EFIV Stock Price, Chart, Stats & News

SPDR® S&P 500® ESG ETF
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Large Blend
Category
0.98%
Dividend yield
$0.7001
0.10%
Expense ratio
1.08B
Assets
27.84%
1Y return
EFIV chart
1M
3M
1Y
5Y
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EFIV returns
| YTD | 9.55% |
| 1Y | 27.84% |
| 3Y | 21.16% |
| 5Y | 14.28% |
| 10Y | 0.00% |
| 1Y volatility | 12.82% |
| 3Y volatility | 13.15% |
| Sharpe ratio | 1.29 |
About
EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.
Top 10 EFIV holdings
| Holding | Ownership |
|---|---|
Technology 12.79% | |
Technology 7.06% | |
Communication Services 5.41% | |
Communication Services 4.35% | |
Technology 3.21% | |
Health care 2.18% | |
Technology 1.59% | |
Financial Services 1.36% | |
Consumer Defensive 1.29% | |
Technology 1.23% |
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