State Street SPDR S&P 500 ESG ETF (EFIV)
| Assets | $1.15B |
| Expense Ratio | 0.10% |
| PE Ratio | 27.04 |
| Shares Out | 17.28M |
| Dividend (ttm) | $0.68 |
| Dividend Yield | 1.01% |
| Ex-Dividend Date | Dec 22, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | 27.40% |
| Volume | 16,033 |
| Open | 67.24 |
| Previous Close | 67.08 |
| Day's Range | 66.97 - 67.32 |
| 52-Week Low | 46.17 |
| 52-Week High | 67.32 |
| Beta | 1.02 |
| Holdings | 315 |
| Inception Date | Jul 27, 2020 |
About EFIV
Fund Home PageThe State Street SPDR S&P 500 ESG ETF (EFIV) is an exchange-traded fund that is based on the S&P 500 Scored & Screened 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
47.51% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 11.27% |
| Apple Inc. | AAPL | 9.61% |
| Microsoft Corporation | MSFT | 8.81% |
| Alphabet, Inc. | GOOGL | 4.53% |
| Alphabet Inc. | GOOG | 3.62% |
| Meta Platforms, Inc. | META | 3.57% |
| Eli Lilly and Company | LLY | 2.09% |
| Visa Inc. | V | 1.50% |
| Exxon Mobil Corporation | XOM | 1.27% |
| Walmart Inc. | WMT | 1.24% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 22, 2025 | $0.17808 | Dec 24, 2025 |
| Sep 22, 2025 | $0.16414 | Sep 24, 2025 |
| Jun 23, 2025 | $0.1738 | Jun 25, 2025 |
| Mar 24, 2025 | $0.1638 | Mar 26, 2025 |
| Dec 20, 2024 | $0.18449 | Dec 24, 2024 |
| Sep 20, 2024 | $0.1706 | Sep 24, 2024 |
Performance
EFIV had a total return of 18.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.43%.
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.