ETF overview
EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.
Fund facts
- Expense ratio
- 0.10%
- Fund assets
- 1.05B USD (all share classes)
- Issuer
- SPDR
- Inception date
- Jul 27, 2020
- Number of holdings
- 326
Breakdown
Holdings (326)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 12.86% |
| MICROSOFT CORP | MSFT | 9.80% |
| ALPHABET INC CL A | GOOGL | 5.01% |
| ALPHABET INC CL C | GOOG | 4.01% |
| MICRON TECHNOLOGY INC | MU | 2.57% |
| ELI LILLY + CO | LLY | 2.45% |
| VISA INC CLASS A SHARES | V | 1.67% |
| WALMART INC | WMT | 1.28% |
| ABBVIE INC | ABBV | 1.22% |
| MASTERCARD INC A | MA | 1.22% |
| and 313 more | ||
Similar ETFs
- Xtrackers S&P 500 Scored & Screened ETFSNPE · Overlap 99% · Expense ratio 0.10%
- iShares S&P 500 Scored and Screened UCITS ETFCBUM.DE · Overlap 99% · Expense ratio 0.10%
- UBS S&P 500 Scored & Screened UCITS ETF USD disS5SD.DE · Overlap 99% · Expense ratio 0.10%
- UBS S&P 500 Scored & Screened UCITS ETF4UBQ.SG · Overlap 99% · Expense ratio 0.27%
- Amundi S&P 500 Screened UCITS ETF - Acc EUR HedgedS500H.PA · Overlap 98% · Expense ratio 0.28%
- Invesco S&P 500 Scored & Screened UCITS ETF (Acc)SPXE.L · Overlap 95% · Expense ratio 0.09%
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 74% · Expense ratio 0.25%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 72% · Expense ratio 0.10%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.10%
- Fund assets
- 1.05B USD (all share classes)
- Issuer
- SPDR
- Inception date
- Jul 27, 2020
- Number of holdings
- 326
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP | NVDA | 12.86% |
| MICROSOFT CORP | MSFT | 9.80% |
| ALPHABET INC CL A | GOOGL | 5.01% |
| ALPHABET INC CL C | GOOG | 4.01% |
| MICRON TECHNOLOGY INC | MU | 2.57% |
| ELI LILLY + CO | LLY | 2.45% |
| VISA INC CLASS A SHARES | V | 1.67% |
| WALMART INC | WMT | 1.28% |
| ABBVIE INC | ABBV | 1.22% |
| MASTERCARD INC A | MA | 1.22% |
| and 313 more | ||
EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.
- Xtrackers S&P 500 Scored & Screened ETFSNPE · Overlap 99% · Expense ratio 0.10%
- iShares S&P 500 Scored and Screened UCITS ETFCBUM.DE · Overlap 99% · Expense ratio 0.10%
- UBS S&P 500 Scored & Screened UCITS ETF USD disS5SD.DE · Overlap 99% · Expense ratio 0.10%
- UBS S&P 500 Scored & Screened UCITS ETF4UBQ.SG · Overlap 99% · Expense ratio 0.27%
- Amundi S&P 500 Screened UCITS ETF - Acc EUR HedgedS500H.PA · Overlap 98% · Expense ratio 0.28%
- Invesco S&P 500 Scored & Screened UCITS ETF (Acc)SPXE.L · Overlap 95% · Expense ratio 0.09%
- iShares ESG MSCI KLD 400 ETFDSI · Overlap 74% · Expense ratio 0.25%
- iShares ESG MSCI USA Leaders ETFSUSL · Overlap 72% · Expense ratio 0.10%
Overlap is the share of assets the two funds hold in common.
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