EFIV vs. GINX ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to SGI Enhanced Global Income ETF (GINX)
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index
Grade (RS Rating)
Last Trade
$57.77
Average Daily Volume
109,257
313
GINX
SGI Enhanced Global Income ETF
GINX Description
The fund is an actively-managed exchange-traded fund ("ETF") and seeks to achieve its objective by (1) actively investing in global companies that offer dividend income and that trade on U.S. stock exchanges and (2) investing in options strategies that seek to generate current income. The fund uses an actively traded put and call options strategy that choose deep out-of-the-money strike prices generally expiring within 1-7 days to generate income.Grade (RS Rating)
Last Trade
$26.86
Average Daily Volume
6,896
93
Performance
Period | EFIV | GINX |
---|---|---|
30 Days | 2.81% | 0.93% |
60 Days | 4.79% | 0.12% |
90 Days | 5.59% | -0.34% |
12 Months | 30.64% |
32 Overlapping Holdings
Symbol | Grade | Weight in EFIV | Weight in GINX | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.84% | 0.88% | 0.84% | |
ALL | A | 0.15% | 0.56% | 0.15% | |
AMAT | F | 0.42% | 0.45% | 0.42% | |
AXP | A | 0.45% | 0.57% | 0.45% | |
BAC | A | 0.86% | 0.56% | 0.56% | |
BK | A | 0.16% | 0.66% | 0.16% | |
C | A | 0.37% | 4.18% | 0.37% | |
CBRE | B | 0.11% | 1.37% | 0.11% | |
CFG | B | 0.06% | 0.59% | 0.06% | |
CL | D | 0.21% | 3.68% | 0.21% | |
COST | B | 1.15% | 0.5% | 0.5% | |
CSX | B | 0.2% | 1.3% | 0.2% | |
DE | A | 0.28% | 0.49% | 0.28% | |
ELV | F | 0.27% | 0.47% | 0.27% | |
GOOG | C | 2.42% | 3.25% | 2.42% | |
JPM | A | 1.91% | 0.55% | 0.55% | |
KO | D | 0.68% | 0.93% | 0.68% | |
LLY | F | 1.79% | 3.04% | 1.79% | |
LRCX | F | 0.27% | 1.09% | 0.27% | |
MA | C | 1.2% | 0.51% | 0.51% | |
MRK | F | 0.7% | 2.11% | 0.7% | |
OXY | D | 0.1% | 0.49% | 0.1% | |
PRU | A | 0.12% | 0.52% | 0.12% | |
PSX | C | 0.15% | 0.51% | 0.15% | |
QCOM | F | 0.5% | 2.48% | 0.5% | |
REGN | F | 0.24% | 0.4% | 0.24% | |
TGT | F | 0.2% | 0.5% | 0.2% | |
TJX | A | 0.38% | 0.53% | 0.38% | |
TPR | B | 0.03% | 0.57% | 0.03% | |
TSN | B | 0.05% | 0.55% | 0.05% | |
UNP | C | 0.41% | 0.95% | 0.41% | |
UPS | C | 0.27% | 2.04% | 0.27% |
EFIV Overweight 281 Positions Relative to GINX
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | 10.02% | |
AAPL | C | 9.53% | |
MSFT | F | 8.8% | |
GOOGL | C | 2.92% | |
TSLA | B | 2.55% | |
UNH | C | 1.56% | |
XOM | B | 1.5% | |
V | A | 1.44% | |
HD | A | 1.13% | |
PG | A | 1.09% | |
WMT | A | 1.03% | |
CRM | B | 0.92% | |
CVX | A | 0.75% | |
ADBE | C | 0.66% | |
CSCO | B | 0.66% | |
ACN | C | 0.65% | |
AMD | F | 0.63% | |
PEP | F | 0.63% | |
LIN | D | 0.61% | |
MCD | D | 0.59% | |
ABT | B | 0.56% | |
GE | D | 0.55% | |
DIS | B | 0.52% | |
CAT | B | 0.52% | |
GS | A | 0.52% | |
CMCSA | B | 0.47% | |
MS | A | 0.46% | |
T | A | 0.45% | |
AMGN | D | 0.45% | |
SPGI | C | 0.45% | |
LOW | D | 0.43% | |
DHR | F | 0.43% | |
UBER | D | 0.42% | |
NEE | D | 0.42% | |
ETN | A | 0.41% | |
BLK | C | 0.4% | |
SYK | C | 0.37% | |
BSX | B | 0.36% | |
ADP | B | 0.35% | |
FI | A | 0.34% | |
SCHW | B | 0.33% | |
TMUS | B | 0.33% | |
