SSPX ETF ANALYSIS

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SSPX ETF FUNDAMENTALS
SSPX ETF PERFORMANCE

SSPX ISSUER

The Sustainable Impact Equity ETF (SSPX) is managed by a forward-thinking issuer committed to promoting positive environmental and social change through sustainable economic development. This ETF seeks to invest in U.S. companies that align with environmental and social megatrends such as climate change, resource constraints, growing populations, and aging populations. The portfolio managers take an active approach, selecting 30-50 equity securities that meet their positive selection criteria while avoiding issuers significantly engaged in negative impact industries. With a focus on ESG factors and maintaining a carbon footprint 20% below the S&P 500® Index, SSPX is designed to drive sustainable investment and engagement with portfolio companies to promote long-term sustainability.

SSPX DIVIDEND

While the SPDR S&P 500 JSG Scoring ETF (SSPX) primarily focuses on selecting U.S. companies in the S&P 500 that score highly on its proprietary jobs, security, and growth (JSG) scoring methodology, it doesn't emphasize dividends as its primary objective. Nevertheless, investors should note that dividends in this ETF are subject to the dividend policies and performance of the constituent companies in the S&P 500 index. Dividends, if any, are typically distributed on a regular basis, and the ETF's overall performance is geared towards achieving its investment objective, which is to outperform the broader equity market while considering its unique JSG criteria. Under normal market conditions, the SPDR S&P 500 JSG Scoring ETF aims to invest in U.S. companies that contribute positively to American jobs, security, and economic growth based on its JSG scoring methodology. The ETF applies this methodology to select the top performers in each sector of the S&P 500 index. While dividend considerations are secondary, the ETF may still provide some dividend returns depending on the dividend policies of the selected companies within its portfolio. Please note that the ETF's investment approach, including stock selection, is primarily guided by its JSG scoring methodology, which evaluates companies' contributions to the U.S. job market, national security, and long-term economic growth. Dividend distributions may vary based on the performance and dividend policies of these selected companies within the ETF's portfolio.

SSPX TRACKING

SSPX, or the Sustainable Impact ETF, aims to track the performance of U.S. equity securities economically tied to the United States, emphasizing companies contributing to positive environmental or social change. With a focus on environmental and social megatrends, such as climate change and growing populations, SSPX selects a core group of 30-50 equity securities using a bottom-up approach based on fundamental research. The fund actively avoids companies significantly engaged in activities harmful to society or the environment, promoting a sustainable investment strategy with a carbon footprint at least 20% below the S&P 500® Index.

SSPX CORRELATION

The correlation aspect of the Janus Henderson U.S. Sustainable Equity ETF (SSPX) is essential in understanding its behavior in relation to the broader U.S. equity market. Given that SSPX focuses on companies contributing to positive environmental or social change and sustainable economic development within the United States, its correlation with other environmentally and socially responsible ETFs may be noteworthy. Investors often analyze SSPX's correlation with various ESG-themed assets to gauge its alignment with specific environmental and social megatrends, providing valuable insights for ESG-focused portfolios.

SSPX SECTOR

The SSPX ETF, also known as the Sustainable Impact Equity ETF, primarily focuses on investing in U.S. equity securities with economic ties to the United States. It aims to promote positive environmental and social change and sustainable economic development by strategically aligning its investments with megatrends such as climate change, resource constraints, population growth, and aging populations. The fund utilizes a bottom-up approach, selecting securities based on environmental and social themes while also applying negative screens to exclude companies significantly engaged in undesirable industries. Additionally, the portfolio managers actively engage with companies on various ESG and sustainable investment criteria, striving to maintain a portfolio with a reduced carbon footprint compared to the S&P 500 Index.

SSPX EXPOSURE

The exposure characteristic of the Janus Henderson U.S. Sustainable Equity ETF (SSPX) revolves around the pursuit of investments that are economically tied to the United States while aligning with environmental and social considerations for sustainable economic development. Under normal circumstances, SSPX invests at least 80% of its net assets in equity securities connected to the U.S. market. It actively manages a diversified portfolio of 30-50 equity securities, primarily larger companies, that fall within environmental and social themes, such as cleaner energy and health. To further its sustainable investing objectives, SSPX applies negative screens to avoid securities from industries or activities deemed to have a negative impact on society or the environment. Investors seeking exposure to U.S. equities with a focus on sustainable development and positive environmental and social change may find SSPX appealing.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of SSPX with the U.S. equity market?
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How does SSPX's dividend strategy compare to other funds like QQQ and IWM?
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