State Street(R) SPDR(R) S&P 500(R) ESG ETFEFIV
Type
ETF
Peer group
US equity: large companies
Net assets
$913.7M
Expense ratio
0.10%
1-year return
+23.2%
3 years, a year
+21.1%
5 years, a year
+13.6%
12-month yield
0.99%
Holdings
312
What it aims to do.
The State Street SPDR S&P 500 ESG ETF (the Fund) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that provides exposure to securities that meet certain sustainability criteria (criteria related to environmental, social and governance ( ESG) factors) while maintaining similar overall industry group weights as the S&P 500 Index.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 11.15% |
| AAPL Apple Inc | 9.83% |
| MSFT Microsoft Corp | 7.24% |
| GOOGL Alphabet Inc | 4.40% |
| GOOG Alphabet Inc | 3.51% |
| META Meta Platforms Inc | 3.30% |
| LLY Eli Lilly & Co | 1.92% |
| XOM Exxon Mobil Corp | 1.87% |
| WMT Walmart Inc | 1.44% |
| V Visa Inc | 1.34% |
More on EFIV.
- EFIV overview
- EFIV holdings
- EFIV risk
- EFIV costs
- EFIV money in and out
- EFIV share classes
- Compare EFIV with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.