SPDR S&P 500 ESG ETF (EFIV)
EFIV is a passive ETF by State Street tracking the investment results of the S&P 500 ESG Index. EFIV launched on Jul 27, 2020 and has a 0.10% expense ratio.
ETF Info
US78468R5312
78468R531
Jul 27, 2020
North America (U.S.)
1x
S&P 500 ESG Index
Large-Cap
Blend
Expense Ratio
EFIV has an expense ratio of 0.10%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 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.
Returns By Period
SPDR S&P 500 ESG ETF had a return of 27.11% year-to-date (YTD) and 26.98% in the last 12 months.
EFIV
27.11%
-0.04%
9.62%
26.98%
N/A
N/A
^GSPC (Benchmark)
25.03%
-0.96%
8.77%
24.73%
13.00%
11.07%
Monthly Returns
The table below presents the monthly returns of EFIV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.47% | 4.97% | 3.21% | -3.52% | 5.42% | 3.43% | 1.17% | 2.16% | 1.92% | -1.09% | 5.91% | 27.11% | |
| 2023 | 6.44% | -2.77% | 4.35% | 2.03% | 0.94% | 6.40% | 3.48% | -1.59% | -5.03% | -1.77% | 9.01% | 4.37% | 27.92% |
| 2022 | -4.96% | -2.68% | 3.99% | -9.37% | 0.53% | -8.03% | 8.97% | -4.30% | -9.55% | 8.81% | 5.51% | -5.76% | -17.75% |
| 2021 | -0.37% | 2.28% | 4.42% | 5.56% | 0.50% | 2.75% | 2.35% | 3.15% | -4.52% | 8.16% | 0.06% | 4.09% | 31.70% |
| 2020 | 1.62% | 8.27% | -4.21% | -3.29% | 10.71% | 3.40% | 16.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, EFIV is among the top 17% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR S&P 500 ESG ETF (EFIV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR S&P 500 ESG ETF provided a 1.17% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.68 | $0.64 | $0.60 | $0.54 | $0.23 |
Dividend yield | 1.17% | 1.37% | 1.64% | 1.18% | 0.65% |
Monthly Dividends
The table displays the monthly dividend distributions for SPDR S&P 500 ESG ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.68 |
| 2023 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.64 |
| 2022 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.60 |
| 2021 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.54 |
| 2020 | $0.08 | $0.00 | $0.00 | $0.14 | $0.23 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the 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 SPDR S&P 500 ESG ETF was 24.52%, occurring on Sep 30, 2022. Recovery took 207 trading sessions.
The current SPDR S&P 500 ESG ETF drawdown is 1.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.52% | Jan 4, 2022 | 187 | Sep 30, 2022 | 207 | Jul 31, 2023 | 394 |
| -10.16% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.91% | Aug 1, 2023 | 63 | Oct 27, 2023 | 23 | Nov 30, 2023 | 86 |
| -9% | Jul 17, 2024 | 14 | Aug 5, 2024 | 35 | Sep 24, 2024 | 49 |
| -5.5% | Mar 28, 2024 | 16 | Apr 19, 2024 | 17 | May 14, 2024 | 33 |
Volatility
Volatility Chart
The current SPDR S&P 500 ESG ETF volatility is 3.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.