What is EFIV?
EFIV was created on 2020-07-27 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1397.23m in AUM and 312 holdings. EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.
What is IWB?
IWB was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 33573.74m in AUM and 1006 holdings. IWB tracks a market-cap-weighted index of the 1000-largest US companies.
Key Details
Jul 27, 2020
May 15, 2000
Equity
Equity
Large Cap
Large Cap
Holdings
SPDR S&P 500 ESG ETF - EFIV is made up of 311 holdings. iShares Russell 1000 ETF - IWB is made up of 1010 holdings.
Name | Weight |
|---|---|
A AAPLApple, Inc. | 9.24% |
M MSFTMicrosoft Corp. | 9.16% |
N NVDANVIDIA Corp. | 8.51% |
G GOOGLAlphabet, Inc. | 2.88% |
G GOOGAlphabet, Inc. | 2.37% |
T TSLATesla, Inc. | 2.28% |
2.05% | |
L LLYEli Lilly & Co. | 1.84% |
1.81% | |
1.77% | |
1.41% | |
1.38% | |
1.31% | |
W WMTWalmart, Inc. | 1.27% |
1.24% | |
1.13% | |
A ABBVAbbVie, Inc. | 0.99% |
0.89% | |
C CRMSalesforce, Inc. | 0.79% |
0.77% | |
C CVXChevron Corp. | 0.73% |
C CSCOCisco Systems, Inc. | 0.73% |
M MCDMcDonald's Corp. | 0.71% |
0.7% | |
L LINLinde Plc | 0.67% |
P PEPPepsiCo, Inc. | 0.64% |
0.63% | |
G GEGE Aerospace | 0.63% |
0.61% | |
A ACNAccenture Plc | 0.58% |
Name | Weight |
|---|---|
M MSFTMicrosoft Corp. | 5.89% |
A AAPLApple, Inc. | 5.8% |
N NVDANVIDIA Corp. | 5.31% |
A AMZNAmazon.com, Inc. | 3.52% |
M METAMeta Platforms, Inc. | 2.46% |
B BRK.BBerkshire Hathaway, Inc. | 1.94% |
G GOOGLAlphabet, Inc. | 1.88% |
A AVGOBroadcom Inc. | 1.67% |
G GOOGAlphabet, Inc. | 1.58% |
T TSLATesla, Inc. | 1.46% |
1.36% | |
L LLYEli Lilly & Co. | 1.19% |
1.16% | |
1.12% | |
0.91% | |
0.87% | |
0.84% | |
N NFLXNetflix, Inc. | 0.82% |
W WMTWalmart, Inc. | 0.81% |
0.8% | |
0.74% | |
0.72% | |
A ABBVAbbVie, Inc. | 0.63% |
0.57% | |
0.49% | |
0.49% | |
C CRMSalesforce, Inc. | 0.48% |
C CSCOCisco Systems, Inc. | 0.47% |
M MCDMcDonald's Corp. | 0.46% |
C CVXChevron Corp. | 0.45% |
Stock Correlation
The stocks that are correlated to EFIV - SPDR S&P 500 ESG ETF are BN, ENTG, BNT, JHG, ADI
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 80.63% | $70.33B | +18.15% | 0.70% | |
E ENTGEntegris, Inc. | 79.27% | $10.43B | -50.46% | 0.58% |
| 79.12% | $9.44B | +18.27% | 0.00% | |
| 78.73% | $4.80B | -5.14% | 5.16% | |
| 78.23% | $88.46B | -10.21% | 2.19% | |
| 77.95% | $4.33B | -49.56% | 1.39% | |
| 77.64% | $3.27B | -13.01% | 0.46% | |
| 77.51% | $19.10B | -26.99% | 5.81% | |
| 77.49% | $72.13B | +0.79% | 1.17% | |
Q QCOMQUALCOMM, Inc. | 77.41% | $148.65B | -23.26% | 2.55% |
I ITTITT, Inc. | 77.17% | $9.95B | -6.56% | 1.06% |
M MSFTMicrosoft Corp. | 76.59% | $2.83T | -10.89% | 0.83% |
| 76.50% | $20.87B | -56.53% | 4.87% | |
| 76.35% | $42.00B | -32.23% | 2.48% | |
A ANSSANSYS, Inc. | 76.22% | $25.99B | -12.82% | 0.00% |
S SEICSEI Investments Co. | 76.21% | $9.02B | +3.20% | 1.34% |
| 75.89% | $155.32B | +0.46% | 3.13% | |
| 75.88% | $1.28B | -9.91% | 0.00% | |
F FLSFlowserve Corp. | 75.74% | $5.51B | -11.17% | 2.03% |
B BLKBlackRock, Inc. | 75.74% | $133.13B | +9.27% | 2.41% |
The stocks that are correlated to IWB - iShares Russell 1000 ETF are BN, JHG, BNT, ITT, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 82.73% | $70.33B | +18.15% | 0.70% | |
