EFIV vs. AVMC ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Avantis U.S. Mid Cap Equity ETF (AVMC)
EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings *

313

* may have additional holdings in another (foreign) market
AVMC

Avantis U.S. Mid Cap Equity ETF

AVMC Description The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$69.51

Average Daily Volume

8,425

Number of Holdings *

518

* may have additional holdings in another (foreign) market
Performance
Period EFIV AVMC
30 Days 2.81% 7.92%
60 Days 4.79% 8.98%
90 Days 5.59% 10.86%
12 Months 30.64% 35.44%
130 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in AVMC Overlap
A D 0.11% 0.34% 0.11%
ACGL D 0.11% 0.54% 0.11%
ADM D 0.07% 0.19% 0.07%
AIZ A 0.03% 0.18% 0.03%
AKAM D 0.04% 0.21% 0.04%
ALB C 0.04% 0.18% 0.04%
ALLE D 0.03% 0.18% 0.03%
AMCR D 0.04% 0.19% 0.04%
APTV D 0.04% 0.22% 0.04%
AVY D 0.05% 0.24% 0.05%
AWK D 0.07% 0.22% 0.07%
AXON A 0.12% 0.12% 0.12%
BALL D 0.05% 0.25% 0.05%
BAX D 0.05% 0.13% 0.05%
BBY D 0.05% 0.3% 0.05%
BEN C 0.02% 0.09% 0.02%
BIIB F 0.07% 0.29% 0.07%
BR A 0.07% 0.38% 0.07%
BWA D 0.02% 0.13% 0.02%
CBOE B 0.06% 0.29% 0.06%
CBRE B 0.11% 0.45% 0.11%
CCL B 0.07% 0.52% 0.07%
CF B 0.04% 0.3% 0.04%
CFG B 0.06% 0.32% 0.06%
CHRW C 0.04% 0.14% 0.04%
CMI A 0.14% 0.57% 0.14%
CNC D 0.09% 0.15% 0.09%
CPAY A 0.07% 0.34% 0.07%
CPB D 0.02% 0.08% 0.02%
CSGP D 0.09% 0.38% 0.09%
CTVA C 0.11% 0.14% 0.11%
CZR F 0.02% 0.1% 0.02%
DAL C 0.12% 0.62% 0.12%
DECK A 0.08% 0.47% 0.08%
DFS B 0.12% 0.64% 0.12%
DOV A 0.08% 0.39% 0.08%
DOW F 0.09% 0.34% 0.09%
DVA B 0.02% 0.12% 0.02%
DVN F 0.07% 0.45% 0.07%
EA A 0.11% 0.48% 0.11%
EBAY D 0.08% 0.3% 0.08%
ED D 0.09% 0.31% 0.09%
EG C 0.04% 0.24% 0.04%
EIX B 0.09% 0.13% 0.09%
EL F 0.04% 0.02% 0.02%
EQT B 0.07% 0.35% 0.07%
ES D 0.06% 0.11% 0.06%
ETR B 0.09% 0.36% 0.09%
EXC C 0.11% 0.1% 0.1%
EXPE B 0.06% 0.34% 0.06%
FANG D 0.09% 0.1% 0.09%
FDS B 0.05% 0.29% 0.05%
FIS C 0.14% 0.5% 0.14%
FITB A 0.09% 0.53% 0.09%
FMC D 0.02% 0.06% 0.02%
GIS D 0.1% 0.24% 0.1%
GL B 0.03% 0.16% 0.03%
GPC D 0.05% 0.19% 0.05%
HAS D 0.02% 0.11% 0.02%
HBAN A 0.07% 0.41% 0.07%
HIG B 0.1% 0.63% 0.1%
HOLX D 0.05% 0.19% 0.05%
HPE B 0.08% 0.44% 0.08%
HRL D 0.02% 0.12% 0.02%
HSY F 0.08% 0.17% 0.08%
HUBB B 0.07% 0.35% 0.07%
