EFIV vs. MGV ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Vanguard Mega Cap Value ETF (MGV)
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
$54.99
Average Daily Volume
126,970
316
MGV
Vanguard Mega Cap Value ETF
MGV Description
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Value Index, which represents the value companies of the CRSP US Mega Cap Index. The index is a free-float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Grade (RS Rating)
Last Trade
$127.47
Average Daily Volume
197,553
133
Performance
Period | EFIV | MGV |
---|---|---|
30 Days | 1.58% | 3.01% |
60 Days | 2.96% | 5.15% |
90 Days | 4.08% | 7.70% |
12 Months | 29.90% | 25.13% |
94 Overlapping Holdings
Symbol | Grade | Weight in EFIV | Weight in MGV | Overlap | |
---|---|---|---|---|---|
ABBV | C | 1.01% | 1.93% | 1.01% | |
ABT | C | 0.6% | 1.09% | 0.6% | |
ACN | C | 0.65% | 0.61% | 0.61% | |
ADP | B | 0.34% | 0.32% | 0.32% | |
AFL | C | 0.17% | 0.32% | 0.17% | |
AIG | D | 0.14% | 0.16% | 0.14% | |
AMGN | B | 0.52% | 1.05% | 0.52% | |
AON | B | 0.22% | 0.2% | 0.2% | |
APD | B | 0.18% | 0.35% | 0.18% | |
AXP | B | 0.43% | 0.75% | 0.43% | |
BAC | D | 0.78% | 1.58% | 0.78% | |
BDX | D | 0.2% | 0.41% | 0.2% | |
BK | B | 0.15% | 0.29% | 0.15% | |
BLK | B | 0.37% | 0.73% | 0.37% | |
BMY | C | 0.29% | 0.57% | 0.29% | |
C | C | 0.32% | 0.69% | 0.32% | |
CAT | B | 0.49% | 1.0% | 0.49% | |
CB | B | 0.35% | 0.66% | 0.35% | |
CI | C | 0.3% | 0.58% | 0.3% | |
CL | D | 0.26% | 0.48% | 0.26% | |
CMCSA | D | 0.46% | 0.95% | 0.46% | |
CME | C | 0.23% | 0.41% | 0.23% | |
COF | B | 0.16% | 0.32% | 0.16% | |
CSCO | C | 0.59% | 1.04% | 0.59% | |
CSX | D | 0.19% | 0.41% | 0.19% | |
CVS | D | 0.21% | 0.45% | 0.21% | |
CVX | D | 0.71% | 1.66% | 0.71% | |
DE | B | 0.3% | 0.57% | 0.3% | |
DHR | B | 0.53% | 1.09% | 0.53% | |
ELV | C | 0.38% | 0.73% | 0.38% | |
EMR | D | 0.17% | 0.4% | 0.17% | |
ETN | C | 0.36% | 0.72% | 0.36% | |
FCX | D | 0.18% | 0.39% | 0.18% | |
GE | B | 0.55% | 1.04% | 0.55% | |
GILD | B | 0.31% | 0.56% | 0.31% | |
GM | C | 0.16% | 0.3% | 0.16% | |
GS | C | 0.45% | 0.97% | 0.45% | |
HD | B | 1.1% | 2.15% | 1.1% | |
HUM | F | 0.12% | 0.26% | 0.12% | |
ICE | C | 0.27% | 0.51% | 0.27% | |
INTC | F | 0.24% | 0.77% | 0.24% | |
ITW | C | 0.2% | 0.41% | 0.2% | |
JCI | B | 0.14% | 0.14% | 0.14% | |
JPM | D | 1.75% | 3.61% | 1.75% | |
KDP | B | 0.11% | 0.22% | 0.11% | |
KHC | C | 0.08% | 0.16% | 0.08% | |
KMI | B | 0.12% | 0.12% | 0.12% | |
KO | C | 0.82% | 1.53% | 0.82% | |
LIN | B | 0.66% | 0.64% | 0.64% | |
LOW | B | 0.43% | 0.83% | 0.43% | |
MDLZ | B | 0.29% | 0.54% | 0.29% | |
MDT | C | 0.35% | 0.63% | 0.35% | |
MET | B | 0.14% | 0.27% | 0.14% | |
MMC | C | 0.34% | 0.65% | 0.34% | |
MPC | F | 0.17% | 0.37% | 0.17% | |
MRK | D | 0.86% | 1.69% | 0.86% | |
MS | D | 0.36% | 0.74% | 0.36% | |
MU | F | 0.29% | 0.72% | 0.29% | |
NEE | C | 0.51% | 0.93% | 0.51% | |
NSC | C | 0.17% | 0.33% | 0.17% | |
OXY | F | 0.1% | 0.22% | 0.1% | |
PAYX | C | 0.13% | 0.12% | 0.12% | |
PEP | C | 0.72% | 1.4% | 0.72% | |
PFE | C | 0.49% | 1.02% | 0.49% | |
PG | C | 1.21% | 2.24% | 1.21% | |
PH | B | 0.22% | 0.43% | 0.22% | |
PLD | C | 0.36% | 0.69% | 0.36% | |
PNC | B | 0.21% | 0.34% | 0.21% | |
PSA | B | 0.17% | 0.28% | 0.17% | |
PSX | F | 0.16% | 0.36% | 0.16% | |
PYPL | B | 0.22% | 0.41% | 0.22% | |
QCOM | D | 0.55% | 1.19% | 0.55% | |
