State Street SPDR S&P 500 ESG ETF (EFIV) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to EFIV
EFIV charges 0.10% annually. Among ETFs in the S&P 500 category, these options have the lowest expense ratios among EFIV alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 0.02% | Nov 8, 2005 | EFIV vs SPYM | |
| iShares Core S&P 500 ETF | 0.03% | May 15, 2000 | EFIV vs IVV | |
| Vanguard S&P 500 ETF | 0.03% | Sep 7, 2010 | EFIV vs VOO | |
| State Street SPDR Portfolio S&P 500 Growth ETF | 0.04% | Sep 25, 2000 | EFIV vs SPYG | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | Sep 25, 2000 | EFIV vs SPYV |
Best Risk-Adjusted Alternatives to EFIV
Among ETFs in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Invesco S&P 500® High Beta ETF | 88 | May 5, 2011 | EFIV vs SPHB | |
| Direxion Daily S&P 500 High Beta Bull 3X Shares | 84 | Nov 7, 2019 | EFIV vs HIBL | |
| PGIM Laddered S&P 500 Buffer 20 ETF | 79 | Jun 11, 2024 | EFIV vs PBFR | |
| Invesco S&P 500 Value with Momentum ETF | 78 | Jun 16, 2011 | EFIV vs SPVM | |
| Invesco S&P 500 Equal Weight Technology ETF | 76 | Jan 11, 2006 | EFIV vs RSPT |
Top Performing EFIV Alternatives (YTD)
EFIV alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Invesco S&P 500 Equal Weight Energy ETF | 38.21% | Nov 1, 2006 | EFIV vs RSPG | |
| Invesco S&P 500® Equal Weight Materials ETF | 13.67% | Nov 1, 2006 | EFIV vs RSPM | |
| Invesco S&P 500 Equal Weight Utilities ETF | 9.21% | Nov 1, 2006 | EFIV vs RSPU | |
| AAM S&P 500 High Dividend Value ETF | 8.31% | Nov 28, 2017 | EFIV vs SPDV | |
| Invesco S&P 500 High Dividend Growers ETF | 6.82% | Dec 4, 2023 | EFIV vs DIVG |
Lowest Volatility Alternatives to EFIV
EFIV alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | 6.69% | May 1, 2024 | EFIV vs CPSM | |
| Global X S&P 500 Risk Managed Income ETF | 6.88% | Aug 25, 2021 | EFIV vs XRMI | |
| PGIM Laddered S&P 500 Buffer 20 ETF | 8.18% | Jun 11, 2024 | EFIV vs PBFR | |
| Global X S&P 500 Collar 95-110 ETF | 10.52% | Aug 25, 2021 | EFIV vs XCLR | |
| Invesco S&P 500 Downside Hedged ETF | 10.61% | Dec 6, 2012 | EFIV vs PHDG |
Lowest Drawdown Alternatives to EFIV
EFIV alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | -4.99% | May 1, 2024 | EFIV vs CPSM | |
| Global X S&P 500 Risk Managed Income ETF | -5.02% | Aug 25, 2021 | EFIV vs XRMI | |
| PGIM Laddered S&P 500 Buffer 20 ETF | -6.15% | Jun 11, 2024 | EFIV vs PBFR | |
| PGIM Laddered S&P 500 Buffer 12 ETF | -8.16% | Jun 11, 2024 | EFIV vs BUFP | |
| Global X S&P 500 Collar 95-110 ETF | -8.29% | Aug 25, 2021 | EFIV vs XCLR |
Other ETFs from State Street
Most popular State Street ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | EFIV vs SPY | |
| SPDR Gold Shares | Gold, Precious Metals | 87 | 8.57% | Nov 18, 2004 | EFIV vs GLD | |
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | EFIV vs XLK | |
| SPDR Portfolio S&P 500 High Dividend ETF | S&P 500, Dividend | 30 | 6.32% | Oct 21, 2015 | EFIV vs SPYD | |
| SPDR Gold MiniShares Trust | Precious Metals, Gold | 88 | 8.57% | Jun 25, 2018 | EFIV vs GLDM | |
| State Street Energy Select Sector SPDR ETF | Energy Equities | 73 | 37.91% | Dec 16, 1998 | EFIV vs XLE | |
| Utilities Select Sector SPDR Fund | Utilities Equities | 71 | 8.25% | Dec 16, 1998 | EFIV vs XLU | |
| SPDR Barclays 1-3 Month T-Bill ETF | Government Bonds | 100 | 0.85% | May 25, 2007 | EFIV vs BIL | |
| SPDR Dow Jones Industrial Average ETF | Large Cap Growth Equities | 47 | -3.25% | Jan 14, 1998 | EFIV vs DIA | |
| Financial Select Sector SPDR Fund | Financials Equities | 14 | -9.40% | Dec 16, 1998 | EFIV vs XLF |
Often Compared With EFIV
What investors most often compare with EFIV, 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.