EFIV vs. NZAC ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC)

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

NZAC

SPDR MSCI ACWI Climate Paris Aligned ETF

NZAC Description

The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to exceed the minimum standards for a "Paris-Aligned Benchmark" under the EU BMR. A Paris-Aligned Benchmark is designed to align with a principal objective of the Paris Agreement to limit the increase in the global average temperature to well below 2 degrees Celsius above pre-industrial levels.

Grade (RS Rating)

Last Trade

$37.32

Average Daily Volume

6,937

Number of Holdings ^*

370

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	NZAC
30 Days	2.81%	0.97%
60 Days	4.79%	0.81%
90 Days	5.59%	2.64%
12 Months	30.64%	25.98%

193 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in NZAC	Overlap
A	D	0.11%	0.06%	0.06%
AAPL	C	9.53%	4.47%	4.47%
ABBV	D	0.84%	0.6%	0.6%
ABBV	D	0.84%	0.34%	0.34%
ABT	B	0.56%	0.19%	0.19%
ACGL	D	0.11%	0.12%	0.11%
ACN	C	0.65%	0.39%	0.39%
ADBE	C	0.66%	0.35%	0.35%
ADP	B	0.35%	0.2%	0.2%
ADSK	A	0.19%	0.09%	0.09%
AFL	B	0.16%	0.28%	0.16%
AIG	B	0.14%	0.14%	0.14%
AIZ	A	0.03%	0.09%	0.03%
AJG	B	0.18%	0.07%	0.07%
ALB	C	0.04%	0.01%	0.01%
ALL	A	0.15%	0.14%	0.14%
ALLE	D	0.03%	0.09%	0.03%
AMAT	F	0.42%	0.12%	0.12%
AMD	F	0.63%	0.27%	0.27%
AME	A	0.13%	0.16%	0.13%
AMGN	D	0.45%	0.21%	0.21%
AMP	A	0.15%	0.16%	0.15%
AMT	D	0.25%	0.11%	0.11%
AON	A	0.23%	0.11%	0.11%
AVB	B	0.09%	0.12%	0.09%
AXON	A	0.12%	0.06%	0.06%
AXP	A	0.45%	0.36%	0.36%
BAC	A	0.86%	0.44%	0.44%
BAX	D	0.05%	0.02%	0.02%
BDX	F	0.19%	0.11%	0.11%
BIIB	F	0.07%	0.03%	0.03%
BK	A	0.16%	0.13%	0.13%
BLK	C	0.4%	0.27%	0.27%
BMY	B	0.33%	0.24%	0.24%
BR	A	0.07%	0.08%	0.07%
BSX	B	0.36%	0.31%	0.31%
BXP	D	0.03%	0.07%	0.03%
C	A	0.37%	0.01%	0.01%
CARR	D	0.18%	0.03%	0.03%
CB	C	0.3%	0.24%	0.24%
CBOE	B	0.06%	0.03%	0.03%