IDXX F 0.1% 0.09% 0.09%
IEX B 0.05% 0.22% 0.05%
IFF D 0.06% 0.18% 0.06%
INCY C 0.04% 0.17% 0.04%
IPG D 0.03% 0.11% 0.03%
IR B 0.12% 0.46% 0.12%
IVZ B 0.02% 0.09% 0.02%
JBHT C 0.04% 0.26% 0.04%
JKHY D 0.04% 0.19% 0.04%
K A 0.06% 0.32% 0.06%
KEY B 0.05% 0.29% 0.05%
KMX B 0.03% 0.21% 0.03%
KR B 0.11% 0.12% 0.11%
LKQ D 0.03% 0.01% 0.01%
LULU C 0.1% 0.07% 0.07%
LW C 0.03% 0.12% 0.03%
LYB F 0.06% 0.37% 0.06%
MAS D 0.05% 0.11% 0.05%
MGM D 0.02% 0.04% 0.02%
MHK D 0.02% 0.09% 0.02%
MKC D 0.05% 0.15% 0.05%
MKTX D 0.03% 0.08% 0.03%
MOS F 0.02% 0.1% 0.02%
MRNA F 0.04% 0.13% 0.04%
MTB A 0.1% 0.55% 0.1%
NCLH B 0.03% 0.18% 0.03%
NDAQ A 0.09% 0.38% 0.09%
NTRS A 0.06% 0.35% 0.06%
NWS B 0.01% 0.06% 0.01%
NWSA B 0.03% 0.17% 0.03%
OMC C 0.06% 0.19% 0.06%
ON D 0.08% 0.46% 0.08%
PARA C 0.02% 0.04% 0.02%
PEG A 0.12% 0.44% 0.12%
PFG D 0.05% 0.31% 0.05%
PHM D 0.07% 0.5% 0.07%
PNR A 0.05% 0.23% 0.05%
POOL C 0.04% 0.21% 0.04%
PPG F 0.08% 0.4% 0.08%
PWR A 0.13% 0.15% 0.13%
RCL A 0.15% 0.94% 0.15%
RF A 0.07% 0.4% 0.07%
RJF A 0.08% 0.52% 0.08%
RL B 0.02% 0.13% 0.02%
RMD C 0.1% 0.41% 0.1%
ROK B 0.09% 0.42% 0.09%
STT A 0.08% 0.43% 0.08%
SW A 0.07% 0.07% 0.07%
SYF B 0.07% 0.46% 0.07%
SYY B 0.11% 0.41% 0.11%
TAP C 0.03% 0.18% 0.03%
TFX F 0.03% 0.08% 0.03%
TPR B 0.03% 0.13% 0.03%
TRGP B 0.12% 0.73% 0.12%
TROW B 0.07% 0.41% 0.07%
TSCO D 0.08% 0.38% 0.08%
TSN B 0.05% 0.22% 0.05%
TTWO A 0.08% 0.16% 0.08%
ULTA F 0.05% 0.2% 0.05%
URI B 0.16% 0.75% 0.16%
WAB B 0.1% 0.37% 0.1%
WAT B 0.06% 0.31% 0.06%
XYL D 0.08% 0.3% 0.08%
ZBH C 0.06% 0.2% 0.06%
EFIV Overweight 183 Positions Relative to AVMC
Symbol Grade Weight
NVDA C 10.02%
AAPL C 9.53%
MSFT F 8.8%
GOOGL C 2.92%
TSLA B 2.55%
GOOG C 2.42%
JPM A 1.91%
LLY F 1.79%
UNH C 1.56%
XOM B 1.5%
V A 1.44%
MA C 1.2%
COST B 1.15%
HD A 1.13%
PG A 1.09%
WMT A 1.03%
CRM B 0.92%
BAC A 0.86%
ABBV D 0.84%
CVX A 0.75%
MRK F 0.7%
KO D 0.68%
ADBE C 0.66%
CSCO B 0.66%
ACN C 0.65%
AMD F 0.63%
PEP F 0.63%
LIN D 0.61%
MCD D 0.59%
ABT B 0.56%
GE D 0.55%
DIS B 0.52%
CAT B 0.52%
GS A 0.52%
QCOM F 0.5%
CMCSA B 0.47%
MS A 0.46%
T A 0.45%
AXP A 0.45%
AMGN D 0.45%
SPGI C 0.45%
LOW D 0.43%
DHR F 0.43%
UBER D 0.42%
AMAT F 0.42%
NEE D 0.42%
UNP C 0.41%
ETN A 0.41%
BLK C 0.4%
TJX A 0.38%
C A 0.37%
SYK C 0.37%
BSX B 0.36%
ADP B 0.35%
FI A 0.34%
