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
- ISINUS78468R5312
- CUSIP78468R531
- IssuerState Street
- Inception DateJul 27, 2020
- RegionNorth America (U.S.)
- CategoryLarge Cap Growth Equities
- Expense Ratio0.10%
- Index TrackedS&P 500 ESG Index
- ETF Home Pagewww.ssga.com
- Asset ClassEquity
Asset Class Size
Large-CapAsset Class Style
Blend
Trading Data
- Previous Close$38.40
- Year Range$37.49 - $45.47
- EMA (50)$40.97
- EMA (200)$41.39
- Average Volume$65.99K
EFIVShare Price Chart
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EFIVPerformance
The chart shows the growth of $10,000 invested in SPDR S&P 500 ESG ETF on Jul 29, 2020 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,071 for a total return of roughly 30.71%. All prices are adjusted for splits and dividends.
EFIVReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | -8.38% | -8.49% |
| YTD | -14.94% | -15.57% |
| 6M | -12.47% | -13.45% |
| 1Y | 2.73% | -0.96% |
| 5Y | 16.07% | 13.23% |
| 10Y | 16.07% | 13.23% |
EFIVMonthly Returns Heatmap
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EFIVDividend History
SPDR S&P 500 ESG ETF granted a 1.42% dividend yield in the last twelve months, as of May 14, 2022. The annual payout for that period amounted to $0.55 per share.
| Period | TTM | 2021 | 2020 |
|---|---|---|---|
| Dividend | $0.55 | $0.54 | $0.23 |
Dividend yield | 1.42% | 1.19% | 0.66% |
EFIVDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
EFIVWorst Drawdowns
The table below shows the maximum drawdowns of the SPDR S&P 500 ESG ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the SPDR S&P 500 ESG ETF is 17.55%, recorded on May 12, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.55% | Jan 4, 2022 | 90 | May 12, 2022 | — | — | — |
| -10.16% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -4.98% | Sep 7, 2021 | 20 | Oct 4, 2021 | 11 | Oct 19, 2021 | 31 |
| -4.19% | May 10, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -4.06% | Feb 18, 2021 | 11 | Mar 4, 2021 | 5 | Mar 11, 2021 | 16 |
| -3.65% | Nov 26, 2021 | 4 | Dec 1, 2021 | 5 | Dec 8, 2021 | 9 |
| -3.45% | Dec 13, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -3.23% | Jan 26, 2021 | 4 | Jan 29, 2021 | 4 | Feb 4, 2021 | 8 |
| -2.88% | Jul 13, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -1.8% | Jun 15, 2021 | 4 | Jun 18, 2021 | 2 | Jun 22, 2021 | 6 |
EFIVVolatility Chart
Current SPDR S&P 500 ESG ETF volatility is 34.96%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.
Portfolios with SPDR S&P 500 ESG ETF
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