EFIV vs. SPYG ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index) (SPYG)
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
SPYG
SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index)
SPYG Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P 500 Growth Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization growth sector in the U.S. equity market. It is non-diversified.Grade (RS Rating)
Last Trade
$86.30
Average Daily Volume
2,018,364
Number of Holdings
*
231
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | SPYG |
|---|---|---|
| 30 Days | 2.81% | 3.28% |
| 60 Days | 4.79% | 4.99% |
| 90 Days | 5.59% | 6.37% |
| 12 Months | 30.64% | 37.95% |
136 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in SPYG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.53% | 11.97% | 9.53% | |
| ABBV | D | 0.84% | 0.38% | 0.38% | |
| ACGL | D | 0.11% | 0.13% | 0.11% | |
| ACN | C | 0.65% | 0.42% | 0.42% | |
| ADBE | C | 0.66% | 0.81% | 0.66% | |
| ADP | B | 0.35% | 0.17% | 0.17% | |
| ADSK | A | 0.19% | 0.12% | 0.12% | |
| AJG | B | 0.18% | 0.11% | 0.11% | |
| AKAM | D | 0.04% | 0.02% | 0.02% | |
| ALLE | D | 0.03% | 0.02% | 0.02% | |
| AMAT | F | 0.42% | 0.53% | 0.42% | |
| AMD | F | 0.63% | 0.78% | 0.63% | |
| AME | A | 0.13% | 0.07% | 0.07% | |
| AMP | A | 0.15% | 0.1% | 0.1% | |
| AMT | D | 0.25% | 0.13% | 0.13% | |
| AON | A | 0.23% | 0.14% | 0.14% | |
| AXON | A | 0.12% | 0.15% | 0.12% | |
| AXP | A | 0.45% | 0.39% | 0.39% | |
| BR | A | 0.07% | 0.05% | 0.05% | |
| BSX | B | 0.36% | 0.24% | 0.24% | |
| CARR | D | 0.18% | 0.1% | 0.1% | |
| CAT | B | 0.52% | 0.38% | 0.38% | |
| CBOE | B | 0.06% | 0.05% | 0.05% | |
| CCL | B | 0.07% | 0.06% | 0.06% | |
| CF | B | 0.04% | 0.03% | 0.03% | |
| CL | D | 0.21% | 0.1% | 0.1% | |
| CME | A | 0.23% | 0.1% | 0.1% | |
| CMG | B | 0.23% | 0.28% | 0.23% | |
| COST | B | 1.15% | 0.59% | 0.59% | |
| CPAY | A | 0.07% | 0.09% | 0.07% | |
| CRM | B | 0.92% | 1.11% | 0.92% | |
| CSGP | D | 0.09% | 0.05% | 0.05% | |
| CSX | B | 0.2% | 0.12% | 0.12% | |
| CTAS | B | 0.21% | 0.14% | 0.14% | |
| CZR | F | 0.02% | 0.02% | 0.02% | |
| DAL | C | 0.12% | 0.08% | 0.08% | |
| DAY | B | 0.03% | 0.02% | 0.02% | |
| DE | A | 0.28% | 0.2% | 0.2% | |
| DECK | A | 0.08% | 0.09% | 0.08% | |
| DFS | B | 0.12% | 0.08% | 0.08% | |
| DHI | D | 0.13% | 0.17% | 0.13% | |
| DLR | B | 0.15% | 0.08% | 0.08% | |
| DVA | B | 0.02% | 0.01% | 0.01% | |
| EA | A | 0.11% | 0.06% | 0.06% | |
