EFIV
SPDR® S&P 500® ESG ETF
1 year +17.7%Assets$1.05BState Street Investment Management
Fee0.09%a year
Yield1.0%
This year+12.8%
5 years+12.9%a year on average
Components323top 10: 42%
Returns
This year
+12.8%
1 year
+17.7%
3 years, yearly
+22.2%
5 years, yearly
+12.9%
10 years, yearly
+0.0%
The fund's own total return. Volatility 13.1% over one year, 11.8% over three; Sharpe ratio over three years 1.37.
Sectors
Technology36.4%
Healthcare12.4%
Financial Services12.2%
Communication Services10.5%
Industrials8.2%
Consumer Defensive5.3%
Consumer Cyclicals4.6%
Energy3.3%
Real Estate2.2%
Basic Materials1.9%
Utilities1.4%
Regions
North America100.3%
Europe Developed0.4%
Asia Emerging0.2%
United Kingdom0.0%
Asset classes
Stock US97.5%
Stock non-US0.6%
Cash0.3%
About the fund
- Issuer
- State Street Investment Management
- Since
- 2020-07-27
- Listed on
- NYSE ARCA
- ISIN
- US78468R5312
- Turnover
- 12% a year
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.
From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.