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 IWL?
IWL was created on 2009-09-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1350.35m in AUM and 200 holdings. IWL tracks a market-cap-weighted index of the 200 largest US companies.
Key Details
Jul 27, 2020
Sep 22, 2009
Equity
Equity
Large Cap
Large Cap
Holdings
SPDR S&P 500 ESG ETF - EFIV is made up of 311 holdings. iShares Russell Top 200 ETF - IWL is made up of 200 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 |
|---|---|
A AAPLApple, Inc. | 7.46% |
M MSFTMicrosoft Corp. | 7.39% |
N NVDANVIDIA Corp. | 6.81% |
A AMZNAmazon.com, Inc. | 4.56% |
M METAMeta Platforms, Inc. | 3.27% |
B BRK.BBerkshire Hathaway, Inc. | 2.43% |
G GOOGLAlphabet, Inc. | 2.37% |
A AVGOBroadcom Inc. | 2.17% |
G GOOGAlphabet, Inc. | 1.99% |
T TSLATesla, Inc. | 1.93% |
1.68% | |
L LLYEli Lilly & Co. | 1.54% |
1.46% | |
1.35% | |
1.18% | |
1.09% | |
1.07% | |
N NFLXNetflix, Inc. | 1.03% |
W WMTWalmart, Inc. | 0.99% |
0.97% | |
0.93% | |
0.9% | |
A ABBVAbbVie, Inc. | 0.81% |
0.69% | |
0.63% | |
C CRMSalesforce, Inc. | 0.62% |
C CVXChevron Corp. | 0.61% |
0.6% | |
C CSCOCisco Systems, Inc. | 0.59% |
O ORCLOracle Corp. | 0.57% |
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 IWL - iShares Russell Top 200 ETF are BN, AMZN, ENTG, JHG, MSFT
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 79.71% | $70.33B | +18.15% | 0.70% | |
A AMZNAmazon.com, Inc. | 79.42% | $1.92T | -4.14% | 0.00% |
E ENTGEntegris, Inc. | 78.90% | $10.43B | -50.46% | 0.58% |
| 78.81% | $4.80B | -5.14% | 5.16% | |
M MSFTMicrosoft Corp. | 78.66% | $2.83T | -10.89% | 0.83% |
| 78.31% | $9.44B | +18.27% | 0.00% | |
| 78.28% | $4.33B | -49.56% | 1.39% | |
| 77.51% | $3.27B | -13.01% | 0.46% | |
A ANSSANSYS, Inc. | 77.34% | $25.99B | -12.82% | 0.00% |
Q QCOMQUALCOMM, Inc. | 77.00% | $148.65B | -23.26% | 2.55% |
| 76.92% | $88.46B | -10.21% | 2.19% | |
| 76.73% | $72.13B | +0.79% | 1.17% | |
| 76.49% | $28.19B | +1.27% | 2.93% | |
I ITTITT, Inc. | 76.39% | $9.95B | -6.56% | 1.06% |
| 76.38% | $19.10B | -26.99% | 5.81% | |
| 75.66% | $70.70B | +9.65% | 1.51% | |
K KKRKKR & Co., Inc. | 75.65% | $90.49B | +1.41% | 0.70% |
S SNPSSynopsys, Inc. | 75.51% | $62.91B | -27.60% | 0.00% |
F FLSFlowserve Corp. | 75.32% | $5.51B | -11.17% | 2.03% |
S SEICSEI Investments Co. | 75.23% | $9.02B | +3.20% | 1.34% |
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 IWL - iShares Russell Top 200 ETF are MGC, VOO, IVV, SPLG, BBUS
Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| 99.85% | $6.04B | 0.07% | ||
| 99.66% | $588.76B | 0.03% | ||
| 99.62% | $559.83B | 0.03% | ||
| 99.60% | $58.22B | 0.02% | ||
| 99.60% | $4.24B | 0.02% | ||
| 99.57% | $2.40B | 0.07% | ||
| 99.54% | $16.33B | 0.2% | ||
| 99.53% | $9.32B | 0.09% | ||
| 99.52% | $38.60B | 0.04% | ||
| 99.50% | $1.45B | 0.34% | ||
| 99.47% | $12.28B | 0.15% | ||
| 99.46% | $48.95B | 0.03% | ||
| 99.45% | $2.53B | 0% | ||
| 99.43% | $1.95B | 0.2% | ||
P PBUSInvesco MSCI USA ETF | 99.42% | $5.74B | 0.04% | |
| 99.41% | $920.77M | 0.03% | ||
| 99.40% | $37.02B | 0.15% | ||
| 99.39% | $5.39B | 0.07% | ||
| 99.35% | $3.79B | 0.05% | ||
| 99.34% | $2.13B | 0.2% | ||
Holding Overlap
EFIV - SPDR S&P 500 ESG ETF and IWL - iShares Russell Top 200 ETF have a 129 holding overlap. Which accounts for a 70.2% overlap.
Number of overlapping holdings
129
% of overlapping holdings
70.17%
Name | Weight in EFIV | Weight in IWL |
|---|---|---|
| 9.24% | 7.46% | |
| 9.16% | 7.39% | |
| 8.51% | 6.81% | |
| 2.88% | 2.37% | |
| 2.37% | 1.99% | |
| 2.28% | 1.93% | |
| 2.05% | 1.68% | |
| 1.84% | 1.54% | |
| 1.81% | 1.46% | |
| 1.77% | 1.35% |
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IWLDisclaimer
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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