EFIV was created on 2020-07-27 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1129.36m in AUM and 323 holdings. EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.
ESGU was created on 2016-12-01 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 13706.63m in AUM and 295 holdings. ESGU tracks an index composed of US companies that are selected and weighted for positive environmental", social and governance characteristics.
Key Details
Jul 27, 2020
Dec 01, 2016
Equity
Equity
Large Cap
Total Market
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.
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.70% | $94.79M | 0.59% | |
VIXY | -80.64% | $198.83M | 0.85% | |
VIXM | -74.14% | $23.12M | 0.85% | |
BTAL | -66.96% | $310.74M | 1.43% | |
IVOL | -44.85% | $342.76M | 1.02% | |
SPTS | -33.84% | $5.78B | 0.03% | |
XONE | -33.25% | $629.19M | 0.03% | |
FTSD | -32.77% | $233.17M | 0.25% | |
FXY | -31.83% | $793.88M | 0.4% | |
UTWO | -28.97% | $376.61M | 0.15% | |
SCHO | -27.99% | $10.92B | 0.03% | |
VGSH | -27.61% | $22.74B | 0.03% | |
XHLF | -23.80% | $1.75B | 0.03% | |
IBTG | -23.68% | $1.93B | 0.07% | |
IBTI | -23.44% | $1.07B | 0.07% | |
IBTH | -23.25% | $1.62B | 0.07% | |
BILS | -22.24% | $3.81B | 0.1356% | |
TBLL | -20.30% | $2.11B | 0.08% | |
IBTJ | -20.13% | $688.68M | 0.07% | |
SHYM | -19.57% | $355.36M | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.65% | $104.37B | +33.58% | 0.54% |
BNT | 84.54% | $12.72B | +34.13% | 0.00% |
ITT | 83.91% | $12.27B | +9.26% | 0.86% |
JHG | 83.18% | $6.39B | +11.37% | 3.84% |
PH | 82.74% | $90.55B | +24.61% | 0.94% |
AXP | 82.60% | $217.64B | +24.44% | 0.98% |
KKR | 81.49% | $122.20B | +17.61% | 0.51% |
TROW | 81.45% | $22.17B | -16.66% | 4.93% |
MKSI | 81.10% | $6.97B | -28.13% | 0.87% |
EMR | 81.01% | $78.58B | +17.51% | 1.50% |
WAB | 80.69% | $36.04B | +24.89% | 0.43% |
BX | 80.61% | $193.87B | +16.63% | 2.14% |
ADI | 80.60% | $119.31B | -1.20% | 1.60% |
SEIC | 80.55% | $11.34B | +30.50% | 1.07% |
ARES | 80.20% | $38.12B | +17.90% | 2.33% |
GS | 80.02% | $215.56B | +39.66% | 1.70% |
APO | 79.96% | $83.28B | +17.52% | 1.28% |
DOV | 79.87% | $25.65B | -2.31% | 1.10% |
EVR | 79.81% | $11.10B | +17.46% | 1.13% |
AMZN | 79.66% | $2.40T | +17.27% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AEP | -0.10% | $55.77B | +13.66% | 3.51% |
AGL | -0.14% | $910.69M | -70.51% | 0.00% |
NEOG | 0.22% | $1.08B | -71.94% | 0.00% |
STG | -0.25% | $60.94M | +42.06% | 0.00% |
JNJ | 0.35% | $373.35B | +2.75% | 3.07% |
VRCA | 0.38% | $73.82M | -90.94% | 0.00% |
EXC | -0.51% | $43.36B | +20.92% | 3.63% |
MSEX | 1.05% | $956.58M | -13.26% | 2.48% |
SO | 1.14% | $101.63B | +13.99% | 3.12% |
DFDV | -1.35% | $363.80M | +2,684.66% | 0.00% |
VSTA | -1.44% | $336.05M | +39.20% | 0.00% |
WTRG | -1.44% | $10.50B | -7.07% | 3.47% |
ZCMD | -1.50% | $28.28M | -14.50% | 0.00% |
UUU | -1.59% | $7.17M | +113.79% | 0.00% |
HUSA | -1.62% | $20.52M | -12.60% | 0.00% |
AMT | -1.65% | $102.48B | +4.17% | 3.01% |
