EFIV vs CERY

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF (CERY, ETF).

EFIV vs CERY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	CERY(ETF)
Net Assets	$999M	$997M
Expense Ratio	0.10%	0.28%
Max Drawdown	25.38%	14.33%
Sharpe Ratio	1.47	2.18
5Y Beta	0.96	0.15
P/E Ratio	26.41	N/A
Forward P/E	19.32	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.77%	N/A
Debt to Equity	72.71%	N/A
P/S Ratio	3.32	N/A
P/B Ratio	5.88	N/A

Net Assets

Winner

EFIV

$999M

CERY

$997M

Expense Ratio

Winner

EFIV

0.10%

CERY

0.28%

Max Drawdown

EFIV

25.38%

Winner

CERY

14.33%

Sharpe Ratio

EFIV

1.47

Winner

CERY

2.18

5Y Beta

EFIV

0.96

Winner

CERY

0.15

P/E Ratio

EFIV

26.41

CERY

N/A

Forward P/E

EFIV

19.32

CERY

N/A

PEG Ratio

EFIV

0.26

CERY

N/A

5Y Dividends CAGR

EFIV

12.51%

CERY

N/A

5Y EPS CAGR

EFIV

34.77%

CERY

N/A

Debt to Equity

EFIV

72.71%

CERY

N/A

P/S Ratio

EFIV

3.32

CERY

N/A

P/B Ratio

EFIV

5.88

CERY

N/A

EFIV vs CERY - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	CERY
1 month	+4.00%	+6.21%
3 months	+4.79%	+2.92%
6 months	+12.18%	+21.20%
1 year	+25.09%	+46.21%
5 years(CAGR)	+14.03%	N/A
Max(CAGR)	+17.83%	+28.02%

EFIV

+4.00%

Winner

CERY

+6.21%

Winner

EFIV

+4.79%

CERY

+2.92%

EFIV

+12.18%

Winner

CERY

+21.20%

EFIV

+25.09%

Winner

CERY

+46.21%

5Y(CAGR)

EFIV

+14.03%

CERY

N/A

Max(CAGR)

EFIV

+17.83%

Winner

CERY

+28.02%

EFIV vs CERY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	CERY
2026	+13.65%	+34.17%
2025	+18.92%	+15.10%
2024	+24.68%	+3.92%
2023	+28.49%	N/A
2022	-18.34%	N/A
2021	+33.60%	N/A
2020	+16.69%	N/A

EFIV vs CERY Drawdown Comparison

The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.

The maximum drawdown for CERY was -14.33%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current EFIV drawdown is -1.39%. The current CERY drawdown is -0.08%.

Rank	EFIV	CERY
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-14.33% May 12, 2026 - Jun 24, 2026
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-10.05% Apr 2, 2025 - Jun 17, 2025
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-6.98% Jan 29, 2026 - Mar 2, 2026
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-5.84% Oct 7, 2024 - Jan 15, 2025
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-4.45% Mar 12, 2026 - Apr 6, 2026
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-4.33% Jun 18, 2025 - Sep 15, 2025
#7	-5.50% Mar 27, 2024 - May 14, 2024	-4.07% Feb 19, 2025 - Apr 1, 2025
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-2.76% Nov 11, 2025 - Dec 1, 2025
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-2.54% Oct 8, 2025 - Oct 20, 2025
#10	-4.19% May 7, 2021 - Jun 10, 2021	-2.43% Dec 5, 2025 - Dec 22, 2025
#11	-4.08% Jun 15, 2026 - Aug 3, 2026	-2.20% Dec 26, 2025 - Jan 5, 2026
#12	-4.06% Feb 16, 2021 - Mar 11, 2021	-2.12% May 5, 2026 - May 11, 2026
#13	-3.74% Jun 4, 2026 - Jun 15, 2026	-1.99% Jan 15, 2025 - Feb 10, 2025
#14	-3.66% Nov 24, 2021 - Dec 8, 2021	-1.98% Sep 16, 2025 - Sep 26, 2025
#15	-3.45% Dec 10, 2021 - Dec 23, 2021	-1.94% Apr 6, 2026 - Apr 16, 2026