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      EFIV vs. ESG ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to FlexShares STOXX US ESG Impact Index Fund (ESG)
      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
      ESG

      FlexShares STOXX US ESG Impact Index Fund

      ESG Description The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.

      Grade (RS Rating)

      Last Trade

      $140.22

      Average Daily Volume

      4,414

      Number of Holdings *

      259

      * may have additional holdings in another (foreign) market
      Performance
      Period EFIV ESG
      30 Days 2.81% 3.59%
      60 Days 4.79% 3.59%
      90 Days 5.59% 6.22%
      12 Months 30.64% 27.36%
      177 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in ESG Overlap
      A D 0.11% 0.06% 0.06%
      AAPL C 9.53% 4.84% 4.84%
      ABT B 0.56% 0.66% 0.56%
      ACN C 0.65% 1.12% 0.65%
      ADBE C 0.66% 0.76% 0.66%
      ADM D 0.07% 0.08% 0.07%
      ADP B 0.35% 0.5% 0.35%
      ADSK A 0.19% 0.33% 0.19%
      AFL B 0.16% 0.23% 0.16%
      AIG B 0.14% 0.08% 0.08%
      AJG B 0.18% 0.16% 0.16%
      AKAM D 0.04% 0.03% 0.03%
      ALL A 0.15% 0.08% 0.08%
      AMAT F 0.42% 0.5% 0.42%
      AMD F 0.63% 0.74% 0.63%
      AMT D 0.25% 0.37% 0.25%
      AON A 0.23% 0.27% 0.23%
      APTV D 0.04% 0.04% 0.04%
      ARE D 0.05% 0.05% 0.05%
      AWK D 0.07% 0.13% 0.07%
      BAC A 0.86% 1.03% 0.86%
      BALL D 0.05% 0.07% 0.05%
      BAX D 0.05% 0.04% 0.04%
      BBY D 0.05% 0.09% 0.05%
      BDX F 0.19% 0.11% 0.11%
      BK A 0.16% 0.23% 0.16%
      BKR B 0.12% 0.1% 0.1%
      BLK C 0.4% 0.72% 0.4%
      BMY B 0.33% 0.39% 0.33%
      BR A 0.07% 0.09% 0.07%
      BSX B 0.36% 0.21% 0.21%
      C A 0.37% 0.64% 0.37%
      CAG D 0.04% 0.03% 0.03%
      CAH B 0.09% 0.09% 0.09%
      CAT B 0.52% 0.31% 0.31%
      CB C 0.3% 0.26% 0.26%
      CBRE B 0.11% 0.2% 0.11%
      CCL B 0.07% 0.08% 0.07%
      CI F 0.26% 0.3% 0.26%
      CL D 0.21% 0.31% 0.21%
      CMG B 0.23% 0.27% 0.23%
      CMI A 0.14% 0.17% 0.14%
      COST B 1.15% 1.01% 1.01%
      CRM B 0.92% 0.53% 0.53%
      CSCO B 0.66% 0.96% 0.66%
      CTAS B 0.21% 0.37% 0.21%
      CTVA C 0.11% 0.06% 0.06%
      CVS D 0.19% 0.28% 0.19%
      CVX A 0.75% 1.36% 0.75%
      DE A 0.28% 0.44% 0.28%
      DECK A 0.08% 0.11% 0.08%
      DFS B 0.12% 0.18% 0.12%
      DIS B 0.52% 0.81% 0.52%
      DOC D 0.04% 0.08% 0.04%
      DOV A 0.08% 0.05% 0.05%
      DOW F 0.09% 0.1% 0.09%
      EA A 0.11% 0.13% 0.11%
      EBAY D 0.08% 0.1% 0.08%
      ECL D 0.18% 0.17% 0.17%
      ED D 0.09% 0.05% 0.05%
      EIX B 0.09% 0.13% 0.09%
      EL F 0.04% 0.06% 0.04%
      ELV F 0.27% 0.39% 0.27%
