State Street SPDR S&P 500 ESG ETF (EFIV) belongs to the S&P 500 category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with EFIV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EFIV
EFIV charges 0.10% annually. There are 17 ETFs in the S&P 500 category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 0.02% | 160.81B | Nov 2005 | EFIV vs SPYM | |
| iShares Core S&P 500 ETF | 0.03% | 869.20B | May 2000 | EFIV vs IVV | |
| Vanguard S&P 500 ETF | 0.03% | 1.70T | Sep 2010 | EFIV vs VOO | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | EFIV vs SPYV | |
| State Street SPDR Portfolio S&P 500 Growth ETF | 0.04% | 51.09B | Sep 2000 | EFIV vs SPYG |
Best Risk-Adjusted Alternatives to EFIV
EFIV has a PortfoliosLab risk / return rank of 82. There are 34 ETFs in the S&P 500 category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | 98 | 21.00M | Apr 2025 | EFIV vs CPSP | |
| PGIM S&P 500 Max Buffer ETF - May | 98 | — | Apr 2025 | EFIV vs PMMY | |
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | 97 | 56.60M | May 2024 | EFIV vs CPSM | |
| PGIM S&P 500 Max Buffer ETF - February | 96 | — | Jan 2025 | EFIV vs PMFB | |
| Calamos S&P 500 Structured Alt Protection ETF - Se... | 96 | 32.20M | Sep 2024 | EFIV vs CPST |
Top Performing EFIV Alternatives (YTD)
EFIV is at 12.21% YTD. There are 39 ETFs in the S&P 500 category with higher YTD returns, going as high as 51.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily S&P 500 High Beta Bull 3X Shares | 51.75% | 75.02M | Nov 2019 | EFIV vs HIBL | |
| Invesco S&P 500 Equal Weight Technology ETF | 34.90% | 5.46B | Jan 2006 | EFIV vs RSPT | |
| Invesco S&P 500 Equal Weight Energy ETF | 33.76% | 573.56M | Nov 2006 | EFIV vs RSPG | |
| Direxion Daily S&P 500 Bull 3X ETF | 27.32% | 6.60B | Nov 2008 | EFIV vs SPXL | |
| ProShares UltraPro S&P 500 | 26.96% | 5.15B | Jun 2009 | EFIV vs UPRO |
Lowest Volatility Alternatives to EFIV
EFIV has 12.97% 1-year volatility. There are 70 ETFs in the S&P 500 category with lower 1-year volatility, going as low as 1.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | 1.40% | 21.00M | Apr 2025 | EFIV vs CPSP | |
| PGIM S&P 500 Max Buffer ETF - May | 1.40% | — | Apr 2025 | EFIV vs PMMY | |
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | 1.67% | 56.60M | May 2024 | EFIV vs CPSM | |
| Calamos S&P 500 Structured Alt Protection ETF - Se... | 2.02% | 32.20M | Sep 2024 | EFIV vs CPST | |
| PGIM S&P 500 Max Buffer ETF - January | 2.02% | 4.58M | Dec 2024 | EFIV vs PMJA |
Lowest Drawdown Alternatives to EFIV
EFIV has a 1-year max drawdown of -9.44%. There are 73 ETFs in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -0.37%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | -0.37% | 21.00M | Apr 2025 | EFIV vs CPSP | |
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | -0.49% | 56.60M | May 2024 | EFIV vs CPSM | |
| PGIM S&P 500 Max Buffer ETF - May | -0.60% | — | Apr 2025 | EFIV vs PMMY | |
| Calamos S&P 500 Structured Alt Protection ETF - Ju... | -1.03% | 26.40M | Jun 2025 | EFIV vs CPSU | |
| PGIM S&P 500 Max Buffer ETF - June | -1.15% | — | May 2025 | EFIV vs PMJN |
Other ETFs from State Street
The 10 most viewed State Street ETFs shown here include SPY, GLD, XLK and span 11 categories. AUM among these funds goes as high as $789B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 78 | 11.70% | 789.06B | Jan 1993 | EFIV vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 28 | -6.21% | 130.32B | Nov 2004 | EFIV vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 62 | 23.97% | 115.56B | Dec 1998 | EFIV vs XLK | |
| State Street SPDR Portfolio S&P 500 High Dividend ... | S&P 500, Dividend | 81 | 17.73% | 8.75B | Oct 2015 | EFIV vs SPYD | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 75 | 33.31% | 38.64B | Dec 1998 | EFIV vs XLE | |
| SPDR Gold MiniShares Trust | Gold, Precious Metals | 28 | -6.13% | 27.37B | Jun 2018 | EFIV vs GLDM | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 21 | 5.31% | 23.07B | Dec 1998 | EFIV vs XLU | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | Government Bonds, Ultrashort Bond | 100 | 2.10% | 47.03B | May 2007 | EFIV vs BIL | |
| State Street SPDR Dow Jones Industrial Average ETF... | Large Cap Blend Equities | 78 | 11.40% | 44.89B | Jan 1998 | EFIV vs DIA | |
| State Street Health Care Select Sector SPDR ETF | Health & Biotech Equities | 68 | 5.70% | 42.10B | Dec 1998 | EFIV vs XLV |
Often Compared With EFIV
Investors most often compare EFIV with SPYX, QQQM, IYJ. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare EFIV with Any Fund or Stock
Compare EFIV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EFIV with funds that move differently
State Street SPDR S&P 500 ESG ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EFIV.
Explore EFIV Diversifiers