CBRE	B	0.11%	0.18%	0.11%
CMCSA	B	0.47%	0.25%	0.25%
CME	A	0.23%	0.12%	0.12%
CMG	B	0.23%	0.07%	0.07%
COF	B	0.2%	0.14%	0.14%
CPAY	A	0.07%	0.05%	0.05%
CRM	B	0.92%	0.42%	0.42%
CSCO	B	0.66%	0.4%	0.4%
CSGP	D	0.09%	0.02%	0.02%
CSX	B	0.2%	0.09%	0.09%
CTAS	B	0.21%	0.04%	0.04%
DE	A	0.28%	0.14%	0.14%
DFS	B	0.12%	0.09%	0.09%
DGX	A	0.05%	0.02%	0.02%
DHI	D	0.13%	0.06%	0.06%
DHR	F	0.43%	0.19%	0.19%
DIS	B	0.52%	0.29%	0.29%
DLR	B	0.15%	0.39%	0.15%
DOC	D	0.04%	0.01%	0.01%
EA	A	0.11%	0.01%	0.01%
EBAY	D	0.08%	0.14%	0.08%
ECL	D	0.18%	0.06%	0.06%
EG	C	0.04%	0.03%	0.03%
EIX	B	0.09%	0.81%	0.09%
EL	F	0.04%	0.03%	0.03%
ELV	F	0.27%	0.17%	0.17%
EQIX	A	0.24%	0.33%	0.24%
EQR	B	0.07%	0.07%	0.07%
ETN	A	0.41%	0.28%	0.28%
EW	C	0.11%	0.11%	0.11%
EXR	D	0.1%	0.04%	0.04%
FDS	B	0.05%	0.01%	0.01%
FI	A	0.34%	0.18%	0.18%
FIS	C	0.14%	0.07%	0.07%
FTV	C	0.07%	0.09%	0.07%
GILD	C	0.32%	0.06%	0.06%
GIS	D	0.1%	0.08%	0.08%
GOOG	C	2.42%	1.45%	1.45%
GOOGL	C	2.92%	1.03%	1.03%
GPN	B	0.08%	0.05%	0.05%
GS	A	0.52%	0.06%	0.06%
GWW	B	0.15%	0.21%	0.15%
HBAN	A	0.07%	0.02%	0.02%
HD	A	1.13%	0.58%	0.58%
HIG	B	0.1%	0.12%	0.1%
HLT	A	0.17%	0.02%	0.02%
HOLX	D	0.05%	0.05%	0.05%
HPE	B	0.08%	0.16%	0.08%
HSY	F	0.08%	0.05%	0.05%
HUM	C	0.1%	0.06%	0.06%
ICE	C	0.25%	0.13%	0.13%
IDXX	F	0.1%	0.06%	0.06%
IEX	B	0.05%	0.04%	0.04%
INCY	C	0.04%	0.01%	0.01%
INTC	D	0.3%	0.18%	0.18%
IPG	D	0.03%	0.01%	0.01%
IRM	D	0.09%	0.06%	0.06%
ITW	B	0.21%	0.33%	0.21%
JKHY	D	0.04%	0.01%	0.01%
JPM	A	1.91%	1.09%	1.09%
KDP	D	0.11%	0.08%	0.08%
KLAC	D	0.24%	0.15%	0.15%
LIN	D	0.61%	0.07%	0.07%
LKQ	D	0.03%	0.03%	0.03%
LLY	F	1.79%	0.94%	0.94%
LOW	D	0.43%	0.25%	0.25%
LRCX	F	0.27%	0.1%	0.1%
LULU	C	0.1%	0.08%	0.08%
MA	C	1.2%	0.65%	0.65%
MAR	B	0.19%	0.02%	0.02%
MAS	D	0.05%	0.01%	0.01%
MCD	D	0.59%	0.36%	0.36%
MCO	B	0.21%	0.22%	0.21%
MDT	D	0.31%	0.23%	0.23%
MET	A	0.13%	0.21%	0.13%
MKC	D	0.05%	0.01%	0.01%