      EMR A 0.21% 0.12% 0.12%
      ETR B 0.09% 0.08% 0.08%
      EW C 0.11% 0.13% 0.11%
      EXPE B 0.06% 0.07% 0.06%
      FANG D 0.09% 0.05% 0.05%
      FCX D 0.17% 0.15% 0.15%
      FDS B 0.05% 0.1% 0.05%
      FITB A 0.09% 0.08% 0.08%
      FTV C 0.07% 0.1% 0.07%
      GILD C 0.32% 0.28% 0.28%
      GIS D 0.1% 0.18% 0.1%
      GM B 0.18% 0.32% 0.18%
      GS A 0.52% 0.92% 0.52%
      GWW B 0.15% 0.17% 0.15%
      HBAN A 0.07% 0.06% 0.06%
      HD A 1.13% 0.99% 0.99%
      HIG B 0.1% 0.14% 0.1%
      HLT A 0.17% 0.25% 0.17%
      HOLX D 0.05% 0.06% 0.05%
      HPE B 0.08% 0.12% 0.08%
      HPQ B 0.1% 0.17% 0.1%
      HST C 0.03% 0.02% 0.02%
      HSY F 0.08% 0.1% 0.08%
      ICE C 0.25% 0.44% 0.25%
      IDXX F 0.1% 0.06% 0.06%
      IEX B 0.05% 0.04% 0.04%
      INTC D 0.3% 0.53% 0.3%
      IPG D 0.03% 0.06% 0.03%
      IRM D 0.09% 0.13% 0.09%
      ITW B 0.21% 0.13% 0.13%
      JPM A 1.91% 3.38% 1.91%
      K A 0.06% 0.09% 0.06%
      KDP D 0.11% 0.06% 0.06%
      KEY B 0.05% 0.05% 0.05%
      KHC F 0.08% 0.09% 0.08%
      KLAC D 0.24% 0.15% 0.15%
      KO D 0.68% 1.2% 0.68%
      KR B 0.11% 0.2% 0.11%
      LKQ D 0.03% 0.02% 0.02%
      LLY F 1.79% 2.2% 1.79%
      LOW D 0.43% 0.51% 0.43%
      LRCX F 0.27% 0.24% 0.24%
      LULU C 0.1% 0.19% 0.1%
      LVS C 0.05% 0.04% 0.04%
      MA C 1.2% 1.06% 1.06%
      MAR B 0.19% 0.28% 0.19%
      MAS D 0.05% 0.03% 0.03%
      MCD D 0.59% 0.35% 0.35%
      MCO B 0.21% 0.13% 0.13%
      MDLZ F 0.25% 0.36% 0.25%
      MDT D 0.31% 0.36% 0.31%
      MET A 0.13% 0.2% 0.13%
      MKC D 0.05% 0.06% 0.05%
      MMC B 0.31% 0.27% 0.27%
      MRK F 0.7% 1.02% 0.7%
      MRNA F 0.04% 0.04% 0.04%
      MS A 0.46% 0.26% 0.26%
      MSCI C 0.14% 0.12% 0.12%
      MSFT F 8.8% 4.72% 4.72%
      MU D 0.31% 0.54% 0.31%
      NDAQ A 0.09% 0.13% 0.09%
      NEM D 0.13% 0.19% 0.13%
      NKE D 0.26% 0.22% 0.22%
      OMC C 0.06% 0.1% 0.06%
      OTIS C 0.11% 0.16% 0.11%
      PEG A 0.12% 0.14% 0.12%
      PFG D 0.05% 0.08% 0.05%
      PG A 1.09% 1.94% 1.09%
      PNR A 0.05% 0.07% 0.05%
      PSA D 0.15% 0.09% 0.09%
      PYPL B 0.25% 0.29% 0.25%
      QCOM F 0.5% 0.6% 0.5%
      RF A 0.07% 0.06% 0.06%
      ROK B 0.09% 0.13% 0.09%
      ROST C 0.13% 0.2% 0.13%
      RSG A 0.12% 0.07% 0.07%
      SBUX A 0.32% 0.19% 0.19%
      SHW A 0.25% 0.15% 0.15%
      SJM D 0.03% 0.02% 0.02%
      SLB C 0.17% 0.31% 0.17%
      SPGI C 0.45% 0.65% 0.45%
      SRE A 0.16% 0.14% 0.14%
      STT A 0.08% 0.07% 0.07%
      SWK D 0.04% 0.04% 0.04%
      SYK C 0.37% 0.56% 0.37%
      TFC A 0.17% 0.21% 0.17%
      TFX F 0.03% 0.02% 0.02%
      TGT F 0.2% 0.29% 0.2%
      TJX A 0.38% 0.67% 0.38%
      TRV B 0.16% 0.24% 0.16%
      TSCO D 0.08% 0.12% 0.08%
