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SPDR S&P 500 ESG ETF

EFIV
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 27 2020
Expense Ratio
0.10%
Type
US Equities
Fund Owner
State Street (SPDR)
Volume (1m avg. daily)
$3,199,198
AUM
$725,663,406
Associated Index
S&P 500 ESG Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

AAPL
Apple Inc
9.17%
MSFT
Microsoft Corporation
7.74%
AMZN
Amazon.com Inc.
3.67%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
2.49%
GOOG
Alphabet Inc - Ordinary Shares - Class C
2.21%
NVDA
NVIDIA Corp
2.13%
XOM
Exxon Mobil Corp.
1.86%
UNH
Unitedhealth Group Inc
1.79%
JPM
JPMorgan Chase & Co.
1.68%
V
Visa Inc - Ordinary Shares - Class A
1.51%
Invest with EFIV

What is EFIV?

EFIV seeks to track the S&P 500 ESG Index. EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index.

ETFs related toEFIV

ETFs correlated to EFIV include SNPE, IVV, IWL

EFIV
SPDR Series Trust - SPDR S&P 500 ESG ETF
SNPE
DBX ETF Trust - Xtrackers S&P 500 ESG ETF
IVV
BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF
IWL
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 ETF
SPLG
SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SSO
ProShares Trust - ProShares Ultra S&P500 2x Shares
MGC
Vanguard Group, Inc. - Vanguard Mega Cap 300 Index ETF
SPY
SSgA Active Trust - S&P 500 ETF TRUST ETF
UPRO
ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toEFIV

#SPYMIN

SPY minimum drawdown

Category

Community

Risk Rating

Aggressive

#HFEAR

Hedgefundie's Excellent Adventure Refined

Category

Balance Risk Not Assets, Lever Up, Composer's Picks

Risk Rating

Aggressive

Create your own algorithmic trading strategy with EFIV using Composer

FAQ

EFIV is a US Equities ETF. EFIV seeks to track the S&P 500 ESG Index. EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index.

The top holdings for EFIV include Apple Inc, Microsoft Corporation, and Amazon.com Inc..

EFIV has 306 total holdings.

EFIV tracks the S&P 500 ESG Index.

No, EFIV is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, EFIV is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EFIV is 0.0709%. This is the percent change in the value of EFIV over the most recent 1-month period. The 3-month return on EFIV is 0.1084%. This is the percent change in the value of EFIV over the most recent 3-month period.

The standard deviation of EFIV for the past year is 0.2409%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to EFIV include SPLV, SPHQ, and DSI.

ETFs correlated to EFIV include SNPE, IVV, and IWL.

ETFs that are inversely correlated to EFIV include SDS, SPXS, and SPXU.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.