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      EFIV vs. DFVX ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to Dimensional US Large Cap Vector ETF (DFVX)
      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
      DFVX

      Dimensional US Large Cap Vector ETF

      DFVX Description The advisor implements an integrated investment approach that combines research, portfolio design, portfolio management, and trading functions. The portfolio is designed to purchase a broad and diverse group of readily marketable securities of U.S. large cap companies that the advisor determines to have higher profitability and lower relative price as compared to other U.S. large cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in equity securities of large cap U.S. companies.

      Grade (RS Rating)

      Last Trade

      $67.99

      Average Daily Volume

      14,879

      Number of Holdings *

      326

      * may have additional holdings in another (foreign) market
      Performance
      Period EFIV DFVX
      30 Days 2.81% 3.63%
      60 Days 4.79% 4.02%
      90 Days 5.59% 6.22%
      12 Months 30.64% 28.45%
      176 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in DFVX Overlap
      A D 0.11% 0.19% 0.11%
      ABBV D 0.84% 0.66% 0.66%
      ABT B 0.56% 0.57% 0.56%
      ACGL D 0.11% 0.14% 0.11%
      ACN C 0.65% 0.7% 0.65%
      ADBE C 0.66% 0.64% 0.64%
      ADP B 0.35% 0.59% 0.35%
      ADSK A 0.19% 0.15% 0.15%
      AFL B 0.16% 0.09% 0.09%
      AIG B 0.14% 0.28% 0.14%
      AJG B 0.18% 0.18% 0.18%
      AKAM D 0.04% 0.09% 0.04%
      ALL A 0.15% 0.05% 0.05%
      ALLE D 0.03% 0.02% 0.02%
      AMAT F 0.42% 0.4% 0.4%
      AMCR D 0.04% 0.13% 0.04%
      AME A 0.13% 0.24% 0.13%
      AMGN D 0.45% 0.73% 0.45%
      AMP A 0.15% 0.44% 0.15%
      AON A 0.23% 0.03% 0.03%
      APD A 0.19% 0.18% 0.18%
      AVY D 0.05% 0.13% 0.05%
      AXP A 0.45% 0.94% 0.45%
      BALL D 0.05% 0.08% 0.05%
      BBY D 0.05% 0.23% 0.05%
      BDX F 0.19% 0.19% 0.19%
      BKR B 0.12% 0.24% 0.12%
      BMY B 0.33% 0.41% 0.33%
      BR A 0.07% 0.1% 0.07%
      BSX B 0.36% 0.07% 0.07%
      CAG D 0.04% 0.01% 0.01%
      CARR D 0.18% 0.15% 0.15%
      CAT B 0.52% 1.09% 0.52%
      CBOE B 0.06% 0.08% 0.06%
      CBRE B 0.11% 0.08% 0.08%
      CF B 0.04% 0.13% 0.04%
      CI F 0.26% 0.32% 0.26%
      CMCSA B 0.47% 0.67% 0.47%
      CMG B 0.23% 0.23% 0.23%
      CMI A 0.14% 0.24% 0.14%
      COR B 0.12% 0.08% 0.08%
      COST B 1.15% 1.21% 1.15%
      CPAY A 0.07% 0.21% 0.07%
      CPB D 0.02% 0.12% 0.02%
      CSCO B 0.66% 0.65% 0.65%
      CSX B 0.2% 0.42% 0.2%
      CTAS B 0.21% 0.29% 0.21%
      CVS D 0.19% 0.02% 0.02%
      CVX A 0.75% 1.1% 0.75%
      DAL C 0.12% 0.39% 0.12%
      DE A 0.28% 0.5% 0.28%
      DECK A 0.08% 0.06% 0.06%
      DFS B 0.12% 0.31% 0.12%
      DGX A 0.05% 0.13% 0.05%
      DHI D 0.13% 0.22% 0.13%
      DOV A 0.08% 0.09% 0.08%
      DOW F 0.09% 0.18% 0.09%
      DVA B 0.02% 0.03% 0.02%
      DVN F 0.07% 0.22% 0.07%
      EA A 0.11% 0.21% 0.11%
      EBAY D 0.08% 0.24% 0.08%
      ECL D 0.18% 0.04% 0.04%
      EG C 0.04% 0.02% 0.02%
      EL F 0.04% 0.02% 0.02%
      ELV F 0.27% 0.35% 0.27%
      ETN A 0.41% 0.35% 0.35%
