
May +0.4% 14
Jun -0.2% 0
Jul +0.3% 0
Aug -0.2% 2
Sep -1.2% 23
Oct +0.2% 8
Nov +1.7% 31
Dec +0.0% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SPYX SP500 Fossil Fuel Reserves

SPYX is an exchange-traded fund that tracks an index measuring the performance of S&P 500 companies classified as fossil fuel free, meaning they do not own fossil fuel reserves. Under its 80% policy, the fund invests at least 80% of its total assets in securities comprising this index, with the remainder potentially allocated to non-index equities, cash, cash equivalents, or money market instruments. The fund is structured as non-diversified, meaning it may hold more concentrated positions than a diversified fund.

The ETF falls within the Large Blend category and was launched in late 2015, providing investors exposure to large-cap US equities screened for fossil fuel exposure. As an ESG-style product, SPYX appeals to investors seeking to align equity allocations with climate-related criteria by excluding companies with direct ownership of coal, oil, or natural gas reserves.

Headlines to Watch Out For
  • Fossil fuel divestment mandates drive SPYX inflows
  • Energy sector weighting shifts reshape fossil fuel free index
  • Climate regulation and net-zero pledges boost ESG fund demand
What is the price of SPYX shares?

As of September 27, 2026, the stock is trading at USD 63.23 with a total of 54,793 shares traded. Over the past week, the price has changed by +1.39%, over one month by +0.87%, over three months by +5.56% and over the past year by +17.80%.

Current recommended Stop Loss: 61.70 (which is 2.4% or 2.9 ATR below the current price).

Is SPYX a buy, sell or hold?

SP500 Fossil Fuel Reserves has no consensus analysts rating.