EFIV vs. OEF ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to iShares S&P 100 ETF (OEF)
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
$55.44
Average Daily Volume
120,232
316
OEF
iShares S&P 100 ETF
OEF Description
The investment seeks to track the investment results of an index composed of 100 large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 100® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$275.37
Average Daily Volume
244,891
101
Performance
Period | EFIV | OEF |
---|---|---|
30 Days | 2.00% | 2.59% |
60 Days | 4.47% | 5.25% |
90 Days | 4.73% | 4.50% |
12 Months | 33.75% | 38.67% |
72 Overlapping Holdings
Symbol | Grade | Weight in EFIV | Weight in OEF | Overlap | |
---|---|---|---|---|---|
AAPL | C | 9.57% | 10.4% | 9.57% | |
ABBV | B | 0.99% | 1.02% | 0.99% | |
ABT | C | 0.58% | 0.59% | 0.58% | |
ACN | C | 0.61% | 0.63% | 0.61% | |
ADBE | F | 0.68% | 0.69% | 0.68% | |
AIG | D | 0.14% | 0.14% | 0.14% | |
AMD | C | 0.73% | 0.76% | 0.73% | |
AMGN | D | 0.52% | 0.54% | 0.52% | |
AMT | C | 0.31% | 0.33% | 0.31% | |
AXP | B | 0.44% | 0.45% | 0.44% | |
BAC | D | 0.81% | 0.81% | 0.81% | |
BK | B | 0.16% | 0.16% | 0.16% | |
BLK | B | 0.38% | 0.39% | 0.38% | |
BMY | C | 0.29% | 0.3% | 0.29% | |
C | C | 0.35% | 0.36% | 0.35% | |
CAT | B | 0.53% | 0.54% | 0.53% | |
CL | C | 0.24% | 0.25% | 0.24% | |
CMCSA | C | 0.46% | 0.46% | 0.46% | |
COF | B | 0.17% | 0.17% | 0.17% | |
COST | C | 1.16% | 1.21% | 1.16% | |
CRM | C | 0.75% | 0.77% | 0.75% | |
CSCO | B | 0.6% | 0.63% | 0.6% | |
CVS | D | 0.21% | 0.22% | 0.21% | |
CVX | F | 0.72% | 0.74% | 0.72% | |
DE | A | 0.31% | 0.31% | 0.31% | |
DHR | B | 0.53% | 0.53% | 0.53% | |
DIS | D | 0.49% | 0.51% | 0.49% | |
DOW | C | 0.11% | 0.11% | 0.11% | |
EMR | D | 0.18% | 0.18% | 0.18% | |
GE | C | 0.59% | 0.61% | 0.59% | |
GILD | B | 0.3% | 0.31% | 0.3% | |
GM | C | 0.16% | 0.16% | 0.16% | |
GOOG | D | 2.31% | 2.37% | 2.31% | |
GOOGL | D | 2.76% | 2.87% | 2.76% | |
GS | B | 0.47% | 0.47% | 0.47% | |
HD | B | 1.12% | 1.16% | 1.12% | |
INTC | D | 0.26% | 0.28% | 0.26% | |
JPM | D | 1.75% | 1.8% | 1.75% | |
KHC | C | 0.08% | 0.09% | 0.08% | |
KO | B | 0.79% | 0.83% | 0.79% | |
LIN | B | 0.65% | 0.68% | 0.65% | |
LLY | D | 2.12% | 2.18% | 2.12% | |
LOW | B | 0.43% | 0.44% | 0.43% | |
MA | B | 1.17% | 1.22% | 1.17% | |
MCD | B | 0.61% | 0.64% | 0.61% | |
MDLZ | C | 0.29% | 0.3% | 0.29% | |
MDT | B | 0.34% | 0.34% | 0.34% | |
MET | B | 0.14% | 0.14% | 0.14% | |
MRK | F | 0.86% | 0.89% | 0.86% | |
MS | B | 0.37% | 0.38% | 0.37% | |
MSFT | C | 9.46% | 9.7% | 9.46% | |
NEE | B | 0.49% | 0.51% | 0.49% | |
NKE | D | 0.28% | 0.31% | 0.28% | |
NVDA | C | 8.41% | 8.55% | 8.41% | |
PEP | D | 0.7% | 0.7% | 0.7% | |
PFE | D | 0.49% | 0.5% | 0.49% | |
PG | C | 1.17% | 1.23% | 1.17% | |
PYPL | B | 0.24% | 0.24% | 0.24% | |
QCOM | D | 0.56% | 0.56% | 0.56% | |
SBUX | C | 0.32% | 0.33% | 0.32% | |
SCHW | D | 0.28% | 0.29% | 0.28% | |
T | B | 0.44% | 0.46% | 0.44% | |
TGT | C | 0.21% | 0.21% | 0.21% | |
TMUS | B | 0.3% | 0.29% | 0.29% | |
