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EFIV vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceEFIV has outperformed SPY, delivering a return of +14.0% compared to +13.0%

EFIV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EFIV
$1.10B
Winner
SPY
$784B
Expense Ratio
EFIV
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
EFIV
25.38%
SPY
56.47%
Sharpe Ratio
Winner
EFIV
1.68
SPY
1.39
5Y Beta
Winner
EFIV
0.97
SPY
1.00
P/E Ratio
Winner
EFIV
26.87
SPY
28.13
Forward P/E
Winner
EFIV
19.61
SPY
21.42
5Y Dividends CAGR
Winner
EFIV
12.51%
SPY
6.00%
5Y EPS CAGR
Winner
EFIV
30.22%
SPY
25.27%
Debt to Equity
Winner
EFIV
24.51%
SPY
31.16%
P/S Ratio
Winner
EFIV
3.40
SPY
3.66
P/B Ratio
Winner
EFIV
5.31
SPY
5.51

EFIV vs SPY - Holdings Comparison

EFIV and SPY have 331 common holdings. Overlap is 61.85%

EFIV's top 25 holdings weight is 54.13%. SPY's top 25 holdings weight is 51.24%.

RankEFIVSPY
#1
NVIDIA CORP (NVDA) - 12.59%
NVIDIA CORP (NVDA) - 7.81%
#2
MICROSOFT CORP (MSFT) - 7.13%
APPLE INC (AAPL) - 6.81%
#3
ALPHABET INC CLASS A (GOOGL) - 5.38%
MICROSOFT CORP (MSFT) - 4.53%
#4
ALPHABET INC CLASS C (GOOG) - 4.31%
AMAZON.COM INC (AMZN) - 3.72%
#5
MICRON TECHNOLOGY INC (MU) - 2.97%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ELI LILLY AND CO (LLY) - 2.23%
BROADCOM INC (AVGO) - 2.77%
#7
INTEL CORP (INTC) - 1.44%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
VISA INC CLASS A (V) - 1.41%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
WALMART INC (WMT) - 1.31%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
APPLIED MATERIALS INC (AMAT) - 1.19%
TESLA INC (TSLA) - 1.76%
#11
LAM RESEARCH CORP (LRCX) - 1.18%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
CISCO SYSTEMS INC (CSCO) - 1.17%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CATERPILLAR INC (CAT) - 1.13%
ELI LILLY AND CO (LLY) - 1.38%
#14
COSTCO WHOLESALE CORP (COST) - 1.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
MASTERCARD INC CLASS A (MA) - 1.02%
EXXON MOBIL CORP (XOM) - 0.92%
#16
ABBVIE INC (ABBV) - 0.99%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
GE AEROSPACE (GE) - 0.95%
VISA INC CLASS A (V) - 0.87%
#18
BANK OF AMERICA CORP (BAC) - 0.95%
INTEL CORP (INTC) - 0.85%
#19
UNITEDHEALTH GROUP INC (UNH) - 0.92%
WALMART INC (WMT) - 0.82%
#20
THE HOME DEPOT INC (HD) - 0.83%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
THE GOLDMAN SACHS GROUP INC (GS) - 0.83%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
NETFLIX INC (NFLX) - 0.82%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
KLA CORP (KLAC) - 0.79%
CATERPILLAR INC (CAT) - 0.68%
#24
COCA-COLA CO (KO) - 0.78%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
MERCK & CO INC (MRK) - 0.73%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings333505

EFIV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EFIV
-0.38%
SPY
-1.92%
3M
Winner
EFIV
+13.50%
SPY
+12.08%
6M
Winner
EFIV
+8.34%
SPY
+6.93%
1Y
Winner
EFIV
+26.44%
SPY
+22.28%
5Y(CAGR)
Winner
EFIV
+14.02%
SPY
+13.00%
10Y(CAGR)
EFIV
N/A
SPY
+15.55%
Max(CAGR)
Winner
EFIV
+17.51%
SPY
+8.44%

EFIV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEFIVSPY
2026+8.97%+8.06%
2025+18.92%+18.00%
2024+24.68%+25.59%
2023+28.49%+26.72%
2022-18.34%-18.64%
2021+33.60%+30.52%
2020+16.69%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+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%

EFIV vs SPY Drawdown Comparison

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

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

The current EFIV drawdown is -1.83%. The current SPY drawdown is -3.08%.

RankEFIVSPY
#1-24.53%
Jan 3, 2022 - Jul 31, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.24%
Dec 4, 2024 - Jun 30, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-10.16%
Sep 2, 2020 - Nov 16, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.90%
Jul 31, 2023 - Nov 30, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.44%
Feb 9, 2026 - Apr 15, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.00%
Jul 16, 2024 - Sep 24, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.50%
Mar 27, 2024 - May 14, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.97%
Sep 3, 2021 - Oct 19, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.48%
Oct 29, 2025 - Dec 5, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.19%
May 7, 2021 - Jun 10, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.06%
Feb 16, 2021 - Mar 11, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.74%
Jun 4, 2026 - Jun 15, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.66%
Nov 24, 2021 - Dec 8, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.45%
Dec 10, 2021 - Dec 23, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.23%
Jan 25, 2021 - Feb 4, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EFIV and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

EFIV vs SPY dividend yield comparison.

YearEFIVSPY
20260.50%0.50%
20251.03%1.07%
20241.20%1.21%
20231.37%1.40%
20221.64%1.65%
20211.19%1.20%
20200.65%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%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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