EFIV vs. XYLG ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Global X S&P 500 Covered Call & Growth ETF (XYLG)

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

XYLG

Global X S&P 500 Covered Call & Growth ETF

XYLG Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 Half BuyWrite Index (underlying index). The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index measures the performance of a theoretical portfolio that holds a portfolio of the stocks included in the S&P 500® Index (the reference index), and writes (or sells) a succession of one-month at-the-money covered call options on the reference index. It generally will use a replication strategy.

Grade (RS Rating)

Last Trade

$32.08

Average Daily Volume

13,051

Number of Holdings ^*

496

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	XYLG
30 Days	4.00%	2.87%
60 Days	10.39%	10.47%
90 Days	2.68%	3.89%
12 Months	34.67%	22.67%

313 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in XYLG	Overlap
A	B	0.12%	0.09%	0.09%
AAPL	C	9.99%	7.17%	7.17%
ABBV	C	0.99%	0.7%	0.7%
ABT	C	0.56%	0.41%	0.41%
ACGL	A	0.12%	0.08%	0.08%
ACN	B	0.63%	0.46%	0.46%
ADBE	F	0.66%	0.47%	0.47%
ADM	F	0.08%	0.06%	0.06%
ADP	A	0.32%	0.23%	0.23%
ADSK	B	0.17%	0.12%	0.12%
AFL	A	0.16%	0.11%	0.11%
AIG	C	0.14%	0.1%	0.1%
AIZ	B	0.03%	0.02%	0.02%
AJG	C	0.18%	0.12%	0.12%
AKAM	D	0.04%	0.03%	0.03%
ALB	D	0.03%	0.03%	0.03%
ALL	A	0.14%	0.1%	0.1%
ALLE	A	0.04%	0.02%	0.02%
AMAT	C	0.49%	0.36%	0.36%
AMCR	C	0.05%	0.04%	0.04%
AMD	C	0.77%	0.57%	0.57%
AME	C	0.12%	0.08%	0.08%
AMGN	D	0.5%	0.35%	0.35%
AMP	A	0.13%	0.09%	0.09%
AMT	D	0.31%	0.22%	0.22%
AON	A	0.22%	0.16%	0.16%
APD	C	0.19%	0.14%	0.14%
APTV	D	0.06%	0.04%	0.04%
ARE	D	0.05%	0.04%	0.04%
AVB	C	0.09%	0.07%	0.07%
AVY	D	0.05%	0.03%	0.03%
AWK	D	0.08%	0.06%	0.06%
AXON	A	0.08%	0.06%	0.06%
AXP	A	0.44%	0.32%	0.32%
BAC	B	0.77%	0.55%	0.55%
BALL	C	0.06%	0.04%	0.04%
BAX	D	0.06%	0.04%	0.04%
BBWI	F	0.02%	0.01%	0.01%
BBY	C	0.06%	0.04%	0.04%
BDX	C	0.2%	0.14%	0.14%
BEN	F	0.02%	0.01%	0.01%
BIIB	F	0.08%	0.06%	0.06%
BK	A	0.15%	0.11%	0.11%
BKR	B	0.1%	0.07%	0.07%
BLK	A	0.38%	0.27%	0.27%
BMY	A	0.3%	0.21%	0.21%
BR	B	0.07%	0.06%	0.06%