TSLA | C | 1.96% | 1.98% | 1.96% | |
UNH | C | 1.54% | 1.59% | 1.54% | |
UNP | D | 0.44% | 0.45% | 0.44% | |
UPS | D | 0.28% | 0.28% | 0.28% | |
USB | C | 0.21% | 0.22% | 0.21% | |
V | C | 1.3% | 1.43% | 1.3% | |
WMT | B | 0.97% | 1.03% | 0.97% | |
XOM | D | 1.51% | 1.53% | 1.51% |
EFIV Overweight 244 Positions Relative to OEF
Symbol | Grade | Weight | |
---|---|---|---|
SPGI | C | 0.49% | |
AMAT | D | 0.47% | |
UBER | C | 0.46% | |
TJX | C | 0.39% | |
ETN | C | 0.38% | |
REGN | D | 0.36% | |
BSX | B | 0.36% | |
SYK | C | 0.36% | |
ELV | D | 0.36% | |
PLD | C | 0.35% | |
CB | B | 0.34% | |
ADP | C | 0.33% | |
MMC | C | 0.32% | |
LRCX | D | 0.3% | |
KLAC | D | 0.3% | |
MU | D | 0.29% | |
CI | C | 0.29% | |
ZTS | B | 0.26% | |
SHW | B | 0.26% | |
ICE | C | 0.26% | |
TT | B | 0.25% | |
EQIX | B | 0.24% | |
CMG | D | 0.23% | |
PH | B | 0.23% | |
PNC | C | 0.22% | |
WELL | C | 0.22% | |
WM | D | 0.22% | |
AON | B | 0.22% | |
CME | B | 0.22% | |
MCO | C | 0.22% | |
CARR | B | 0.2% | |
BDX | D | 0.2% | |
CSX | C | 0.2% | |
ITW | B | 0.2% | |
CTAS | C | 0.2% | |
APD | B | 0.19% | |
FCX | C | 0.19% | |
SLB | F | 0.18% | |
AJG | D | 0.18% | |
NEM | C | 0.18% | |
ECL | B | 0.18% | |
TFC | D | 0.17% | |
ADSK | B | 0.17% | |
MPC | F | 0.17% | |
DHI | C | 0.17% | |
MAR | B | 0.17% | |
URI | B | 0.16% | |
TRV | C | 0.16% | |
WMB | C | 0.16% | |
OKE | C | 0.16% | |
AFL | A | 0.16% | |
HLT | B | 0.16% | |
PSX | F | 0.16% | |
NSC | C | 0.16% | |
PSA | C | 0.16% | |
ALL | C | 0.15% | |
JCI | B | 0.15% | |
ROST | C | 0.15% | |
DLR | B | 0.15% | |
PCAR | D | 0.15% | |
SRE | B | 0.15% | |
FIS | C | 0.14% | |
PRU | C | 0.13% | |
MSCI | C | 0.13% | |
GWW | B | 0.13% | |
TEL | D | 0.13% | |
AMP | B | 0.13% | |
VLO | F | 0.13% | |
CNC | D | 0.12% | |
EW | F | 0.12% | |
RCL | B | 0.12% | |
CTVA | B | 0.12% | |
RSG | D | 0.12% | |
PEG | B | 0.12% | |
A | C | 0.12% | |
KMI | C | 0.12% | |
ACGL | B | 0.12% | |
CMI | B | 0.12% | |
GIS | B | 0.12% | |
PWR | B | 0.12% | |
PAYX | C | 0.12% | |
IDXX | D | 0.12% | |
HES | F | 0.11% | |
SYY | C | 0.11% | |
KR | B | 0.11% | |
YUM | B | 0.11% | |
CBRE | B | 0.11% | |
HUM | F | 0.11% | |
EXR | C | 0.11% | |
VRSK | D | 0.11% | |
OTIS | B | 0.11% | |
KDP | B | 0.11% | |
IR | B | 0.11% | |
EXC | B | 0.11% | |
AME | C | 0.11% | |
MTD | C | 0.1% | |
IRM | C | 0.1% | |
TRGP | C | 0.1% | |
HIG | B | 0.1% | |
EA | D | 0.1% | |
OXY | F | 0.1% | |
ED | B | 0.1% | |
DFS | C | 0.1% | |
RMD | C | 0.1% | |
BKR | C | 0.1% | |
FITB | B | 0.09% | |
BIIB | F | 0.09% | |
WTW | B | 0.09% | |
MTB | C | 0.09% | |
HPQ | C | 0.09% | |
DAL | C | 0.09% | |
PPG | C | 0.09% | |
PHM | B | 0.09% | |
NDAQ | C | 0.09% | |
ROK | D | 0.09% | |
ON | D | 0.09% | |
LULU | D | 0.09% | |
WAB | B | 0.09% | |
CSGP | D | 0.09% | |
EIX | B | 0.09% | |
EBAY | B | 0.09% | |
FANG | F | 0.09% | |
AVB | C | 0.09% | |
ADM | D | 0.09% | |
XYL | C | 0.09% | |
DVN | F | 0.08% | |
IFF | A | 0.08% | |
HAL | F | 0.08% | |
DOV | B | 0.08% | |
EQR | C | 0.08% | |
STT | B | 0.08% | |
FTV | C | 0.08% | |
