EFIV vs. IWL ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to iShares Russell Top 200 ETF (IWL)

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

$55.35

Average Daily Volume

126,970

Number of Holdings ^*

316

* may have additional holdings in another (foreign) market

IWL

iShares Russell Top 200 ETF

IWL Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200Â® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$139.82

Average Daily Volume

70,043

Number of Holdings ^*

198

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	IWL
30 Days	1.58%	1.95%
60 Days	2.96%	3.79%
90 Days	4.08%	4.37%
12 Months	29.90%	32.96%

129 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in IWL	Overlap
AAPL	C	9.5%	8.03%	8.03%
ABBV	C	1.01%	0.85%	0.85%
ABT	C	0.6%	0.5%	0.5%
ACN	C	0.65%	0.54%	0.54%
ADBE	F	0.78%	0.6%	0.6%
ADP	B	0.34%	0.28%	0.28%
ADSK	C	0.16%	0.14%	0.14%
AIG	D	0.14%	0.12%	0.12%
AMAT	D	0.45%	0.39%	0.39%
AMD	D	0.72%	0.61%	0.61%
AMGN	B	0.52%	0.44%	0.44%
AMT	C	0.33%	0.28%	0.28%
AON	B	0.22%	0.17%	0.17%
APD	B	0.18%	0.16%	0.16%
AXP	B	0.43%	0.37%	0.37%
BAC	D	0.78%	0.65%	0.65%
BDX	D	0.2%	0.17%	0.17%
BLK	B	0.37%	0.32%	0.32%
BMY	C	0.29%	0.25%	0.25%
BSX	B	0.36%	0.3%	0.3%
C	C	0.32%	0.27%	0.27%
CARR	B	0.19%	0.16%	0.16%
CAT	B	0.49%	0.42%	0.42%
CB	B	0.35%	0.29%	0.29%
CI	C	0.3%	0.25%	0.25%
CL	D	0.26%	0.21%	0.21%
CMCSA	D	0.46%	0.38%	0.38%
CME	C	0.23%	0.19%	0.19%
CMG	C	0.23%	0.19%	0.19%
COF	B	0.16%	0.13%	0.13%
COST	B	1.2%	1.01%	1.01%
CRM	D	0.73%	0.59%	0.59%
CSCO	C	0.59%	0.5%	0.5%
CSX	D	0.19%	0.16%	0.16%
CTAS	B	0.21%	0.18%	0.18%
CVS	D	0.21%	0.18%	0.18%
CVX	D	0.71%	0.6%	0.6%
DE	B	0.3%	0.25%	0.25%
DHR	B	0.53%	0.45%	0.45%
DIS	D	0.48%	0.41%	0.41%
ECL	B	0.19%	0.16%	0.16%
EL	F	0.06%	0.05%	0.05%
ELV	C	0.38%	0.32%	0.32%
EMR	D	0.17%	0.15%	0.15%
EQIX	C	0.25%	0.2%	0.2%
ETN	C	0.36%	0.3%	0.3%
EW	F	0.12%	0.1%	0.1%
FCX	D	0.18%	0.15%	0.15%
GE	B	0.55%	0.48%	0.48%
GILD	B	0.31%	0.26%	0.26%
GM	C	0.16%	0.13%	0.13%
GOOG	D	2.25%	1.94%	1.94%
GOOGL	D	2.69%	2.3%	2.3%
GS	C	0.45%	0.38%	0.38%
HD	B	1.1%	0.94%	0.94%
ICE	C	0.27%	0.23%	0.23%
INTC	F	0.24%	0.21%	0.21%
ITW	C	0.2%	0.18%	0.18%
JCI	B	0.14%	0.12%	0.12%
JPM	D	1.75%	1.45%	1.45%
KDP	B	0.11%	0.1%	0.1%
KHC	C	0.08%	0.08%	0.08%
KLAC	D	0.29%	0.25%	0.25%
KO	C	0.82%	0.69%	0.69%
LIN	B	0.66%	0.56%	0.56%
LLY	C	2.21%	1.95%	1.95%
LOW	B	0.43%	0.36%	0.36%
LRCX	F	0.29%	0.25%	0.25%
LULU	D	0.09%	0.08%	0.08%
MA	B	1.2%	1.01%	1.01%
MAR	C	0.17%	0.13%	0.13%
MCD	B	0.62%	0.53%	0.53%
MCO	B	0.22%	0.19%	0.19%
MDLZ	B	0.29%	0.25%	0.25%
MDT	C	0.35%	0.3%	0.3%
MET	B	0.14%	0.11%	0.11%
MMC	C	0.34%	0.28%	0.28%
MPC	F	0.17%	0.14%	0.14%
MRK	D	0.86%	0.73%	0.73%
MRNA	F	0.07%	0.05%	0.05%
MS	D	0.36%	0.28%	0.28%
MSFT	C	9.39%	7.95%	7.95%
MU	F	0.29%	0.25%	0.25%
NEE	C	0.51%	0.43%	0.43%
NEM	B	0.18%	0.15%	0.15%
NKE	D	0.28%	0.24%	0.24%
NSC	C	0.17%	0.14%	0.14%
NVDA	D	8.67%	7.03%	7.03%
OXY	F	0.1%	0.08%	0.08%
PCAR	D	0.15%	0.12%	0.12%
PEP	C	0.72%	0.6%	0.6%
PFE	C	0.49%	0.41%	0.41%
PG	C	1.21%	1.02%	1.02%
PH	B	0.22%	0.19%	0.19%
PLD	C	0.36%	0.3%	0.3%
PNC	B	0.21%	0.18%	0.18%
PSA	B	0.17%	0.14%	0.14%
PSX	F	0.16%	0.13%	0.13%
PYPL	B	0.22%	0.18%	0.18%
QCOM	D	0.55%	0.46%	0.46%
REGN	C	0.37%	0.3%	0.3%
RSG	D	0.12%	0.1%	0.1%
SBUX	C	0.33%	0.28%	0.28%
SCHW	D	0.27%	0.23%	0.23%
SHW	B	0.26%	0.22%	0.22%
SLB	F	0.17%	0.14%	0.14%
SPGI	B	0.49%	0.4%	0.4%
SRE	C	0.15%	0.13%	0.13%
SYK	C	0.37%	0.33%	0.33%
T	C	0.46%	0.39%	0.39%
TFC	C	0.16%	0.14%	0.14%
TGT	C	0.2%	0.17%	0.17%
TJX	B	0.39%	0.34%	0.34%
TMUS	C	0.31%	0.24%	0.24%
TRV	C	0.16%	0.13%	0.13%
TSLA	C	1.89%	1.59%	1.59%
TT	B	0.24%	0.2%	0.2%
UBER	C	0.42%	0.36%	0.36%
UNH	C	1.6%	1.36%	1.36%
UNP	C	0.45%	0.38%	0.38%
UPS	D	0.28%	0.23%	0.23%
USB	B	0.2%	0.17%	0.17%
V	C	1.33%	1.12%	1.12%
VLO	F	0.13%	0.11%	0.11%
WELL	C	0.23%	0.19%	0.19%
WM	D	0.23%	0.21%	0.21%
WMT	C	1.01%	0.87%	0.87%
XOM	C	1.48%	1.24%	1.24%
ZTS	C	0.26%	0.22%	0.22%