BSX	A	0.35%	0.25%	0.25%
BWA	C	0.02%	0.02%	0.02%
BXP	B	0.03%	0.03%	0.03%
C	B	0.34%	0.24%	0.24%
CAG	D	0.04%	0.04%	0.04%
CAH	B	0.08%	0.06%	0.06%
CARR	A	0.19%	0.14%	0.14%
CAT	A	0.55%	0.39%	0.39%
CB	A	0.31%	0.22%	0.22%
CBOE	B	0.06%	0.04%	0.04%
CBRE	C	0.11%	0.08%	0.08%
CCL	C	0.05%	0.04%	0.04%
CF	A	0.04%	0.03%	0.03%
CFG	C	0.05%	0.04%	0.04%
CHRW	C	0.04%	0.03%	0.03%
CI	D	0.28%	0.2%	0.2%
CL	D	0.24%	0.17%	0.17%
CMCSA	B	0.46%	0.33%	0.33%
CME	A	0.23%	0.16%	0.16%
CMG	C	0.23%	0.16%	0.16%
CMI	A	0.13%	0.1%	0.1%
CNC	F	0.11%	0.08%	0.08%
COF	A	0.16%	0.12%	0.12%
COST	C	1.13%	0.83%	0.83%
CPAY	A	0.06%	0.05%	0.05%
CPB	D	0.03%	0.02%	0.02%
CRL	F	0.03%	0.02%	0.02%
CRM	B	0.77%	0.56%	0.56%
CSCO	A	0.62%	0.44%	0.44%
CSGP	F	0.09%	0.06%	0.06%
CSX	D	0.19%	0.14%	0.14%
CTAS	C	0.2%	0.14%	0.14%
CTVA	A	0.12%	0.09%	0.09%
CVS	D	0.22%	0.16%	0.16%
CVX	B	0.71%	0.5%	0.5%
CZR	B	0.03%	0.02%	0.02%
DAL	C	0.1%	0.07%	0.07%
DAY	C	0.03%	0.02%	0.02%
DE	C	0.31%	0.22%	0.22%
DECK	B	0.07%	0.05%	0.05%
DFS	A	0.1%	0.07%	0.07%
DGX	D	0.05%	0.03%	0.03%
DHI	C	0.16%	0.11%	0.11%
DHR	D	0.51%	0.37%	0.37%
DIS	D	0.5%	0.36%	0.36%
DLR	C	0.14%	0.1%	0.1%
DOC	C	0.05%	0.04%	0.04%
DOV	C	0.08%	0.05%	0.05%
DOW	B	0.11%	0.08%	0.08%
DVA	C	0.02%	0.02%	0.02%
DVN	F	0.07%	0.05%	0.05%
EA	D	0.1%	0.07%	0.07%
EBAY	A	0.09%	0.07%	0.07%
ECL	C	0.19%	0.13%	0.13%
ED	C	0.1%	0.07%	0.07%
EG	A	0.05%	0.03%	0.03%
EIX	C	0.1%	0.07%	0.07%
EL	D	0.07%	0.05%	0.05%
ELV	F	0.35%	0.25%	0.25%
EMR	B	0.18%	0.13%	0.13%
EQIX	C	0.24%	0.17%	0.17%
EQR	C	0.07%	0.05%	0.05%
EQT	C	0.06%	0.04%	0.04%
ES	D	0.07%	0.05%	0.05%
ETN	B	0.38%	0.27%	0.27%
ETR	A	0.08%	0.06%	0.06%
EW	F	0.12%	0.08%	0.08%
EXC	C	0.12%	0.08%	0.08%
EXPE	B	0.05%	0.04%	0.04%
EXR	D	0.11%	0.08%	0.08%
FANG	D	0.09%	0.06%	0.06%
FCX	B	0.21%	0.16%	0.16%
FDS	C	0.05%	0.03%	0.03%
FIS	A	0.13%	0.1%	0.1%
FITB	C	0.08%	0.06%	0.06%
FMC	C	0.02%	0.02%	0.02%
FRT	D	0.02%	0.01%	0.01%
FTV	C	0.08%	0.06%	0.06%
GE	B	0.58%	0.41%	0.41%
GILD	A	0.3%	0.21%	0.21%
GIS	C	0.12%	0.09%	0.09%
GL	C	0.03%	0.02%	0.02%
GM	D	0.15%	0.11%	0.11%
GOOG	B	2.29%	1.63%	1.63%
GOOGL	B	2.77%	1.97%	1.97%
GPC	D	0.06%	0.04%	0.04%
GPN	F	0.07%	0.05%	0.05%
GS	B	0.45%	0.32%	0.32%
GWW	B	0.13%	0.1%	0.1%
