EFIV vs. VMAX ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Hartford US Value ETF (VMAX)
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
VMAX
Hartford US Value ETF
VMAX Description
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.Grade (RS Rating)
Last Trade
$51.92
Average Daily Volume
72
Number of Holdings
*
148
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | VMAX |
|---|---|---|
| 30 Days | 2.81% | 3.35% |
| 60 Days | 4.79% | 4.23% |
| 90 Days | 5.59% | 5.95% |
| 12 Months | 30.64% |
75 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in VMAX | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 9.53% | 0.34% | 0.34% | |
| AMAT | F | 0.42% | 0.16% | 0.16% | |
| AMT | D | 0.25% | 0.63% | 0.25% | |
| AXP | A | 0.45% | 0.27% | 0.27% | |
| BAC | A | 0.86% | 1.26% | 0.86% | |
| BBY | D | 0.05% | 1.29% | 0.05% | |
| BK | A | 0.16% | 1.22% | 0.16% | |
| C | A | 0.37% | 1.89% | 0.37% | |
| CAT | B | 0.52% | 0.7% | 0.52% | |
| CB | C | 0.3% | 0.66% | 0.3% | |
| CFG | B | 0.06% | 0.21% | 0.06% | |
| CMCSA | B | 0.47% | 0.13% | 0.13% | |
| CMI | A | 0.14% | 0.14% | 0.14% | |
| COF | B | 0.2% | 0.62% | 0.2% | |
| CSCO | B | 0.66% | 0.27% | 0.27% | |
| CTAS | B | 0.21% | 0.52% | 0.21% | |
| CVS | D | 0.19% | 1.76% | 0.19% | |
| CVX | A | 0.75% | 0.75% | 0.75% | |
| DVN | F | 0.07% | 0.81% | 0.07% | |
| EG | C | 0.04% | 0.03% | 0.03% | |
| ELV | F | 0.27% | 1.12% | 0.27% | |
| EQIX | A | 0.24% | 0.49% | 0.24% | |
| ETR | B | 0.09% | 0.96% | 0.09% | |
| EXC | C | 0.11% | 0.11% | 0.11% | |
| FANG | D | 0.09% | 0.03% | 0.03% | |
| FITB | A | 0.09% | 0.83% | 0.09% | |
| GILD | C | 0.32% | 0.85% | 0.32% | |
| GOOGL | C | 2.92% | 1.2% | 1.2% | |
| GS | A | 0.52% | 0.47% | 0.47% | |
| GWW | B | 0.15% | 0.47% | 0.15% | |
| HBAN | A | 0.07% | 0.7% | 0.07% | |
| HD | A | 1.13% | 0.32% | 0.32% | |
| HPE | B | 0.08% | 0.98% | 0.08% | |
| HPQ | B | 0.1% | 1.93% | 0.1% | |
| HUM | C | 0.1% | 0.61% | 0.1% | |
| IRM | D | 0.09% | 0.85% | 0.09% | |
| ITW | B | 0.21% | 0.43% | 0.21% | |
| JKHY | D | 0.04% | 0.27% | 0.04% | |
| JPM | A | 1.91% | 1.34% | 1.34% | |
| KR | B | 0.11% | 1.18% | 0.11% | |
| LLY | F | 1.79% | 0.18% | 0.18% | |
| LOW | D | 0.43% | 0.58% | 0.43% | |
| MA | C | 1.2% | 1.35% | 1.2% | |
| MCO | B | 0.21% | 1.24% | 0.21% | |
| MPC | D | 0.15% | 1.32% | 0.15% | |
| MRK | F | 0.7% | 0.24% | 0.24% | |
| MS | A | 0.46% | 0.2% | 0.2% | |
| MSCI | C | 0.14% | 0.23% | 0.14% | |
| MTB | A | 0.1% | 1.87% | 0.1% | |
| NEE | D | 0.42% | 0.68% | 0.42% | |
| NVDA | C | 10.02% | 0.99% | 0.99% | |
| PHM | D | 0.07% | 0.22% | 0.07% | |
| PNC | B | 0.23% | 1.29% | 0.23% | |