EFIV Overweight 187 Positions Relative to IWL

Symbol	Grade	Weight
AJG	D	0.19%
DHI	B	0.17%
AFL	C	0.17%
OKE	B	0.16%
HLT	B	0.16%
WMB	B	0.16%
ROST	C	0.15%
BK	B	0.15%
DLR	B	0.15%
FIS	B	0.14%
URI	B	0.14%
ALL	B	0.14%
PAYX	C	0.13%
AMP	A	0.13%
TEL	D	0.13%
GWW	B	0.13%
MSCI	C	0.13%
PWR	B	0.12%
HUM	F	0.12%
RCL	B	0.12%
CNC	D	0.12%
A	C	0.12%
EXC	C	0.12%
KMI	B	0.12%
CMI	C	0.12%
IDXX	C	0.12%
GIS	B	0.12%
PRU	C	0.12%
ACGL	C	0.12%
PEG	B	0.12%
ED	C	0.11%
CBRE	A	0.11%
IR	C	0.11%
RMD	C	0.11%
KR	C	0.11%
OTIS	C	0.11%
EXR	B	0.11%
YUM	D	0.11%
SYY	D	0.11%
AME	C	0.11%
VRSK	D	0.11%
CTVA	B	0.11%
EIX	C	0.1%
EBAY	B	0.1%
TRGP	B	0.1%
AVB	B	0.1%
BKR	C	0.1%
IRM	C	0.1%
HIG	B	0.1%
HES	F	0.1%
DOW	D	0.1%
EA	D	0.1%
BIIB	F	0.09%
PPG	D	0.09%
HSY	C	0.09%
WTW	C	0.09%
WAB	B	0.09%
ON	D	0.09%
TSCO	C	0.09%
NDAQ	A	0.09%
ROK	D	0.09%
FANG	D	0.09%
ADM	D	0.09%
MTD	D	0.09%
CSGP	D	0.09%
XYL	C	0.09%
DFS	B	0.09%
FTV	C	0.08%
SBAC	C	0.08%
DOV	B	0.08%
VTR	C	0.08%
IFF	B	0.08%
ETR	B	0.08%
EQR	B	0.08%
AXON	B	0.08%
CAH	C	0.08%
MTB	B	0.08%
FITB	B	0.08%
PHM	B	0.08%
GPN	D	0.08%
DAL	C	0.08%
AWK	B	0.08%
HPQ	D	0.08%
CPAY	B	0.07%
WY	C	0.07%
SW	B	0.07%
TROW	D	0.07%
ES	C	0.07%
TTWO	C	0.07%
LYB	D	0.07%
DECK	C	0.07%
STT	A	0.07%
HAL	F	0.07%
BR	D	0.07%
DVN	F	0.07%
WAT	C	0.06%
SYF	C	0.06%
HOLX	B	0.06%
BBY	C	0.06%
ARE	C	0.06%
GPC	D	0.06%
OMC	B	0.06%
EQT	D	0.06%
BAX	C	0.06%
RF	B	0.06%
BALL	C	0.06%
WDC	D	0.06%
HBAN	B	0.06%
MKC	C	0.06%
HUBB	B	0.06%
K	B	0.06%
ZBH	F	0.06%
RJF	C	0.06%
HPE	D	0.06%
CBOE	C	0.06%
AMCR	B	0.05%
KIM	C	0.05%
DOC	C	0.05%
DGX	B	0.05%
EG	C	0.05%
CCL	C	0.05%
EXPE	C	0.05%
AVY	C	0.05%
FDS	C	0.05%
MAS	B	0.05%
TSN	C	0.05%
PFG	B	0.05%
NTRS	A	0.05%
ULTA	D	0.05%
CFG	C	0.05%
APTV	D	0.05%
