State Street SPDR S&P 500 ESG ETF

Frequently Asked Questions About EFIV

What does EFIV invest in?

EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.

What is the expense ratio of EFIV?

State Street SPDR S&P 500 ESG ETF (EFIV) charges an expense ratio of 0.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EFIV?

State Street SPDR S&P 500 ESG ETF (EFIV) manages $992.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is EFIV actively managed or an index fund?

EFIV is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (EFIV's is 0.10%) because there's no security selection cost.

When was EFIV launched?

State Street SPDR S&P 500 ESG ETF (EFIV) launched in July 2020 and is managed by SPDR.

How has EFIV performed?

EFIV's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.