EFIV vs SPY
Comparison between SPDR S&P 500 ESG ETF (EFIV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceEFIV has outperformed SPY, delivering a return of +14.6% compared to +13.8%
EFIV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.20B
Winner
SPY
$735B
Expense Ratio
EFIV
0.10%
Winner
SPY
0.09%
Max Drawdown
Winner
EFIV
25.38%
SPY
56.47%
Sharpe Ratio
Winner
EFIV
2.22
SPY
2.03
5Y Beta
Winner
EFIV
0.96
SPY
1.00
P/E Ratio
Winner
EFIV
27.94
SPY
28.55
Forward P/E
Winner
EFIV
20.19
SPY
22.00
5Y Dividends CAGR
Winner
EFIV
18.87%
SPY
5.43%
5Y EPS CAGR
Winner
EFIV
29.51%
SPY
25.29%
Debt to Equity
Winner
EFIV
12.33%
SPY
22.22%
P/S Ratio
Winner
EFIV
3.42
SPY
3.63
P/B Ratio
Winner
EFIV
5.31
SPY
5.45
EFIV vs SPY - Holdings Comparison
EFIV and SPY have 330 common holdings. Overlap is 61.38%
EFIV's top 25 holdings weight is 53.67%. SPY's top 25 holdings weight is 51.71%.
| Rank | EFIV | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.49% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | MICROSOFT CORP (MSFT) - 7.99% | APPLE INC (AAPL) - 6.71% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.92% | MICROSOFT CORP (MSFT) - 4.91% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.70% | AMAZON.COM INC (AMZN) - 4.30% |
| #5 | ELI LILLY AND CO (LLY) - 2.05% | ALPHABET INC CLASS A (GOOGL) - 3.64% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.89% | BROADCOM INC (AVGO) - 3.26% |
| #7 | WALMART INC (WMT) - 1.50% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | VISA INC CLASS A (V) - 1.42% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | INTEL CORP (INTC) - 1.33% | TESLA INC (TSLA) - 1.76% |
| #10 | COSTCO WHOLESALE CORP (COST) - 1.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | CATERPILLAR INC (CAT) - 1.10% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.06% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | NETFLIX INC (NFLX) - 0.97% | MICRON TECHNOLOGY INC (MU) - 1.16% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.97% | EXXON MOBIL CORP (XOM) - 1.04% |
| #15 | ABBVIE INC (ABBV) - 0.95% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.92% | WALMART INC (WMT) - 0.92% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.90% | VISA INC CLASS A (V) - 0.87% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 0.86% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.85% | INTEL CORP (INTC) - 0.82% |
| #20 | THE HOME DEPOT INC (HD) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #21 | GE AEROSPACE (GE) - 0.79% | CATERPILLAR INC (CAT) - 0.68% |
| #22 | COCA-COLA CO (KO) - 0.79% | MASTERCARD INC CLASS A (MA) - 0.65% |
| #23 | GE VERNOVA INC (GEV) - 0.77% | NETFLIX INC (NFLX) - 0.60% |
| #24 | MERCK & CO INC (MRK) - 0.73% | CISCO SYSTEMS INC (CSCO) - 0.60% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | ABBVIE INC (ABBV) - 0.59% |
| Total Holdings | 333 | 505 |
EFIV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
EFIV
+8.70%
Winner
SPY
+8.81%
3M
EFIV
+6.11%
Winner
SPY
+7.14%
6M
Winner
EFIV
+9.61%
SPY
+8.86%
1Y
Winner
EFIV
+31.22%
SPY
+28.27%
5Y(CAGR)
Winner
EFIV
+14.59%
SPY
+13.84%
10Y(CAGR)
EFIV
N/A
SPY
+15.48%
Max(CAGR)
Winner
EFIV
+17.74%
SPY
+8.50%
EFIV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | SPY |
|---|---|---|
| 2026 | +8.06% | +8.52% |
| 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% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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.
| Rank | EFIV | SPY |
|---|---|---|
| #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 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.89% Oct 6, 2025 - Oct 20, 2025 | -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.
| Year | EFIV | SPY |
|---|---|---|
| 2026 | 0.23% | 0.24% |
| 2025 | 1.03% | 1.07% |
| 2024 | 1.20% | 1.21% |
| 2023 | 1.37% | 1.40% |
| 2022 | 1.64% | 1.65% |
| 2021 | 1.19% | 1.20% |
| 2020 | 0.65% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: EFIV vs SPY
More Comparisons
Compare with similar stocks