HAL	D	0.07%	0.05%	0.05%
HAS	A	0.03%	0.02%	0.02%
HBAN	B	0.06%	0.05%	0.05%
HD	A	1.14%	0.81%	0.81%
HES	D	0.11%	0.08%	0.08%
HIG	A	0.1%	0.07%	0.07%
HLT	A	0.17%	0.12%	0.12%
HOLX	D	0.05%	0.04%	0.04%
HPE	B	0.08%	0.05%	0.05%
HPQ	B	0.1%	0.06%	0.06%
HRL	F	0.03%	0.02%	0.02%
HST	D	0.04%	0.02%	0.02%
HSY	D	0.08%	0.06%	0.06%
HUBB	A	0.07%	0.05%	0.05%
HUM	F	0.11%	0.08%	0.08%
ICE	A	0.26%	0.19%	0.19%
IDXX	D	0.12%	0.08%	0.08%
IEX	D	0.05%	0.03%	0.03%
IFF	D	0.08%	0.05%	0.05%
INCY	B	0.03%	0.03%	0.03%
INTC	D	0.29%	0.21%	0.21%
IPG	D	0.03%	0.02%	0.02%
IR	A	0.11%	0.08%	0.08%
IRM	B	0.1%	0.07%	0.07%
ITW	C	0.2%	0.14%	0.14%
IVZ	A	0.02%	0.02%	0.02%
JBHT	D	0.04%	0.03%	0.03%
JCI	C	0.15%	0.11%	0.11%
JKHY	A	0.04%	0.03%	0.03%
JPM	C	1.73%	1.24%	1.24%
K	B	0.06%	0.04%	0.04%
KDP	C	0.11%	0.08%	0.08%
KEY	B	0.04%	0.03%	0.03%
KHC	F	0.09%	0.06%	0.06%
KIM	C	0.04%	0.03%	0.03%
KLAC	B	0.3%	0.22%	0.22%
KMI	A	0.12%	0.08%	0.08%
KMX	F	0.03%	0.02%	0.02%
KO	C	0.8%	0.57%	0.57%
KR	C	0.11%	0.07%	0.07%
LIN	C	0.66%	0.48%	0.48%
LKQ	F	0.03%	0.03%	0.03%
LLY	D	2.0%	1.48%	1.48%
LOW	C	0.44%	0.31%	0.31%
LRCX	D	0.31%	0.23%	0.23%
LULU	D	0.09%	0.06%	0.06%
LVS	B	0.05%	0.04%	0.04%
LW	D	0.03%	0.02%	0.02%
LYB	B	0.07%	0.05%	0.05%
MA	A	1.17%	0.84%	0.84%
MAR	A	0.17%	0.12%	0.12%
MAS	C	0.05%	0.04%	0.04%
MCD	A	0.63%	0.45%	0.45%
MCO	D	0.21%	0.15%	0.15%
MDLZ	D	0.29%	0.2%	0.2%
MDT	C	0.33%	0.24%	0.24%
MET	A	0.14%	0.1%	0.1%
MGM	D	0.03%	0.02%	0.02%
MHK	C	0.02%	0.02%	0.02%
MKC	C	0.06%	0.04%	0.04%
MKTX	B	0.03%	0.02%	0.02%
MMC	D	0.32%	0.23%	0.23%
MOS	F	0.02%	0.02%	0.02%
MPC	D	0.16%	0.11%	0.11%
MRK	F	0.83%	0.59%	0.59%
MRNA	F	0.06%	0.04%	0.04%
MS	A	0.37%	0.27%	0.27%
MSCI	B	0.13%	0.09%	0.09%
MSFT	D	9.18%	6.64%	6.64%
MTB	A	0.08%	0.06%	0.06%
MTD	C	0.09%	0.07%	0.07%
MU	D	0.34%	0.25%	0.25%
NCLH	C	0.03%	0.02%	0.02%
NDAQ	C	0.09%	0.06%	0.06%
NEE	C	0.5%	0.36%	0.36%
NEM	C	0.18%	0.13%	0.13%
NKE	D	0.31%	0.23%	0.23%
NSC	C	0.16%	0.11%	0.11%
NTRS	B	0.05%	0.04%	0.04%
NVDA	B	8.61%	6.32%	6.32%
NWS	D	0.01%	0.01%	0.01%
NWSA	D	0.03%	0.02%	0.02%
OKE	A	0.15%	0.11%	0.11%
OMC	C	0.06%	0.04%	0.04%
ON	F	0.09%	0.06%	0.06%
OTIS	A	0.12%	0.09%	0.09%
OXY	D	0.1%	0.07%	0.07%
PARA	F	0.02%	0.01%	0.01%
PAYX	B	0.12%	0.09%	0.09%
