logo
Sign in

EFIV Stock Price, Chart, Stats & News

SPDR® S&P 500® ESG ETF
Save
Large Blend
Category
0.98%
Dividend yield
0.10%
Expense ratio
1.08B
Assets
27.84%
1Y return

EFIV chart

1M
3M
1Y
5Y
Loading chart...

EFIV returns

YTD
9.55%
1Y
27.84%
3Y
21.16%
5Y
14.28%
10Y
0.00%
1Y volatility12.82%
3Y volatility13.15%
Sharpe ratio1.29

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

HoldingOwnership
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%

Similar securities

Based on sector and market capitalization

Report issue