| PRU | A | 0.12% | 0.39% | 0.12% | |
| PSX | C | 0.15% | 0.46% | 0.15% | |
| PYPL | B | 0.25% | 1.09% | 0.25% | |
| QCOM | F | 0.5% | 0.66% | 0.5% | |
| RF | A | 0.07% | 1.13% | 0.07% | |
| SBAC | D | 0.06% | 0.27% | 0.06% | |
| SHW | A | 0.25% | 0.88% | 0.25% | |
| STT | A | 0.08% | 1.31% | 0.08% | |
| SW | A | 0.07% | 0.47% | 0.07% | |
| SYF | B | 0.07% | 1.39% | 0.07% | |
| T | A | 0.45% | 1.49% | 0.45% | |
| TGT | F | 0.2% | 1.21% | 0.2% | |
| TJX | A | 0.38% | 0.25% | 0.25% | |
| TMUS | B | 0.33% | 0.43% | 0.33% | |
| TROW | B | 0.07% | 1.05% | 0.07% | |
| UNH | C | 1.56% | 0.8% | 0.8% | |
| USB | A | 0.22% | 1.46% | 0.22% | |
| V | A | 1.44% | 0.65% | 0.65% | |
| VLO | C | 0.12% | 1.42% | 0.12% | |
| WMT | A | 1.03% | 0.68% | 0.68% | |
| WY | D | 0.06% | 0.11% | 0.06% | |
| XOM | B | 1.5% | 0.91% | 0.91% |
EFIV Overweight 238 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 8.8% | |
| TSLA | B | 2.55% | |
| GOOG | C | 2.42% | |
| COST | B | 1.15% | |
| PG | A | 1.09% | |
| CRM | B | 0.92% | |
| ABBV | D | 0.84% | |
| KO | D | 0.68% | |
| ADBE | C | 0.66% | |
| ACN | C | 0.65% | |
| AMD | F | 0.63% | |
| PEP | F | 0.63% | |
| LIN | D | 0.61% | |
| MCD | D | 0.59% | |
| ABT | B | 0.56% | |
| GE | D | 0.55% | |
| DIS | B | 0.52% | |
| AMGN | D | 0.45% | |
| SPGI | C | 0.45% | |
| DHR | F | 0.43% | |
| UBER | D | 0.42% | |
| UNP | C | 0.41% | |
| ETN | A | 0.41% | |
| BLK | C | 0.4% | |
| SYK | C | 0.37% | |
| BSX | B | 0.36% | |
| ADP | B | 0.35% | |
| FI | A | 0.34% | |
| SCHW | B | 0.33% | |
| BMY | B | 0.33% | |
| SBUX | A | 0.32% | |
| MU | D | 0.31% | |
| MMC | B | 0.31% | |
| MDT | D | 0.31% | |
| INTC | D | 0.3% | |
| PLD | D | 0.3% | |
| DE | A | 0.28% | |
| LRCX | F | 0.27% | |
| UPS | C | 0.27% | |
| NKE | D | 0.26% | |
| CI | F | 0.26% | |
| TT | A | 0.26% | |
| MDLZ | F | 0.25% | |
| ICE | C | 0.25% | |
| PH | A | 0.25% | |
| REGN | F | 0.24% | |
| KLAC | D | 0.24% | |
| CMG | B | 0.23% | |
| CME | A | 0.23% | |
| WM | A | 0.23% | |
| AON | A | 0.23% | |
| WELL | A | 0.22% | |
| ZTS | D | 0.22% | |
| CL | D | 0.21% | |
| EMR | A | 0.21% | |
| CSX | B | 0.2% | |
| BDX | F | 0.19% | |
| MAR | B | 0.19% | |
| ADSK | A | 0.19% | |
| WMB | A | 0.19% | |
| APD | A | 0.19% | |
| ECL | D | 0.18% | |
| OKE | A | 0.18% | |
| CARR | D | 0.18% | |
| GM | B | 0.18% | |
| AJG | B | 0.18% | |
| NSC | B | 0.17% | |
| PCAR | B | 0.17% | |
| SLB | C | 0.17% | |
| FCX | D | 0.17% | |
| HLT | A | 0.17% | |
| TFC | A | 0.17% | |
| AFL | B | 0.16% | |
| JCI | C | 0.16% | |
| URI | B | 0.16% | |
| TRV | B | 0.16% | |
| SRE | A | 0.16% | |
| ALL | A | 0.15% | |
| PSA | D | 0.15% | |
| DLR | B | 0.15% | |