PCAR	D	0.15%	0.11%	0.11%
PEG	A	0.13%	0.09%	0.09%
PEP	F	0.67%	0.48%	0.48%
PFE	D	0.48%	0.34%	0.34%
PFG	A	0.05%	0.04%	0.04%
PG	D	1.18%	0.84%	0.84%
PH	A	0.23%	0.17%	0.17%
PHM	C	0.09%	0.06%	0.06%
PLD	D	0.34%	0.24%	0.24%
PNC	C	0.21%	0.15%	0.15%
PNR	C	0.05%	0.03%	0.03%
POOL	D	0.04%	0.03%	0.03%
PPG	D	0.09%	0.06%	0.06%
PRU	B	0.12%	0.09%	0.09%
PSA	C	0.16%	0.12%	0.12%
PSX	D	0.16%	0.11%	0.11%
PWR	A	0.13%	0.09%	0.09%
PYPL	A	0.23%	0.17%	0.17%
QCOM	D	0.55%	0.4%	0.4%
RCL	B	0.12%	0.09%	0.09%
REG	C	0.03%	0.02%	0.02%
REGN	D	0.32%	0.22%	0.22%
RF	B	0.06%	0.04%	0.04%
RJF	B	0.07%	0.05%	0.05%
RL	B	0.02%	0.02%	0.02%
RMD	C	0.1%	0.08%	0.08%
ROK	D	0.09%	0.06%	0.06%
ROST	D	0.15%	0.11%	0.11%
RSG	D	0.12%	0.09%	0.09%
SBAC	C	0.07%	0.05%	0.05%
SBUX	B	0.32%	0.23%	0.23%
SCHW	D	0.28%	0.2%	0.2%
SHW	C	0.26%	0.18%	0.18%
SJM	D	0.04%	0.03%	0.03%
SLB	D	0.17%	0.12%	0.12%
SPGI	C	0.47%	0.34%	0.34%
SRE	C	0.15%	0.11%	0.11%
STT	A	0.08%	0.05%	0.05%
SW	C	0.07%	0.05%	0.05%
SWK	C	0.05%	0.04%	0.04%
SYF	A	0.06%	0.04%	0.04%
SYK	C	0.36%	0.26%	0.26%
SYY	D	0.11%	0.08%	0.08%
T	B	0.45%	0.32%	0.32%
TAP	D	0.03%	0.02%	0.02%
TEL	D	0.13%	0.09%	0.09%
TFC	D	0.16%	0.12%	0.12%
TFX	C	0.03%	0.02%	0.02%
TGT	C	0.21%	0.15%	0.15%
TJX	D	0.38%	0.28%	0.28%
TMUS	A	0.29%	0.2%	0.2%
TPR	B	0.03%	0.02%	0.02%
TRGP	A	0.09%	0.07%	0.07%
TROW	D	0.07%	0.05%	0.05%
TRV	B	0.16%	0.11%	0.11%
TSCO	A	0.09%	0.06%	0.06%
TSLA	C	2.09%	1.46%	1.46%
TSN	D	0.05%	0.03%	0.03%
TT	A	0.25%	0.18%	0.18%
TTWO	D	0.07%	0.05%	0.05%
UBER	C	0.46%	0.33%	0.33%
UDR	C	0.04%	0.03%	0.03%
ULTA	D	0.06%	0.04%	0.04%
UNH	B	1.55%	1.1%	1.1%
UNP	F	0.43%	0.31%	0.31%
UPS	D	0.28%	0.2%	0.2%
URI	C	0.15%	0.11%	0.11%
USB	C	0.2%	0.14%	0.14%
V	B	1.33%	0.94%	0.94%
VLO	F	0.13%	0.09%	0.09%
VRSK	D	0.11%	0.08%	0.08%
VTR	C	0.08%	0.05%	0.05%
WAB	A	0.09%	0.06%	0.06%
WAT	B	0.06%	0.04%	0.04%
WBA	F	0.02%	0.02%	0.02%
WDC	C	0.07%	0.05%	0.05%
WELL	C	0.21%	0.16%	0.16%
WM	B	0.22%	0.16%	0.16%
WMB	A	0.16%	0.12%	0.12%
WMT	A	1.0%	0.72%	0.72%
WTW	C	0.09%	0.06%	0.06%
WY	C	0.07%	0.05%	0.05%
WYNN	B	0.03%	0.02%	0.02%
XOM	A	1.48%	1.04%	1.04%
XYL	C	0.09%	0.07%	0.07%
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 1 Positions Relative to XYLG