| ECL | D | 0.18% | 0.11% | 0.11% | |
| EQIX | A | 0.24% | 0.14% | 0.14% | |
| ETN | A | 0.41% | 0.31% | 0.31% | |
| EW | C | 0.11% | 0.05% | 0.05% | |
| EXPE | B | 0.06% | 0.08% | 0.06% | |
| FANG | D | 0.09% | 0.11% | 0.09% | |
| FCX | D | 0.17% | 0.11% | 0.11% | |
| FDS | B | 0.05% | 0.03% | 0.03% | |
| FI | A | 0.34% | 0.22% | 0.22% | |
| FTV | C | 0.07% | 0.09% | 0.07% | |
| GE | D | 0.55% | 0.29% | 0.29% | |
| GOOG | C | 2.42% | 2.94% | 2.42% | |
| GOOGL | C | 2.92% | 3.55% | 2.92% | |
| GWW | B | 0.15% | 0.14% | 0.14% | |
| HD | A | 1.13% | 0.51% | 0.51% | |
| HES | B | 0.11% | 0.14% | 0.11% | |
| HLT | A | 0.17% | 0.21% | 0.17% | |
| HST | C | 0.03% | 0.03% | 0.03% | |
| HSY | F | 0.08% | 0.03% | 0.03% | |
| HUBB | B | 0.07% | 0.04% | 0.04% | |
| IDXX | F | 0.1% | 0.07% | 0.07% | |
| IR | B | 0.12% | 0.11% | 0.11% | |
| IRM | D | 0.09% | 0.06% | 0.06% | |
| ITW | B | 0.21% | 0.12% | 0.12% | |
| KLAC | D | 0.24% | 0.3% | 0.24% | |
| KO | D | 0.68% | 0.33% | 0.33% | |
| LIN | D | 0.61% | 0.39% | 0.39% | |
| LLY | F | 1.79% | 2.14% | 1.79% | |
| LRCX | F | 0.27% | 0.34% | 0.27% | |
| LULU | C | 0.1% | 0.13% | 0.1% | |
| LVS | C | 0.05% | 0.04% | 0.04% | |
| LW | C | 0.03% | 0.03% | 0.03% | |
| MA | C | 1.2% | 1.07% | 1.07% | |
| MAR | B | 0.19% | 0.23% | 0.19% | |
| MAS | D | 0.05% | 0.03% | 0.03% | |
| MCD | D | 0.59% | 0.32% | 0.32% | |
| MCO | B | 0.21% | 0.12% | 0.12% | |
| MDLZ | F | 0.25% | 0.13% | 0.13% | |
| MGM | D | 0.02% | 0.02% | 0.02% | |
| MMC | B | 0.31% | 0.2% | 0.2% | |
| MPC | D | 0.15% | 0.1% | 0.1% | |
| MRK | F | 0.7% | 0.34% | 0.34% | |
| MSCI | C | 0.14% | 0.09% | 0.09% | |
| MSFT | F | 8.8% | 10.95% | 8.8% | |
| MTD | D | 0.07% | 0.03% | 0.03% | |
| NCLH | B | 0.03% | 0.04% | 0.03% | |
| NKE | D | 0.26% | 0.13% | 0.13% | |
| NVDA | C | 10.02% | 12.46% | 10.02% | |
| OKE | A | 0.18% | 0.13% | 0.13% | |
| ON | D | 0.08% | 0.04% | 0.04% | |
| OTIS | C | 0.11% | 0.05% | 0.05% | |
| PAYX | C | 0.13% | 0.06% | 0.06% | |
| PCAR | B | 0.17% | 0.15% | 0.15% | |
| PEP | F | 0.63% | 0.28% | 0.28% | |
| PG | A | 1.09% | 0.53% | 0.53% | |
| PH | A | 0.25% | 0.24% | 0.24% | |
| PHM | D | 0.07% | 0.09% | 0.07% | |
| PNR | A | 0.05% | 0.04% | 0.04% | |
| POOL | C | 0.04% | 0.03% | 0.03% | |
| PSA | D | 0.15% | 0.08% | 0.08% | |
| PWR | A | 0.13% | 0.11% | 0.11% | |
| QCOM | F | 0.5% | 0.33% | 0.33% | |
| RCL | A | 0.15% | 0.19% | 0.15% | |
| REGN | F | 0.24% | 0.17% | 0.17% | |
