EFIV vs SPY

Quick Verdict

SPY has a lower expense ratio. EFIV delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: EFIVMore Diversified: SPY

Side-by-Side Comparison

MetricEFIVSPYWinner
Expense Ratio0.10%0.09%
AUM$979M$789.1B
Dividend Yield0.96%1.01%
Holdings333505
YTD Return+14.19%+13.79%
1Y Return+26.81%+23.66%
3Y Return (annualized)+21.53%+21.40%
5Y Return (annualized)+14.27%+13.37%
Volatility (annualized)15.8%15.3%
Max Drawdown-24.5%-56.5%
Fund FamilyState Street Investment ManagementState Street Investment Management
CategoryEquityEquity
InceptionJul 27, 2020Jan 22, 1993

EFIV vs SPY Performance

State Street SPDR S&P 500 ESG ETF (EFIV) is a ETF from State Street Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year EFIV returned +26.81% while SPY returned +23.66%. Year to date, EFIV is up 14.19% versus a gain of 13.79% for SPY.

Over three years, EFIV compounded at +21.53% per year against +21.40% for SPY; over five years the annualized figures are +14.27% and +13.37% respectively. Across the full 6-year window we track, EFIV has the edge at +17.91% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EFIV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -24.5% for EFIV and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

EFIV charges 0.10% per year while SPY charges 0.09%. On a $10,000 position that is $10 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, EFIV currently yields 0.96% against 1.01% for SPY.

Holdings Overlap

61.1%overlap

EFIV and SPY share 327 holdings out of 506 unique holdings combined, representing a 61.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in EFIVWeight in SPYDifference
NVDA11.92%7.31%4.61%
MSFT7.23%4.43%2.80%
GOOGL5.41%3.32%2.09%
GOOGProProPro
MUProProPro
LLYProProPro
VProProPro
INTCProProPro
WMTProProPro
AMATProProPro
See all 10 holdings EFIV shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, EFIV or SPY?

EFIV has an expense ratio of 0.10% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, EFIV or SPY?

Over the past year EFIV returned +26.81% vs +23.66% for SPY, so EFIV leads on 1-year performance. Over the longest common window we track (6 years), EFIV annualized +17.91% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, EFIV or SPY?

EFIV has been the more volatile fund at 15.8% annualized versus 15.3% for SPY. Worst drawdown: EFIV -24.5% vs SPY -56.5%.

Should I hold both EFIV and SPY?

EFIV and SPY have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between EFIV and SPY?

EFIV and SPY share 327 common holdings with a 61.1% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, EFIV or SPY?

EFIV yields 0.96% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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