      EW C 0.11% 0.13% 0.11%
      EXPE B 0.06% 0.1% 0.06%
      FANG D 0.09% 0.23% 0.09%
      FCX D 0.17% 0.17% 0.17%
      FDS B 0.05% 0.12% 0.05%
      FI A 0.34% 0.39% 0.34%
      FIS C 0.14% 0.32% 0.14%
      FITB A 0.09% 0.15% 0.09%
      GILD C 0.32% 0.69% 0.32%
      GIS D 0.1% 0.24% 0.1%
      GM B 0.18% 0.45% 0.18%
      GOOG C 2.42% 2.41% 2.41%
      GOOGL C 2.92% 2.62% 2.62%
      GPC D 0.05% 0.11% 0.05%
      GWW B 0.15% 0.33% 0.15%
      HAL C 0.07% 0.15% 0.07%
      HBAN A 0.07% 0.03% 0.03%
      HES B 0.11% 0.33% 0.11%
      HIG B 0.1% 0.3% 0.1%
      HPE B 0.08% 0.18% 0.08%
      HSY F 0.08% 0.11% 0.08%
      HUBB B 0.07% 0.1% 0.07%
      HUM C 0.1% 0.06% 0.06%
      IDXX F 0.1% 0.15% 0.1%
      IEX B 0.05% 0.07% 0.05%
      IPG D 0.03% 0.05% 0.03%
      ITW B 0.21% 0.34% 0.21%
      JBHT C 0.04% 0.11% 0.04%
      JCI C 0.16% 0.25% 0.16%
      JKHY D 0.04% 0.07% 0.04%
      JPM A 1.91% 2.79% 1.91%
      K A 0.06% 0.04% 0.04%
      KLAC D 0.24% 0.34% 0.24%
      KO D 0.68% 0.57% 0.57%
      KR B 0.11% 0.37% 0.11%
      LIN D 0.61% 0.63% 0.61%
      LKQ D 0.03% 0.01% 0.01%
      LRCX F 0.27% 0.32% 0.27%
      LULU C 0.1% 0.08% 0.08%
      LVS C 0.05% 0.09% 0.05%
      LYB F 0.06% 0.18% 0.06%
      MCO B 0.21% 0.21% 0.21%
      MDLZ F 0.25% 0.21% 0.21%
      MET A 0.13% 0.4% 0.13%
      MMC B 0.31% 0.41% 0.31%
      MPC D 0.15% 0.34% 0.15%
      MRK F 0.7% 0.32% 0.32%
      MS A 0.46% 0.01% 0.01%
      MSFT F 8.8% 4.8% 4.8%
      NDAQ A 0.09% 0.01% 0.01%
      NKE D 0.26% 0.13% 0.13%
      NSC B 0.17% 0.13% 0.13%
      NTRS A 0.06% 0.02% 0.02%
      OKE A 0.18% 0.3% 0.18%
      OMC C 0.06% 0.15% 0.06%
      ON D 0.08% 0.12% 0.08%
      OXY D 0.1% 0.17% 0.1%
      PAYX C 0.13% 0.28% 0.13%
      PCAR B 0.17% 0.4% 0.17%
      PEP F 0.63% 0.9% 0.63%
      PFG D 0.05% 0.07% 0.05%
      PG A 1.09% 1.45% 1.09%
      PH A 0.25% 0.35% 0.25%
      PHM D 0.07% 0.16% 0.07%
      PNR A 0.05% 0.07% 0.05%
      POOL C 0.04% 0.07% 0.04%
      PPG F 0.08% 0.13% 0.08%
      PRU A 0.12% 0.19% 0.12%
      PSX C 0.15% 0.24% 0.15%
      PWR A 0.13% 0.11% 0.11%
      PYPL B 0.25% 0.23% 0.23%
      QCOM F 0.5% 0.67% 0.5%
      RCL A 0.15% 0.4% 0.15%
      RF A 0.07% 0.03% 0.03%
      RJF A 0.08% 0.22% 0.08%
      RMD C 0.1% 0.07% 0.07%
      ROK B 0.09% 0.14% 0.09%
      ROST C 0.13% 0.29% 0.13%
      RSG A 0.12% 0.19% 0.12%
      SCHW B 0.33% 0.39% 0.33%
      SHW A 0.25% 0.52% 0.25%
      SJM D 0.03% 0.01% 0.01%
      SLB C 0.17% 0.11% 0.11%
      SYF B 0.07% 0.12% 0.07%
      SYK C 0.37% 0.22% 0.22%
      SYY B 0.11% 0.24% 0.11%
      T A 0.45% 0.63% 0.45%
      TGT F 0.2% 0.44% 0.2%
      TJX A 0.38% 0.51% 0.38%
      TMUS B 0.33% 0.56% 0.33%
      TRGP B 0.12% 0.25% 0.12%
      TROW B 0.07% 0.17% 0.07%
      TRV B 0.16% 0.52% 0.16%
      TSCO D 0.08% 0.16% 0.08%
      TT A 0.26% 0.12% 0.12%
      TTWO A 0.08% 0.1% 0.08%
      ULTA F 0.05% 0.14% 0.05%
      UNH C 1.56% 1.56% 1.56%
      UNP C 0.41% 0.71% 0.41%
      UPS C 0.27% 0.33% 0.27%
      URI B 0.16% 0.49% 0.16%
      V A 1.44% 1.59% 1.44%
      VLO C 0.12% 0.3% 0.12%
      WAT B 0.06% 0.05% 0.05%
      WM A 0.23% 0.32% 0.23%
      WMB A 0.19% 0.25% 0.19%
      WMT A 1.03% 1.35% 1.03%