| RL | B | 0.02% | 0.02% | 0.02% | |
| ROK | B | 0.09% | 0.05% | 0.05% | |
| ROST | C | 0.13% | 0.16% | 0.13% | |
| RSG | A | 0.12% | 0.08% | 0.08% | |
| SBAC | D | 0.06% | 0.03% | 0.03% | |
| SBUX | A | 0.32% | 0.23% | 0.23% | |
| SHW | A | 0.25% | 0.16% | 0.16% | |
| SPGI | C | 0.45% | 0.25% | 0.25% | |
| SYK | C | 0.37% | 0.29% | 0.29% | |
| TJX | A | 0.38% | 0.3% | 0.3% | |
| TRGP | B | 0.12% | 0.14% | 0.12% | |
| TSCO | D | 0.08% | 0.04% | 0.04% | |
| TSLA | B | 2.55% | 2.98% | 2.55% | |
| TT | A | 0.26% | 0.22% | 0.22% | |
| TTWO | A | 0.08% | 0.05% | 0.05% | |
| UBER | D | 0.42% | 0.52% | 0.42% | |
| ULTA | F | 0.05% | 0.04% | 0.04% | |
| UNH | C | 1.56% | 0.72% | 0.72% | |
| UNP | C | 0.41% | 0.22% | 0.22% | |
| URI | B | 0.16% | 0.2% | 0.16% | |
| V | A | 1.44% | 1.17% | 1.17% | |
| VRSK | A | 0.11% | 0.08% | 0.08% | |
| WAT | B | 0.06% | 0.03% | 0.03% | |
| WM | A | 0.23% | 0.13% | 0.13% | |
| WMB | A | 0.19% | 0.09% | 0.09% | |
| WYNN | D | 0.02% | 0.03% | 0.02% | |
| YUM | B | 0.11% | 0.06% | 0.06% | |
| ZTS | D | 0.22% | 0.15% | 0.15% |
EFIV Overweight 177 Positions Relative to SPYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 1.91% | |
| XOM | B | 1.5% | |
| WMT | A | 1.03% | |
| BAC | A | 0.86% | |
| CVX | A | 0.75% | |
| CSCO | B | 0.66% | |
| ABT | B | 0.56% | |
| DIS | B | 0.52% | |
| GS | A | 0.52% | |
| CMCSA | B | 0.47% | |
| MS | A | 0.46% | |
| T | A | 0.45% | |
| AMGN | D | 0.45% | |
| LOW | D | 0.43% | |
| DHR | F | 0.43% | |
| NEE | D | 0.42% | |
| BLK | C | 0.4% | |
| C | A | 0.37% | |
| SCHW | B | 0.33% | |
| TMUS | B | 0.33% | |
| BMY | B | 0.33% | |
| GILD | C | 0.32% | |
| MU | D | 0.31% | |
| MDT | D | 0.31% | |
| INTC | D | 0.3% | |
| CB | C | 0.3% | |
| PLD | D | 0.3% | |
| ELV | F | 0.27% | |
| UPS | C | 0.27% | |
| CI | F | 0.26% | |
| PYPL | B | 0.25% | |
| ICE | C | 0.25% | |
| PNC | B | 0.23% | |
| WELL | A | 0.22% | |
| USB | A | 0.22% | |
| EMR | A | 0.21% | |
| COF | B | 0.2% | |
| TGT | F | 0.2% | |
| BDX | F | 0.19% | |
| CVS | D | 0.19% | |
| APD | A | 0.19% | |
| GM | B | 0.18% | |
| NSC | B | 0.17% | |
| SLB | C | 0.17% | |
| TFC | A | 0.17% | |
| AFL | B | 0.16% | |
| BK | A | 0.16% | |
| JCI | C | 0.16% | |
| TRV | B | 0.16% | |
| SRE | A | 0.16% | |
| ALL | A | 0.15% | |
| PSX | C | 0.15% | |
| FIS | C | 0.14% | |
| AIG | B | 0.14% | |
| CMI | A | 0.14% | |
| KMI | A | 0.14% | |
| NEM | D | 0.13% | |
| MET | A | 0.13% | |
| BKR | B | 0.12% | |
