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      EFIV vs. SHE ETF Comparison

      Comparison of SPDR S&P 500 ESG ETF (EFIV) to SPDR SSGA Gender Diversity Index ETF (SHE)
      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
      SHE

      SPDR SSGA Gender Diversity Index ETF

      SHE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $119.89

      Average Daily Volume

      3,450

      Number of Holdings *

      239

      * may have additional holdings in another (foreign) market
      Performance
      Period EFIV SHE
      30 Days 2.81% 2.93%
      60 Days 4.79% 5.56%
      90 Days 5.59% 7.44%
      12 Months 30.64% 34.03%
      156 Overlapping Holdings
      Symbol Grade Weight in EFIV Weight in SHE Overlap
      AAPL C 9.53% 4.14% 4.14%
      ABT B 0.56% 0.73% 0.56%
      ACN C 0.65% 4.39% 0.65%
      ADM D 0.07% 0.08% 0.07%
      ADSK A 0.19% 1.25% 0.19%
      AIG B 0.14% 0.19% 0.14%
      AIZ A 0.03% 0.04% 0.03%
      AKAM D 0.04% 0.22% 0.04%
      ALB C 0.04% 0.04% 0.04%
      ALL A 0.15% 0.18% 0.15%
      AMCR D 0.04% 0.06% 0.04%
      APTV D 0.04% 0.11% 0.04%
      AVB B 0.09% 0.11% 0.09%
      AWK D 0.07% 0.12% 0.07%
      AXP A 0.45% 0.65% 0.45%
      BAC A 0.86% 1.2% 0.86%
      BBY D 0.05% 0.09% 0.05%
      BIIB F 0.07% 0.09% 0.07%
      BK A 0.16% 0.21% 0.16%
      BKR B 0.12% 0.14% 0.12%
      BR A 0.07% 0.1% 0.07%
      C A 0.37% 0.51% 0.37%
      CAH B 0.09% 0.11% 0.09%
      CARR D 0.18% 0.19% 0.18%
      CAT B 0.52% 0.94% 0.52%
      CI F 0.26% 0.32% 0.26%
      CL D 0.21% 0.26% 0.21%
      CMG B 0.23% 0.63% 0.23%
      CMI A 0.14% 0.24% 0.14%
      CNC D 0.09% 0.12% 0.09%
      COF B 0.2% 0.24% 0.2%
      COR B 0.12% 0.15% 0.12%
      COST B 1.15% 1.13% 1.13%
      CPB D 0.02% 0.03% 0.02%
      CRL C 0.03% 0.04% 0.03%
      CSCO B 0.66% 4.03% 0.66%
      CSGP D 0.09% 0.14% 0.09%
      CVS D 0.19% 0.25% 0.19%
      CVX A 0.75% 0.98% 0.75%
      DAL C 0.12% 0.04% 0.04%
      DAY B 0.03% 0.04% 0.03%
      DE A 0.28% 0.32% 0.28%
      DECK A 0.08% 0.14% 0.08%
      DHI D 0.13% 0.22% 0.13%
      DLR B 0.15% 0.22% 0.15%
      DOW F 0.09% 0.11% 0.09%
      EA A 0.11% 0.12% 0.11%
      EBAY D 0.08% 0.14% 0.08%
      ECL D 0.18% 0.2% 0.18%
      ED D 0.09% 0.13% 0.09%
      EIX B 0.09% 0.13% 0.09%
      EL F 0.04% 0.06% 0.04%
      EMR A 0.21% 0.25% 0.21%
      EQIX A 0.24% 0.25% 0.24%
      EQR B 0.07% 0.09% 0.07%
      EQT B 0.07% 0.07% 0.07%
      ETN A 0.41% 0.51% 0.41%
      ETR B 0.09% 0.11% 0.09%
      EXC C 0.11% 0.13% 0.11%
      EXR D 0.1% 0.12% 0.1%
      FANG D 0.09% 0.11% 0.09%
      FDS B 0.05% 0.07% 0.05%
      FIS C 0.14% 0.17% 0.14%
      FITB A 0.09% 0.12% 0.09%