      WTW B 0.09% 0.06% 0.06%
      XOM B 1.5% 2.24% 1.5%
      ZTS D 0.22% 0.25% 0.22%
      EFIV Overweight 137 Positions Relative to DFVX
      Symbol Grade Weight
      NVDA C 10.02%
      AAPL C 9.53%
      TSLA B 2.55%
      LLY F 1.79%
      MA C 1.2%
      HD A 1.13%
      CRM B 0.92%
      BAC A 0.86%
      AMD F 0.63%
      MCD D 0.59%
      GE D 0.55%
      DIS B 0.52%
      GS A 0.52%
      SPGI C 0.45%
      LOW D 0.43%
      DHR F 0.43%
      UBER D 0.42%
      NEE D 0.42%
      BLK C 0.4%
      C A 0.37%
      SBUX A 0.32%
      MU D 0.31%
      MDT D 0.31%
      INTC D 0.3%
      CB C 0.3%
      PLD D 0.3%
      ICE C 0.25%
      AMT D 0.25%
      REGN F 0.24%
      EQIX A 0.24%
      CME A 0.23%
      PNC B 0.23%
      WELL A 0.22%
      USB A 0.22%
      CL D 0.21%
      EMR A 0.21%
      COF B 0.2%
      MAR B 0.19%
      HLT A 0.17%
      TFC A 0.17%
      BK A 0.16%
      SRE A 0.16%
      PSA D 0.15%
      DLR B 0.15%
      MSCI C 0.14%
      KMI A 0.14%
      NEM D 0.13%
      IR B 0.12%
      PEG A 0.12%
      AXON A 0.12%
      KDP D 0.11%
      YUM B 0.11%
      EXC C 0.11%
      CTVA C 0.11%
      OTIS C 0.11%
      VRSK A 0.11%
      WAB B 0.1%
      EXR D 0.1%
      MTB A 0.1%
      HPQ B 0.1%
      CNC D 0.09%
      CAH B 0.09%
      CSGP D 0.09%
      ETR B 0.09%
      EIX B 0.09%
      AVB B 0.09%
      ED D 0.09%
      IRM D 0.09%
      KHC F 0.08%
      STT A 0.08%
      GPN B 0.08%
      XYL D 0.08%
      BIIB F 0.07%
      CCL B 0.07%
      ADM D 0.07%
      SW A 0.07%
      EQR B 0.07%
      EQT B 0.07%
      MTD D 0.07%
      AWK D 0.07%
      VTR C 0.07%
      FTV C 0.07%
      WDC D 0.06%
      CFG B 0.06%
      ES D 0.06%
      ZBH C 0.06%
      WY D 0.06%
      IFF D 0.06%
      SBAC D 0.06%
      KIM A 0.05%
      BAX D 0.05%
      ARE D 0.05%
      MAS D 0.05%
      KEY B 0.05%
      TSN B 0.05%
      HOLX D 0.05%
      MKC D 0.05%
      ALB C 0.04%
      INCY C 0.04%
      CHRW C 0.04%
      SWK D 0.04%
      UDR B 0.04%
      MRNA F 0.04%
      RVTY F 0.04%
      APTV D 0.04%
      DOC D 0.04%
      TFX F 0.03%
      GL B 0.03%
      MKTX D 0.03%
      NWSA B 0.03%
      CRL C 0.03%
      AIZ A 0.03%
      TAP C 0.03%
      LW C 0.03%
      BXP D 0.03%
      TPR B 0.03%
      NCLH B 0.03%
      REG B 0.03%
      KMX B 0.03%
      DAY B 0.03%
      HST C 0.03%
      WBA F 0.02%
      PARA C 0.02%
      BEN C 0.02%
      FMC D 0.02%
      MHK D 0.02%
      BWA D 0.02%
      IVZ B 0.02%
      WYNN D 0.02%
      RL B 0.02%
      HAS D 0.02%
      MOS F 0.02%
      CZR F 0.02%
      FRT B 0.02%
      MGM D 0.02%
      HRL D 0.02%
      NWS B 0.01%
      EFIV Underweight 150 Positions Relative to DFVX
      Symbol Grade Weight
      AMZN C -5.61%
      META D -4.84%
      JNJ D -1.76%
      ORCL B -1.18%
      IBM C -1.06%
      VZ C -0.95%
      HON B -0.76%
      COP C -0.69%
      TXN C -0.68%
      LMT D -0.67%
      AVGO D -0.57%
      EOG A -0.41%
      APP B -0.39%
      TMO F -0.37%
      FDX B -0.36%
      PGR A -0.36%
      LNG B -0.35%
      VST B -0.35%
      F C -0.32%
      NXPI D -0.3%
      FAST B -0.26%
      IQV D -0.26%
      GLW B -0.26%
      GEHC F -0.26%
      VRTX F -0.26%