	Symbol	Grade	Weight
	FI	A	0.3%

EFIV Underweight 183 Positions Relative to XYLG

Symbol	Grade	Weight
AMZN	C	-3.69%
META	A	-2.57%
AVGO	B	-1.72%
BRK.A	B	-1.72%
JNJ	D	-0.8%
NFLX	A	-0.63%
ORCL	A	-0.56%
TMO	D	-0.49%
IBM	A	-0.43%
WFC	B	-0.4%
TXN	C	-0.4%
VZ	C	-0.39%
PM	D	-0.39%
NOW	B	-0.38%
INTU	F	-0.37%
ISRG	C	-0.36%
RTX	A	-0.33%
PGR	B	-0.3%
BKNG	B	-0.29%
HON	C	-0.28%
VRTX	D	-0.25%
COP	D	-0.25%
LMT	A	-0.25%
ADI	B	-0.24%
BX	C	-0.23%
PANW	B	-0.23%
SO	A	-0.2%
ANET	A	-0.2%
BA	F	-0.19%
KKR	A	-0.18%
MO	D	-0.18%
DUK	C	-0.18%
CEG	A	-0.17%
MMM	C	-0.16%
GD	C	-0.16%
TDG	A	-0.16%
SNPS	F	-0.16%
APH	D	-0.16%
GEV	A	-0.15%
NOC	B	-0.15%
MSI	A	-0.15%
PLTR	A	-0.15%
CDNS	D	-0.15%
HCA	C	-0.15%
ORLY	A	-0.14%
EOG	B	-0.14%
MCK	F	-0.13%
FDX	F	-0.13%
NXPI	F	-0.13%
CRWD	D	-0.13%
ABNB	D	-0.12%
ROP	D	-0.12%
CCI	D	-0.11%
AEP	C	-0.11%
O	C	-0.11%
AZO	D	-0.11%
CPRT	B	-0.1%
KMB	D	-0.1%
FTNT	A	-0.1%
MPWR	B	-0.1%
D	A	-0.1%
FICO	C	-0.1%
SPG	A	-0.1%
F	D	-0.09%
IQV	F	-0.09%
LEN	C	-0.09%
KVUE	C	-0.09%
PCG	C	-0.09%
LHX	A	-0.09%
MCHP	F	-0.09%
ODFL	F	-0.08%
CTSH	B	-0.08%
EFX	D	-0.08%
HWM	A	-0.08%
DD	C	-0.08%
GEHC	C	-0.08%
FAST	C	-0.08%
VST	A	-0.08%
STZ	D	-0.08%
GLW	C	-0.07%
MLM	F	-0.07%
VMC	D	-0.07%
VICI	C	-0.07%
DELL	C	-0.07%
MNST	D	-0.07%
NUE	D	-0.07%
XEL	C	-0.07%
IT	A	-0.07%
CHD	D	-0.06%
VLTO	A	-0.06%
FSLR	C	-0.06%
KEYS	B	-0.06%
ANSS	D	-0.06%
WEC	B	-0.06%
CHTR	D	-0.06%
CDW	D	-0.06%
NVR	C	-0.06%
BRO	A	-0.05%
AEE	A	-0.05%
PTC	B	-0.05%
SMCI	F	-0.05%
WST	D	-0.05%
ATO	A	-0.05%
PPL	C	-0.05%
STE	D	-0.05%
TYL	D	-0.05%
NTAP	D	-0.05%
DTE	B	-0.05%
GRMN	D	-0.05%
DXCM	F	-0.05%
IP	C	-0.04%
VRSN	C	-0.04%
MAA	D	-0.04%
DLTR	F	-0.04%
TXT	F	-0.04%
CTRA	D	-0.04%
EXPD	D	-0.04%
ALGN	D	-0.04%
LUV	B	-0.04%
CLX	C	-0.04%
NRG	A	-0.04%
WBD	F	-0.04%
STLD	C	-0.04%
CNP	B	-0.04%
PKG	B	-0.04%
ZBRA	B	-0.04%
ESS	D	-0.04%
CMS	A	-0.04%
J	F	-0.04%
DG	F	-0.04%
MOH	F	-0.04%
CINF	A	-0.04%
LDOS	A	-0.04%
GDDY	B	-0.04%
TER	C	-0.04%
FE	C	-0.04%
TDY	A	-0.04%
UAL	A	-0.04%
INVH	D	-0.04%
BLDR	C	-0.04%
DRI	C	-0.04%
STX	C	-0.04%
FFIV	B	-0.03%
CTLT	A	-0.03%
ERIE	A	-0.03%
BG	F	-0.03%
TECH	D	-0.03%
AES	C	-0.03%
CE	D	-0.03%
CPT	C	-0.03%
NDSN	C	-0.03%
UHS	D	-0.03%
TRMB	B	-0.03%
EVRG	C	-0.03%
LNT	B	-0.03%
JBL	C	-0.03%
VTRS	D	-0.03%
ROL	C	-0.03%
JNPR	C	-0.03%
SWKS	F	-0.03%
ENPH	F	-0.03%
DPZ	D	-0.03%
SNA	C	-0.03%
MRO	B	-0.03%
NI	A	-0.03%
PODD	C	-0.03%
WRB	C	-0.03%
LYV	A	-0.03%
L	C	-0.03%
APA	F	-0.02%
FOXA	B	-0.02%
PNW	C	-0.02%
QRVO	F	-0.02%
HII	F	-0.02%
AOS	C	-0.02%
SOLV	C	-0.02%
GNRC	B	-0.02%
EPAM	F	-0.02%
PAYC	D	-0.02%
EMN	C	-0.02%
HSIC	D	-0.02%
MTCH	B	-0.02%
FOX	B	-0.01%