EFIV vs. RSPG
Compare and contrast key facts about State Street SPDR S&P 500 ESG ETF (EFIV) and Invesco S&P 500 Equal Weight Energy ETF (RSPG).
EFIV and RSPG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EFIV is a passively managed fund by State Street that tracks the performance of the S&P 500 ESG Index. It was launched on Jul 27, 2020. RSPG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weight Energy Plus Index. It was launched on Nov 1, 2006. Both EFIV and RSPG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EFIV vs. RSPG - Performance Comparison
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EFIV vs. RSPG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EFIV State Street SPDR S&P 500 ESG ETF | -4.39% | 18.47% | 23.80% | 27.92% | -17.76% | 31.70% | 16.69% |
RSPG Invesco S&P 500 Equal Weight Energy ETF | 38.21% | 7.01% | 6.09% | 4.49% | 57.97% | 57.73% | 15.62% |
Returns By Period
In the year-to-date period, EFIV achieves a -4.39% return, which is significantly lower than RSPG's 38.21% return.
EFIV
- 1D
- 2.85%
- 1M
- -5.17%
- YTD
- -4.39%
- 6M
- -0.28%
- 1Y
- 19.21%
- 3Y*
- 18.43%
- 5Y*
- 12.58%
- 10Y*
- —
RSPG
- 1D
- -1.17%
- 1M
- 10.24%
- YTD
- 38.21%
- 6M
- 39.08%
- 1Y
- 37.07%
- 3Y*
- 20.00%
- 5Y*
- 24.76%
- 10Y*
- 11.62%
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EFIV vs. RSPG - Expense Ratio Comparison
EFIV has a 0.10% expense ratio, which is lower than RSPG's 0.40% expense ratio.
Return for Risk
EFIV vs. RSPG — Risk / Return Rank
EFIV
RSPG
EFIV vs. RSPG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR S&P 500 ESG ETF (EFIV) and Invesco S&P 500 Equal Weight Energy ETF (RSPG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EFIV | RSPG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.36 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.76 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.27 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.83 | -0.23 |
Martin ratioReturn relative to average drawdown | 7.57 | 5.12 | +2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EFIV | RSPG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.36 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.87 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.19 | +0.73 |
Correlation
The correlation between EFIV and RSPG is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EFIV vs. RSPG - Dividend Comparison
EFIV's dividend yield for the trailing twelve months is around 1.08%, less than RSPG's 1.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIV State Street SPDR S&P 500 ESG ETF | 1.08% | 1.03% | 1.20% | 1.37% | 1.64% | 1.19% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RSPG Invesco S&P 500 Equal Weight Energy ETF | 1.89% | 2.60% | 2.43% | 2.84% | 3.43% | 2.37% | 3.15% | 2.15% | 2.18% | 2.55% | 1.14% | 2.80% |
Drawdowns
EFIV vs. RSPG - Drawdown Comparison
The maximum EFIV drawdown since its inception was -24.52%, smaller than the maximum RSPG drawdown of -79.98%. Use the drawdown chart below to compare losses from any high point for EFIV and RSPG.
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Drawdown Indicators
| EFIV | RSPG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.52% | -79.98% | +55.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -21.05% | +8.55% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -28.44% | +3.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -73.17% | — |
Current DrawdownCurrent decline from peak | -6.86% | -2.90% | -3.96% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -25.63% | +20.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 7.54% | -4.89% |
Volatility
EFIV vs. RSPG - Volatility Comparison
State Street SPDR S&P 500 ESG ETF (EFIV) and Invesco S&P 500 Equal Weight Energy ETF (RSPG) have volatilities of 5.18% and 5.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFIV | RSPG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 5.25% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 14.93% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.16% | 27.50% | -9.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 28.52% | -11.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 33.57% | -16.61% |