| PEG | A | 0.12% | |
| COR | B | 0.12% | |
| VLO | C | 0.12% | |
| PRU | A | 0.12% | |
| SYY | B | 0.11% | |
| KDP | D | 0.11% | |
| EXC | C | 0.11% | |
| A | D | 0.11% | |
| KR | B | 0.11% | |
| CTVA | C | 0.11% | |
| CBRE | B | 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% | |
| HPQ | B | 0.1% | |
| GIS | D | 0.1% | |
| CNC | D | 0.09% | |
| CAH | B | 0.09% | |
| DOW | F | 0.09% | |
| ETR | B | 0.09% | |
| EIX | B | 0.09% | |
| FITB | A | 0.09% | |
| WTW | B | 0.09% | |
| AVB | B | 0.09% | |
| ED | D | 0.09% | |
| NDAQ | A | 0.09% | |
| DOV | A | 0.08% | |
| KHC | F | 0.08% | |
| STT | A | 0.08% | |
| HPE | B | 0.08% | |
| PPG | F | 0.08% | |
| GPN | B | 0.08% | |
| RJF | A | 0.08% | |
| XYL | D | 0.08% | |
| EBAY | D | 0.08% | |
| RF | A | 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% | |
| AWK | D | 0.07% | |
| TROW | B | 0.07% | |
| HAL | C | 0.07% | |
| VTR | C | 0.07% | |
| OMC | C | 0.06% | |
| WDC | D | 0.06% | |
| CFG | B | 0.06% | |
| NTRS | A | 0.06% | |
| LYB | F | 0.06% | |
| ES | D | 0.06% | |
| K | A | 0.06% | |
| ZBH | C | 0.06% | |
| WY | D | 0.06% | |
| IFF | D | 0.06% | |
| AVY | D | 0.05% | |
| KIM | A | 0.05% | |
| BAX | D | 0.05% | |
| ARE | D | 0.05% | |
| GPC | D | 0.05% | |
| KEY | B | 0.05% | |
| IEX | B | 0.05% | |
| BBY | D | 0.05% | |
| TSN | B | 0.05% | |
| DGX | A | 0.05% | |
| HOLX | D | 0.05% | |
| PFG | D | 0.05% | |
| BALL | D | 0.05% | |
| MKC | D | 0.05% | |
| JKHY | D | 0.04% | |
| ALB | C | 0.04% | |
| INCY | C | 0.04% | |
| CHRW | C | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| UDR | B | 0.04% | |
| MRNA | F | 0.04% | |
| AMCR | D | 0.04% | |
| EL | F | 0.04% | |
| RVTY | F | 0.04% | |
| APTV | D | 0.04% | |
| JBHT | C | 0.04% | |
| DOC | D | 0.04% | |
| EG | C | 0.04% | |
| TFX | F | 0.03% | |
| GL | B | 0.03% | |
| MKTX | D | 0.03% | |
| LKQ | D | 0.03% | |
| NWSA | B | 0.03% | |
| CRL | C | 0.03% | |
| IPG | D | 0.03% | |
| AIZ | A | 0.03% | |
| TAP | C | 0.03% | |
| BXP | D | 0.03% | |
| SJM | D | 0.03% | |
| TPR | B | 0.03% | |
| REG | B | 0.03% | |
| KMX | B | 0.03% | |
| WBA | F | 0.02% | |
| PARA | C | 0.02% | |
| BEN | C | 0.02% | |
| FMC | D | 0.02% | |
| MHK | D | 0.02% | |
| BWA | D | 0.02% | |
| IVZ | B | 0.02% | |
| HAS | D | 0.02% | |
| MOS | F | 0.02% | |
| FRT | B | 0.02% | |
| CPB | D | 0.02% | |
| HRL | D | 0.02% | |
| NWS | B | 0.01% |
EFIV Underweight 95 Positions Relative to SPYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | -6.82% | |
