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

$55.50

Average Daily Volume

99,873

Number of Holdings ^*

314

* 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

$37.15

Average Daily Volume

14,436

Number of Holdings ^*

367

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	NZAC
30 Days	4.00%	4.21%
60 Days	10.39%	11.83%
90 Days	2.68%	5.20%
12 Months	34.67%	34.16%

194 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in NZAC	Overlap
A	B	0.12%	0.06%	0.06%
AAPL	C	9.99%	4.45%	4.45%
ABBV	C	0.99%	0.61%	0.61%
ABBV	C	0.99%	0.4%	0.4%
ABT	C	0.56%	0.19%	0.19%
ACGL	A	0.12%	0.14%	0.12%
ACN	B	0.63%	0.38%	0.38%
ADBE	F	0.66%	0.35%	0.35%
ADP	A	0.32%	0.19%	0.19%
ADSK	B	0.17%	0.08%	0.08%
AFL	A	0.16%	0.28%	0.16%
AIG	C	0.14%	0.14%	0.14%
AIZ	B	0.03%	0.08%	0.03%
AJG	C	0.18%	0.07%	0.07%
ALB	D	0.03%	0.01%	0.01%
ALL	A	0.14%	0.13%	0.13%
ALLE	A	0.04%	0.09%	0.04%
AMAT	C	0.49%	0.13%	0.13%
AMD	C	0.77%	0.31%	0.31%
AME	C	0.12%	0.14%	0.12%
AMGN	D	0.5%	0.23%	0.23%
AMP	A	0.13%	0.13%	0.13%
AMT	D	0.31%	0.12%	0.12%
AON	A	0.22%	0.1%	0.1%
AVB	C	0.09%	0.12%	0.09%
AXON	A	0.08%	0.04%	0.04%
AXP	A	0.44%	0.34%	0.34%
BAC	B	0.77%	0.36%	0.36%
BAX	D	0.06%	0.03%	0.03%
BBWI	F	0.02%	0.01%	0.01%
BDX	C	0.2%	0.11%	0.11%
BIIB	F	0.08%	0.04%	0.04%
BK	A	0.15%	0.11%	0.11%
BLK	A	0.38%	0.24%	0.24%
BMY	A	0.3%	0.23%	0.23%
BR	B	0.07%	0.08%	0.07%
BSX	A	0.35%	0.29%	0.29%
BXP	B	0.03%	0.07%	0.03%
C	B	0.34%	0.01%	0.01%
CARR	A	0.19%	0.03%	0.03%
CB	A	0.31%	0.24%	0.24%
CBOE	B	0.06%	0.03%	0.03%
CBRE	C	0.11%	0.17%	0.11%
CMCSA	B	0.46%	0.24%	0.24%
CME	A	0.23%	0.12%	0.12%
CMG	C	0.23%	0.07%	0.07%
COF	A	0.16%	0.11%	0.11%
CPAY	A	0.06%	0.04%	0.04%
CRM	B	0.77%	0.35%	0.35%
CSCO	A	0.62%	0.37%	0.37%
CSGP	F	0.09%	0.03%	0.03%