      TSLA B 2.55% 2.83% 2.55%
      TSN B 0.05% 0.03% 0.03%
      TT A 0.26% 0.38% 0.26%
      UBER D 0.42% 0.49% 0.42%
      UNH C 1.56% 0.91% 0.91%
      UNP C 0.41% 0.58% 0.41%
      USB A 0.22% 0.39% 0.22%
      V A 1.44% 2.11% 1.44%
      VLO C 0.12% 0.11% 0.11%
      VRSK A 0.11% 0.13% 0.11%
      VTR C 0.07% 0.07% 0.07%
      WAB B 0.1% 0.09% 0.09%
      WDC D 0.06% 0.11% 0.06%
      WELL A 0.22% 0.32% 0.22%
      WM A 0.23% 0.13% 0.13%
      WMT A 1.03% 1.82% 1.03%
      WTW B 0.09% 0.15% 0.09%
      WY D 0.06% 0.11% 0.06%
      XOM B 1.5% 2.63% 1.5%
      XYL D 0.08% 0.1% 0.08%
      YUM B 0.11% 0.12% 0.11%
      ZBH C 0.06% 0.04% 0.04%
      ZTS D 0.22% 0.32% 0.22%
      EFIV Overweight 136 Positions Relative to ESG
      Symbol Grade Weight
      NVDA C 10.02%
      GOOGL C 2.92%
      GOOG C 2.42%
      ABBV D 0.84%
      PEP F 0.63%
      LIN D 0.61%
      GE D 0.55%
      CMCSA B 0.47%
      T A 0.45%
      AXP A 0.45%
      AMGN D 0.45%
      DHR F 0.43%
      NEE D 0.42%
      ETN A 0.41%
      FI A 0.34%
      SCHW B 0.33%
      TMUS B 0.33%
      PLD D 0.3%
      UPS C 0.27%
      PH A 0.25%
      REGN F 0.24%
      EQIX A 0.24%
      CME A 0.23%
      PNC B 0.23%
      CSX B 0.2%
      COF B 0.2%
      WMB A 0.19%
      APD A 0.19%
      OKE A 0.18%
      CARR D 0.18%
      NSC B 0.17%
      PCAR B 0.17%
      JCI C 0.16%
      URI B 0.16%
      MPC D 0.15%
      PSX C 0.15%
      DLR B 0.15%
      AMP A 0.15%
      RCL A 0.15%
      FIS C 0.14%
      KMI A 0.14%
      AME A 0.13%
      PAYX C 0.13%
      DHI D 0.13%
      PWR A 0.13%
      DAL C 0.12%
      IR B 0.12%
      TRGP B 0.12%
      COR B 0.12%
      AXON A 0.12%
      PRU A 0.12%
      SYY B 0.11%
      ACGL D 0.11%
      EXC C 0.11%
      HES B 0.11%
      OXY D 0.1%
      RMD C 0.1%
      EXR D 0.1%
      HUM C 0.1%
      MTB A 0.1%
      CNC D 0.09%
      CSGP D 0.09%
      AVB B 0.09%
      PPG F 0.08%
      ON D 0.08%
      TTWO A 0.08%
      GPN B 0.08%
      RJF A 0.08%
      HUBB B 0.07%
      BIIB F 0.07%
      DVN F 0.07%
      SW A 0.07%
      EQR B 0.07%
      SYF B 0.07%
      EQT B 0.07%
      MTD D 0.07%
      CPAY A 0.07%
      PHM D 0.07%
      TROW B 0.07%
      HAL C 0.07%
      CBOE B 0.06%
      CFG B 0.06%
      NTRS A 0.06%
      LYB F 0.06%
      ES D 0.06%
      IFF D 0.06%
      WAT B 0.06%
      SBAC D 0.06%
      AVY D 0.05%
      KIM A 0.05%
      GPC D 0.05%
      DGX A 0.05%
      ULTA F 0.05%
      JKHY D 0.04%
      ALB C 0.04%
      INCY C 0.04%
      POOL C 0.04%
      CHRW C 0.04%
      UDR B 0.04%
      AMCR D 0.04%
      RVTY F 0.04%
      JBHT C 0.04%
      CF B 0.04%
      EG C 0.04%
      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%
