EFIV vs TBUX

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and T. ROWE PRICE ULTRA SHORT-TERM BOND ETF (TBUX, ETF).

5-Year PerformanceEFIV has outperformed TBUX, delivering a return of +13.0% compared to +4.1%

EFIV vs TBUX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFIV(ETF)	TBUX(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.10%	0.17%
Max Drawdown	25.38%	3.42%
Sharpe Ratio	1.20	1.06
5Y Beta	0.96	0.00
P/E Ratio	27.45	N/A
Forward P/E	19.20	N/A
5Y Dividends CAGR	12.51%	N/A
5Y EPS CAGR	34.00%	N/A
Debt to Equity	36.97%	N/A
P/S Ratio	3.36	N/A
P/B Ratio	5.62	N/A

Net Assets

EFIV

$1.10B

Winner

TBUX

$1.20B

Expense Ratio

Winner

EFIV

0.10%

TBUX

0.17%

Max Drawdown

EFIV

25.38%

Winner

TBUX

3.42%

Sharpe Ratio

Winner

EFIV

1.20

TBUX

1.06

5Y Beta

EFIV

0.96

Winner

TBUX

0.00

P/E Ratio

EFIV

27.45

TBUX

N/A

Forward P/E

EFIV

19.20

TBUX

N/A

5Y Dividends CAGR

EFIV

12.51%

TBUX

N/A

5Y EPS CAGR

EFIV

34.00%

TBUX

N/A

Debt to Equity

EFIV

36.97%

TBUX

N/A

P/S Ratio

EFIV

3.36

TBUX

N/A

P/B Ratio

EFIV

5.62

TBUX

N/A

EFIV vs TBUX - Historical Returns

Returns include dividend reinvestment.

Period	EFIV	TBUX
1 month	-0.21%	+0.26%
3 months	+3.55%	+0.94%
6 months	+7.14%	+1.94%
1 year	+19.49%	+4.58%
5 years(CAGR)	+13.04%	+4.12%
Max(CAGR)	+17.07%	+4.12%

EFIV

-0.21%

Winner

TBUX

+0.26%

Winner

EFIV

+3.55%

TBUX

+0.94%

Winner

EFIV

+7.14%

TBUX

+1.94%

Winner

EFIV

+19.49%

TBUX

+4.58%

5Y(CAGR)

Winner

EFIV

+13.04%

TBUX

+4.12%

Max(CAGR)

Winner

EFIV

+17.07%

TBUX

+4.12%

EFIV vs TBUX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	EFIV	TBUX
2026	+7.94%	+2.21%
2025	+18.92%	+5.38%
2024	+24.68%	+6.42%
2023	+28.49%	+6.37%
2022	-18.34%	-0.09%
2021	+33.60%	-0.22%
2020	+16.69%	N/A

EFIV vs TBUX Drawdown Comparison

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

The maximum drawdown for TBUX was -1.79%, occurring on Jun 28, 2022. Recovery took 324 trading sessions.

The current EFIV drawdown is -2.76%. The current TBUX drawdown is -0.02%.

Rank	EFIV	TBUX
#1	-24.53% Jan 3, 2022 - Jul 31, 2023	-1.79% Sep 29, 2021 - Jan 12, 2023
#2	-19.24% Dec 4, 2024 - Jun 30, 2025	-0.48% Mar 13, 2023 - Apr 3, 2023
#3	-10.16% Sep 2, 2020 - Nov 16, 2020	-0.33% Apr 3, 2025 - Apr 21, 2025
#4	-9.90% Jul 31, 2023 - Nov 30, 2023	-0.28% Sep 3, 2024 - Sep 13, 2024
#5	-9.44% Feb 9, 2026 - Apr 15, 2026	-0.24% Apr 9, 2024 - Apr 23, 2024
#6	-9.00% Jul 16, 2024 - Sep 24, 2024	-0.22% Nov 13, 2024 - Nov 22, 2024
#7	-5.50% Mar 27, 2024 - May 14, 2024	-0.22% Oct 3, 2024 - Oct 24, 2024
#8	-4.97% Sep 3, 2021 - Oct 19, 2021	-0.20% Nov 25, 2024 - Nov 27, 2024
#9	-4.48% Oct 29, 2025 - Dec 5, 2025	-0.19% Jun 21, 2024 - Jul 5, 2024
#10	-4.19% May 7, 2021 - Jun 10, 2021	-0.19% Aug 2, 2024 - Aug 13, 2024
#11	-4.06% Feb 16, 2021 - Mar 11, 2021	-0.18% May 16, 2024 - May 24, 2024
#12	-3.74% Jun 4, 2026 - Jun 15, 2026	-0.18% Nov 27, 2024 - Dec 6, 2024
#13	-3.66% Nov 24, 2021 - Dec 8, 2021	-0.18% Nov 7, 2024 - Nov 13, 2024
#14	-3.45% Dec 10, 2021 - Dec 23, 2021	-0.18% May 23, 2025 - Jun 3, 2025
#15	-3.23% Jan 25, 2021 - Feb 4, 2021	-0.17% May 7, 2025 - May 13, 2025