CSX	D	0.19%	0.09%	0.09%
CTAS	C	0.2%	0.04%	0.04%
DE	C	0.31%	0.14%	0.14%
DFS	A	0.1%	0.07%	0.07%
DGX	D	0.05%	0.02%	0.02%
DHI	C	0.16%	0.07%	0.07%
DHR	D	0.51%	0.23%	0.23%
DIS	D	0.5%	0.24%	0.24%
DLR	C	0.14%	0.35%	0.14%
DOC	C	0.05%	0.01%	0.01%
EA	D	0.1%	0.01%	0.01%
EBAY	A	0.09%	0.14%	0.09%
ECL	C	0.19%	0.06%	0.06%
EG	A	0.05%	0.03%	0.03%
EIX	C	0.1%	0.84%	0.1%
EL	D	0.07%	0.05%	0.05%
ELV	F	0.35%	0.22%	0.22%
EQIX	C	0.24%	0.32%	0.24%
EQR	C	0.07%	0.07%	0.07%
ETN	B	0.38%	0.26%	0.26%
EW	F	0.12%	0.1%	0.1%
EXR	D	0.11%	0.04%	0.04%
FDS	C	0.05%	0.01%	0.01%
FI	A	0.3%	0.15%	0.15%
FIS	A	0.13%	0.06%	0.06%
FTV	C	0.08%	0.1%	0.08%
GILD	A	0.3%	0.06%	0.06%
GIS	C	0.12%	0.1%	0.1%
GOOG	B	2.29%	1.39%	1.39%
GOOGL	B	2.77%	0.99%	0.99%
GPN	F	0.07%	0.04%	0.04%
GS	B	0.45%	0.05%	0.05%
GWW	B	0.13%	0.19%	0.13%
HBAN	B	0.06%	0.02%	0.02%
HD	A	1.14%	0.58%	0.58%
HIG	A	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%	0.15%	0.08%
HSY	D	0.08%	0.06%	0.06%
HUM	F	0.11%	0.06%	0.06%
ICE	A	0.26%	0.13%	0.13%
IDXX	D	0.12%	0.07%	0.07%
IEX	D	0.05%	0.04%	0.04%
INCY	B	0.03%	0.01%	0.01%
INTC	D	0.29%	0.17%	0.17%
IPG	D	0.03%	0.02%	0.02%
IRM	B	0.1%	0.06%	0.06%
ITW	C	0.2%	0.32%	0.2%
JKHY	A	0.04%	0.01%	0.01%
JPM	C	1.73%	0.91%	0.91%
KDP	C	0.11%	0.09%	0.09%
KLAC	B	0.3%	0.18%	0.18%
LIN	C	0.66%	0.08%	0.08%
LKQ	F	0.03%	0.03%	0.03%
LLY	D	2.0%	1.1%	1.1%
LOW	C	0.44%	0.25%	0.25%
LRCX	D	0.31%	0.11%	0.11%
LULU	D	0.09%	0.07%	0.07%
MA	A	1.17%	0.61%	0.61%
MAR	A	0.17%	0.02%	0.02%
MAS	C	0.05%	0.01%	0.01%
MCD	A	0.63%	0.37%	0.37%
MCO	D	0.21%	0.22%	0.21%
MDT	C	0.33%	0.23%	0.23%
MET	A	0.14%	0.21%	0.14%
MKC	C	0.06%	0.01%	0.01%
MKTX	B	0.03%	0.01%	0.01%
MMC	D	0.32%	0.2%	0.2%
MRK	F	0.83%	0.55%	0.55%
MRNA	F	0.06%	0.02%	0.02%
MS	A	0.37%	0.2%	0.2%
MSFT	D	9.18%	4.05%	4.05%