| 81.37% | $4.80B | -5.14% | 5.16% | |
| 80.96% | $9.44B | +18.27% | 0.00% | |
I ITTITT, Inc. | 79.95% | $9.95B | -6.56% | 1.06% |
| 79.82% | $72.13B | +0.79% | 1.17% | |
E ENTGEntegris, Inc. | 79.81% | $10.43B | -50.46% | 0.58% |
| 79.12% | $4.33B | -49.56% | 1.39% | |
| 79.03% | $28.19B | +1.27% | 2.93% | |
| 79.01% | $3.27B | -13.01% | 0.46% | |
| 78.45% | $19.10B | -26.99% | 5.81% | |
F FLSFlowserve Corp. | 78.34% | $5.51B | -11.17% | 2.03% |
S SEICSEI Investments Co. | 78.21% | $9.02B | +3.20% | 1.34% |
| 78.17% | $155.32B | +0.46% | 3.13% | |
K KKRKKR & Co., Inc. | 78.10% | $90.49B | +1.41% | 0.70% |
| 78.06% | $70.70B | +9.65% | 1.51% | |
| 77.96% | $88.46B | -10.21% | 2.19% | |
A AMZNAmazon.com, Inc. | 77.85% | $1.92T | -4.14% | 0.00% |
| 77.49% | $152.22B | +23.23% | 2.42% | |
E EVREvercore, Inc. | 77.35% | $6.84B | -9.90% | 1.85% |
| 77.08% | $1.28B | -9.91% | 0.00% | |
ETF Correlation
The ETFs that are correlated to EFIV - SPDR S&P 500 ESG ETF are SNPE, VOO, SPLG, IVV, BBUS
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.74% | $1.60B | 0.1% | ||
| 99.41% | $588.76B | 0.03% | ||
| 99.40% | $58.22B | 0.02% | ||
| 99.39% | $559.83B | 0.03% | ||
| 99.28% | $4.24B | 0.02% | ||
| 99.23% | $12.28B | 0.15% | ||
| 99.22% | $2.40B | 0.07% | ||
| 99.22% | $1.95B | 0.2% | ||
| 99.21% | $9.21B | 0.03% | ||
| 99.20% | $920.77M | 0.03% | ||
| 99.19% | $575.50B | 0.0945% | ||
P PBUSInvesco MSCI USA ETF | 99.17% | $5.74B | 0.04% | |
| 99.15% | $37.02B | 0.15% | ||
| 99.14% | $3.79B | 0.05% | ||
| 99.14% | $6.04B | 0.07% | ||
| 99.13% | $48.95B | 0.03% | ||
| 99.13% | $38.60B | 0.04% | ||
| 99.11% | $1.49B | 0.15% | ||
| 99.10% | $699.78M | 0.05% | ||
| 99.09% | $2.13B | 0.2% | ||
The ETFs that are correlated to IWB - iShares Russell 1000 ETF are BBUS, SCHK, ITOT, SCHX, SPLG
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.89% | $4.24B | 0.02% | ||
| 99.89% | $3.79B | 0.05% | ||
| 99.89% | $62.56B | 0.03% | ||
| 99.86% | $48.95B | 0.03% | ||
| 99.86% | $58.22B | 0.02% | ||
| 99.86% | $9.21B | 0.03% | ||
| 99.85% | $559.83B | 0.03% | ||
| 99.85% | $2.13B | 0.2% | ||
| 99.85% | $30.03B | 0.03% | ||
| 99.85% | $588.76B | 0.03% | ||
| 99.83% | $13.12B | 0.09% | ||
| 99.82% | $12.28B | 0.15% | ||
| 99.82% | $5.39B | 0.07% | ||
| 99.81% | $430.78B | 0.03% | ||
| 99.81% | $920.77M | 0.03% | ||
| 99.81% | $14.11B | 0.2% | ||
P PBUSInvesco MSCI USA ETF | 99.78% | $5.74B | 0.04% | |
| 99.76% | $2.40B | 0.07% | ||
| 99.74% | $7.04B | 0.12% | ||
| 99.73% | $12.12B | 0.09% | ||
Holding Overlap
EFIV - SPDR S&P 500 ESG ETF and IWB - iShares Russell 1000 ETF have a 310 holding overlap. Which accounts for a 63.6% overlap.
Number of overlapping holdings
310
% of overlapping holdings
63.65%
Name | Weight in EFIV | Weight in IWB |
|---|---|---|
| 9.24% | 5.80% | |
| 9.16% | 5.89% | |
| 8.51% | 5.31% | |
| 2.88% | 1.88% | |
| 2.37% | 1.58% | |
| 2.28% | 1.46% | |
| 2.05% | 1.36% | |
| 1.84% | 1.19% | |
| 1.81% | 1.16% | |
| 1.77% | 1.12% |
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IWBDisclaimer
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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