MKTX	D	0.03%	0.01%	0.01%
MMC	B	0.31%	0.2%	0.2%
MRK	F	0.7%	0.47%	0.47%
MRNA	F	0.04%	0.01%	0.01%
MS	A	0.46%	0.26%	0.26%
MSFT	F	8.8%	4.03%	4.03%
MTB	A	0.1%	0.1%	0.1%
MTD	D	0.07%	0.06%	0.06%
MU	D	0.31%	0.09%	0.09%
NDAQ	A	0.09%	0.04%	0.04%
NEM	D	0.13%	0.08%	0.08%
NKE	D	0.26%	0.11%	0.11%
NSC	B	0.17%	0.04%	0.04%
NTRS	A	0.06%	0.05%	0.05%
NVDA	C	10.02%	4.67%	4.67%
OMC	C	0.06%	0.03%	0.03%
PAYX	C	0.13%	0.08%	0.08%
PCAR	B	0.17%	0.06%	0.06%
PH	A	0.25%	0.25%	0.25%
PHM	D	0.07%	0.04%	0.04%
PLD	D	0.3%	0.21%	0.21%
PNC	B	0.23%	0.19%	0.19%
PNR	A	0.05%	0.23%	0.05%
POOL	C	0.04%	0.02%	0.02%
PPG	F	0.08%	0.11%	0.08%
PRU	A	0.12%	0.15%	0.12%
PSA	D	0.15%	0.11%	0.11%
PWR	A	0.13%	0.24%	0.13%
PYPL	B	0.25%	0.13%	0.13%
QCOM	F	0.5%	0.26%	0.26%
REG	B	0.03%	0.08%	0.03%
REGN	F	0.24%	0.1%	0.1%
RF	A	0.07%	0.07%	0.07%
RJF	A	0.08%	0.04%	0.04%
RMD	C	0.1%	0.07%	0.07%
ROK	B	0.09%	0.08%	0.08%
ROST	C	0.13%	0.09%	0.09%
RVTY	F	0.04%	0.07%	0.04%
SBAC	D	0.06%	0.03%	0.03%
SBUX	A	0.32%	0.15%	0.15%
SCHW	B	0.33%	0.19%	0.19%
SHW	A	0.25%	0.56%	0.25%
SPGI	C	0.45%	0.38%	0.38%
STT	A	0.08%	0.02%	0.02%
SYF	B	0.07%	0.09%	0.07%
SYK	C	0.37%	0.25%	0.25%
T	A	0.45%	0.18%	0.18%
TFX	F	0.03%	0.02%	0.02%
TGT	F	0.2%	0.02%	0.02%
TJX	A	0.38%	0.36%	0.36%
TMUS	B	0.33%	0.13%	0.13%
TROW	B	0.07%	0.05%	0.05%
TRV	B	0.16%	0.15%	0.15%
TSLA	B	2.55%	1.32%	1.32%
TT	A	0.26%	0.02%	0.02%
UBER	D	0.42%	0.17%	0.17%
ULTA	F	0.05%	0.05%	0.05%
UNH	C	1.56%	0.77%	0.77%
UNP	C	0.41%	0.21%	0.21%
UPS	C	0.27%	0.07%	0.07%
URI	B	0.16%	0.05%	0.05%
USB	A	0.22%	0.12%	0.12%
V	A	1.44%	0.75%	0.75%
VRSK	A	0.11%	0.05%	0.05%
VTR	C	0.07%	0.06%	0.06%
WAB	B	0.1%	0.08%	0.08%
WAT	B	0.06%	0.02%	0.02%
WELL	A	0.22%	0.15%	0.15%
WM	A	0.23%	0.1%	0.1%
WMT	A	1.03%	0.35%	0.35%
WTW	B	0.09%	0.07%	0.07%
WYNN	D	0.02%	0.01%	0.01%
XYL	D	0.08%	0.36%	0.08%
YUM	B	0.11%	0.07%	0.07%
ZBH	C	0.06%	0.05%	0.05%
ZTS	D	0.22%	0.16%	0.16%

