SPDR S&P 500 ESG ETF (EFIV) Performance
EFIV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.9% since Dec 31, 2025
- 1 year
- +15.4% total return
- 5 years
- +12.9% a year
- Since first price
- +16.9% a year since 2020
EFIV trailing returns vs SPY, QQQ, AGG
| Period | EFIV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.1% | +2.9% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.9% | +7.3% | +7.8% | +8.4% | −1.5% |
| YTD | +11.9% | +11.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.4% | +14.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.7%+22.9%/yr | +79.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +83.3%+12.9%/yr | +71.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 28, 2020 | +165.2%+16.9%/yr | +144.1% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EFIV vs SPY
From Jul 28, 2020: EFIV grew to $26,523, SPY to $25,759.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EFIV returns by calendar year
4 of 5 full years positive. Best 2021 (+31.7%), worst 2022 (−17.8%). 2026 is year to date.
EFIV annual returns table
| Year | EFIV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.9% | −9.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.5% | −19.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.8% | −9.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +27.9% | −9.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.8% | −24.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.7% | −5.0% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EFIV largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 3, 2022 | −24.5% | Sep 30, 2022 | Jul 31, 2023 | 9 months | 1.6 years |
| Dec 4, 2024 | −19.2% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| Sep 2, 2020 | −10.2% | Sep 23, 2020 | Nov 16, 2020 | 21 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EFIV risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +22.8% | +14.4% | +17.0% |
| Volatility (annualized) | 12.3% | 15.8% | 15.7% |
| Sharpe ratio | 1.39 | 0.71 | 0.90 |
| Sortino ratio | 2.84 | 1.13 | 1.51 |
| Best month | +10.4% | +10.4% | +10.7% |
| Worst month | −5.6% | −9.5% | −9.5% |
| Best 12 months | +37.1% | +37.1% | +44.8% |
| Worst 12 months | +7.0% | −17.8% | −17.8% |
| Positive months | 69% | 65% | 66% |
| Beta vs S&P 500 | 0.98 | 1.00 | — |
| Correlation with S&P 500 | 0.99 | 0.99 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EFIV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 64 | −17.8% | +18.9% | +44.8% | 84% |
| 3-year (a year) | 40 | +8.8% | +13.1% | +24.9% | 100% |
| 5-year (a year) | 16 | +12.4% | +14.7% | +18.0% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
EFIV performance overview
SPDR S&P 500 ESG ETF (EFIV) returned +15.4% over the past year and +12.9% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +16.9% a year, turning $10,000 into about $26,523. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.5%, from Jan 3, 2022 to Sep 30, 2022, and it took 10 months to get back to the old high. EFIV finished 4 of its 5 full calendar years with a gain; the best year was 2021 (+31.7%) and the worst 2022 (−17.8%). Volatility has been 15.7% a year.
Related: EFIV chart, EFIV holdings, EFIV dividends, EFIV valuation. See the EFIV overview for the latest quote and fund facts.
EFIV performance FAQ
What is the EFIV return over the past year?
EFIV returned +15.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.1%.
What is the average annual return of EFIV?
EFIV has returned +12.9% a year over 5 years, +16.9% a year since July 28, 2020 (total return, distributions reinvested).
How much would $10,000 invested in EFIV be worth?
$10,000 invested in EFIV at its first recorded close on July 28, 2020 would be worth about $26,523 on October 23, 2026 with distributions reinvested.
What was the worst year for EFIV?
The worst calendar year was 2022, with a total return of −17.8%. The best was 2021 at +31.7%.
What is the biggest drawdown of EFIV?
The largest peak-to-trough decline was −24.5% between January 3, 2022 and September 30, 2022. It recovered to the old high on July 31, 2023, 10 months after the bottom.
How volatile is EFIV?
Over the past 3 years EFIV had an annualized volatility of 12.3% and a Sharpe ratio of 1.39 (excess return over 1–3 month T-bills per unit of risk).