PPC | 1.69% | $10.44B | +27.02% | 0.00% |
TEF | 1.94% | $29.18B | +18.85% | 6.34% |
CYCN | 1.97% | $10.21M | +7.79% | 0.00% |
LITB | 2.03% | $25.19M | -67.38% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -87.67% | $94.79M | 0.59% | |
VIXY | -80.14% | $198.83M | 0.85% | |
VIXM | -73.24% | $23.12M | 0.85% | |
BTAL | -64.34% | $310.74M | 1.43% | |
IVOL | -44.13% | $342.76M | 1.02% | |
SPTS | -33.67% | $5.78B | 0.03% | |
FTSD | -33.45% | $233.17M | 0.25% | |
XONE | -32.72% | $629.19M | 0.03% | |
FXY | -31.29% | $793.88M | 0.4% | |
UTWO | -28.87% | $376.61M | 0.15% | |
SCHO | -28.09% | $10.92B | 0.03% | |
VGSH | -27.41% | $22.74B | 0.03% | |
IBTI | -23.34% | $1.07B | 0.07% | |
XHLF | -23.25% | $1.75B | 0.03% | |
IBTH | -22.93% | $1.62B | 0.07% | |
IBTG | -22.65% | $1.93B | 0.07% | |
BILS | -22.05% | $3.81B | 0.1356% | |
IBTJ | -20.20% | $688.68M | 0.07% | |
SHYM | -19.67% | $355.36M | 0.35% | |
TBLL | -19.55% | $2.11B | 0.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SNPE | 99.73% | $1.93B | 0.1% | |
SPLG | 99.43% | $76.53B | 0.02% | |
VOO | 99.43% | $694.66B | 0.03% | |
IVV | 99.42% | $630.96B | 0.03% | |
BBUS | 99.34% | $5.08B | 0.02% | |
ESGU | 99.28% | $13.81B | 0.15% | |
SPTM | 99.28% | $10.64B | 0.03% | |
GSUS | 99.27% | $2.64B | 0.07% | |
SCHK | 99.26% | $4.36B | 0.03% | |
SPY | 99.25% | $641.23B | 0.0945% | |
SPYX | 99.25% | $2.23B | 0.2% | |
IWB | 99.23% | $41.33B | 0.15% | |
VOTE | 99.23% | $827.77M | 0.05% | |
ILCB | 99.23% | $1.06B | 0.03% | |
PBUS | 99.23% | $8.30B | 0.04% | |
VV | 99.23% | $42.72B | 0.04% | |
MGC | 99.22% | $7.35B | 0.07% | |
SCHX | 99.20% | $56.50B | 0.03% | |
IWL | 99.18% | $1.74B | 0.15% | |
IYY | 99.15% | $2.49B | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.18% | $104.37B | +33.58% | 0.54% |
BNT | 83.16% | $12.72B | +34.13% | 0.00% |
ITT | 81.88% | $12.27B | +9.26% | 0.86% |
JHG | 81.30% | $6.39B | +11.37% | 3.84% |
AXP | 81.30% | $217.64B | +24.44% | 0.98% |
PH | 81.25% | $90.55B | +24.61% | 0.94% |
TROW | 80.89% | $22.17B | -16.66% | 4.93% |
ADI | 80.73% | $119.31B | -1.20% | 1.60% |
EMR | 79.85% | $78.58B | +17.51% | 1.50% |
MKSI | 79.69% | $6.97B | -28.13% | 0.87% |
KKR | 79.23% | $122.20B | +17.61% | 0.51% |
WAB | 79.20% | $36.04B | +24.89% | 0.43% |
BX | 79.20% | $193.87B | +16.63% | 2.14% |
SEIC | 78.91% | $11.34B | +30.50% | 1.07% |
GS | 78.68% | $215.56B | +39.66% | 1.70% |
AAPL | 78.67% | $3.12T | -10.95% | 0.48% |
KN | 78.56% | $1.52B | -9.88% | 0.00% |
BLK | 78.33% | $162.08B | +23.96% | 1.95% |
DOV | 78.25% | $25.65B | -2.31% | 1.10% |
APO | 78.24% | $83.28B | +17.52% | 1.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.22% | $24.50B | +35.35% | 1.07% |
ED | -12.83% | $36.01B | +9.18% | 3.35% |
K | -10.95% | $27.56B | +39.23% | 2.87% |
AWK | -10.72% | $27.46B | +1.26% | 2.22% |
MKTX | -6.24% | $8.05B | -3.20% | 1.40% |
CME | -6.02% | $99.10B | +42.79% | 1.75% |
KR | -5.32% | $47.52B | +34.10% | 1.78% |
