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
$74.10
(-0.89%)
As of 2026-09-23
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·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
0.93% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
19.59% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+20.1%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
Metrics historyLast 1 year · Monthly
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
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%-0.62ppTTM yield0.42%-0.51ppTotal return CAGR+22.85%+1.80pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.44%-0.65ppTTM yield2.15%+1.22ppTotal return CAGR+29.33%+8.28pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%+0.06ppTTM yield0.99%+0.06ppTotal return CAGR+21.22%+0.17pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.79%-0.30ppTTM yield0.98%+0.05ppTotal return CAGR+22.39%+1.34pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.86%-0.23ppTTM yield1.09%+0.16ppTotal return CAGR+19.07%-1.98pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%+0.20ppTTM yield1.21%+0.28ppTotal return CAGR+19.45%-1.60pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%-1.05ppTTM yield0.01%-0.92ppTotal return CAGR+21.74%+0.69pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-0.68ppTTM yield0.37%-0.56ppTotal return CAGR+24.15%+3.10pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.87%-0.22ppTTM yield0.53%-0.40ppTotal return CAGR+24.69%+3.64pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.16%+0.07ppTTM yield1.04%+0.11ppTotal return CAGR+20.99%-0.06pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%-0.67ppTTM yield0.44%-0.49ppTotal return CAGR+24.60%+3.55pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-0.92ppTTM yield0.00%-0.93ppTotal return CAGR+25.03%+3.98pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.99%-0.10ppTTM yield0.98%+0.05ppTotal return CAGR+20.91%-0.14pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.34%-0.75ppTTM yield0.38%-0.55ppTotal return CAGR+24.84%+3.79pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-1.02ppTTM yield0.00%-0.93ppTotal return CAGR+17.51%-3.54pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%-0.22ppTTM yield0.79%-0.14ppTotal return CAGR+17.54%-3.51pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-0.89ppTTM yield0.06%-0.87ppTotal return CAGR+25.92%+4.87pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%-0.66ppTTM yield0.17%-0.76ppTotal return CAGR+26.02%+4.97pp
CGMMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.25%-0.84ppTTM yield0.38%-0.55ppTotal return CAGR+15.47%-5.58pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-0.85ppTTM yield0.22%-0.71ppTotal return CAGR+16.33%-4.72pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%-0.11ppTTM yield0.82%-0.11ppTotal return CAGR+19.66%-1.39pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%-0.70ppTTM yield0.35%-0.58ppTotal return CAGR+27.34%+6.29pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-0.89ppTTM yield0.19%-0.74ppTotal return CAGR+19.37%-1.68pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.50%+0.41ppTTM yield1.46%+0.53ppTotal return CAGR+15.40%-5.65pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-1.01ppTTM yield0.07%-0.86ppTotal return CAGR+26.14%+5.09pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-0.71ppTTM yield0.33%-0.60ppTotal return CAGR+20.55%-0.50pp
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-0.93ppTotal return CAGR+23.44%+2.39pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.73%-0.36ppTTM yield0.11%-0.82ppTotal return CAGR+54.57%+33.52pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-0.66ppTTM yield0.34%-0.59ppTotal return CAGR+31.54%+10.49pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-0.92ppTTM yield0.71%-0.22ppTotal return CAGR+37.41%+16.36pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%-0.20ppTTM yield0.90%-0.03ppTotal return CAGR+44.20%+23.15pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-0.99ppTTM yield0.07%-0.86ppTotal return CAGR+41.27%+20.22pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%-0.78ppTTM yield0.20%-0.73ppTotal return CAGR+53.42%+32.37pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.93ppTotal return CAGR+40.85%+19.80pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.93ppTotal return CAGR+42.44%+21.39pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.93ppTotal return CAGR+32.94%+11.89pp
PSILExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield36.19%+35.10ppTTM yield6.92%+5.99ppTotal return CAGR+15.98%-5.07pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.93ppTotal return CAGR+48.61%+27.56pp