BMY | B | 0.33% | |
SBUX | A | 0.32% | |
GILD | C | 0.32% | |
MU | D | 0.31% | |
MMC | B | 0.31% | |
MDT | D | 0.31% | |
INTC | D | 0.3% | |
CB | C | 0.3% | |
PLD | D | 0.3% | |
NKE | D | 0.26% | |
CI | F | 0.26% | |
TT | A | 0.26% | |
MDLZ | F | 0.25% | |
PYPL | B | 0.25% | |
ICE | C | 0.25% | |
SHW | A | 0.25% | |
PH | A | 0.25% | |
AMT | D | 0.25% | |
EQIX | A | 0.24% | |
KLAC | D | 0.24% | |
CMG | B | 0.23% | |
CME | A | 0.23% | |
WM | A | 0.23% | |
PNC | B | 0.23% | |
AON | A | 0.23% | |
WELL | A | 0.22% | |
USB | A | 0.22% | |
ZTS | D | 0.22% | |
ITW | B | 0.21% | |
EMR | A | 0.21% | |
MCO | B | 0.21% | |
CTAS | B | 0.21% | |
COF | B | 0.2% | |
BDX | F | 0.19% | |
MAR | B | 0.19% | |
ADSK | A | 0.19% | |
WMB | A | 0.19% | |
CVS | D | 0.19% | |
APD | A | 0.19% | |
ECL | D | 0.18% | |
OKE | A | 0.18% | |
CARR | D | 0.18% | |
GM | B | 0.18% | |
AJG | B | 0.18% | |
NSC | B | 0.17% | |
PCAR | B | 0.17% | |
SLB | C | 0.17% | |
FCX | D | 0.17% | |
HLT | A | 0.17% | |
TFC | A | 0.17% | |
AFL | B | 0.16% | |
JCI | C | 0.16% | |
URI | B | 0.16% | |
TRV | B | 0.16% | |
SRE | A | 0.16% | |
GWW | B | 0.15% | |
PSA | D | 0.15% | |
MPC | D | 0.15% | |
DLR | B | 0.15% | |
AMP | A | 0.15% | |
RCL | A | 0.15% | |
FIS | C | 0.14% | |
MSCI | C | 0.14% | |
AIG | B | 0.14% | |
CMI | A | 0.14% | |
KMI | A | 0.14% | |
AME | A | 0.13% | |
PAYX | C | 0.13% | |
ROST | C | 0.13% | |
NEM | D | 0.13% | |
DHI | D | 0.13% | |
MET | A | 0.13% | |
PWR | A | 0.13% | |
DAL | C | 0.12% | |
IR | B | 0.12% | |
TRGP | B | 0.12% | |
BKR | B | 0.12% | |
PEG | A | 0.12% | |
COR | B | 0.12% | |
AXON | A | 0.12% | |
RSG | A | 0.12% | |
DFS | B | 0.12% | |
VLO | C | 0.12% | |
SYY | B | 0.11% | |
KDP | D | 0.11% | |
ACGL | D | 0.11% | |
YUM | B | 0.11% | |
EXC | C | 0.11% | |
A | D | 0.11% | |
EA | A | 0.11% | |
KR | B | 0.11% | |
HES | B | 0.11% | |
CTVA | C | 0.11% | |
EW | C | 0.11% | |
OTIS | C | 0.11% | |
VRSK | A | 0.11% | |
HIG | B | 0.1% | |
RMD | C | 0.1% | |
WAB | B | 0.1% | |
EXR | D | 0.1% | |
HUM | C | 0.1% | |
MTB | A | 0.1% | |
IDXX | F | 0.1% | |
HPQ | B | 0.1% | |
GIS | D | 0.1% | |
LULU | C | 0.1% | |
CNC | D | 0.09% | |
CAH | B | 0.09% | |
CSGP | D | 0.09% | |
DOW | F | 0.09% | |
ETR | B | 0.09% | |
EIX | B | 0.09% | |
FITB | A | 0.09% | |
WTW | B | 0.09% | |
ROK | B | 0.09% | |
AVB | B | 0.09% | |
ED | D | 0.09% | |
NDAQ | A | 0.09% | |
FANG | D | 0.09% | |
IRM | D | 0.09% | |
DECK | A | 0.08% | |
HSY | F | 0.08% | |
DOV | A | 0.08% | |
KHC | F | 0.08% | |
STT | A | 0.08% | |
HPE | B | 0.08% | |
PPG | F | 0.08% | |
ON | D | 0.08% | |
TTWO | A | 0.08% | |
GPN | B | 0.08% | |
RJF | A | 0.08% | |
XYL | D | 0.08% | |
EBAY | D | 0.08% | |
TSCO | D | 0.08% | |
RF | A | 0.07% | |
HUBB | B | 0.07% | |
BIIB | F | 0.07% | |
DVN | F | 0.07% | |
CCL | B | 0.07% | |
ADM | D | 0.07% | |
SW | A | 0.07% | |
EQR | B | 0.07% | |
HBAN | A | 0.07% | |
SYF | B | 0.07% | |
EQT | B | 0.07% | |
MTD | D | 0.07% | |
AWK | D | 0.07% | |
CPAY | A | 0.07% | |
PHM | D | 0.07% | |
BR | A | 0.07% | |
TROW | B | 0.07% | |
HAL | C | 0.07% | |
VTR | C | 0.07% | |
FTV | C | 0.07% | |
OMC | C | 0.06% | |
CBOE | B | 0.06% | |