      ALLE D 0.03%
      DAY B 0.03%
      WBA F 0.02%
      PARA C 0.02%
      BEN C 0.02%
      FMC D 0.02%
      DVA B 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%
      CPB D 0.02%
      MGM D 0.02%
      HRL D 0.02%
      NWS B 0.01%
      EFIV Underweight 82 Positions Relative to ESG
      Symbol Grade Weight
      AMZN C -5.34%
      META D -5.19%
      BRK.A B -3.02%
      AVGO D -1.95%
      JNJ D -1.79%
      IBM C -0.95%
      ORCL B -0.74%
      TXN C -0.62%
      BKNG A -0.55%
      INTU C -0.48%
      VRTX F -0.4%
      NOW A -0.36%
      PFE D -0.36%
      APO B -0.35%
      PANW C -0.32%
      VZ C -0.28%
      CRWD B -0.26%
      MCK B -0.26%
      FLUT A -0.23%
      NXPI D -0.23%
      FDX B -0.22%
      KMB D -0.22%
      SNPS B -0.21%
      DUK C -0.21%
      AEP D -0.2%
      CEG D -0.18%
      VICI C -0.17%
      IT C -0.17%
      GEHC F -0.17%
      HUBS A -0.14%
      CDNS B -0.13%
      IQV D -0.12%
      DD D -0.12%
      CLX B -0.1%
      CTSH B -0.1%
      LII A -0.09%
      AZO C -0.09%
      D C -0.08%
      LNG B -0.08%
      NU C -0.08%
      CCEP C -0.08%
      NTAP C -0.08%
      WSM B -0.08%
      ZBRA B -0.07%
      STZ D -0.07%
      GEN B -0.07%
      XPO B -0.07%
      NVT B -0.06%
      GLW B -0.06%
      ESS B -0.06%
      ACM A -0.06%
      XEL A -0.06%
      BURL A -0.05%
      SMCI F -0.05%
      CMS C -0.05%
      DOX D -0.05%
      MRO B -0.05%
      SUI D -0.05%
      RPRX D -0.05%
      LNT A -0.05%
      DLTR F -0.04%
      DPZ C -0.04%
      WST C -0.04%
      NI A -0.04%
      AES F -0.04%
      SNAP C -0.04%
      PPL B -0.04%
      NDSN B -0.04%
      NRG B -0.04%
      OC A -0.03%
      LECO B -0.03%
      BG F -0.03%
      STX D -0.03%
      EXPD D -0.03%
      JBL B -0.03%
      OKTA C -0.02%
      DKS C -0.02%
      FFIV B -0.02%
      RNR C -0.02%
      AVTR F -0.02%
      PSTG D -0.02%
      DG F -0.02%

      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

      ESG: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Specialty Retail Banks - Regional - US Capital Markets Discount Stores Drug Manufacturers - Major Medical Devices Packaged Foods Semiconductors Software - Infrastructure Business Services Household & Personal Products Medical Instruments & Supplies Restaurants Utilities - Diversified Asset Management Credit Services Data Storage
      Keywords: S&P 500 Nasdaq 100 Dow Jones Component Computing Insurance Natural Gas Electricity Electronics Bank Banking Medicine Semiconductor Work From Home Integrated Circuits Investment Bank Mining Pharmaceutical Products Retailing Insurance Products Plastic
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