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EFAX vs SPY

Comparison between STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF (EFAX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EFAX, delivering a return of +13.3% compared to +7.1%

EFAX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EFAX
$489M
Winner
SPY
$735B
Expense Ratio
EFAX
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
EFAX
36.22%
SPY
56.47%
Sharpe Ratio
EFAX
0.79
Winner
SPY
1.62
5Y Beta
Winner
EFAX
0.76
SPY
1.00
P/E Ratio
EFAX
N/A
SPY
28.99
Forward P/E
EFAX
N/A
SPY
22.37
5Y Dividends CAGR
Winner
EFAX
15.30%
SPY
5.43%
5Y EPS CAGR
EFAX
N/A
SPY
26.05%
Debt to Equity
EFAX
N/A
SPY
32.40%
P/S Ratio
EFAX
N/A
SPY
3.74
P/B Ratio
EFAX
N/A
SPY
5.61

EFAX vs SPY - Holdings Comparison

EFAX and SPY have 1 common holdings. Overlap is 0.00%

EFAX's top 25 holdings weight is 26.31%. SPY's top 25 holdings weight is 52.37%.

RankEFAXSPY
#1
ASML HOLDING NV (n/a) - 3.11%
NVIDIA CORP (NVDA) - 8.10%
#2
HSBC HOLDINGS PLC (n/a) - 1.59%
APPLE INC (AAPL) - 7.02%
#3
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.47%
MICROSOFT CORP (MSFT) - 4.79%
#4
ASTRAZENECA PLC (AZN:XLON) - 1.45%
AMAZON.COM INC (AMZN) - 4.02%
#5
NOVARTIS AG REGISTERED SHARES (n/a) - 1.42%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
NESTLE SA (n/a) - 1.29%
BROADCOM INC (AVGO) - 3.10%
#7
SIEMENS AG (n/a) - 1.20%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.98%
TESLA INC (TSLA) - 1.89%
#10
BANCO SANTANDER SA (n/a) - 0.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SAP SE (n/a) - 0.91%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
SOFTBANK GROUP CORP (n/a) - 0.91%
ELI LILLY AND CO (LLY) - 1.31%
#13
TOYOTA MOTOR CORP (n/a) - 0.89%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SCHNEIDER ELECTRIC SE (n/a) - 0.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ALLIANZ SE (n/a) - 0.85%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ABB LTD (n/a) - 0.84%
INTEL CORP (INTC) - 0.90%
#17
SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.81%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UBS GROUP AG REGISTERED SHARES (n/a) - 0.75%
VISA INC CLASS A (V) - 0.85%
#19
IBERDROLA SA (n/a) - 0.74%
WALMART INC (WMT) - 0.81%
#20
HITACHI LTD (n/a) - 0.72%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
NOVO NORDISK AS CLASS B (n/a) - 0.72%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71%
CATERPILLAR INC (CAT) - 0.66%
#23
TOKYO ELECTRON LTD (n/a) - 0.71%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BRITISH AMERICAN TOBACCO PLC (n/a) - 0.70%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.69%
ABBVIE INC (ABBV) - 0.58%
Total Holdings668505

EFAX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EFAX
+0.79%
Winner
SPY
+1.90%
3M
EFAX
+3.21%
Winner
SPY
+8.55%
6M
EFAX
+7.12%
Winner
SPY
+8.18%
1Y
EFAX
+16.27%
Winner
SPY
+25.79%
5Y(CAGR)
EFAX
+7.13%
Winner
SPY
+13.32%
10Y(CAGR)
EFAX
+8.82%
Winner
SPY
+15.19%
Max(CAGR)
Winner
EFAX
+8.82%
SPY
+8.47%

EFAX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEFAXSPY
2026+3.98%+8.26%
2025+31.59%+18.00%
2024+5.91%+25.59%
2023+17.25%+26.72%
2022-17.03%-18.64%
2021+10.20%+30.52%
2020+8.53%+17.28%
2019+24.13%+31.09%
2018-15.02%-5.24%
2017+23.82%+20.78%
2016+0.56%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

EFAX vs SPY Drawdown Comparison

The maximum drawdown for EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current EFAX drawdown is -3.41%. The current SPY drawdown is -2.90%.

RankEFAXSPY
#1-32.53%
Jan 17, 2020 - Nov 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.65%
Sep 7, 2021 - Mar 6, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.34%
Jan 24, 2018 - Jan 17, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.52%
Mar 19, 2025 - Apr 28, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.38%
Feb 25, 2026 - Mar 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.89%
Sep 26, 2024 - Mar 5, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.72%
Jul 12, 2024 - Aug 19, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.59%
Mar 27, 2024 - May 14, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.54%
Nov 12, 2025 - Dec 11, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.15%
Jun 15, 2021 - Aug 13, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.67%
Jul 23, 2025 - Aug 13, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.35%
Feb 16, 2021 - Apr 5, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.26%
Jan 8, 2021 - Feb 9, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.08%
Sep 15, 2017 - Jan 3, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.83%
Aug 30, 2024 - Sep 19, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EFAX and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

EFAX vs SPY dividend yield comparison.

YearEFAXSPY
20261.54%0.24%
20253.31%1.07%
20242.74%1.21%
20232.71%1.40%
20222.81%1.65%
20212.58%1.20%
20201.69%1.52%
20192.71%1.75%
20183.05%2.04%
20172.89%1.80%
20160.26%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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