| META | D | -4.35% | |
| AVGO | D | -2.74% | |
| NFLX | A | -1.24% | |
| ORCL | B | -1.03% | |
| NOW | A | -0.74% | |
| INTU | C | -0.68% | |
| BKNG | A | -0.58% | |
| PANW | C | -0.44% | |
| ISRG | A | -0.43% | |
| PLTR | B | -0.41% | |
| KKR | A | -0.35% | |
| ANET | C | -0.34% | |
| BX | A | -0.32% | |
| COP | C | -0.31% | |
| CDNS | B | -0.29% | |
| SNPS | B | -0.29% | |
| VRTX | F | -0.28% | |
| TMO | F | -0.27% | |
| CRWD | B | -0.27% | |
| PGR | A | -0.26% | |
| TDG | D | -0.25% | |
| PM | B | -0.25% | |
| TXN | C | -0.24% | |
| FTNT | C | -0.21% | |
| ADI | D | -0.21% | |
| FICO | B | -0.2% | |
| EOG | A | -0.18% | |
| ORLY | B | -0.18% | |
| MSI | B | -0.17% | |
| APH | A | -0.17% | |
| CPRT | A | -0.17% | |
| VST | B | -0.16% | |
| NXPI | D | -0.15% | |
| BA | F | -0.15% | |
| IT | C | -0.14% | |
| ODFL | B | -0.14% | |
| AZO | C | -0.13% | |
| GEV | B | -0.13% | |
| HCA | F | -0.11% | |
| CEG | D | -0.11% | |
| MPWR | F | -0.1% | |
| ABNB | C | -0.1% | |
| ROP | B | -0.09% | |
| GDDY | A | -0.09% | |
| TYL | B | -0.09% | |
| NVR | D | -0.09% | |
| HWM | A | -0.09% | |
| NUE | C | -0.08% | |
| LEN | D | -0.08% | |
| FAST | B | -0.08% | |
| MNST | C | -0.08% | |
| MLM | B | -0.08% | |
| VMC | B | -0.08% | |
| WST | C | -0.08% | |
| SPG | B | -0.07% | |
| LYV | A | -0.07% | |
| BRO | B | -0.07% | |
| DELL | C | -0.07% | |
| MCHP | D | -0.07% | |
| BLDR | D | -0.07% | |
| ANSS | B | -0.06% | |
| GRMN | B | -0.06% | |
| CHTR | C | -0.06% | |
| DXCM | D | -0.06% | |
| IQV | D | -0.05% | |
| PTC | A | -0.05% | |
| DRI | B | -0.04% | |
| MOH | F | -0.04% | |
| CHD | B | -0.04% | |
| STE | F | -0.04% | |
| CTRA | B | -0.04% | |
| STLD | B | -0.04% | |
| EFX | F | -0.04% | |
| VRSN | F | -0.03% | |
| CE | F | -0.03% | |
| JBL | B | -0.03% | |
| STX | D | -0.03% | |
| APA | D | -0.03% | |
| SNA | A | -0.03% | |
| MRO | B | -0.03% | |
| ALGN | D | -0.03% | |
| NTAP | C | -0.03% | |
| SMCI | F | -0.03% | |
| CDW | F | -0.03% | |
| PAYC | B | -0.02% | |
| AOS | F | -0.02% | |
| EPAM | C | -0.02% | |
| ERIE | D | -0.02% | |
| ROL | B | -0.02% | |
| DPZ | C | -0.02% | |
| EXPD | D | -0.02% | |
| GNRC | B | -0.02% | |
| PODD | C | -0.02% | |
| ENPH | F | -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
SPYG: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Residential Construction
Resorts & Casinos
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