EFIV
SPDR S&P 500 ESG ETFEFIV Fund Description
EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.
EFIV Factset Analytics Insight
EFIV is designed to select companies from the S&P 500 Index that meet certain ESG characteristics, while maintaining the same risk and return as the Index. Companies are identified using an exclusionary screening based on ESG risks rating by Sustainalytics, UNGC score by Arabesque, and S&P DJI ESG Score by SAM. The composite result determines the index holdings. As such, excluded companies are those that have (1) tobacco- and controversial weapons-related involvement (2) UNGC score in the bottom 5% of all UNGC-scored companies globally, and (3) S&P DJI ESG score within the worst 25% from each GICS industry group. The remaining companies are ranked in decreasing order based on their S&P DJI ESG score, with the securities selected representing the top 75% of market capitalization within each industry group. The index is rebalanced and reconstituted annually, on the last business day in April.
EFIV Summary Data
EFIV Portfolio Data
EFIV Index Data
EFIV Portfolio Management
EFIV Tax Exposures
EFIV Fund Structure
EFIV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFIV. EFIV is rated a 5 out of 5.
EFIV Tradability
EFIV Sector/Industry Breakdown
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EFIV Top 10 Holdings[View All]
EFIV Countries
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EFIV Regions
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EFIV Economic Development
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EFIV Performance Statistics
EFIV Benchmark Comparison Summary
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EFIV Benchmark Comparison Market Cap Size
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