CAH | C | 0.08% | |
ETR | A | 0.08% | |
AXON | B | 0.08% | |
AWK | C | 0.08% | |
HSY | D | 0.08% | |
GPN | D | 0.08% | |
TSCO | B | 0.08% | |
MRNA | F | 0.07% | |
CPAY | B | 0.07% | |
RJF | C | 0.07% | |
ES | B | 0.07% | |
TTWO | D | 0.07% | |
DECK | C | 0.07% | |
WY | C | 0.07% | |
HPE | C | 0.07% | |
TROW | C | 0.07% | |
BR | C | 0.07% | |
LYB | D | 0.07% | |
VTR | C | 0.07% | |
SBAC | C | 0.07% | |
SW | B | 0.07% | |
ARE | C | 0.06% | |
HOLX | D | 0.06% | |
CFG | D | 0.06% | |
APTV | D | 0.06% | |
BAX | C | 0.06% | |
ULTA | D | 0.06% | |
WAT | B | 0.06% | |
GPC | D | 0.06% | |
EL | D | 0.06% | |
OMC | B | 0.06% | |
SYF | C | 0.06% | |
EQT | C | 0.06% | |
MKC | C | 0.06% | |
BALL | C | 0.06% | |
K | A | 0.06% | |
WDC | C | 0.06% | |
RF | B | 0.06% | |
CBOE | C | 0.06% | |
HBAN | B | 0.06% | |
ZBH | F | 0.06% | |
HUBB | B | 0.06% | |
CF | B | 0.05% | |
IEX | C | 0.05% | |
PNR | B | 0.05% | |
AMCR | B | 0.05% | |
KEY | C | 0.05% | |
SWK | B | 0.05% | |
DGX | B | 0.05% | |
AVY | C | 0.05% | |
EG | B | 0.05% | |
TSN | D | 0.05% | |
MAS | B | 0.05% | |
EXPE | C | 0.05% | |
FDS | C | 0.05% | |
CCL | C | 0.05% | |
PFG | B | 0.05% | |
NTRS | C | 0.05% | |
BBY | A | 0.05% | |
KMX | D | 0.04% | |
CHRW | B | 0.04% | |
SJM | C | 0.04% | |
ALLE | B | 0.04% | |
JKHY | B | 0.04% | |
HST | D | 0.04% | |
UDR | C | 0.04% | |
JBHT | D | 0.04% | |
POOL | C | 0.04% | |
AKAM | D | 0.04% | |
DOC | B | 0.04% | |
CAG | B | 0.04% | |
KIM | C | 0.04% | |
LVS | C | 0.04% | |
MOS | F | 0.03% | |
DVA | B | 0.03% | |
CZR | C | 0.03% | |
GL | D | 0.03% | |
DAY | D | 0.03% | |
HAS | B | 0.03% | |
HRL | F | 0.03% | |
LW | D | 0.03% | |
TPR | A | 0.03% | |
NWSA | D | 0.03% | |
CPB | C | 0.03% | |
AIZ | B | 0.03% | |
TAP | D | 0.03% | |
MGM | D | 0.03% | |
MKTX | D | 0.03% | |
ALB | D | 0.03% | |
CRL | F | 0.03% | |
LKQ | F | 0.03% | |
TFX | B | 0.03% | |
BXP | C | 0.03% | |
IPG | C | 0.03% | |
INCY | C | 0.03% | |
REG | C | 0.03% | |
BEN | F | 0.02% | |
WBA | F | 0.02% | |
ETSY | D | 0.02% | |
BBWI | D | 0.02% | |
AAL | D | 0.02% | |
BIO | C | 0.02% | |
WYNN | C | 0.02% | |
RL | B | 0.02% | |
BWA | C | 0.02% | |
IVZ | B | 0.02% | |
FMC | B | 0.02% | |
MHK | B | 0.02% | |
FRT | C | 0.02% | |
NCLH | B | 0.02% | |
NWS | D | 0.01% | |
PARA | D | 0.01% |
EFIV Underweight 29 Positions Relative to OEF
Symbol | Grade | Weight | |
---|---|---|---|
AMZN | C | -5.36% | |
META | B | -3.68% | |
BRK.A | C | -2.5% | |
AVGO | C | -2.39% | |
JNJ | C | -1.18% | |
NFLX | B | -0.9% | |
ORCL | B | -0.8% | |
TMO | B | -0.7% | |
IBM | B | -0.6% | |
WFC | D | -0.57% | |
TXN | B | -0.56% | |
VZ | A | -0.56% | |
PM | C | -0.56% | |
INTU | D | -0.54% | |
RTX | B | -0.47% | |
BKNG | B | -0.41% | |
HON | C | -0.4% | |
COP | F | -0.38% | |
LMT | A | -0.36% | |
SO | B | -0.29% | |
BA | F | -0.27% | |
DUK | B | -0.27% | |
MO | C | -0.26% | |
GD | C | -0.24% | |
MMM | B | -0.22% | |
FDX | D | -0.17% | |
SPG | B | -0.15% | |
F | F | -0.13% | |
CHTR | D | -0.1% |
EFIV: Top Represented Industries & Keywords
OEF: Top Represented Industries & Keywords