      FTV C 0.07% 0.1% 0.07%
      GE D 0.55% 0.58% 0.55%
      GILD C 0.32% 0.42% 0.32%
      GIS D 0.1% 0.13% 0.1%
      GPN B 0.08% 0.1% 0.08%
      GWW B 0.15% 0.17% 0.15%
      HIG B 0.1% 0.15% 0.1%
      HLT A 0.17% 0.53% 0.17%
      HRL D 0.02% 0.04% 0.02%
      HST C 0.03% 0.06% 0.03%
      HSY F 0.08% 0.1% 0.08%
      HUBB B 0.07% 0.09% 0.07%
      IDXX F 0.1% 0.14% 0.1%
      IFF D 0.06% 0.07% 0.06%
      INCY C 0.04% 0.05% 0.04%
      INTC D 0.3% 1.87% 0.3%
      IPG D 0.03% 0.05% 0.03%
      IRM D 0.09% 0.13% 0.09%
      ITW B 0.21% 0.29% 0.21%
      JCI C 0.16% 0.24% 0.16%
      JPM A 1.91% 2.69% 1.91%
      KEY B 0.05% 0.07% 0.05%
      KIM A 0.05% 0.07% 0.05%
      KMX B 0.03% 0.07% 0.03%
      KO D 0.68% 0.99% 0.68%
      KR B 0.11% 0.15% 0.11%
      LIN D 0.61% 0.89% 0.61%
      LLY F 1.79% 2.32% 1.79%
      LOW D 0.43% 0.96% 0.43%
      LULU C 0.1% 0.33% 0.1%
      LVS C 0.05% 0.09% 0.05%
      LYB F 0.06% 0.07% 0.06%
      MAR B 0.19% 0.65% 0.19%
      MCO B 0.21% 0.33% 0.21%
      MDT D 0.31% 0.41% 0.31%
      MGM D 0.02% 0.06% 0.02%
      MMC B 0.31% 0.43% 0.31%
      MRK F 0.7% 0.89% 0.7%
      MSFT F 8.8% 4.17% 4.17%
      MTB A 0.1% 0.14% 0.1%
      NEM D 0.13% 0.2% 0.13%
      NKE D 0.26% 0.42% 0.26%
      NSC B 0.17% 0.18% 0.17%
      NTRS A 0.06% 0.08% 0.06%
      NVDA C 10.02% 4.79% 4.79%
      NWSA B 0.03% 0.03% 0.03%
      OMC C 0.06% 0.07% 0.06%
      OXY D 0.1% 0.14% 0.1%
      PARA C 0.02% 0.04% 0.02%
      PEG A 0.12% 0.17% 0.12%
      PFG D 0.05% 0.08% 0.05%
      PG A 1.09% 1.5% 1.09%
      PNC B 0.23% 0.32% 0.23%
      PNR A 0.05% 0.07% 0.05%
      PRU A 0.12% 0.19% 0.12%
      PSA D 0.15% 0.19% 0.15%
      PSX C 0.15% 0.15% 0.15%
      RCL A 0.15% 0.31% 0.15%
      RF A 0.07% 0.09% 0.07%
      ROK B 0.09% 0.11% 0.09%
      ROST C 0.13% 0.41% 0.13%
      SBUX A 0.32% 0.94% 0.32%
      SCHW B 0.33% 0.47% 0.33%
      SJM D 0.03% 0.05% 0.03%
      SPGI C 0.45% 0.58% 0.45%
      SW A 0.07% 0.08% 0.07%
      SWK D 0.04% 0.05% 0.04%
      SYF B 0.07% 0.09% 0.07%
      T A 0.45% 0.63% 0.45%
      TFC A 0.17% 0.24% 0.17%
      TFX F 0.03% 0.03% 0.03%
      TGT F 0.2% 0.27% 0.2%
      TJX A 0.38% 1.21% 0.38%
      TMUS B 0.33% 0.52% 0.33%
      TROW B 0.07% 0.09% 0.07%
      TSCO D 0.08% 0.26% 0.08%
      TSN B 0.05% 0.05% 0.05%
      TT A 0.26% 0.34% 0.26%
      TTWO A 0.08% 0.09% 0.08%
      UBER D 0.42% 0.57% 0.42%
      ULTA F 0.05% 0.16% 0.05%
      UNH C 1.56% 1.75% 1.56%
      V A 1.44% 1.62% 1.44%
      VTR C 0.07% 0.12% 0.07%
      WAB B 0.1% 0.11% 0.1%
      WBA F 0.02% 0.03% 0.02%
      WTW B 0.09% 0.13% 0.09%
      WY D 0.06% 0.07% 0.06%
      WYNN D 0.02% 0.04% 0.02%