EFIV Overweight 121 Positions Relative to NZAC

Symbol	Grade	Weight
XOM	B	1.5%
COST	B	1.15%
PG	A	1.09%
CVX	A	0.75%
KO	D	0.68%
PEP	F	0.63%
GE	D	0.55%
CAT	B	0.52%
NEE	D	0.42%
CI	F	0.26%
MDLZ	F	0.25%
CL	D	0.21%
EMR	A	0.21%
WMB	A	0.19%
CVS	D	0.19%
APD	A	0.19%
OKE	A	0.18%
GM	B	0.18%
SLB	C	0.17%
FCX	D	0.17%
TFC	A	0.17%
JCI	C	0.16%
SRE	A	0.16%
MPC	D	0.15%
PSX	C	0.15%
RCL	A	0.15%
MSCI	C	0.14%
CMI	A	0.14%
KMI	A	0.14%
DAL	C	0.12%
IR	B	0.12%
TRGP	B	0.12%
BKR	B	0.12%
PEG	A	0.12%
COR	B	0.12%
RSG	A	0.12%
VLO	C	0.12%
SYY	B	0.11%
EXC	C	0.11%
KR	B	0.11%
HES	B	0.11%
CTVA	C	0.11%
OTIS	C	0.11%
OXY	D	0.1%
HPQ	B	0.1%
CNC	D	0.09%
CAH	B	0.09%
DOW	F	0.09%
ETR	B	0.09%
FITB	A	0.09%
ED	D	0.09%
FANG	D	0.09%
DECK	A	0.08%
DOV	A	0.08%
KHC	F	0.08%
ON	D	0.08%
TTWO	A	0.08%
TSCO	D	0.08%
HUBB	B	0.07%
DVN	F	0.07%
CCL	B	0.07%
ADM	D	0.07%
SW	A	0.07%
EQT	B	0.07%
AWK	D	0.07%
HAL	C	0.07%
WDC	D	0.06%
CFG	B	0.06%
LYB	F	0.06%
ES	D	0.06%
K	A	0.06%
WY	D	0.06%
EXPE	B	0.06%
IFF	D	0.06%
AVY	D	0.05%
KIM	A	0.05%
ARE	D	0.05%
GPC	D	0.05%
LVS	C	0.05%
KEY	B	0.05%
BBY	D	0.05%
TSN	B	0.05%
PFG	D	0.05%
BALL	D	0.05%
CHRW	C	0.04%
SWK	D	0.04%
CAG	D	0.04%
AKAM	D	0.04%
UDR	B	0.04%
AMCR	D	0.04%
APTV	D	0.04%
JBHT	C	0.04%
CF	B	0.04%
GL	B	0.03%
NWSA	B	0.03%
CRL	C	0.03%
TAP	C	0.03%
LW	C	0.03%
SJM	D	0.03%
TPR	B	0.03%
NCLH	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%
DVA	B	0.02%
MHK	D	0.02%
BWA	D	0.02%
IVZ	B	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 177 Positions Relative to NZAC

