EFIV vs. ESGG ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to FlexShares STOXX Global ESG Impact Index Fund (ESGG)
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
ESGG
FlexShares STOXX Global ESG Impact Index Fund
ESGG Description
Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX Global ESG Impact Index.Grade (RS Rating)
Last Trade
$170.57
Average Daily Volume
4,095
Number of Holdings
*
172
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | ESGG |
|---|---|---|
| 30 Days | 2.81% | 0.20% |
| 60 Days | 4.79% | -0.79% |
| 90 Days | 5.59% | 0.81% |
| 12 Months | 30.64% | 21.15% |
104 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in ESGG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.53% | 5.04% | 5.04% | |
| ABBV | D | 0.84% | 0.13% | 0.13% | |
| ABT | B | 0.56% | 0.59% | 0.56% | |
| ACN | C | 0.65% | 1.36% | 0.65% | |
| ADBE | C | 0.66% | 0.71% | 0.66% | |
| ADSK | A | 0.19% | 0.27% | 0.19% | |
| AKAM | D | 0.04% | 0.03% | 0.03% | |
| AMAT | F | 0.42% | 0.46% | 0.42% | |
| AMD | F | 0.63% | 0.68% | 0.63% | |
| AMT | D | 0.25% | 0.27% | 0.25% | |
| ARE | D | 0.05% | 0.05% | 0.05% | |
| AWK | D | 0.07% | 0.08% | 0.07% | |
| BALL | D | 0.05% | 0.05% | 0.05% | |
| BAX | D | 0.05% | 0.03% | 0.03% | |
| BBY | D | 0.05% | 0.08% | 0.05% | |
| BLK | C | 0.4% | 0.59% | 0.4% | |
| BMY | B | 0.33% | 0.25% | 0.25% | |
| C | A | 0.37% | 0.52% | 0.37% | |
| CAH | B | 0.09% | 0.06% | 0.06% | |
| CBRE | B | 0.11% | 0.19% | 0.11% | |
| CCL | B | 0.07% | 0.06% | 0.06% | |
| CI | F | 0.26% | 0.18% | 0.18% | |
| CL | D | 0.21% | 0.15% | 0.15% | |
| CMG | B | 0.23% | 0.17% | 0.17% | |
| CMI | A | 0.14% | 0.09% | 0.09% | |
| COST | B | 1.15% | 0.83% | 0.83% | |
| CRM | B | 0.92% | 0.65% | 0.65% | |
| CSCO | B | 0.66% | 0.48% | 0.48% | |
| CTAS | B | 0.21% | 0.22% | 0.21% | |
| CVS | D | 0.19% | 0.13% | 0.13% | |
| CVX | A | 0.75% | 1.66% | 0.75% | |
| DECK | A | 0.08% | 0.07% | 0.07% | |
| DFS | B | 0.12% | 0.08% | 0.08% | |
| DIS | B | 0.52% | 0.58% | 0.52% | |
| DOC | D | 0.04% | 0.07% | 0.04% | |
| EA | A | 0.11% | 0.13% | 0.11% | |
| EBAY | D | 0.08% | 0.06% | 0.06% | |
| EIX | B | 0.09% | 0.06% | 0.06% | |
| EL | F | 0.04% | 0.04% | 0.04% | |
| ELV | F | 0.27% | 0.37% | 0.27% | |
| EW | C | 0.11% | 0.13% | 0.11% | |
| EXPE | B | 0.06% | 0.04% | 0.04% | |
| FDS | B | 0.05% | 0.03% | 0.03% | |
| GILD | C | 0.32% | 0.23% | 0.23% | |
| GIS | D | 0.1% | 0.11% | 0.1% | |
| GM | B | 0.18% | 0.25% | 0.18% | |
| GS | A | 0.52% | 0.55% | 0.52% | |
| HLT | A | 0.17% | 0.18% | 0.17% | |
| HOLX | D | 0.05% | 0.06% | 0.05% | |
| HPE | B | 0.08% | 0.1% | 0.08% | |
| HPQ | B | 0.1% | 0.19% | 0.1% | |