MTB	A	0.08%	0.08%	0.08%
MTD	C	0.09%	0.07%	0.07%
MU	D	0.34%	0.09%	0.09%
NDAQ	C	0.09%	0.04%	0.04%
NEM	C	0.18%	0.11%	0.11%
NKE	D	0.31%	0.13%	0.13%
NSC	C	0.16%	0.03%	0.03%
NTRS	B	0.05%	0.04%	0.04%
NVDA	B	8.61%	3.81%	3.81%
OMC	C	0.06%	0.03%	0.03%
PAYX	B	0.12%	0.08%	0.08%
PCAR	D	0.15%	0.05%	0.05%
PFE	D	0.48%	0.22%	0.22%
PH	A	0.23%	0.23%	0.23%
PHM	C	0.09%	0.04%	0.04%
PLD	D	0.34%	0.23%	0.23%
PNC	C	0.21%	0.16%	0.16%
PNR	C	0.05%	0.21%	0.05%
POOL	D	0.04%	0.03%	0.03%
PPG	D	0.09%	0.11%	0.09%
PRU	B	0.12%	0.14%	0.12%
PSA	C	0.16%	0.12%	0.12%
PWR	A	0.13%	0.22%	0.13%
PYPL	A	0.23%	0.12%	0.12%
QCOM	D	0.55%	0.27%	0.27%
REG	C	0.03%	0.08%	0.03%
REGN	D	0.32%	0.14%	0.14%
RF	B	0.06%	0.06%	0.06%
RJF	B	0.07%	0.03%	0.03%
RMD	C	0.1%	0.07%	0.07%
ROK	D	0.09%	0.08%	0.08%
ROST	D	0.15%	0.09%	0.09%
SBAC	C	0.07%	0.03%	0.03%
SBUX	B	0.32%	0.15%	0.15%
SCHW	D	0.28%	0.15%	0.15%
SHW	C	0.26%	0.56%	0.26%
SPGI	C	0.47%	0.39%	0.39%
STT	A	0.08%	0.02%	0.02%
SYF	A	0.06%	0.07%	0.06%
SYK	C	0.36%	0.23%	0.23%
T	B	0.45%	0.18%	0.18%
TFX	C	0.03%	0.02%	0.02%
TGT	C	0.21%	0.02%	0.02%
TJX	D	0.38%	0.35%	0.35%
TMUS	A	0.29%	0.11%	0.11%
TROW	D	0.07%	0.04%	0.04%
TRV	B	0.16%	0.14%	0.14%
TSLA	C	2.09%	1.05%	1.05%
TT	A	0.25%	0.02%	0.02%
UBER	C	0.46%	0.17%	0.17%
ULTA	D	0.06%	0.05%	0.05%
UNH	B	1.55%	0.75%	0.75%
UNP	F	0.43%	0.22%	0.22%
UPS	D	0.28%	0.07%	0.07%
URI	C	0.15%	0.05%	0.05%
USB	C	0.2%	0.11%	0.11%
V	B	1.33%	0.66%	0.66%
VRSK	D	0.11%	0.04%	0.04%
VTR	C	0.08%	0.06%	0.06%
WAB	A	0.09%	0.08%	0.08%
WAT	B	0.06%	0.02%	0.02%
WELL	C	0.21%	0.14%	0.14%
WM	B	0.22%	0.09%	0.09%
WMT	A	1.0%	0.34%	0.34%
WTW	C	0.09%	0.07%	0.07%
WYNN	B	0.03%	0.01%	0.01%
XYL	C	0.09%	0.39%	0.09%
YUM	C	0.11%	0.08%	0.08%
ZBH	F	0.06%	0.04%	0.04%
ZTS	C	0.26%	0.18%	0.18%