| AMP | A | 0.15% | |
| RCL | A | 0.15% | |
| FIS | C | 0.14% | |
| AIG | B | 0.14% | |
| KMI | A | 0.14% | |
| AME | A | 0.13% | |
| PAYX | C | 0.13% | |
| ROST | C | 0.13% | |
| NEM | D | 0.13% | |
| DHI | D | 0.13% | |
| MET | A | 0.13% | |
| PWR | A | 0.13% | |
| DAL | C | 0.12% | |
| IR | B | 0.12% | |
| TRGP | B | 0.12% | |
| BKR | B | 0.12% | |
| PEG | A | 0.12% | |
| COR | B | 0.12% | |
| AXON | A | 0.12% | |
| RSG | A | 0.12% | |
| DFS | B | 0.12% | |
| SYY | B | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| YUM | B | 0.11% | |
| A | D | 0.11% | |
| EA | A | 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% | |
| HIG | B | 0.1% | |
| OXY | D | 0.1% | |
| RMD | C | 0.1% | |
| WAB | B | 0.1% | |
| EXR | D | 0.1% | |
| IDXX | F | 0.1% | |
| GIS | D | 0.1% | |
| LULU | C | 0.1% | |
| CNC | D | 0.09% | |
| CAH | B | 0.09% | |
| CSGP | D | 0.09% | |
| DOW | F | 0.09% | |
| EIX | B | 0.09% | |
| WTW | B | 0.09% | |
| ROK | B | 0.09% | |
| AVB | B | 0.09% | |
| ED | D | 0.09% | |
| NDAQ | A | 0.09% | |
| DECK | A | 0.08% | |
| HSY | F | 0.08% | |
| DOV | A | 0.08% | |
| KHC | F | 0.08% | |
| PPG | F | 0.08% | |
| ON | D | 0.08% | |
| TTWO | A | 0.08% | |
| GPN | B | 0.08% | |
| RJF | A | 0.08% | |
| XYL | D | 0.08% | |
| EBAY | D | 0.08% | |
| TSCO | D | 0.08% | |
| HUBB | B | 0.07% | |
| BIIB | F | 0.07% | |
| CCL | B | 0.07% | |
| ADM | D | 0.07% | |
| EQR | B | 0.07% | |
| EQT | B | 0.07% | |
| MTD | D | 0.07% | |
| AWK | D | 0.07% | |
| CPAY | A | 0.07% | |
| BR | A | 0.07% | |
| HAL | C | 0.07% | |
| VTR | C | 0.07% | |
| FTV | C | 0.07% | |
| OMC | C | 0.06% | |
| CBOE | B | 0.06% | |
| WDC | D | 0.06% | |
| NTRS | A | 0.06% | |
| LYB | F | 0.06% | |
| ES | D | 0.06% | |
| K | A | 0.06% | |
| ZBH | C | 0.06% | |
| EXPE | B | 0.06% | |
| IFF | D | 0.06% | |
| WAT | B | 0.06% | |
| AVY | D | 0.05% | |
| KIM | A | 0.05% | |
| BAX | D | 0.05% | |
| ARE | D | 0.05% | |
| GPC | D | 0.05% | |
| MAS | D | 0.05% | |
| LVS | C | 0.05% | |
| PNR | A | 0.05% | |
| KEY | B | 0.05% | |
| IEX | B | 0.05% | |
| TSN | B | 0.05% | |
| DGX | A | 0.05% | |
| FDS | B | 0.05% | |
| HOLX | D | 0.05% | |
| PFG | D | 0.05% | |
| ULTA | F | 0.05% | |
| BALL | D | 0.05% | |
| MKC | D | 0.05% | |
| ALB | C | 0.04% | |
| INCY | C | 0.04% | |
| POOL | C | 0.04% | |
| CHRW | C | 0.04% | |
| SWK | D | 0.04% | |
| CAG | D | 0.04% | |
| AKAM | 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% | |
| CF | B | 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% | |
| LW | C | 0.03% | |
| BXP | D | 0.03% | |
| SJM | D | 0.03% | |
| TPR | B | 0.03% | |
| NCLH | B | 0.03% | |
| REG | B | 0.03% | |