| HST | C | 0.03% | 0.02% | 0.02% | |
| HSY | F | 0.08% | 0.05% | 0.05% | |
| ICE | C | 0.25% | 0.44% | 0.25% | |
| INTC | D | 0.3% | 0.44% | 0.3% | |
| IPG | D | 0.03% | 0.03% | 0.03% | |
| IRM | D | 0.09% | 0.1% | 0.09% | |
| JPM | A | 1.91% | 3.41% | 1.91% | |
| K | A | 0.06% | 0.05% | 0.05% | |
| KO | D | 0.68% | 0.74% | 0.68% | |
| KR | B | 0.11% | 0.11% | 0.11% | |
| LLY | F | 1.79% | 2.0% | 1.79% | |
| LOW | D | 0.43% | 0.3% | 0.3% | |
| LRCX | F | 0.27% | 0.19% | 0.19% | |
| LULU | C | 0.1% | 0.15% | 0.1% | |
| MAR | B | 0.19% | 0.2% | 0.19% | |
| MDLZ | F | 0.25% | 0.17% | 0.17% | |
| MDT | D | 0.31% | 0.21% | 0.21% | |
| MET | A | 0.13% | 0.09% | 0.09% | |
| MRK | F | 0.7% | 0.99% | 0.7% | |
| MRNA | F | 0.04% | 0.03% | 0.03% | |
| MSFT | F | 8.8% | 4.91% | 4.91% | |
| MU | D | 0.31% | 0.56% | 0.31% | |
| NEM | D | 0.13% | 0.1% | 0.1% | |
| NKE | D | 0.26% | 0.17% | 0.17% | |
| OMC | C | 0.06% | 0.1% | 0.06% | |
| OTIS | C | 0.11% | 0.08% | 0.08% | |
| PEG | A | 0.12% | 0.09% | 0.09% | |
| PFG | D | 0.05% | 0.03% | 0.03% | |
| PG | A | 1.09% | 1.18% | 1.09% | |
| PNR | A | 0.05% | 0.04% | 0.04% | |
| QCOM | F | 0.5% | 0.55% | 0.5% | |
| ROST | C | 0.13% | 0.13% | 0.13% | |
| SLB | C | 0.17% | 0.24% | 0.17% | |
| SYK | C | 0.37% | 0.54% | 0.37% | |
| TFX | F | 0.03% | 0.03% | 0.03% | |
| TGT | F | 0.2% | 0.2% | 0.2% | |
| TJX | A | 0.38% | 0.55% | 0.38% | |
| TRV | B | 0.16% | 0.11% | 0.11% | |
| TSCO | D | 0.08% | 0.08% | 0.08% | |
| TT | A | 0.26% | 0.17% | 0.17% | |
| UBER | D | 0.42% | 0.29% | 0.29% | |
| UNH | C | 1.56% | 1.09% | 1.09% | |
| UNP | C | 0.41% | 0.29% | 0.29% | |
| USB | A | 0.22% | 0.24% | 0.22% | |
| VTR | C | 0.07% | 0.06% | 0.06% | |
| WDC | D | 0.06% | 0.1% | 0.06% | |
| WELL | A | 0.22% | 0.23% | 0.22% | |
| WMT | A | 1.03% | 1.47% | 1.03% | |
| WTW | B | 0.09% | 0.09% | 0.09% | |
| WY | D | 0.06% | 0.08% | 0.06% | |
| XOM | B | 1.5% | 2.67% | 1.5% | |
| YUM | B | 0.11% | 0.08% | 0.08% | |
| ZTS | D | 0.22% | 0.23% | 0.22% |
EFIV Overweight 209 Positions Relative to ESGG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.02% | |
| GOOGL | C | 2.92% | |
| TSLA | B | 2.55% | |
| GOOG | C | 2.42% | |
| V | A | 1.44% | |
| MA | C | 1.2% | |
| HD | A | 1.13% | |
| BAC | A | 0.86% | |
| PEP | F | 0.63% | |
| LIN | D | 0.61% | |
| MCD | D | 0.59% | |
| GE | D | 0.55% | |
| CAT | B | 0.52% | |
| CMCSA | B | 0.47% | |
| MS | A | 0.46% | |
| T | A | 0.45% | |
| AXP | A | 0.45% | |
| AMGN | D | 0.45% | |
| SPGI | C | 0.45% | |
| DHR | F | 0.43% | |
| NEE | D | 0.42% | |
| ETN | A | 0.41% | |
| BSX | B | 0.36% | |
| ADP | B | 0.35% | |
| FI | A | 0.34% | |
| SCHW | B | 0.33% | |