REGN | C | 0.37% | 0.66% | 0.37% | |
RSG | D | 0.12% | 0.23% | 0.12% | |
SCHW | D | 0.27% | 0.55% | 0.27% | |
SLB | F | 0.17% | 0.2% | 0.17% | |
SRE | C | 0.15% | 0.3% | 0.15% | |
SYK | C | 0.37% | 0.33% | 0.33% | |
SYY | D | 0.11% | 0.11% | 0.11% | |
T | C | 0.46% | 0.82% | 0.46% | |
TEL | D | 0.13% | 0.28% | 0.13% | |
TFC | C | 0.16% | 0.35% | 0.16% | |
TGT | C | 0.2% | 0.41% | 0.2% | |
TRV | C | 0.16% | 0.29% | 0.16% | |
TT | B | 0.24% | 0.45% | 0.24% | |
UNH | C | 1.6% | 3.13% | 1.6% | |
UNP | C | 0.45% | 0.89% | 0.45% | |
UPS | D | 0.28% | 0.56% | 0.28% | |
USB | B | 0.2% | 0.41% | 0.2% | |
VLO | F | 0.13% | 0.31% | 0.13% | |
WM | D | 0.23% | 0.48% | 0.23% | |
WMB | B | 0.16% | 0.15% | 0.15% | |
WMT | C | 1.01% | 1.79% | 1.01% | |
XOM | C | 1.48% | 3.14% | 1.48% |
EFIV Overweight 222 Positions Relative to MGV
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 9.5% | |
MSFT | C | 9.39% | |
NVDA | D | 8.67% | |
GOOGL | D | 2.69% | |
GOOG | D | 2.25% | |
LLY | C | 2.21% | |
TSLA | C | 1.89% | |
V | C | 1.33% | |
MA | B | 1.2% | |
COST | B | 1.2% | |
ADBE | F | 0.78% | |
CRM | D | 0.73% | |
AMD | D | 0.72% | |
MCD | B | 0.62% | |
SPGI | B | 0.49% | |
DIS | D | 0.48% | |
AMAT | D | 0.45% | |
UBER | C | 0.42% | |
TJX | B | 0.39% | |
BSX | B | 0.36% | |
AMT | C | 0.33% | |
SBUX | C | 0.33% | |
TMUS | C | 0.31% | |
LRCX | F | 0.29% | |
KLAC | D | 0.29% | |
NKE | D | 0.28% | |
ZTS | C | 0.26% | |
SHW | B | 0.26% | |
EQIX | C | 0.25% | |
WELL | C | 0.23% | |
CMG | C | 0.23% | |
MCO | B | 0.22% | |
CTAS | B | 0.21% | |
CARR | B | 0.19% | |
ECL | B | 0.19% | |
AJG | D | 0.19% | |
NEM | B | 0.18% | |
DHI | B | 0.17% | |
MAR | C | 0.17% | |
OKE | B | 0.16% | |
HLT | B | 0.16% | |
ADSK | C | 0.16% | |
PCAR | D | 0.15% | |
ROST | C | 0.15% | |
DLR | B | 0.15% | |
FIS | B | 0.14% | |
URI | B | 0.14% | |
ALL | B | 0.14% | |
AMP | A | 0.13% | |
GWW | B | 0.13% | |
MSCI | C | 0.13% | |
PWR | B | 0.12% | |
RCL | B | 0.12% | |
CNC | D | 0.12% | |
A | C | 0.12% | |
EXC | C | 0.12% | |
CMI | C | 0.12% | |
EW | F | 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% | |
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% | |
LULU | 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% | |
MRNA | F | 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% | |
EL | F | 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 39 Positions Relative to MGV
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | C | -4.39% | |
BRK.A | C | -3.18% | |
JNJ | C | -2.24% | |
BRK.A | C | -1.52% | |
TMO | B | -1.38% | |
ORCL | C | -1.36% | |
WFC | D | -1.22% | |
PM | C | -1.06% | |
IBM | B | -1.04% | |
RTX | C | -0.92% | |
VZ | B | -0.9% | |
HON | D | -0.79% | |
LMT | C | -0.77% | |
COP | D | -0.77% | |
PGR | B | -0.74% | |
ADI | C | -0.68% | |
SO | B | -0.54% | |
MO | C | -0.5% | |
DUK | C | -0.5% | |
KKR | B | -0.48% | |
MCK | F | -0.47% | |
GD | B | -0.44% | |
EOG | D | -0.43% | |
MMM | B | -0.42% | |
HCA | B | -0.42% | |
FDX | C | -0.4% | |
NOC | B | -0.38% | |
ROP | C | -0.34% | |
BX | B | -0.3% | |
AEP | C | -0.3% | |
CCI | C | -0.28% | |
KMB | D | -0.27% | |
F | F | -0.25% | |
STZ | D | -0.24% | |
CHTR | D | -0.21% | |
DELL | D | -0.17% | |
SPG | B | -0.14% | |
GEV | B | -0.14% | |
D | C | -0.13% |
EFIV: Top Represented Industries & Keywords
MGV: Top Represented Industries & Keywords