      XOM B 1.5% 1.46% 1.46%
      XYL D 0.08% 0.11% 0.08%
      ZTS D 0.22% 0.31% 0.22%
      EFIV Overweight 157 Positions Relative to SHE
      Symbol Grade Weight
      GOOGL C 2.92%
      TSLA B 2.55%
      GOOG C 2.42%
      MA C 1.2%
      HD A 1.13%
      WMT A 1.03%
      CRM B 0.92%
      ABBV D 0.84%
      ADBE C 0.66%
      AMD F 0.63%
      PEP F 0.63%
      MCD D 0.59%
      DIS B 0.52%
      GS A 0.52%
      QCOM F 0.5%
      CMCSA B 0.47%
      MS A 0.46%
      AMGN D 0.45%
      DHR F 0.43%
      AMAT F 0.42%
      NEE D 0.42%
      UNP C 0.41%
      BLK C 0.4%
      SYK C 0.37%
      BSX B 0.36%
      ADP B 0.35%
      FI A 0.34%
      BMY B 0.33%
      MU D 0.31%
      CB C 0.3%
      PLD D 0.3%
      ELV F 0.27%
      LRCX F 0.27%
      UPS C 0.27%
      MDLZ F 0.25%
      PYPL B 0.25%
      ICE C 0.25%
      SHW A 0.25%
      PH A 0.25%
      AMT D 0.25%
      REGN F 0.24%
      KLAC D 0.24%
      CME A 0.23%
      WM A 0.23%
      AON A 0.23%
      WELL A 0.22%
      USB A 0.22%
      CTAS B 0.21%
      CSX B 0.2%
      BDX F 0.19%
      WMB A 0.19%
      APD A 0.19%
      OKE A 0.18%
      GM B 0.18%
      AJG B 0.18%
      PCAR B 0.17%
      SLB C 0.17%
      FCX D 0.17%
      AFL B 0.16%
      URI B 0.16%
      TRV B 0.16%
      SRE A 0.16%
      MPC D 0.15%
      AMP A 0.15%
      MSCI C 0.14%
      KMI A 0.14%
      AME A 0.13%
      PAYX C 0.13%
      MET A 0.13%
      PWR A 0.13%
      IR B 0.12%
      TRGP B 0.12%
      AXON A 0.12%
      RSG A 0.12%
      DFS B 0.12%
      VLO C 0.12%
      SYY B 0.11%
      KDP D 0.11%
      ACGL D 0.11%
      YUM B 0.11%
      A D 0.11%
      HES B 0.11%
      CTVA C 0.11%
      EW C 0.11%
      OTIS C 0.11%
      CBRE B 0.11%
      VRSK A 0.11%
      RMD C 0.1%
      HUM C 0.1%
      HPQ B 0.1%
      NDAQ A 0.09%
      DOV A 0.08%
      KHC F 0.08%
      STT A 0.08%
      HPE B 0.08%
      PPG F 0.08%
      ON D 0.08%
      RJF A 0.08%
      DVN F 0.07%
      CCL B 0.07%
      HBAN A 0.07%
      MTD D 0.07%
      CPAY A 0.07%
      PHM D 0.07%
      HAL C 0.07%
      CBOE B 0.06%
      WDC D 0.06%
      CFG B 0.06%
      ES D 0.06%
      K A 0.06%
      ZBH C 0.06%
      EXPE B 0.06%
      WAT B 0.06%
      SBAC D 0.06%
      AVY D 0.05%
      BAX D 0.05%
      ARE D 0.05%
      GPC D 0.05%
      MAS D 0.05%
      IEX B 0.05%
      DGX A 0.05%
      HOLX D 0.05%
      BALL D 0.05%
      MKC D 0.05%
      JKHY D 0.04%
      POOL C 0.04%
      CHRW C 0.04%
      CAG D 0.04%
      UDR B 0.04%
      MRNA F 0.04%
      RVTY F 0.04%
      JBHT C 0.04%
      DOC D 0.04%
      CF B 0.04%
      EG C 0.04%
      GL B 0.03%
      MKTX D 0.03%
