SPDR S&P 500 ESG ETF logo

EFIV: SPDR S&P 500 ESG ETF

ETF

About

EFIV was created on 2020-07-27 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.

Website
www.ssga.com
Inception Date
07/27/2020
Asset Class
Equity
Investment Segment
Large Cap

Current Value

$50.13

1 Year Return

$0.11
-0.22%
Created with Highcharts 11.4.822 Apr20 May17 Jun15 Jul12 Aug9 Sep7 Oct4 Nov2 Dec30 Dec27 Jan24 Feb24 Mar$46$48$50$52$54$56$58$60

Key Details

Assets Under Management

$1.60B

Div Yield %

1.38%

P/E Ratio

23.93

Net Asset Value

$51.45

Expense Ratio

0.10%

1Y ETF Return

0.04%

Strategies that include EFIV

Create your own
strategy with

EFIV
Three dimensional double logo

Holdings

EFIV - SPDR S&P 500 ESG ETF contains 311 holdings. The top holdings include AAPL, MSFT, NVDA, GOOGL, TSLA

Sector
Weight

Information Technology

31.66%

Financials

15.69%

Health Care

11.94%

Consumer Discretionary

7.77%

Industrials

7.70%

Communication Services

7.35%

Consumer Staples

7.19%

Energy

4.27%

Real Estate

2.54%

Materials

2.35%

Utilities

1.35%

Stock's related to EFIV

The stocks that are correlated to EFIV - SPDR S&P 500 ESG ETF are MKSI, ITT, BN, AEIS, QCOM

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
MKS Instruments, Inc. logoMKSIMKS Instruments, Inc.
73.22%$4.33B-49.91%1.49%
ITT, Inc. logoITTITT, Inc.
73.01%$9.73B-9.12%1.15%
Brookfield Corp. logoBNBrookfield Corp.
72.90%$75.46B+25.56%0.69%
Advanced Energy Industries, Inc. logoAEISAdvanced Energy Industries, Inc.
72.26%$3.16B-13.91%0.50%
QUALCOMM, Inc. logoQCOMQUALCOMM, Inc.
71.91%$154.20B-17.87%2.53%
Brookfield Wealth Solutions Ltd. logoBNTBrookfield Wealth Solutions Ltd.
71.08%$10.14B+25.87%0.00%
Entegris, Inc. logoENTGEntegris, Inc.
71.04%$10.89B-46.82%0.60%
Parker-Hannifin Corp. logoPHParker-Hannifin Corp.
70.72%$71.68B+0.19%1.22%
Microsoft Corp. logoMSFTMicrosoft Corp.
70.56%$2.77T-10.71%0.86%
Janus Henderson Group Plc logoJHGJanus Henderson Group Plc
70.05%$5.16B+1.49%5.03%
Photronics, Inc. logoPLABPhotronics, Inc.
69.97%$1.16B-34.83%0.00%
The Carlyle Group Inc. logoCGThe Carlyle Group Inc.
69.92%$13.98B-17.59%3.85%
Amphenol Corp. logoAPHAmphenol Corp.
69.76%$75.93B+8.88%1.01%
Amazon.com, Inc. logoAMZNAmazon.com, Inc.
69.71%$1.89T-0.88%0.00%
KLA Corp. logoKLACKLA Corp.
69.59%$82.50B-7.72%1.07%
T. Rowe Price Group, Inc. logoTROWT. Rowe Price Group, Inc.
69.58%$19.16B-25.84%5.85%
Rambus, Inc. logoRMBSRambus, Inc.
69.39%$4.96B-21.69%0.00%
Eaton Corp. Plc logoETNEaton Corp. Plc
69.35%$102.19B-18.53%1.55%
Synopsys, Inc. logoSNPSSynopsys, Inc.
69.23%$64.59B-26.34%0.00%
Analog Devices, Inc. logoADIAnalog Devices, Inc.
69.10%$89.71B-5.77%2.18%

