State Street SPDR S&P 500 ESG ETF (EFIV)

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The chart shows the growth of an initial investment of $10,000 in State Street SPDR S&P 500 ESG ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

State Street SPDR S&P 500 ESG ETF (EFIV) has returned -4.39% so far this year and 19.21% over the past 12 months.

Based on dividend-adjusted daily data since Jul 28, 2020, EFIV's average daily return is +0.06%, while the average monthly return is +1.29%. At this rate, your investment would double in approximately 4.5 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.7%, while the worst month was Sep 2022 at -9.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, EFIV closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 4, 2025 at -5.9%.

State Street SPDR S&P 500 ESG ETF has an annualized alpha of 2.04%, beta of 1.00, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since July 29, 2020.

• This ETF captured 106.82% of S&P 500 Index gains but only 98.16% of its losses — a favorable profile for investors.
• This ETF generated an annualized alpha of 2.04% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.00 and R² of 0.98, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EFIV has an expense ratio of 0.10%, which is considered low.

EFIV ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for State Street SPDR S&P 500 ESG ETF (EFIV) and compare them to a chosen benchmark (S&P 500 Index).

State Street SPDR S&P 500 ESG ETF provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for State Street SPDR S&P 500 ESG ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the State Street SPDR S&P 500 ESG ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the State Street SPDR S&P 500 ESG ETF was 24.52%, occurring on Sep 30, 2022. Recovery took 207 trading sessions.

The current State Street SPDR S&P 500 ESG ETF drawdown is 6.86%.

The chart below shows the rolling one-month volatility.