PXWEX vs. EFIV
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund (PXWEX) and SPDR S&P 500 ESG ETF (EFIV).
PXWEX is managed by Impax Asset Management. It was launched on Sep 30, 1993. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXWEX or EFIV.
Correlation
The correlation between PXWEX and EFIV is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PXWEX vs. EFIV - Performance Comparison
Key characteristics
PXWEX:
-0.11
EFIV:
0.22
PXWEX:
-0.03
EFIV:
0.45
PXWEX:
1.00
EFIV:
1.06
PXWEX:
-0.09
EFIV:
0.22
PXWEX:
-0.30
EFIV:
0.96
PXWEX:
6.22%
EFIV:
4.41%
PXWEX:
17.40%
EFIV:
19.07%
PXWEX:
-58.74%
EFIV:
-24.52%
PXWEX:
-15.97%
EFIV:
-14.19%
Returns By Period
In the year-to-date period, PXWEX achieves a -6.88% return, which is significantly higher than EFIV's -10.87% return.
PXWEX
-6.88%
-5.40%
-13.62%
-1.04%
7.18%
5.25%
EFIV
-10.87%
-6.60%
-10.91%
6.19%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PXWEX vs. EFIV - Expense Ratio Comparison
PXWEX has a 0.77% expense ratio, which is higher than EFIV's 0.10% expense ratio.
Risk-Adjusted Performance
PXWEX vs. EFIV — Risk-Adjusted Performance Rank
PXWEX
EFIV
PXWEX vs. EFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund (PXWEX) and SPDR S&P 500 ESG ETF (EFIV). 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.
Dividends
PXWEX vs. EFIV - Dividend Comparison
PXWEX's dividend yield for the trailing twelve months is around 2.52%, more than EFIV's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | 2.52% | 2.35% | 1.60% | 0.87% | 1.21% | 1.04% | 1.63% | 1.98% | 1.46% | 1.80% | 1.60% | 2.23% |
EFIV SPDR S&P 500 ESG ETF | 1.38% | 1.20% | 1.37% | 1.64% | 1.19% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PXWEX vs. EFIV - Drawdown Comparison
The maximum PXWEX drawdown since its inception was -58.74%, which is greater than EFIV's maximum drawdown of -24.52%. Use the drawdown chart below to compare losses from any high point for PXWEX and EFIV. For additional features, visit the drawdowns tool.
Volatility
PXWEX vs. EFIV - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund (PXWEX) is 11.61%, while SPDR S&P 500 ESG ETF (EFIV) has a volatility of 13.57%. This indicates that PXWEX experiences smaller price fluctuations and is considered to be less risky than EFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.