| KMX | B | 0.03% | |
| ALLE | D | 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% | |
| WYNN | D | 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 73 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| EOG | A | -2.03% | |
| WFC | A | -1.82% | |
| LNC | B | -1.59% | |
| STLD | B | -1.51% | |
| NRG | B | -1.5% | |
| META | D | -1.36% | |
| GAP | C | -1.25% | |
| NFG | A | -1.18% | |
| FDX | B | -1.16% | |
| LAMR | D | -1.12% | |
| VZ | C | -1.1% | |
| BCC | B | -1.05% | |
| JHG | A | -1.03% | |
| JXN | C | -1.02% | |
| CINF | A | -1.01% | |
| JNJ | D | -0.96% | |
| BLDR | D | -0.93% | |
| BRK.A | B | -0.92% | |
| DUK | C | -0.92% | |
| APA | D | -0.91% | |
| SO | D | -0.86% | |
| COP | C | -0.83% | |
| VICI | C | -0.78% | |
| DELL | C | -0.77% | |
| HCA | F | -0.71% | |
| ACI | C | -0.68% | |
| OGN | D | -0.68% | |
| RS | B | -0.66% | |
| AVT | C | -0.65% | |
| MO | A | -0.65% | |
| CHRD | D | -0.58% | |
| CMC | B | -0.57% | |
| MTG | C | -0.54% | |
| TEX | D | -0.51% | |
| MGY | A | -0.5% | |
| SPG | B | -0.5% | |
| CBT | C | -0.47% | |
| NTAP | C | -0.42% | |
| MLI | C | -0.4% | |
| R | B | -0.39% | |
| UNM | A | -0.36% | |
| RHI | B | -0.34% | |
| BPOP | B | -0.32% | |
| AXS | A | -0.31% | |
| NUE | C | -0.3% | |
| OZK | B | -0.29% | |
| RDN | C | -0.27% | |
| MKL | A | -0.26% | |
| DTE | C | -0.26% | |
| LNTH | D | -0.23% | |
| UFPI | B | -0.22% | |
| CRBG | B | -0.2% | |
| XEL | A | -0.18% | |
| M | D | -0.17% | |
| NXPI | D | -0.16% | |
| DINO | D | -0.14% | |
| CTSH | B | -0.14% | |
| COLB | A | -0.12% | |
| PGR | A | -0.12% | |
| HRB | D | -0.11% | |
| DKS | C | -0.11% | |
| FHN | A | -0.1% | |
| OVV | B | -0.08% | |
| AEP | D | -0.08% | |
| IBM | C | -0.07% | |
| CCI | D | -0.07% | |
| ESNT | D | -0.05% | |
| WFRD | D | -0.05% | |
| CHX | C | -0.04% | |
| SM | B | -0.02% | |
| FCNCA | A | -0.01% | |
| BKNG | A | -0.01% | |
| WSM | B | -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
VMAX: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Credit Services
Utilities - Regulated Electric
Insurance - Property & Casualty
Telecom Services
Banks - Global
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Services
Insurance - Life
Lumber & Wood Production
Semiconductors
Specialty Retail
Apparel Stores
Keywords:
S&P 500
Bank
Nasdaq 100
Banking
Dow Jones Component
Natural Gas
Insurance
Building Materials
Cash Management
Computing
Insurance Products
Investment Bank
Commercial Banking
Electricity
Financial Products
Investment Management
Petroleum Industry
Commercial Bank
Mobile Devices
Natural Gas Liquids
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