SPDR® S&P 500® ESG ETF
EFIV
NYSE Arca
Weiss Ratings | EFIV - NYSE Arca | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Valuation | EFIV - NYSE Arca | Click to Compare |
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Price | $64.24 | |||
Company Info | EFIV - NYSE Arca | Click to Compare |
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Provider | SPDR State Street Investment Management | |||
Manager/Tenure (Years) | Emiliano Rabinovich (5), Karl A. Schneider (5), Olga Winner (5) | |||
Website | http://https://www.spdrs.com | |||
Phone Number | 617-786-3000 | |||
Fund Information | EFIV - NYSE Arca | Click to Compare |
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Fund Name | SPDR® S&P 500® ESG ETF | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Jul 27, 2020 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | EFIV - NYSE Arca | Click to Compare |
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Dividend Yield | 1.08% | |||
Dividend | EFIV - NYSE Arca | Click to Compare |
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Dividend Yield (Forward) | 1.32% | |||
Asset Allocation | EFIV - NYSE Arca | Click to Compare |
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Cash | 0.07% | |||
Stock | 99.93% | |||
U.S. Stock | 99.56% | |||
Non-U.S. Stock | 0.37% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | EFIV - NYSE Arca | Click to Compare |
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7-Day Total Return | 2.50% | |||
30-Day Total Return | 5.62% | |||
60-Day Total Return | 8.91% | |||
90-Day Total Return | 8.80% | |||
Year to Date Total Return | 14.96% | |||
1-Year Total Return | 18.20% | |||
2-Year Total Return | 60.95% | |||
3-Year Total Return | 91.53% | |||
5-Year Total Return | 120.18% | |||
Price | EFIV - NYSE Arca | Click to Compare |
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Closing Price | $63.82 | |||
1-Month Low Price | $61.55 | |||
1-Month High Price | $63.82 | |||
52-Week Low Price | $47.24 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $63.82 | |||
52-Week High Price (Date) | Oct 01, 2025 | |||
NAV | EFIV - NYSE Arca | Click to Compare |
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1-Month Low NAV | $61.57 | |||
1-Month High NAV | $63.83 | |||
52-Week Low NAV | $47.24 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $63.83 | |||
52-Week High Price (Date) | Oct 01, 2025 | |||
Beta / Standard Deviation | EFIV - NYSE Arca | Click to Compare |
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Beta | 1.01 | |||
Standard Deviation | 13.62 | |||
Balance Sheet | EFIV - NYSE Arca | Click to Compare |
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Total Assets | 1.15B | |||
Operating Ratios | EFIV - NYSE Arca | Click to Compare |
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Expense Ratio | 0.10% | |||
Turnover Ratio | 13.00% | |||
Performance | EFIV - NYSE Arca | Click to Compare |
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Last Bull Market Total Return | 20.24% | |||
Last Bear Market Total Return | -16.12% | |||