WDC | D | 0.06% | |
NTRS | A | 0.06% | |
LYB | F | 0.06% | |
ES | D | 0.06% | |
K | A | 0.06% | |
ZBH | C | 0.06% | |
WY | D | 0.06% | |
EXPE | B | 0.06% | |
IFF | D | 0.06% | |
WAT | B | 0.06% | |
SBAC | D | 0.06% | |
AVY | D | 0.05% | |
KIM | A | 0.05% | |
BAX | D | 0.05% | |
ARE | D | 0.05% | |
GPC | D | 0.05% | |
MAS | D | 0.05% | |
LVS | C | 0.05% | |
PNR | A | 0.05% | |
KEY | B | 0.05% | |
IEX | B | 0.05% | |
BBY | D | 0.05% | |
DGX | A | 0.05% | |
FDS | B | 0.05% | |
HOLX | D | 0.05% | |
PFG | D | 0.05% | |
ULTA | F | 0.05% | |
BALL | D | 0.05% | |
MKC | D | 0.05% | |
JKHY | D | 0.04% | |
ALB | C | 0.04% | |
INCY | C | 0.04% | |
POOL | C | 0.04% | |
CHRW | C | 0.04% | |
SWK | D | 0.04% | |
CAG | D | 0.04% | |
AKAM | D | 0.04% | |
UDR | B | 0.04% | |
MRNA | F | 0.04% | |
AMCR | D | 0.04% | |
EL | F | 0.04% | |
RVTY | F | 0.04% | |
APTV | D | 0.04% | |
JBHT | C | 0.04% | |
DOC | D | 0.04% | |
CF | B | 0.04% | |
EG | C | 0.04% | |
TFX | F | 0.03% | |
GL | B | 0.03% | |
MKTX | D | 0.03% | |
LKQ | D | 0.03% | |
NWSA | B | 0.03% | |
CRL | C | 0.03% | |
IPG | D | 0.03% | |
AIZ | A | 0.03% | |
TAP | C | 0.03% | |
LW | C | 0.03% | |
BXP | D | 0.03% | |
SJM | D | 0.03% | |
NCLH | B | 0.03% | |
REG | B | 0.03% | |
KMX | B | 0.03% | |
ALLE | D | 0.03% | |
DAY | B | 0.03% | |
HST | C | 0.03% | |
WBA | F | 0.02% | |
PARA | C | 0.02% | |
BEN | C | 0.02% | |
FMC | D | 0.02% | |
DVA | B | 0.02% | |
MHK | D | 0.02% | |
BWA | D | 0.02% | |
IVZ | B | 0.02% | |
WYNN | D | 0.02% | |
RL | B | 0.02% | |
HAS | D | 0.02% | |
MOS | F | 0.02% | |
CZR | F | 0.02% | |
FRT | B | 0.02% | |
CPB | D | 0.02% | |
MGM | D | 0.02% | |
HRL | D | 0.02% | |
NWS | B | 0.01% |
EFIV Underweight 61 Positions Relative to GINX
Symbol | Grade | Weight | |
---|---|---|---|
TAK | F | -3.79% | |
INFY | B | -3.7% | |
NGG | D | -3.63% | |
META | D | -3.44% | |
UMC | F | -3.15% | |
WCC | B | -3.01% | |
NTES | D | -2.15% | |
WIT | A | -1.85% | |
LPX | B | -1.62% | |
NVO | D | -1.51% | |
NICE | C | -1.36% | |
KOF | F | -1.32% | |
CWEN | C | -1.1% | |
BRK.A | B | -0.99% | |
MBI | B | -0.92% | |
PGR | A | -0.78% | |
IBN | C | -0.76% | |
BBVA | F | -0.75% | |
WF | C | -0.62% | |
MCK | B | -0.6% | |
AEP | D | -0.56% | |
EOG | A | -0.55% | |
UFPI | B | -0.54% | |
FDX | B | -0.54% | |
CIG | C | -0.54% | |
MKL | A | -0.54% | |
BPOP | B | -0.54% | |
EVRG | A | -0.53% | |
EQH | B | -0.53% | |
SWX | B | -0.52% | |
IX | F | -0.52% | |
INGR | B | -0.52% | |
BBWI | D | -0.52% | |
CIB | B | -0.51% | |
APH | A | -0.51% | |
JXN | C | -0.51% | |
PBR | C | -0.51% | |
NFG | A | -0.5% | |
UHS | D | -0.5% | |
VIPS | F | -0.5% | |
SAN | F | -0.49% | |
DD | D | -0.49% | |
ASR | D | -0.49% | |
LMT | D | -0.48% | |
RPRX | D | -0.48% | |
HCA | F | -0.48% | |
DUK | C | -0.48% | |
SAP | B | -0.48% | |
LOGI | D | -0.48% | |
RDY | F | -0.47% | |
UL | D | -0.47% | |
RIO | D | -0.47% | |
BABA | D | -0.46% | |
TSM | B | -0.46% | |
SHG | D | -0.46% | |
ZTO | F | -0.44% | |
JD | D | -0.44% | |
SNN | D | -0.44% | |
HMC | F | -0.43% | |
TLK | D | -0.43% | |
MPWR | F | -0.31% |
EFIV: Top Represented Industries & Keywords
GINX: Top Represented Industries & Keywords