KMX	D	0.04%
HST	C	0.04%
ALLE	B	0.04%
SJM	C	0.04%
REG	C	0.04%
JKHY	B	0.04%
JBHT	D	0.04%
POOL	C	0.04%
UDR	C	0.04%
CF	C	0.04%
LVS	D	0.04%
AKAM	D	0.04%
IEX	D	0.04%
SWK	B	0.04%
KEY	B	0.04%
CAG	C	0.04%
PNR	B	0.04%
FRT	C	0.03%
GL	C	0.03%
HAS	B	0.03%
DAY	D	0.03%
HRL	C	0.03%
LW	D	0.03%
TPR	C	0.03%
MGM	F	0.03%
NWSA	D	0.03%
CPB	C	0.03%
CRL	F	0.03%
TAP	D	0.03%
AIZ	B	0.03%
MKTX	C	0.03%
ALB	D	0.03%
LKQ	F	0.03%
INCY	C	0.03%
TFX	C	0.03%
BXP	B	0.03%
IPG	C	0.03%
CHRW	B	0.03%
BEN	F	0.02%
BBWI	F	0.02%
ETSY	F	0.02%
WBA	F	0.02%
BIO	C	0.02%
AAL	D	0.02%
IVZ	B	0.02%
WYNN	D	0.02%
RL	C	0.02%
BWA	D	0.02%
MHK	C	0.02%
FMC	C	0.02%
CZR	C	0.02%
NCLH	C	0.02%
MOS	F	0.02%
DVA	B	0.02%
NWS	D	0.01%
PARA	F	0.01%

EFIV Underweight 69 Positions Relative to IWL

Symbol	Grade	Weight
AMZN	C	-4.3%
META	B	-2.85%
BRK.A	C	-2.03%
AVGO	C	-1.89%
JNJ	C	-0.99%
NFLX	B	-0.74%
ORCL	C	-0.63%
TMO	B	-0.58%
IBM	B	-0.49%
PM	C	-0.48%
WFC	D	-0.46%
VZ	B	-0.46%
NOW	B	-0.45%
TXN	C	-0.45%
INTU	C	-0.44%
ISRG	B	-0.43%
RTX	C	-0.39%
PGR	B	-0.37%
HON	D	-0.33%
BKNG	C	-0.33%
VRTX	D	-0.31%
COP	D	-0.3%
LMT	C	-0.3%
ADI	C	-0.28%
PANW	D	-0.27%
BX	B	-0.27%
FI	A	-0.25%
SO	B	-0.24%
MO	C	-0.23%
BA	F	-0.23%
ANET	B	-0.23%
DUK	C	-0.22%
GD	B	-0.21%
KKR	B	-0.2%
SNPS	D	-0.19%
APH	D	-0.19%
HCA	B	-0.19%
NOC	B	-0.18%
MSI	B	-0.18%
CDNS	D	-0.18%
MMM	B	-0.18%
TDG	B	-0.18%
MCK	F	-0.17%
EOG	D	-0.17%
MRVL	C	-0.16%
FDX	C	-0.16%
ORLY	C	-0.16%
ROP	C	-0.15%
APO	C	-0.15%
CRH	B	-0.15%
GEV	B	-0.15%
CEG	C	-0.15%
AEP	C	-0.14%
CRWD	D	-0.14%
ABNB	D	-0.13%
WDAY	D	-0.13%
AZO	D	-0.13%
FTNT	C	-0.12%
KMB	D	-0.12%
D	C	-0.12%
SPOT	B	-0.12%
CPRT	D	-0.11%
DASH	C	-0.11%
MNST	D	-0.1%
STZ	D	-0.1%
F	F	-0.1%
SNOW	F	-0.09%
DELL	D	-0.07%
TEAM	D	-0.06%