| TMUS | B | 0.33% | |
| SBUX | A | 0.32% | |
| MMC | B | 0.31% | |
| CB | C | 0.3% | |
| PLD | D | 0.3% | |
| DE | A | 0.28% | |
| UPS | C | 0.27% | |
| PYPL | B | 0.25% | |
| SHW | A | 0.25% | |
| PH | A | 0.25% | |
| REGN | F | 0.24% | |
| EQIX | A | 0.24% | |
| KLAC | D | 0.24% | |
| CME | A | 0.23% | |
| WM | A | 0.23% | |
| PNC | B | 0.23% | |
| AON | A | 0.23% | |
| ITW | B | 0.21% | |
| EMR | A | 0.21% | |
| MCO | B | 0.21% | |
| CSX | B | 0.2% | |
| COF | B | 0.2% | |
| BDX | F | 0.19% | |
| WMB | A | 0.19% | |
| APD | A | 0.19% | |
| ECL | D | 0.18% | |
| OKE | A | 0.18% | |
| CARR | D | 0.18% | |
| AJG | B | 0.18% | |
| NSC | B | 0.17% | |
| PCAR | B | 0.17% | |
| FCX | D | 0.17% | |
| TFC | A | 0.17% | |
| AFL | B | 0.16% | |
| BK | A | 0.16% | |
| JCI | C | 0.16% | |
| URI | 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% | |
| RCL | A | 0.15% | |
| FIS | C | 0.14% | |
| MSCI | C | 0.14% | |
| AIG | B | 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% | |
| BKR | B | 0.12% | |
| COR | B | 0.12% | |
| AXON | A | 0.12% | |
| RSG | A | 0.12% | |
| VLO | C | 0.12% | |
| PRU | A | 0.12% | |
| SYY | B | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| EXC | C | 0.11% | |
| A | D | 0.11% | |
| HES | B | 0.11% | |
| CTVA | C | 0.11% | |
| VRSK | A | 0.11% | |
| HIG | B | 0.1% | |
| OXY | D | 0.1% | |
| RMD | C | 0.1% | |
| WAB | B | 0.1% | |
| EXR | D | 0.1% | |
| HUM | C | 0.1% | |
| MTB | A | 0.1% | |
| IDXX | F | 0.1% | |
| CNC | D | 0.09% | |
| CSGP | D | 0.09% | |
| DOW | F | 0.09% | |
| ETR | B | 0.09% | |
| FITB | A | 0.09% | |
| ROK | B | 0.09% | |
| AVB | B | 0.09% | |
| ED | D | 0.09% | |
| NDAQ | A | 0.09% | |
| FANG | D | 0.09% | |
| DOV | A | 0.08% | |
| KHC | F | 0.08% | |
| STT | A | 0.08% | |
| PPG | F | 0.08% | |
| ON | D | 0.08% | |
| TTWO | A | 0.08% | |
| GPN | B | 0.08% | |
| RJF | A | 0.08% | |
| XYL | D | 0.08% | |
| RF | A | 0.07% | |
| HUBB | B | 0.07% | |
| BIIB | F | 0.07% | |
| DVN | F | 0.07% | |
| ADM | D | 0.07% | |
| SW | A | 0.07% | |
| EQR | B | 0.07% | |
| HBAN | A | 0.07% | |
| SYF | B | 0.07% | |
| EQT | B | 0.07% | |
| MTD | D | 0.07% | |
| CPAY | A | 0.07% | |
| PHM | D | 0.07% | |
| BR | A | 0.07% | |
| TROW | B | 0.07% | |
| HAL | C | 0.07% | |
| FTV | C | 0.07% | |
| CBOE | B | 0.06% | |
| CFG | B | 0.06% | |
| NTRS | A | 0.06% | |
| LYB | F | 0.06% | |
| ES | D | 0.06% | |
| ZBH | C | 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% | |
| MAS | D | 0.05% | |
| LVS | C | 0.05% | |
| KEY | B | 0.05% | |
| IEX | B | 0.05% | |
| TSN | B | 0.05% | |
| DGX | A | 0.05% | |
| ULTA | F | 0.05% | |
| MKC | D | 0.05% | |
| JKHY | D | 0.04% | |