SCHW B 0.33%
TMUS B 0.33%
BMY B 0.33%
SBUX A 0.32%
GILD C 0.32%
MU D 0.31%
MMC B 0.31%
MDT D 0.31%
INTC D 0.3%
CB C 0.3%
PLD D 0.3%
DE A 0.28%
ELV F 0.27%
LRCX F 0.27%
UPS C 0.27%
NKE D 0.26%
CI F 0.26%
TT A 0.26%
MDLZ F 0.25%
PYPL B 0.25%
ICE C 0.25%
SHW A 0.25%
PH A 0.25%
AMT D 0.25%
REGN F 0.24%
EQIX A 0.24%
KLAC D 0.24%
CMG B 0.23%
CME A 0.23%
WM A 0.23%
PNC B 0.23%
AON A 0.23%
WELL A 0.22%
USB A 0.22%
ZTS D 0.22%
ITW B 0.21%
CL D 0.21%
EMR A 0.21%
MCO B 0.21%
CTAS B 0.21%
CSX B 0.2%
COF B 0.2%
TGT F 0.2%
BDX F 0.19%
MAR B 0.19%
ADSK A 0.19%
WMB A 0.19%
CVS D 0.19%
APD A 0.19%
ECL D 0.18%
OKE A 0.18%
CARR D 0.18%
GM B 0.18%
AJG B 0.18%
NSC B 0.17%
PCAR B 0.17%
SLB C 0.17%
FCX D 0.17%
HLT A 0.17%
TFC A 0.17%
AFL B 0.16%
BK A 0.16%
JCI C 0.16%
TRV B 0.16%
SRE A 0.16%
ALL A 0.15%
GWW B 0.15%
PSA D 0.15%
MPC D 0.15%
PSX C 0.15%
DLR B 0.15%
AMP A 0.15%
MSCI C 0.14%
AIG B 0.14%
KMI A 0.14%
AME A 0.13%
PAYX C 0.13%
ROST C 0.13%
NEM D 0.13%
DHI D 0.13%
MET A 0.13%
BKR B 0.12%
COR B 0.12%
RSG A 0.12%
VLO C 0.12%
PRU A 0.12%
KDP D 0.11%
YUM B 0.11%
HES B 0.11%
EW C 0.11%
OTIS C 0.11%
VRSK A 0.11%
OXY D 0.1%
EXR D 0.1%
HUM C 0.1%
HPQ B 0.1%
CAH B 0.09%
WTW B 0.09%
AVB B 0.09%
IRM D 0.09%
KHC F 0.08%
GPN B 0.08%
EQR B 0.07%
MTD D 0.07%
HAL C 0.07%
VTR C 0.07%
FTV C 0.07%
WDC D 0.06%
WY D 0.06%
SBAC D 0.06%
KIM A 0.05%
ARE D 0.05%
LVS C 0.05%
DGX A 0.05%
SWK D 0.04%
CAG D 0.04%
UDR B 0.04%
RVTY F 0.04%
DOC D 0.04%
CRL C 0.03%
BXP D 0.03%
SJM D 0.03%
REG B 0.03%
DAY B 0.03%
HST C 0.03%
WBA F 0.02%
WYNN D 0.02%
FRT B 0.02%
EFIV Underweight 388 Positions Relative to AVMC
Symbol Grade Weight
VST B -0.92%
APP B -0.81%
VRT B -0.72%
TPL A -0.59%
IT C -0.55%
GLW B -0.55%
COIN C -0.53%
MLM B -0.52%
HWM A -0.51%
UAL A -0.51%
VMC B -0.5%
GRMN B -0.48%
FCNCA A -0.47%
DD D -0.46%
EME C -0.44%
MSTR C -0.44%
LPLA A -0.42%
STLD B -0.4%
CSL C -0.4%
NTAP C -0.4%
CDW F -0.4%
KEYS A -0.39%
VEEV C -0.39%
GEHC F -0.38%
PKG A -0.38%
EFX F -0.37%
MKL A -0.37%
CHD B -0.37%
LII A -0.36%
BLDR D -0.35%
WST C -0.35%
WSM B -0.35%
JBL B -0.35%
MRO B -0.34%
CINF A -0.34%
CTRA B -0.34%
BAH F -0.33%
OC A -0.33%
IP B -0.32%
STE F -0.31%
DRI B -0.31%
EXPD D -0.31%
XEL A -0.31%
XPO B -0.3%
RS B -0.3%
FLEX A -0.3%
ATO A -0.29%
SNA A -0.29%
UTHR C -0.29%
