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:
0.55
EFIV:
1.78
PXWEX:
0.77
EFIV:
2.42
PXWEX:
1.11
EFIV:
1.32
PXWEX:
0.64
EFIV:
2.58
PXWEX:
2.05
EFIV:
10.38
PXWEX:
3.46%
EFIV:
2.24%
PXWEX:
12.80%
EFIV:
13.04%
PXWEX:
-58.74%
EFIV:
-24.52%
PXWEX:
-7.30%
EFIV:
-1.72%
Returns By Period
In the year-to-date period, PXWEX achieves a 2.72% return, which is significantly higher than EFIV's 2.09% return.
PXWEX
2.72%
2.46%
1.70%
6.57%
5.89%
6.85%
EFIV
2.09%
1.62%
8.02%
22.39%
N/A
N/A
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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 2.29%, more than EFIV's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | 2.29% | 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 | 1.18% | 1.20% | 1.37% | 1.64% | 1.18% | 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 3.24%, while SPDR S&P 500 ESG ETF (EFIV) has a volatility of 4.26%. 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.