SPDR® S&P 500® ESG ETF

Shareclass

SPDR® S&P 500® ESG ETF (EFIV)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 155 out of 2,546 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. International Flavors & Fragrances Inc
0.07% of assets
$1.16M invested
2. Dow Inc
0.1% of assets
$1.59M invested
3. Marriott International Inc Class A
0.18% of assets
$2.78M invested
4. Citigroup Inc
0.36% of assets
$5.61M invested
5. Biogen Inc
0.07% of assets
$1.15M invested
6. General Mills Inc
0.11% of assets
$1.74M invested
7. Boston Scientific Corp
0.36% of assets
$5.67M invested
8. Welltower Inc
0.23% of assets
$3.57M invested
9. Procter & Gamble Co
1.13% of assets
$17.82M invested
10. Cummins Inc
0.13% of assets
$2.05M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. PACCAR Inc
0.16% of assets
$2.51M invested
2. Cintas Corp
0.2% of assets
$3.23M invested
3. UDR Inc
0.04% of assets
$581,716 invested
4. Westinghouse Air Brake Technologies Corp
0.1% of assets
$1.52M invested
5. Genuine Parts Co
0.05% of assets
$732,245 invested
6. Mohawk Industries Inc
0.02% of assets
$328,693 invested
7. Corpay Inc
0.07% of assets
$1.04M invested
8. Costco Wholesale Corp
1.13% of assets
$17.79M invested
9. Chubb Ltd
0.31% of assets
$4.86M invested
10. Charles Schwab Corp
0.31% of assets
$4.85M invested

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Financial performance

Performance data provided by

Find more financial data on EFIV at Morningstar.com

Gender Equality and Returns

Returns chart for SPDR® S&P 500® ESG ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

EFIV

SPDR® S&P 500® ESG ETF

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.67% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EFIV

SPDR® S&P 500® ESG ETF

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.67% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EFIV

SPDR® S&P 500® ESG ETF

Family

State Street

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.67% more in annualized returns

Higher overall gender equality score

2 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
EFIV - SPDR® S&P 500® ESG ETF

37%

9.73%

57 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

-0.87%

0.67%

2 / 100 points higher

Find more financial data on EFIV at Morningstar.com

What's next?

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