MANH D -0.29%
EQH B -0.29%
TOL B -0.29%
MOH F -0.29%
OVV B -0.28%
LUV C -0.28%
RPM A -0.28%
LDOS C -0.28%
SQ B -0.28%
CASY A -0.27%
WRB A -0.27%
SAIA B -0.27%
FIX A -0.26%
ZM B -0.26%
FTI A -0.26%
FSLR F -0.26%
TXT D -0.26%
CLX B -0.25%
TER D -0.25%
GDDY A -0.25%
VTRS A -0.25%
BRO B -0.25%
LH C -0.25%
EWBC A -0.25%
PSTG D -0.25%
RGA A -0.24%
TWLO A -0.24%
L A -0.24%
PINS D -0.24%
MPWR F -0.24%
FNF B -0.24%
GGG B -0.24%
PPL B -0.23%
ALGN D -0.23%
WSO A -0.23%
NRG B -0.23%
WBD C -0.22%
FOXA B -0.22%
CLH B -0.22%
KNSL B -0.21%
THC D -0.21%
EMN D -0.21%
SWKS F -0.21%
FFIV B -0.21%
PRI A -0.2%
ITT A -0.2%
EVR B -0.2%
AEE A -0.2%
DTE C -0.2%
USFD A -0.2%
TW A -0.2%
KVUE A -0.2%
UNM A -0.2%
WAL B -0.2%
GWRE A -0.19%
LAD A -0.19%
WEC A -0.19%
RNR C -0.19%
BWXT B -0.19%
MUSA A -0.19%
PFGC B -0.19%
CG A -0.19%
SSNC B -0.19%
SOFI A -0.19%
BJ A -0.18%
CMA A -0.18%
SF B -0.18%
TXRH C -0.18%
ALLY C -0.18%
AIT A -0.18%
J F -0.18%
CMS C -0.18%
ERIE D -0.18%
ATR B -0.18%
EXP A -0.18%
MLI C -0.18%
NBIX C -0.18%
ROL B -0.18%
ACM A -0.18%
ZION B -0.18%
LECO B -0.18%
PAYC B -0.17%
FN D -0.17%
AR B -0.17%
AYI B -0.17%
AFG A -0.17%
AFRM B -0.17%
PNFP B -0.17%
BURL A -0.17%
ALSN B -0.17%
JEF A -0.17%
WBS A -0.17%
WMS D -0.17%
CTSH B -0.16%
PR B -0.16%
UFPI B -0.16%
SEIC B -0.16%
BSY D -0.16%
EXEL B -0.16%
R B -0.16%
BLD D -0.16%
BMRN D -0.16%
GME C -0.16%
DTM B -0.16%
JLL D -0.16%
EPAM C -0.16%
COHR B -0.16%
RRC B -0.16%
CIEN B -0.15%
FBIN D -0.15%
FLR B -0.15%
AOS F -0.15%
INGR B -0.15%
DCI B -0.15%
HRB D -0.15%
LBRDK C -0.15%
FND C -0.15%
WCC B -0.15%
CCK C -0.15%
UHS D -0.15%
ORI A -0.15%
RHI B -0.14%
ILMN D -0.14%
TMHC B -0.14%
ROKU D -0.14%
GNRC B -0.14%
SCI B -0.14%
TPX B -0.14%
WWD B -0.14%
X C -0.14%
Z A -0.14%
HLNE B -0.14%
EHC B -0.14%
MTDR B -0.14%
WTFC A -0.14%
AXTA A -0.13%
AXS A -0.13%
KEX C -0.13%
NYT C -0.13%
SSB B -0.13%
MORN B -0.13%
BILL A -0.13%
APA D -0.13%
DG F -0.13%
LNT A -0.13%
TECH D -0.13%
JAZZ B -0.13%
ARMK B -0.13%
ENSG D -0.13%
WFRD D -0.13%
EVRG A -0.13%
GMED A -0.13%
RIVN F -0.13%
NVR D -0.13%
ONTO D -0.13%
CTLT B -0.13%
VOYA B -0.13%
DINO D -0.13%
LYV A -0.13%
SSD D -0.13%
CFR B -0.13%
RBC A -0.12%
RLI B -0.12%
RVMD C -0.12%
HALO F -0.12%
LNW D -0.12%
FE C -0.12%
MTG C -0.12%
CHE D -0.12%
NI A -0.12%