ASPS | -4.41% | $148.99M | +20.50% | 0.00% |
DG | -4.15% | $24.92B | -11.19% | 2.08% |
BCE | -4.05% | $22.18B | -26.98% | 10.11% |
VSA | -3.87% | $12.16M | +18.21% | 0.00% |
LTM | -3.70% | $12.66B | -95.54% | 2.41% |
DFDV | -3.05% | $363.80M | +2,684.66% | 0.00% |
UUU | -2.46% | $7.17M | +113.79% | 0.00% |
HUSA | -2.29% | $20.52M | -12.60% | 0.00% |
MO | -2.06% | $98.51B | +21.76% | 6.95% |
VSTA | -1.72% | $336.05M | +39.20% | 0.00% |
TU | -1.40% | $24.95B | +4.01% | 7.03% |
DUK | -1.26% | $91.02B | +9.92% | 3.56% |
AMT | -0.95% | $102.48B | +4.17% | 3.01% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.39% | $24.50B | +35.35% | 1.07% |
ED | -13.90% | $36.01B | +9.18% | 3.35% |
AWK | -12.68% | $27.46B | +1.26% | 2.22% |
K | -10.28% | $27.56B | +39.23% | 2.87% |
MKTX | -8.72% | $8.05B | -3.20% | 1.40% |
CME | -6.90% | $99.10B | +42.79% | 1.75% |
KR | -5.99% | $47.52B | +34.10% | 1.78% |
BCE | -5.42% | $22.18B | -26.98% | 10.11% |
DG | -5.40% | $24.92B | -11.19% | 2.08% |
ASPS | -3.77% | $148.99M | +20.50% | 0.00% |
VSA | -3.74% | $12.16M | +18.21% | 0.00% |
MO | -3.18% | $98.51B | +21.76% | 6.95% |
TU | -3.02% | $24.95B | +4.01% | 7.03% |
LTM | -2.83% | $12.66B | -95.54% | 2.41% |
DUK | -2.26% | $91.02B | +9.92% | 3.56% |
AMT | -1.65% | $102.48B | +4.17% | 3.01% |
HUSA | -1.62% | $20.52M | -12.60% | 0.00% |
UUU | -1.59% | $7.17M | +113.79% | 0.00% |
ZCMD | -1.50% | $28.28M | -14.50% | 0.00% |
WTRG | -1.44% | $10.50B | -7.07% | 3.47% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BBUS | 99.86% | $5.08B | 0.02% | |
SPLG | 99.85% | $76.53B | 0.02% | |
IVV | 99.85% | $630.96B | 0.03% | |
VOO | 99.85% | $694.66B | 0.03% | |
IWB | 99.84% | $41.33B | 0.15% | |
SCHK | 99.82% | $4.36B | 0.03% | |
SCHX | 99.80% | $56.50B | 0.03% | |
ILCB | 99.79% | $1.06B | 0.03% | |
SPTM | 99.79% | $10.64B | 0.03% | |
ITOT | 99.79% | $71.67B | 0.03% | |
PBUS | 99.77% | $8.30B | 0.04% | |
SCHB | 99.76% | $34.71B | 0.03% | |
VTI | 99.76% | $505.10B | 0.03% | |
IYY | 99.75% | $2.49B | 0.2% | |
VONE | 99.74% | $6.43B | 0.07% | |
IWV | 99.72% | $16.00B | 0.2% | |
GSUS | 99.72% | $2.64B | 0.07% | |
SPY | 99.71% | $641.23B | 0.0945% | |
DFUS | 99.70% | $15.68B | 0.09% | |
VV | 99.69% | $42.72B | 0.04% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MLN | 0.05% | $509.07M | 0.24% | |
GOVI | -0.09% | $933.60M | 0.15% | |
SHM | 0.10% | $3.41B | 0.2% | |
YEAR | 0.43% | $1.47B | 0.25% | |
WEAT | 0.49% | $122.74M | 0.28% | |
IBMS | 0.79% | $89.65M | 0.18% | |
DFNM | -0.93% | $1.58B | 0.17% | |
LMBS | 0.93% | $5.12B | 0.64% | |
IBND | -0.97% | $407.31M | 0.5% | |
JBND | -1.18% | $2.36B | 0.25% | |
CTA | -1.31% | $1.09B | 0.76% | |
TOTL | -1.34% | $3.80B | 0.55% | |
SMMU | -1.52% | $899.05M | 0.35% | |
BUXX | -1.68% | $312.62M | 0.25% | |
BNDW | 1.75% | $1.29B | 0.05% | |
CGCB | 1.81% | $2.62B | 0.27% | |
NUBD | 2.09% | $395.73M | 0.16% | |
BSMR | 2.15% | $258.63M | 0.18% | |
TLH | 2.27% | $11.32B | 0.15% | |
SGOV | -2.34% | $50.99B | 0.09% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