      CTSH B -0.26%
      NVR D -0.25%
      ODFL B -0.25%
      EME C -0.23%
      VRT B -0.23%
      MCHP D -0.23%
      ADI D -0.23%
      NUE C -0.23%
      GD F -0.21%
      LPLA A -0.2%
      STZ D -0.2%
      BRO B -0.19%
      DRI B -0.19%
      UAL A -0.19%
      PKG A -0.19%
      STLD B -0.19%
      BLDR D -0.18%
      VMC B -0.18%
      OC A -0.17%
      MMM D -0.17%
      MLM B -0.17%
      KMB D -0.17%
      SSNC B -0.17%
      GEN B -0.16%
      NOC D -0.16%
      APO B -0.16%
      RPM A -0.16%
      CTRA B -0.15%
      XPO B -0.15%
      NTAP C -0.15%
      SNA A -0.15%
      FCNCA A -0.15%
      WSM B -0.15%
      RS B -0.14%
      FOXA B -0.14%
      NRG B -0.14%
      CHTR C -0.14%
      CDW F -0.13%
      CASY A -0.13%
      HWM A -0.13%
      BURL A -0.13%
      CSL C -0.13%
      WRB A -0.13%
      EXPD D -0.13%
      CINF A -0.12%
      CRBG B -0.12%
      GGG B -0.11%
      APH A -0.11%
      UTHR C -0.11%
      THC D -0.1%
      BG F -0.1%
      MKL A -0.1%
      SWKS F -0.1%
      CLH B -0.1%
      TOL B -0.1%
      USFD A -0.1%
      FNF B -0.1%
      EQH B -0.09%
      CHD B -0.09%
      KEYS A -0.09%
      LEN D -0.08%
      FSLR F -0.08%
      DKS C -0.08%
      MOH F -0.08%
      RNR C -0.08%
      EFX F -0.08%
      MRO B -0.08%
      DG F -0.08%
      ROL B -0.07%
      BAH F -0.07%
      UHAL D -0.07%
      UHS D -0.07%
      IP B -0.07%
      FLEX A -0.07%
      ZBRA B -0.06%
      PFGC B -0.06%
      TPL A -0.06%
      NDSN B -0.05%
      KVUE A -0.05%
      AOS F -0.05%
      LDOS C -0.05%
      TER D -0.04%
      TRU D -0.04%
      DLTR F -0.04%
      SCCO F -0.04%
      EWBC A -0.04%
      LECO B -0.04%
      CE F -0.04%
      COIN C -0.03%
      WMG C -0.03%
      SAIA B -0.03%
      EMN D -0.03%
      BLD D -0.03%
      FOX A -0.03%
      JBL B -0.03%
      TXT D -0.02%
      MNST C -0.02%
      PAG B -0.02%
      ACM A -0.02%
      CPRT A -0.02%
      SOLV C -0.02%
      OVV B -0.02%
      WLK D -0.02%
      WMS D -0.02%
      GFS C -0.01%
      PR B -0.01%
      AFG A -0.01%
      ENTG D -0.01%
      BJ A -0.01%
      LII A -0.01%
      FFIV B -0.01%
      NVT B -0.01%
      CW B -0.01%
      FND C -0.01%
      ALLY C -0.01%
      LEN D -0.0%
      WSO A -0.0%
      STE F -0.0%
      ACI C -0.0%
      ALGN D -0.0%
      SCI B -0.0%
      FTI A -0.0%
      FIX A -0.0%
      NBIX C -0.0%
      UHAL D -0.0%

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products

      DFVX: Top Represented Industries & Keywords

      Industries: Diversified Industrials Business Services Oil & Gas E&P Semiconductors Specialty Retail Insurance - Property & Casualty Specialty Chemicals Capital Markets Diagnostics & Research Discount Stores Drug Manufacturers - Major Health Care Plans Software - Application Asset Management Building Materials Credit Services Engineering & Construction Household & Personal Products Information Technology Services Insurance Brokers
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Dow Jones Component Electronics Chemical Aerospace Computing Insurance Products Mining Beverage Plastic Semiconductor Bank Petroleum Industry Telecommunications Disability Medicine Oil And Gas
      Compare ETFs