EFIV Overweight 121 Positions Relative to NZAC

Symbol	Grade	Weight
XOM	A	1.48%
PG	D	1.18%
COST	C	1.13%
KO	C	0.8%
CVX	B	0.71%
PEP	F	0.67%
GE	B	0.58%
CAT	A	0.55%
NEE	C	0.5%
MDLZ	D	0.29%
CI	D	0.28%
CL	D	0.24%
CVS	D	0.22%
FCX	B	0.21%
APD	C	0.19%
EMR	B	0.18%
SLB	D	0.17%
MPC	D	0.16%
PSX	D	0.16%
WMB	A	0.16%
TFC	D	0.16%
JCI	C	0.15%
GM	D	0.15%
OKE	A	0.15%
SRE	C	0.15%
VLO	F	0.13%
PEG	A	0.13%
CMI	A	0.13%
MSCI	B	0.13%
TEL	D	0.13%
EXC	C	0.12%
CTVA	A	0.12%
RSG	D	0.12%
OTIS	A	0.12%
RCL	B	0.12%
KMI	A	0.12%
HES	D	0.11%
KR	C	0.11%
SYY	D	0.11%
DOW	B	0.11%
CNC	F	0.11%
IR	A	0.11%
DAL	C	0.1%
OXY	D	0.1%
HPQ	B	0.1%
BKR	B	0.1%
ED	C	0.1%
FANG	D	0.09%
TSCO	A	0.09%
KHC	F	0.09%
ON	F	0.09%
TRGP	A	0.09%
DOV	C	0.08%
CAH	B	0.08%
IFF	D	0.08%
ETR	A	0.08%
AWK	D	0.08%
ADM	F	0.08%
FITB	C	0.08%
WDC	C	0.07%
HUBB	A	0.07%
ES	D	0.07%
DECK	B	0.07%
DVN	F	0.07%
WY	C	0.07%
SW	C	0.07%
TTWO	D	0.07%
LYB	B	0.07%
HAL	D	0.07%
GPC	D	0.06%
APTV	D	0.06%
BBY	C	0.06%
BALL	C	0.06%
K	B	0.06%
EQT	C	0.06%
AMCR	C	0.05%
SWK	C	0.05%
TSN	D	0.05%
AVY	D	0.05%
LVS	B	0.05%
CFG	C	0.05%
PFG	A	0.05%
EXPE	B	0.05%
CCL	C	0.05%
ARE	D	0.05%
HST	D	0.04%
CHRW	C	0.04%
SJM	D	0.04%
UDR	C	0.04%
JBHT	D	0.04%
KEY	B	0.04%
AKAM	D	0.04%
KIM	C	0.04%
CF	A	0.04%
CAG	D	0.04%
CZR	B	0.03%
MGM	D	0.03%
NCLH	C	0.03%
HRL	F	0.03%
GL	C	0.03%
HAS	A	0.03%
DAY	C	0.03%
LW	D	0.03%
CPB	D	0.03%
TAP	D	0.03%
NWSA	D	0.03%
CRL	F	0.03%
TPR	B	0.03%
KMX	F	0.03%
PARA	F	0.02%
BEN	F	0.02%
WBA	F	0.02%
DVA	C	0.02%
RL	B	0.02%
IVZ	A	0.02%
FMC	C	0.02%
BWA	C	0.02%
MHK	C	0.02%
MOS	F	0.02%
FRT	D	0.02%
NWS	D	0.01%

