EFIV vs IVES
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
EFIV vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.10B
IVES
$1.10B
Expense Ratio
Winner
EFIV
0.10%
IVES
0.75%
Max Drawdown
EFIV
25.38%
Winner
IVES
22.95%
Sharpe Ratio
Winner
EFIV
1.60
IVES
1.17
5Y Beta
Winner
EFIV
0.96
IVES
1.80
P/E Ratio
Winner
EFIV
26.06
IVES
357.08
Forward P/E
EFIV
18.66
Winner
IVES
10.84
PEG Ratio
EFIV
0.25
IVES
N/A
5Y Dividends CAGR
EFIV
12.51%
IVES
N/A
5Y EPS CAGR
EFIV
34.25%
IVES
N/A
Debt to Equity
EFIV
74.82%
Winner
IVES
54.09%
P/S Ratio
EFIV
3.36
Winner
IVES
1.56
P/B Ratio
EFIV
5.66
Winner
IVES
4.00
EFIV vs IVES - Holdings Comparison
EFIV and IVES have 1 common holdings. Overlap is 0.08%
EFIV's top 25 holdings weight is 51.39%. IVES's top 25 holdings weight is 53.09%.
| Rank | EFIV | IVES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.57% | ELASTIC NV (ESTC) - 4.43% |
| #2 | MICROSOFT CORP (MSFT) - 7.63% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.27% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.24% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.49% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | ELI LILLY AND CO (LLY) - 2.32% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | VISA INC CLASS A (V) - 1.53% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | WALMART INC (WMT) - 1.26% | NETAPP INC (NTAP) - 2.77% |
| #9 | INTEL CORP (INTC) - 1.17% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | ABBVIE INC (ABBV) - 1.14% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.13% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.12% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.07% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.06% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | CATERPILLAR INC (CAT) - 1.02% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.01% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 0.98% | INFORMATICA INC (INFA) - 1.38% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.98% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | GE AEROSPACE (GE) - 0.91% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | THE HOME DEPOT INC (HD) - 0.85% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | S&P GLOBAL INC (SPGI) - 0.35% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | CHUBB LTD (CB) - 0.33% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | CAPITAL ONE FINANCIAL CORP (COF) - 0.33% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | DANAHER CORP (DHR) - 0.32% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | CORNING INC (GLW) - 0.31% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 291 | 46 |
EFIV vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
+4.39%
IVES
+3.06%
3M
EFIV
+6.76%
Winner
IVES
+9.50%
6M
EFIV
+12.07%
Winner
IVES
+27.13%
1Y
EFIV
+26.80%
Winner
IVES
+39.26%
5Y(CAGR)
EFIV
+14.22%
IVES
N/A
Max(CAGR)
EFIV
+18.05%
Winner
IVES
+43.75%
EFIV vs IVES - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | IVES |
|---|---|---|
| 2026 | +14.18% | +20.97% |
| 2025 | +18.92% | +25.06% |
| 2024 | +24.68% | N/A |
| 2023 | +28.49% | N/A |
| 2022 | -18.34% | N/A |
| 2021 | +33.60% | N/A |
| 2020 | +16.69% | N/A |
EFIV vs IVES Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current IVES drawdown is -7.24%.
| Rank | EFIV | IVES |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -18.60% Jun 1, 2026 - Jul 29, 2026 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -4.08% Jun 15, 2026 - Aug 3, 2026 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between EFIV and IVES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2020 - 2026)
EFIV vs IVES dividend yield comparison.
| Year | EFIV | IVES |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 1.03% | 0.41% |
| 2024 | 1.20% | 0.00% |
| 2023 | 1.37% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 0.65% | 0.00% |
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