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.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
SPDR S&P 500 ESG ETF (EFIV) returned -1.20% year-to-date (YTD) and 10.50% over the past 12 months.
EFIV
-1.20%
5.72%
-4.16%
10.50%
13.67%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.63% | -0.99% | -5.57% | -1.64% | 5.72% | -1.20% | |||||||
| 2024 | 1.47% | 4.97% | 3.21% | -3.52% | 5.42% | 3.43% | 1.17% | 2.16% | 1.92% | -1.09% | 5.91% | -2.99% | 23.80% |
| 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 | -4.97% | -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% | 2.74% | 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% | 3.41% | 16.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EFIV is 46, indicating average performance compared to other ETFs on our website. Here’s 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.
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Dividends
Dividend History
SPDR S&P 500 ESG ETF provided a 1.25% dividend yield over the last twelve months, with an annual payout of $0.69 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.69 | $0.68 | $0.63 | $0.60 | $0.54 | $0.23 |
Dividend yield | 1.25% | 1.20% | 1.37% | 1.64% | 1.19% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | |||||||
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.68 |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.63 |
| 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.
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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 4.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -24.52% | Jan 4, 2022 | 187 | Sep 30, 2022 | 207 | Jul 31, 2023 | 394 |
| -19.23% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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