EFIV Underweight 173 Positions Relative to NZAC

Symbol	Grade	Weight
AMZN	C	-2.15%
META	A	-1.67%
AVGO	B	-1.11%
JNJ	D	-0.64%
IBM	A	-0.63%
ORCL	A	-0.54%
ADI	B	-0.5%
NVS	D	-0.45%
NFLX	A	-0.42%
TMO	D	-0.38%
BRK.A	B	-0.38%
ACM	A	-0.34%
NOW	B	-0.33%
BABA	A	-0.3%
ISRG	C	-0.28%
INTU	F	-0.27%
TXN	C	-0.26%
MSI	A	-0.24%
PGR	B	-0.22%
VZ	C	-0.22%
TD	B	-0.21%
FSLR	C	-0.2%
WFC	B	-0.19%
BKNG	B	-0.19%
SONY	C	-0.18%
GLW	C	-0.18%
ORLY	A	-0.17%
MELI	D	-0.16%
BX	C	-0.16%
CDW	D	-0.16%
FFIV	B	-0.16%
FAST	C	-0.15%
APO	A	-0.14%
HDB	D	-0.14%
VRTX	D	-0.14%
JNPR	C	-0.14%
SPG	A	-0.14%
TDG	A	-0.14%
LI	C	-0.13%
INFY	B	-0.12%
PANW	B	-0.12%
DEO	C	-0.12%
IQV	F	-0.12%
KKR	A	-0.11%
AZO	D	-0.1%
PDD	B	-0.1%
TDY	A	-0.1%
ENPH	F	-0.1%
MRVL	C	-0.1%
APH	D	-0.1%
SHOP	B	-0.09%
SCCO	B	-0.09%
EQH	B	-0.09%
ESS	D	-0.09%
CHD	D	-0.09%
RVTY	C	-0.08%
CTSH	B	-0.08%
RS	D	-0.08%
CCI	D	-0.08%
KEYS	B	-0.07%
MKL	B	-0.07%
LEN	C	-0.07%
WRB	C	-0.07%
FTNT	A	-0.07%
WIT	C	-0.07%
AFG	A	-0.07%
MUFG	D	-0.07%
O	C	-0.07%
NTAP	D	-0.06%
TRMB	B	-0.06%
CINF	A	-0.06%
ANET	A	-0.06%
TCOM	A	-0.06%
CHTR	D	-0.06%
GRMN	D	-0.06%
TTD	A	-0.05%
BRO	A	-0.05%
HSIC	D	-0.05%
BCS	B	-0.04%
STZ	D	-0.04%
CPRT	B	-0.04%
PLTR	A	-0.04%
ALNY	C	-0.04%
LYV	A	-0.04%
ERIE	A	-0.04%
TER	C	-0.04%
BIDU	C	-0.04%
XPEV	C	-0.04%
CEG	A	-0.04%
ABNB	D	-0.04%
UHAL	C	-0.04%
GDDY	B	-0.03%
XRX	D	-0.03%
MMM	C	-0.03%
DLTR	F	-0.03%
MNST	D	-0.03%
BAH	C	-0.03%
ALGN	D	-0.03%
STE	D	-0.03%
VICI	C	-0.03%
CCEP	C	-0.03%
NVR	C	-0.03%
VEEV	C	-0.03%
FOX	B	-0.03%
EFX	D	-0.03%
VLTO	A	-0.03%
IT	A	-0.03%
BURL	C	-0.03%
DXCM	F	-0.03%
AZN	D	-0.03%
AVTR	D	-0.03%
ILMN	B	-0.03%
FOXA	B	-0.03%
PINS	D	-0.02%
TW	A	-0.02%
LYG	C	-0.02%
TEVA	D	-0.02%
ZM	B	-0.02%
WST	D	-0.02%
ROL	C	-0.02%
BMRN	F	-0.02%
SEIC	B	-0.02%
DASH	A	-0.02%
RPRX	D	-0.02%
VRT	B	-0.02%
PODD	C	-0.02%
COIN	F	-0.02%
ZBRA	B	-0.02%
SQ	D	-0.02%
MOH	F	-0.02%
SNOW	F	-0.02%
HEI	C	-0.02%
ODFL	F	-0.02%
ASAI	F	-0.02%
CTLT	A	-0.02%
BCH	D	-0.02%
WDAY	D	-0.02%
ROP	D	-0.02%
NIO	C	-0.02%
STLD	C	-0.01%
MBAVU	C	-0.01%
PAYC	D	-0.01%
QGEN	F	-0.01%
MSTR	B	-0.01%
RIVN	F	-0.01%
SQ	D	-0.01%
EPAM	F	-0.01%
SWKS	F	-0.01%
SUI	D	-0.01%
NXPI	F	-0.01%
MTCH	B	-0.01%
SNAP	D	-0.01%
DOCU	A	-0.01%
KVUE	C	-0.01%
CLX	C	-0.01%
BIO	B	-0.01%
EXAS	C	-0.01%
TECH	D	-0.01%
NBIX	F	-0.01%
KB	D	-0.01%
CG	B	-0.01%
TRU	C	-0.01%
Z	C	-0.01%
VMC	D	-0.01%
QFIN	A	-0.01%
VRSN	C	-0.01%
SNA	C	-0.01%
ANSS	D	-0.01%
CRWD	D	-0.01%
WPC	C	-0.01%
ALLY	F	-0.01%
WIT	C	-0.0%
NIO	C	-0.0%