| ALB | C | 0.04% | |
| INCY | C | 0.04% | |
| POOL | C | 0.04% | |
| CHRW | C | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| UDR | B | 0.04% | |
| AMCR | D | 0.04% | |
| RVTY | F | 0.04% | |
| APTV | D | 0.04% | |
| JBHT | C | 0.04% | |
| CF | B | 0.04% | |
| EG | C | 0.04% | |
| GL | B | 0.03% | |
| MKTX | D | 0.03% | |
| LKQ | 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% | |
| SJM | 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 68 Positions Relative to ESGG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -5.56% | |
| META | D | -5.0% | |
| BRK.A | B | -2.43% | |
| AVGO | D | -2.36% | |
| JNJ | D | -2.19% | |
| IBM | C | -0.76% | |
| ORCL | B | -0.6% | |
| SONY | B | -0.57% | |
| TXN | C | -0.55% | |
| NVS | D | -0.48% | |
| NOW | A | -0.42% | |
| INTU | C | -0.4% | |
| HSBH | B | -0.4% | |
| VRTX | F | -0.36% | |
| TM | D | -0.34% | |
| BKNG | A | -0.34% | |
| MUFG | B | -0.33% | |
| CRWD | B | -0.31% | |
| UL | D | -0.31% | |
| PFE | D | -0.28% | |
| APO | B | -0.27% | |
| PANW | C | -0.26% | |
| SNPS | B | -0.24% | |
| NXPI | D | -0.23% | |
| GEHC | F | -0.21% | |
| KMB | D | -0.13% | |
| DEO | F | -0.13% | |
| HUBS | A | -0.13% | |
| TD | F | -0.13% | |
| LYG | F | -0.12% | |
| VICI | C | -0.11% | |
| BCS | C | -0.11% | |
| IT | C | -0.11% | |
| AEP | D | -0.1% | |
| HMC | F | -0.1% | |
| WSM | B | -0.1% | |
| IQV | D | -0.1% | |
| CTSH | B | -0.09% | |
| E | F | -0.09% | |
| NU | C | -0.09% | |
| CNI | D | -0.09% | |
| NTAP | C | -0.07% | |
| CLX | B | -0.07% | |
| LII | A | -0.06% | |
| CCEP | C | -0.06% | |
| GEN | B | -0.06% | |
| XRX | F | -0.05% | |
| STLA | F | -0.05% | |
| ESS | B | -0.05% | |
| ACM | A | -0.04% | |
| NVT | B | -0.04% | |
| JBL | B | -0.04% | |
| AES | F | -0.03% | |
| XPO | B | -0.03% | |
| PSTG | D | -0.03% | |
| DOX | D | -0.03% | |
| DPZ | C | -0.03% | |
| SNAP | C | -0.03% | |
| MRO | B | -0.03% | |
| SMCI | F | -0.03% | |
| FFIV | B | -0.03% | |
| SUI | D | -0.03% | |
| OKTA | C | -0.02% | |
| LOGI | D | -0.02% | |
| AGCO | D | -0.02% | |
| QGEN | D | -0.02% | |
| DLTR | F | -0.02% | |
| AEI | D | -0.01% |
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
ESGG: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Household & Personal Products
Semiconductors
Software - Infrastructure
Banks - Global
Information Technology Services
Specialty Retail
Auto Manufacturers
Discount Stores
Health Care Plans
Medical Devices
Apparel Stores
Data Storage
Diversified Industrials
Medical Instruments & Supplies
Oil & Gas Integrated
REIT - Healthcare Facilities
Restaurants
Advertising Agencies
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