SPDR S&P 500 ESG ETF (EFIV)
Assets | $1.60B |
Expense Ratio | 0.10% |
PE Ratio | 23.90 |
Shares Out | 29.80M |
Dividend (ttm) | $0.69 |
Dividend Yield | 1.35% |
Ex-Dividend Date | Mar 24, 2025 |
Payout Ratio | 32.22% |
1-Year Return | +2.33% |
Volume | 212,614 |
Open | 50.13 |
Previous Close | 51.44 |
Day's Range | 48.36 - 50.27 |
52-Week Low | 47.76 |
52-Week High | 58.93 |
Beta | 1.02 |
Holdings | 314 |
Inception Date | Jul 27, 2020 |
About EFIV
Fund Home PageThe SPDR S&P 500 ESG ETF (EFIV) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors. EFIV was launched on Jul 27, 2020 and is issued by State Street.
Top 10 Holdings
41.35% of assetsName | Symbol | Weight |
---|---|---|
Apple Inc. | AAPL | 10.07% |
Microsoft Corporation | MSFT | 8.50% |
NVIDIA Corporation | NVDA | 8.09% |
Alphabet Inc. | GOOGL | 2.74% |
Tesla, Inc. | TSLA | 2.37% |
Alphabet Inc. | GOOG | 2.25% |
JPMorgan Chase & Co. | JPM | 2.06% |
Eli Lilly and Company | LLY | 1.93% |
Visa Inc. | V | 1.79% |
Exxon Mobil Corporation | XOM | 1.55% |
Dividends
Ex-Dividend | Amount | Pay Date |
---|---|---|
Mar 24, 2025 | $0.1638 | Mar 26, 2025 |
Dec 20, 2024 | $0.18449 | Dec 24, 2024 |
Sep 20, 2024 | $0.1706 | Sep 24, 2024 |
Jun 21, 2024 | $0.17452 | Jun 25, 2024 |
Mar 15, 2024 | $0.14837 | Mar 20, 2024 |
Dec 15, 2023 | $0.17091 | Dec 20, 2023 |
News

EFIV: A Strong ESG Alternative With Comparable Performance To The S&P 500
EFIV invests in S&P 500 stocks screened for ESG criteria, with a reasonable expense ratio of 0.10%, slightly higher than Vanguard ESG US Stock ETF. The ETF has outperformed the S&P 500 since its incep...

EFIV: A Core S&P 500 ESG Fund
ESG investing continues to grow despite challenges in defining ESG-friendly companies. The SPDR S&P 500 ESG ETF tracks S&P 500 ESG Index, filtering out non-ESG-friendly companies. The fund provides br...

EFIV: Why It Should Continue To Outperform The S&P 500
The EFIV ETF has produced superior returns to the S&P 500 with a lower standard deviation since its inception, and is recommended as a buy for long-term investors. The source of outperformance is a qu...

Good Fishing In The Dividend Stream
Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration gr...

Oversold-Overbought Watch: S&P 500 Index - February 21, 2023
The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.
ESG 2.0: Refining the criteria

They may be attracting big money, but these ETFs may not be as eco-friendly as you think
Environmental, Social and Governance (ESG) ETFs lack clarity, so investors don't always know where their money is going, S&P Global's Mona Naqvi warns.