DKS C -0.12%
SKX D -0.12%
MTH D -0.12%
TREX C -0.12%
PCTY B -0.12%
CBSH A -0.12%
GPK C -0.12%
ATI D -0.12%
MEDP D -0.12%
CMC B -0.12%
PNW B -0.12%
ALV C -0.12%
OSK B -0.12%
CHRD D -0.11%
UHAL D -0.11%
NOV C -0.11%
WEX D -0.11%
WH B -0.11%
OGE B -0.11%
LSTR D -0.11%
PCVX D -0.11%
DXCM D -0.11%
FLS B -0.11%
OLED D -0.11%
CHX C -0.11%
SM B -0.11%
KBR F -0.11%
MAT D -0.11%
GNTX C -0.11%
OMF A -0.11%
DLTR F -0.11%
SNX C -0.1%
SITE D -0.1%
PB A -0.1%
KNX B -0.1%
MUR D -0.1%
ELAN D -0.1%
HII D -0.1%
APG B -0.1%
FAF A -0.1%
FHN A -0.1%
ARW D -0.1%
AGCO D -0.1%
WSC D -0.1%
MSA D -0.1%
CR A -0.1%
FOX A -0.1%
BPOP B -0.1%
CLF F -0.1%
BERY B -0.1%
NSIT F -0.09%
G B -0.09%
JNPR F -0.09%
RGLD C -0.09%
S B -0.09%
AM A -0.09%
SIGI C -0.09%
THO B -0.09%
OLLI D -0.09%
LSCC D -0.09%
ESNT D -0.09%
BECN B -0.09%
QRVO F -0.09%
RYAN B -0.09%
ZWS B -0.09%
VNT B -0.09%
LFUS F -0.09%
GAP C -0.09%
RPRX D -0.09%
ESAB B -0.09%
CHDN B -0.09%
CIVI D -0.09%
PVH C -0.08%
ENLC A -0.08%
WLK D -0.08%
NFG A -0.08%
CGNX C -0.08%
DAR C -0.08%
AMG B -0.08%
TKR D -0.08%
MTN C -0.08%
AES F -0.08%
AN C -0.08%
BIO D -0.08%
TTC D -0.08%
IQV D -0.08%
BC C -0.08%
COKE C -0.08%
CNP B -0.08%
MGY A -0.08%
LEA D -0.08%
CHH A -0.07%
BYD C -0.07%
AA B -0.07%
SON D -0.07%
PATH C -0.07%
VFC C -0.07%
CROX D -0.07%
PTC A -0.07%
CNM D -0.07%
DLB B -0.07%
NEU C -0.07%
POST C -0.07%
FYBR D -0.07%
WTS B -0.07%
OLN D -0.07%
GFS C -0.06%
ST F -0.06%
NXST C -0.06%
WHR B -0.06%
BFAM D -0.06%
HXL D -0.06%
H B -0.06%
TNET D -0.05%
FRPT B -0.05%
ENPH F -0.05%
PAG B -0.05%
BRKR D -0.05%
AMKR D -0.05%
ENTG D -0.05%
HESM B -0.04%
ADTN A -0.04%
COLM B -0.04%
SEE C -0.04%
BOKF B -0.04%
IDA A -0.04%
SPSC C -0.04%
LBRDA C -0.03%
OZK B -0.03%
CACC D -0.03%
CHWY B -0.03%
COLB A -0.03%
PPC C -0.03%
CELH F -0.03%
ZG A -0.03%
DDS B -0.03%
TRMB B -0.03%
XRAY F -0.03%
FLO D -0.03%
LCID F -0.02%
CWEN C -0.02%
CLVT F -0.02%
HAE C -0.02%
SMCI F -0.02%
CNA B -0.02%
MSM C -0.02%
LANC C -0.02%
LEVI F -0.02%
LUMN C -0.02%
ATKR C -0.01%
VAL D -0.01%
CWEN C -0.01%
PII D -0.01%
SAIC F -0.01%
UHAL D -0.01%
QLYS C -0.01%
ACT D -0.01%
AGR B -0.01%
RMBS C -0.0%
CNXC F -0.0%
NFE D -0.0%
FRHC B -0.0%
RIG D -0.0%
PTEN C -0.0%
IGT F -0.0%
FRSH C -0.0%
RGEN D -0.0%
FIZZ C -0.0%
REYN D -0.0%
Compare ETFs