ETF's related to EFIV

The ETFs that are correlated to EFIV - SPDR S&P 500 ESG ETF are SNPE, SPLG, VOO, IVV, SPY

Name
Correlation
AUM
Expense Ratio
Xtrackers S&P 500 Scored & Screened ETF logoSNPEXtrackers S&P 500 Scored & Screened ETF
99.60%$1.67B0.1%
SPDR Portfolio S&P 500 ETF logoSPLGSPDR Portfolio S&P 500 ETF
99.06%$59.86B0.02%
Vanguard S&P 500 ETF logoVOOVanguard S&P 500 ETF
99.05%$598.65B0.03%
iShares Core S&P 500 ETF logoIVViShares Core S&P 500 ETF
99.04%$588.47B0.03%
SPDR S&P 500 ETF Trust logoSPYSPDR S&P 500 ETF Trust
99.02%$577.22B0.0945%
Traded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF logoBBUSTraded Fund Trust JPMorgan BetaBuilders U.S. Equity ETF
98.85%$4.38B0.02%
SSGA SPDR S&P 500 Fossil Fuel Free ETF logoSPYXSSGA SPDR S&P 500 Fossil Fuel Free ETF
98.81%$2.02B0.2%
Goldman Sachs MarketBeta U.S. Equity ETF logoGSUSGoldman Sachs MarketBeta U.S. Equity ETF
98.78%$2.47B0.07%
iShares Morningstar U.S. Equity ETF logoILCBiShares Morningstar U.S. Equity ETF
98.75%$956.93M0.03%
SPDR Portfolio S&P 1500 Composite Stock Market ETF logoSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF
98.75%$9.47B0.03%
iShares Trust iShares ESG Aware MSCI USA ETF logoESGUiShares Trust iShares ESG Aware MSCI USA ETF
98.73%$12.93B0.15%
iShares Russell Top 200 ETF logoIWLiShares Russell Top 200 ETF
98.70%$1.53B0.15%
Vanguard Mega Cap 300 Index ETF logoMGCVanguard Mega Cap 300 Index ETF
98.70%$6.25B0.07%
Invesco MSCI USA ETF logoPBUSInvesco MSCI USA ETF
98.69%$5.90B0.04%
iShares Russell 1000 ETF logoIWBiShares Russell 1000 ETF
98.66%$37.46B0.15%
Vanguard Large Cap ETF logoVVVanguard Large Cap ETF
98.66%$39.37B0.04%
Schwab 1000 Index ETF logoSCHKSchwab 1000 Index ETF
98.64%$3.83B0.05%
Schwab U.S. Large Cap ETF logoSCHXSchwab U.S. Large Cap ETF
98.63%$50.55B0.03%
iShares Dow Jones U.S. ETF logoIYYiShares Dow Jones U.S. ETF
98.61%$2.22B0.2%
T. Rowe Price U.S. Equity Research ETF logoTSPAT. Rowe Price U.S. Equity Research ETF
98.60%$1.49B0.34%

News

SeekingAlpha

The newly imposed tariffs by the Trump administration are higher than expected, causing significant market volatility and a sharp selloff in the S&P 500. Explore more details here.

SeekingAlpha

S&P 500: Indicators Signal Rising Recession Risk

SeekingAlpha

Volatility presents a buying opportunity for AI/tech stocks. Read why the U.S. economy's strength and market support levels suggest future growth.

SeekingAlpha

The S&P 500 index faces a major technical breakdown, signaling a potential recession. Read the latest market outlook on Seeking Alpha.

SeekingAlpha

With a 22.2 P/E ratio, the S&P 500 might be overvalued. Read why forecasts predict modest growth and inflation pressures could limit market returns.

SeekingAlpha

The market is facing uncertainty due to negative economic data, tariff concerns, and political dynamics, raising questions about a potential correction. Read the latest report here.

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

Zero expense ratio
index investing

Company

Resources

Popular ETFs

ETF Comparisons

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.

0% Expense Ratios with TLH

We offer over 50 indexes with zero expense ratios.

Registration will take about 10 seconds