EFIVSPDR S&P 500 ESG ETF
Issuer： State Street· Type： ETF
Positioning： Growth
Underlying exposure
U.S. large-cap equities in the S&P 500 meeting ESG scored and screened criteria.
Strategy brief
Seeks to track the S&P 500 Scored & Screened Index, selecting S&P 500 companies that meet sustainability criteria while maintaining similar industry weights.
Latest close
$71.35
(-0.33%)
As of 2026-11-13
Latest distribution
$0.2013
Ex-date 2026-09-21
Estimated forward yield
1.09%
Listed date
2020-07-27
Expense ratio
0.10%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-10
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.01% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
21.32% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+21.8%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
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Metrics historyLast 1 year · Monthly
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Funds similar to EFIV
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
EFIV is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.49%-0.60ppTTM yield0.48%-0.53ppTotal return CAGR+27.04%+4.27pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%-0.62ppTTM yield0.42%-0.59ppTotal return CAGR+18.72%-4.05pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.86%-0.23ppTTM yield1.06%+0.05ppTotal return CAGR+21.49%-1.28pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.01%-0.08ppTTM yield1.03%+0.02ppTotal return CAGR+23.57%+0.80pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%+0.20ppTTM yield1.25%+0.24ppTotal return CAGR+21.72%-1.05pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.81%-0.28ppTTM yield0.85%-0.16ppTotal return CAGR+25.25%+2.48pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%-1.05ppTTM yield0.01%-1.00ppTotal return CAGR+22.23%-0.54pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.61%-0.48ppTTM yield0.67%-0.34ppTotal return CAGR+21.94%-0.83pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-0.92ppTTM yield0.00%-1.01ppTotal return CAGR+22.40%-0.37pp
BLCRExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.55%-0.54ppTTM yield0.33%-0.68ppTotal return CAGR+25.17%+2.40pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-0.68ppTTM yield0.40%-0.61ppTotal return CAGR+24.76%+1.99pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.03%-0.06ppTTM yield1.07%+0.06ppTotal return CAGR+23.40%+0.63pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%-0.67ppTTM yield0.46%-0.55ppTotal return CAGR+26.11%+3.34pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.34%-0.75ppTTM yield0.40%-0.61ppTotal return CAGR+25.21%+2.44pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.73%-0.36ppTTM yield0.30%-0.71ppTotal return CAGR+27.80%+5.03pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.99%-0.10ppTTM yield1.00%-0.01ppTotal return CAGR+23.28%+0.51pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-0.89ppTTM yield0.37%-0.64ppTotal return CAGR+17.99%-4.78pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-1.02ppTTM yield0.00%-1.01ppTotal return CAGR+18.14%-4.63pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-0.89ppTTM yield0.06%-0.95ppTotal return CAGR+24.98%+2.21pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-0.85ppTTM yield0.21%-0.80ppTotal return CAGR+19.34%-3.43pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.50%+0.41ppTTM yield1.46%+0.45ppTotal return CAGR+19.04%-3.73pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%-0.66ppTTM yield0.11%-0.90ppTotal return CAGR+30.12%+7.35pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%-0.11ppTTM yield0.97%-0.04ppTotal return CAGR+19.81%-2.96pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-1.01ppTTM yield0.08%-0.93ppTotal return CAGR+27.60%+4.83pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-0.71ppTTM yield0.35%-0.66ppTotal return CAGR+22.65%-0.12pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-0.99ppTTM yield0.08%-0.93ppTotal return CAGR+23.80%+1.03pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%-0.70ppTTM yield0.35%-0.66ppTotal return CAGR+33.32%+10.55pp
SDOGExposureDividend EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield3.55%+2.46ppTTM yield3.33%+2.32ppTotal return CAGR+22.38%-0.39pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.16%-0.93ppTTM yield0.73%-0.28ppTotal return CAGR+32.97%+10.20pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-0.66ppTTM yield0.37%-0.64ppTotal return CAGR+32.52%+9.75pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.01ppTotal return CAGR+28.19%+5.42pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%-0.20ppTTM yield1.02%+0.01ppTotal return CAGR+34.77%+12.00pp
TFGZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.01ppTotal return CAGR+17.32%-5.45pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.01ppTotal return CAGR+18.46%-4.31pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.01ppTotal return CAGR+21.00%-1.77pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%-0.78ppTTM yield0.21%-0.80ppTotal return CAGR+56.20%+33.43pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.01ppTotal return CAGR+30.36%+7.59pp