EFIV vs RLY
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and STATE STREET(R) MULTI-ASSET REAL RETURN ETF (RLY, ETF).
5-Year PerformanceEFIV has outperformed RLY, delivering a return of +14.0% compared to +9.7%
EFIV vs RLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.10B
Winner
RLY
$1.20B
Expense Ratio
Winner
EFIV
0.10%
RLY
0.50%
Max Drawdown
Winner
EFIV
25.38%
RLY
46.18%
Sharpe Ratio
EFIV
1.68
Winner
RLY
1.74
5Y Beta
EFIV
0.97
Winner
RLY
0.41
P/E Ratio
EFIV
26.87
RLY
N/A
Forward P/E
EFIV
19.61
RLY
N/A
5Y Dividends CAGR
EFIV
12.51%
Winner
RLY
19.70%
5Y EPS CAGR
EFIV
30.22%
RLY
N/A
Debt to Equity
EFIV
24.51%
RLY
N/A
P/S Ratio
EFIV
3.40
RLY
N/A
P/B Ratio
EFIV
5.31
RLY
N/A
EFIV vs RLY - Holdings Comparison
EFIV and RLY have 0 common holdings. Overlap is 0.00%
EFIV's top 25 holdings weight is 54.13%. RLY's top 25 holdings weight is 99.93%.
| Rank | EFIV | RLY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.59% | SPDR® S&P® GLOBAL INFRASTRUCTURE ETF (GII) - 24.20% |
| #2 | MICROSOFT CORP (MSFT) - 7.13% | SPDR® S&P GLOBAL NATURAL RESOURCES ETF (GNR) - 22.47% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.38% | SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 22.12% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.31% | SPDR® BLMBG 1-10 YEAR TIPS ETF (TIPX) - 9.97% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.97% | THE ENERGY SELECT SECTOR SPDR® ETF (XLE) - 6.46% |
| #6 | ELI LILLY AND CO (LLY) - 2.23% | SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 4.85% |
| #7 | INTEL CORP (INTC) - 1.44% | SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 4.55% |
| #8 | VISA INC CLASS A (V) - 1.41% | SPDR® S&P METALS AND MINING ETF (XME) - 4.29% |
| #9 | WALMART INC (WMT) - 1.31% | SPDR® DOW JONES® REIT ETF (RWR) - 0.51% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.19% | SPDR® DOW JONES® INTERNATIONAL RELESTETF (RWX) - 0.27% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.18% | VANECK AGRIBUSINESS ETF (MOO) - 0.24% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.17% | N/A |
| #13 | CATERPILLAR INC (CAT) - 1.13% | N/A |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.08% | N/A |
| #15 | MASTERCARD INC CLASS A (MA) - 1.02% | N/A |
| #16 | ABBVIE INC (ABBV) - 0.99% | N/A |
| #17 | GE AEROSPACE (GE) - 0.95% | N/A |
| #18 | BANK OF AMERICA CORP (BAC) - 0.95% | N/A |
| #19 | UNITEDHEALTH GROUP INC (UNH) - 0.92% | N/A |
| #20 | THE HOME DEPOT INC (HD) - 0.83% | N/A |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.83% | N/A |
| #22 | NETFLIX INC (NFLX) - 0.82% | N/A |
| #23 | KLA CORP (KLAC) - 0.79% | N/A |
| #24 | COCA-COLA CO (KO) - 0.78% | N/A |
| #25 | MERCK & CO INC (MRK) - 0.73% | N/A |
| Total Holdings | 333 | 11 |
EFIV vs RLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
-0.38%
RLY
-4.68%
3M
Winner
EFIV
+13.50%
RLY
-2.06%
6M
EFIV
+8.34%
Winner
RLY
+10.62%
1Y
Winner
EFIV
+26.44%
RLY
+24.73%
5Y(CAGR)
Winner
EFIV
+14.02%
RLY
+9.67%
10Y(CAGR)
EFIV
N/A
RLY
+8.10%
Max(CAGR)
Winner
EFIV
+17.51%
RLY
+4.49%
EFIV vs RLY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | RLY |
|---|---|---|
| 2026 | +8.97% | +10.37% |
| 2025 | +18.92% | +19.44% |
| 2024 | +24.68% | +2.65% |
| 2023 | +28.49% | +4.03% |
| 2022 | -18.34% | +7.15% |
| 2021 | +33.60% | +22.87% |
| 2020 | +16.69% | -0.85% |
| 2019 | N/A | +15.37% |
| 2018 | N/A | -12.47% |
| 2017 | N/A | +10.30% |
| 2016 | N/A | +12.88% |
| 2015 | N/A | -15.09% |
| 2014 | N/A | -5.89% |
| 2013 | N/A | -4.17% |
| 2012 | N/A | +3.50% |
EFIV vs RLY Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for RLY was -37.74%, occurring on Mar 18, 2020. Recovery took 1673 trading sessions.
The current EFIV drawdown is -1.83%. The current RLY drawdown is -6.34%.
| Rank | EFIV | RLY |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -37.74% Jul 2, 2014 - Feb 24, 2021 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -18.95% Jun 7, 2022 - Oct 1, 2024 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -12.53% Sep 14, 2012 - May 14, 2014 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -10.07% Oct 7, 2024 - May 20, 2025 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -9.23% May 1, 2012 - Sep 7, 2012 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -8.50% Apr 18, 2022 - Jun 7, 2022 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -7.51% May 12, 2026 - Jun 24, 2026 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -7.10% Oct 20, 2021 - Jan 7, 2022 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -6.47% Jun 11, 2021 - Oct 5, 2021 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -4.38% Mar 11, 2021 - Apr 15, 2021 |
| #11 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -4.08% Mar 8, 2022 - Mar 21, 2022 |
| #12 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -3.71% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -3.23% Feb 24, 2021 - Mar 10, 2021 |
| #14 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -3.22% Mar 2, 2026 - Apr 2, 2026 |
| #15 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -2.87% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between EFIV and RLY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2012 - 2026)
EFIV vs RLY dividend yield comparison.
| Year | EFIV | RLY |
|---|---|---|
| 2026 | 0.50% | 0.96% |
| 2025 | 1.03% | 3.24% |
| 2024 | 1.20% | 3.31% |
| 2023 | 1.37% | 3.71% |
| 2022 | 1.64% | 5.66% |
| 2021 | 1.19% | 12.15% |
| 2020 | 0.65% | 2.16% |
| 2019 | 0.00% | 3.45% |
| 2018 | 0.00% | 2.76% |
| 2017 | 0.00% | 1.85% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 1.80% |
| 2014 | 0.00% | 1.89% |
| 2013 | 0.00% | 2.15% |
| 2012 | 0.00% | 1.83% |
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