SPDR S&P 500 ESG ETF (EFIV)

NYSE Arca: EFIVExchange-traded fund from State Street Investment Management.

  • Expense ratio0.09%
  • Net assets$1.05B
  • Dividend yield1.00%
  • 1-year return+17.68%
  • Holdings323

EFIV ETF price chart

EFIV quote & trading statistics

EFIV performance

Total return · as of October 18, 2026
  • YTD+12.83%
  • 1 year+17.68%
  • 3 years+22.20%/yr
  • 5 years+12.94%/yr
  • 10 years0.00%/yr
1Y volatility
13.11%
3Y volatility
11.83%
3Y Sharpe ratio
1.37

Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.

EFIV top 10 holdings

#SymbolNameWeight
1NVDANVIDIA Corporation12.80%
2MSFTMicrosoft Corporation10.14%
3GOOGLAlphabet Inc Class A5.06%
4GOOGAlphabet Inc Class C3.81%
5LLYEli Lilly and Company2.60%
6MUMicron Technology Inc2.38%
7VVisa Inc. Class A1.77%
8WMTWalmart Inc.1.35%
9ABBVAbbVie Inc1.28%
10MAMastercard Inc1.26%

The top 10 holdings make up 42.5% of the fund (323 holdings in total). As of October 18, 2026.

EFIV sector weights

Technology
36.4%
Healthcare
12.4%
Financial Services
12.2%
Communication Services
10.5%
Industrials
8.2%
Consumer Defensive
5.3%
Consumer Cyclical
4.6%
Energy
3.3%
Real Estate
2.2%
Basic Materials
1.9%
Utilities
1.4%

EFIV region weights

North America
100.3%
Europe Developed
0.4%
Asia Emerging
0.2%

EFIV asset allocation

U.S. stocks
97.5%
Non-U.S. stocks
0.6%
Cash
0.3%

EFIV market-cap breakdown

Large cap
38.4%
Mega cap
35.0%
Mid cap
20.8%
Small cap
1.3%

About SPDR S&P 500 ESG ETF

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.

EFIV ETF FAQ

What is the EFIV expense ratio?

SPDR S&P 500 ESG ETF has a net expense ratio of 0.09%, or $9.00 a year for every $10,000 invested.

How much money is in EFIV?

SPDR S&P 500 ESG ETF has about $1.05B in net assets.

What are the top holdings of EFIV?

The largest positions in EFIV are NVIDIA Corporation (12.80%), Microsoft Corporation (10.14%), Alphabet Inc Class A (5.06%). The fund holds 323 securities in total.

How has EFIV performed?

EFIV returned +17.68% over the past year and +12.94% a year over the past five years, including reinvested distributions.

Does EFIV pay dividends?

EFIV has a dividend yield of 1.00%.

When was EFIV launched?

SPDR S&P 500 ESG ETF began trading on July 27, 2020.

ETFs similar to EFIV

Funds that track the same index or whose top-10 holdings overlap most with EFIV's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.

SymbolFundOverlapExpense ratioNet assets1-year return
EFIVSPDR S&P 500 ESG ETF—0.09%$1.05B+17.68%
SNPEXtrackers S&P 500 ESG ETF97%0.09%$2.89B+18.93%
DSIiShares MSCI KLD 400 Social ETF79%0.23%$5.46B+16.76%
USSGXtrackers MSCI USA ESG Leaders Equity ETF77%0.10%$579.9M+18.63%
SUSLiShares ESG MSCI USA Leaders ETF74%0.10%$1.22B+17.73%
BGROBlackRock Large Cap Growth ETF66%0.57%$9.9M+13.57%
IUSGiShares Core S&P U.S. Growth ETF65%0.03%$33.34B+17.35%
FMAGFidelity Magellan ETF64%0.60%$235.1M+2.76%
XVViShares ESG Screened S&P 500 ETF63%0.07%$678.2M+14.68%