GOVI | -0.22% | $933.60M | 0.15% | |
WEAT | 0.25% | $122.74M | 0.28% | |
MLN | 0.25% | $509.07M | 0.24% | |
IBMS | 0.58% | $89.65M | 0.18% | |
YEAR | 0.67% | $1.47B | 0.25% | |
BUXX | -0.76% | $312.62M | 0.25% | |
SHM | -0.80% | $3.41B | 0.2% | |
CTA | -1.07% | $1.09B | 0.76% | |
LMBS | 1.10% | $5.12B | 0.64% | |
JBND | -1.11% | $2.36B | 0.25% | |
IBND | -1.39% | $407.31M | 0.5% | |
DFNM | -1.67% | $1.58B | 0.17% | |
TOTL | -1.71% | $3.80B | 0.55% | |
BNDW | 2.02% | $1.29B | 0.05% | |
SUB | 2.04% | $9.99B | 0.07% | |
CGCB | 2.09% | $2.62B | 0.27% | |
NUBD | 2.11% | $395.73M | 0.16% | |
TLH | 2.11% | $11.32B | 0.15% | |
AGZD | 2.19% | $98.59M | 0.23% | |
BNDX | -2.25% | $67.47B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
VRCA | 0.09% | $73.82M | -90.94% | 0.00% |
WTRG | -0.13% | $10.50B | -7.07% | 3.47% |
EXC | 0.30% | $43.36B | +20.92% | 3.63% |
NEOG | 0.33% | $1.08B | -71.94% | 0.00% |
ZCMD | -0.38% | $28.28M | -14.50% | 0.00% |
STG | -0.75% | $60.94M | +42.06% | 0.00% |
AGL | -0.83% | $910.69M | -70.51% | 0.00% |
PPC | 0.88% | $10.44B | +27.02% | 0.00% |
AMT | -0.95% | $102.48B | +4.17% | 3.01% |
AEP | 0.99% | $55.77B | +13.66% | 3.51% |
MSEX | 1.19% | $956.58M | -13.26% | 2.48% |
DUK | -1.26% | $91.02B | +9.92% | 3.56% |
TU | -1.40% | $24.95B | +4.01% | 7.03% |
IMNN | 1.59% | $10.81M | -62.28% | 0.00% |
VSTA | -1.72% | $336.05M | +39.20% | 0.00% |
CYCN | 1.99% | $10.21M | +7.79% | 0.00% |
JNJ | 2.02% | $373.35B | +2.75% | 3.07% |
MO | -2.06% | $98.51B | +21.76% | 6.95% |
HUSA | -2.29% | $20.52M | -12.60% | 0.00% |
IMDX | 2.35% | $79.50M | -15.50% | 0.00% |
EFIV - SPDR S&P 500 ESG ETF and ESGU - iShares Trust iShares ESG Aware MSCI USA ETF have a 183 holding overlap. Which accounts for a 59.4% overlap.
Number of overlapping holdings
183
% of overlapping holdings
59.39%
Name | Weight in EFIV | Weight in ESGU |
---|---|---|
11.50% | 7.76% | |
10.39% | 6.43% | |
8.63% | 5.68% | |
4.26% | 2.63% | |
2.37% | 3.55% | |
1.68% | 1.18% | |
1.64% | 1.19% | |
1.34% | 0.50% | |
1.24% | 1.04% | |
1.18% | 0.85% |
SPDR S&P 500 ESG ETF - EFIV is made up of 321 holdings. iShares Trust iShares ESG Aware MSCI USA ETF - ESGU is made up of 294 holdings.
Name | Weight |
---|---|
![]() | 11.50% |
![]() | 10.39% |
![]() | 8.63% |
4.26% | |
![]() | 2.93% |
![]() | 2.37% |
1.68% | |
1.64% | |
1.34% | |
1.24% | |
1.18% | |
1.14% | |
0.98% | |
![]() | 0.91% |
0.84% | |
0.78% | |
0.74% | |
0.74% | |
0.73% | |
0.71% | |
0.70% | |
0.68% | |
0.63% | |
![]() | 0.60% |
0.60% | |
0.59% | |
0.57% | |
0.55% | |
0.54% | |
0.53% |
Name | Weight |
---|---|
![]() | 7.76% |
![]() | 6.43% |
![]() | 5.68% |
![]() | 3.86% |
![]() | 3.55% |
2.63% | |
![]() | 2.28% |
![]() | 1.67% |
1.41% | |
1.19% | |
1.18% | |
1.04% | |
![]() | 0.95% |
0.85% | |
0.82% | |
0.78% | |
0.76% | |
![]() | 0.69% |
![]() | 0.65% |
0.63% | |
0.62% | |
0.61% | |
0.59% | |
![]() | 0.56% |
0.54% | |
0.53% | |
0.53% | |
0.52% | |
0.52% | |
0.51% |