      LKQ D 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%
      ALLE D 0.03%
      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%
      NWS B 0.01%
      EFIV Underweight 83 Positions Relative to SHE
      Symbol Grade Weight
      META D -4.59%
      INTU C -3.56%
      NFLX A -1.78%
      JNJ D -1.41%
      BKNG A -1.33%
      FTNT C -1.08%
      WFC A -0.97%
      VZ C -0.77%
      PGR A -0.67%
      HUBS A -0.58%
      HON B -0.52%
      RTX C -0.5%
      ANSS B -0.49%
      GDDY A -0.47%
      VRTX F -0.45%
      CDW F -0.44%
      TYL B -0.44%
      ABNB C -0.36%
      NOC D -0.31%
      MCK B -0.31%
      FLUT A -0.31%
      TWLO A -0.28%
      DUK C -0.27%
      BA F -0.26%
      MMM D -0.25%
      D C -0.23%
      SPG B -0.22%
      FDX B -0.22%
      EOG A -0.21%
      WCN A -0.21%
      VST B -0.2%
      CHTR C -0.18%
      LNG B -0.17%
      SQ B -0.17%
      AEP D -0.16%
      O D -0.16%
      BURL A -0.15%
      WSM B -0.14%
      VICI C -0.14%
      TTD B -0.13%
      STZ D -0.12%
      VLTO D -0.12%
      ALNY D -0.12%
      XEL A -0.12%
      WEC A -0.11%
      WBD C -0.11%
      DTE C -0.11%
      LDOS C -0.1%
      DD D -0.1%
      INVH D -0.09%
      PPL B -0.09%
      AEE A -0.08%
      CHD B -0.08%
      ILMN D -0.08%
      DKS C -0.08%
      LPLA A -0.08%
      CLX B -0.08%
      CNP B -0.08%
      DG F -0.07%
      J F -0.07%
      SSNC B -0.07%
      MAA B -0.07%
      LH C -0.07%
      UTHR C -0.06%
      OC A -0.06%
      TRU D -0.06%
      PINS D -0.06%
      CMS C -0.06%
      FBIN D -0.05%
      RPM A -0.05%
      TXT D -0.05%
      SNAP C -0.05%
      ACM A -0.05%
      BBWI D -0.04%
      Z A -0.04%
      RIVN F -0.04%
      OVV B -0.04%
      AMH D -0.04%
      NBIX C -0.04%
      CE F -0.03%
      LUV C -0.02%
      APA D -0.02%
      ACI C -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

      SHE: Top Represented Industries & Keywords

      Industries: Software - Application Utilities - Regulated Electric Diversified Industrials Banks - Regional - US Oil & Gas E&P Specialty Chemicals Specialty Retail Biotechnology Business Services Capital Markets Drug Manufacturers - Major Household & Personal Products REIT - Residential Aerospace & Defense Apparel Stores Banks - Global Credit Services Diagnostics & Research Discount Stores Health Care Plans
      Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Banking Electricity Bank Chemical Insurance Computing Real Estate Investment Trust Electronics Aerospace Investment Bank Mining Mobile Devices Telecommunications Cash Management Acid Disability
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