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EFIV
+4.39 · +7.03%
$66.75 · NYSE ARCA

SPDR® S&P 500® ESG ETF (EFIV) ETF Analysis | Large Blend

State Street Investment Management · USA
AUM:$1.0B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is EFIV?

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EFIV delivered 17.5% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 46.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.0B
Expense Ratio0.10%
Dividend Yield1.01%
Holdings50
Inception DateJul 2020
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta1.00
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.1%
1Y
+22.5%
3Y
+77.8%
5Y
+89.9%
OpenBook InsightIf you had invested £10,000 in EFIV 5 years ago, it would have grown to £18,990 — a gain of £8,990.

Annual Returns

Calendar year performance

EFIV delivered positive returns in 4 of the last 5 calendar years.
YearEFIV
2026 YTD+13.6%
2025+18.9%
2024+24.7%
2023+28.5%
2022-18.3%
CAGR 4yr+11.7%
4/5 positive yearsAvg return: +13.5%Worst year: -18.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.0%
Low
Momentum
+5.1%
30-day change
Support Level
73.84
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.