Symbol	Grade	Weight
AMZN	C	-2.38%
META	D	-1.62%
AVGO	D	-1.1%
JNJ	D	-0.62%
IBM	C	-0.6%
ORCL	B	-0.59%
NFLX	A	-0.49%
ADI	D	-0.46%
NVS	D	-0.41%
NOW	A	-0.39%
BRK.A	B	-0.39%
ACM	A	-0.36%
TMO	F	-0.32%
ISRG	A	-0.31%
INTU	C	-0.31%
TXN	C	-0.27%
MSI	B	-0.27%
WFC	A	-0.25%
BKNG	A	-0.24%
BABA	D	-0.24%
PGR	A	-0.22%
VZ	C	-0.21%
TD	F	-0.19%
PFE	D	-0.19%
GLW	B	-0.19%
BX	A	-0.19%
FFIV	B	-0.18%
ORLY	B	-0.18%
FAST	B	-0.17%
SONY	B	-0.17%
APO	B	-0.17%
FSLR	F	-0.16%
SPG	B	-0.15%
HDB	C	-0.14%
VRTX	F	-0.14%
PANW	C	-0.14%
MELI	D	-0.14%
TDG	D	-0.13%
KKR	A	-0.13%
CDW	F	-0.13%
JNPR	F	-0.13%
SHOP	B	-0.12%
MRVL	B	-0.12%
LI	F	-0.11%
APH	A	-0.11%
INFY	B	-0.11%
AZO	C	-0.1%
ESS	B	-0.1%
CHD	B	-0.1%
EQH	B	-0.1%
IQV	D	-0.1%
DEO	F	-0.1%
TDY	B	-0.1%
FTNT	C	-0.09%
SCCO	F	-0.08%
PDD	F	-0.08%
GRMN	B	-0.08%
CTSH	B	-0.08%
MUFG	B	-0.08%
RS	B	-0.08%
O	D	-0.07%
CINF	A	-0.07%
TRMB	B	-0.07%
PLTR	B	-0.07%
CCI	D	-0.07%
HSBH	B	-0.07%
WRB	A	-0.07%
MKL	A	-0.07%
AFG	A	-0.07%
WIT	A	-0.07%
CHTR	C	-0.07%
NTAP	C	-0.06%
TCOM	B	-0.06%
LEN	D	-0.06%
ANET	C	-0.06%
KEYS	A	-0.06%
LYV	A	-0.05%
ABNB	C	-0.05%
TTD	B	-0.05%
HSIC	B	-0.05%
ENPH	F	-0.05%
BRO	B	-0.05%
COIN	C	-0.04%
ILMN	D	-0.04%
CEG	D	-0.04%
DXCM	D	-0.04%
FOXA	B	-0.04%
UHAL	D	-0.04%
BCS	C	-0.04%
XPEV	C	-0.04%
CPRT	A	-0.04%
BAH	F	-0.03%
ALGN	D	-0.03%
EFX	F	-0.03%
WDAY	B	-0.03%
STE	F	-0.03%
NVR	D	-0.03%
AZN	D	-0.03%
VICI	C	-0.03%
MNST	C	-0.03%
AVTR	F	-0.03%
XRX	F	-0.03%
VLTO	D	-0.03%
CCEP	C	-0.03%
VEEV	C	-0.03%
ERIE	D	-0.03%
GDDY	A	-0.03%
IT	C	-0.03%
FOX	A	-0.03%
ALNY	D	-0.03%
BIDU	F	-0.03%
BURL	A	-0.03%
TER	D	-0.03%
STZ	D	-0.03%
Z	A	-0.02%
CG	A	-0.02%
NIO	F	-0.02%
ANSS	B	-0.02%
ALLY	C	-0.02%
VMC	B	-0.02%
BMRN	D	-0.02%
TW	A	-0.02%
RPRX	D	-0.02%
MOH	F	-0.02%
ROL	B	-0.02%
CRWD	B	-0.02%
SNA	A	-0.02%
WST	C	-0.02%
MSTR	C	-0.02%
SEIC	B	-0.02%
ZM	B	-0.02%
ZBRA	B	-0.02%
PODD	C	-0.02%
HEI	B	-0.02%
DASH	A	-0.02%
BCH	F	-0.02%
ASAI	F	-0.02%
CTLT	B	-0.02%
VRT	B	-0.02%
SNOW	C	-0.02%
ODFL	B	-0.02%
DLTR	F	-0.02%
ROP	B	-0.02%
LH	C	-0.02%
MMM	D	-0.02%
SQ	B	-0.02%
MBAVU	D	-0.01%
SMCI	F	-0.01%
QGEN	D	-0.01%
EXAS	D	-0.01%
SWKS	F	-0.01%
MTCH	D	-0.01%
BBWI	D	-0.01%
STLD	B	-0.01%
RIVN	F	-0.01%
SUI	D	-0.01%
NXPI	D	-0.01%
TECH	D	-0.01%
BIO	D	-0.01%
SNAP	C	-0.01%
PAYC	B	-0.01%
EPAM	C	-0.01%
KVUE	A	-0.01%
CLX	B	-0.01%
SQ	B	-0.01%
TRU	D	-0.01%
NBIX	C	-0.01%
PINS	D	-0.01%
KB	B	-0.01%
WPC	D	-0.01%
VRSN	F	-0.01%
QFIN	B	-0.01%
DOCU	A	-0.01%
LYG	F	-0.01%
TEVA	D	-0.01%
NIO	F	-0.0%
WIT	A	-0.0%