ELCV vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricELCVSPGM
Fund FamilyEventideSPDR State Street Global Advisors
Expense Ratio0.49%0.09%
AUM$167M$1.5B
Dividend Yield2.08%1.80%
Holdings Count472,954
Inception Date2024-09-302012-02-27
Investment StyleLarge Cap BlendLarge Cap Blend
1-Month Return+5.84%+3.34%
YTD Return+4.34%+2.71%
1-Year Return-+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score6576
Momentum Score7359
Value Score4671

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ELCV or SPGM?

ELCV has an expense ratio of 0.49% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do ELCV and SPGM hold the same stocks?

ELCV and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or SPGM?

Historical return data is not currently available for comparison.