EFIV vs. NULV ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to NuShares ESG Large-Cap Value ETF (NULV)
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
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.Grade (RS Rating)
Last Trade
$41.44
Average Daily Volume
90,744
Number of Holdings
*
101
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | NULV |
|---|---|---|
| 30 Days | 1.58% | 4.77% |
| 60 Days | 2.96% | 6.01% |
| 90 Days | 4.08% | 9.20% |
| 12 Months | 29.90% | 22.88% |
74 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in NULV | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.12% | 0.83% | 0.12% | |
| ACN | C | 0.65% | 0.03% | 0.03% | |
| ADM | D | 0.09% | 1.24% | 0.09% | |
| ADP | B | 0.34% | 1.3% | 0.34% | |
| AMGN | B | 0.52% | 1.97% | 0.52% | |
| AMT | C | 0.33% | 1.53% | 0.33% | |
| AWK | B | 0.08% | 0.05% | 0.05% | |
| AXP | B | 0.43% | 1.13% | 0.43% | |
| BAC | D | 0.78% | 1.07% | 0.78% | |
| BALL | C | 0.06% | 0.11% | 0.06% | |
| BK | B | 0.15% | 1.51% | 0.15% | |
| BKR | C | 0.1% | 1.33% | 0.1% | |
| BMY | C | 0.29% | 0.08% | 0.08% | |
| BR | D | 0.07% | 0.68% | 0.07% | |
| C | C | 0.32% | 1.58% | 0.32% | |
| CAH | C | 0.08% | 1.15% | 0.08% | |
| CAT | B | 0.49% | 0.94% | 0.49% | |
| CBOE | C | 0.06% | 0.93% | 0.06% | |
| CI | C | 0.3% | 1.73% | 0.3% | |
| CSCO | C | 0.59% | 1.31% | 0.59% | |
| DE | B | 0.3% | 1.62% | 0.3% | |
| DHR | B | 0.53% | 1.99% | 0.53% | |
| DIS | D | 0.48% | 1.9% | 0.48% | |
| ECL | B | 0.19% | 1.35% | 0.19% | |
| ED | C | 0.11% | 1.42% | 0.11% | |
| EQIX | C | 0.25% | 0.41% | 0.25% | |
| ES | C | 0.07% | 0.99% | 0.07% | |
| ETN | C | 0.36% | 0.12% | 0.12% | |
| EXC | C | 0.12% | 1.47% | 0.12% | |
| FIS | B | 0.14% | 0.81% | 0.14% | |
| FTV | C | 0.08% | 1.09% | 0.08% | |
| GILD | B | 0.31% | 0.61% | 0.31% | |
| GS | C | 0.45% | 1.41% | 0.45% | |
| HD | B | 1.1% | 0.73% | 0.73% | |
| HIG | B | 0.1% | 0.42% | 0.1% | |
| HOLX | B | 0.06% | 0.4% | 0.06% | |
| HPQ | D | 0.08% | 0.55% | 0.08% | |
| INTC | F | 0.24% | 1.48% | 0.24% | |
| IPG | C | 0.03% | 0.25% | 0.03% | |
| IR | C | 0.11% | 0.63% | 0.11% | |
| IRM | C | 0.1% | 0.1% | 0.1% | |
| JCI | B | 0.14% | 0.55% | 0.14% | |
| KDP | B | 0.11% | 0.79% | 0.11% | |
| KO | C | 0.82% | 2.48% | 0.82% | |
| KR | C | 0.11% | 1.4% | 0.11% | |
| LOW | B | 0.43% | 1.82% | 0.43% | |
| LYB | D | 0.07% | 1.03% | 0.07% | |
| MET | B | 0.14% | 0.42% | 0.14% | |
| MMC | C | 0.34% | 1.57% | 0.34% | |
| MOS | F | 0.02% | 0.34% | 0.02% | |
| MRK | D | 0.86% | 1.84% | 0.86% | |
| MS | D | 0.36% | 1.16% | 0.36% | |
| NEM | B | 0.18% | 0.57% | 0.18% | |
| OKE | B | 0.16% | 1.5% | 0.16% | |
| PEP | C | 0.72% | 2.13% | 0.72% | |
| PHM | B | 0.08% | 0.46% | 0.08% | |
| PNC | B | 0.21% | 1.55% | 0.21% | |
| PPG | D | 0.09% | 0.58% | 0.09% | |
| PRU | C | 0.12% | 0.08% | 0.08% | |
| PSA | B | 0.17% | 0.21% | 0.17% | |
| REGN | C | 0.37% | 0.05% | 0.05% | |
| RF | B | 0.06% | 0.82% | 0.06% | |
| SBUX | C | 0.33% | 1.41% | 0.33% | |
| SPGI | B | 0.49% | 0.3% | 0.3% | |
| SYY | D | 0.11% | 0.17% | 0.11% | |
| TFC | C | 0.16% | 0.15% | 0.15% | |
| TGT | C | 0.2% | 0.17% | 0.17% | |
| TRV | C | 0.16% | 1.45% | 0.16% | |
| UPS | D | 0.28% | 0.93% | 0.28% | |
| URI | B | 0.14% | 0.61% | 0.14% | |
| WDC | D | 0.06% | 0.2% | 0.06% | |
| WELL | C | 0.23% | 1.68% | 0.23% | |
| WTW | C | 0.09% | 0.65% | 0.09% | |
| ZBH | F | 0.06% | 0.09% | 0.06% |
EFIV Overweight 242 Positions Relative to NULV
| 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% | |
| JPM | D | 1.75% | |
| UNH | C | 1.6% | |
| XOM | C | 1.48% | |
| V | C | 1.33% | |
| PG | C | 1.21% | |
| MA | B | 1.2% | |
| COST | B | 1.2% | |
| WMT | C | 1.01% | |
| ABBV | C | 1.01% | |
| ADBE | F | 0.78% | |
| CRM | D | 0.73% | |
| AMD | D | 0.72% | |
| CVX | D | 0.71% | |
| LIN | B | 0.66% | |
| MCD | B | 0.62% | |
| ABT | C | 0.6% | |
| QCOM | D | 0.55% | |
| GE | B | 0.55% | |
| NEE | C | 0.51% | |
| PFE | C | 0.49% | |
| CMCSA | D | 0.46% | |
| T | C | 0.46% | |
| UNP | C | 0.45% | |
| AMAT | D | 0.45% | |
| UBER | C | 0.42% | |
| TJX | B | 0.39% | |
| ELV | C | 0.38% | |
| SYK | C | 0.37% | |
| BLK | B | 0.37% | |
| PLD | C | 0.36% | |
| BSX | B | 0.36% | |
| CB | B | 0.35% | |
| MDT | C | 0.35% | |
| TMUS | C | 0.31% | |
| MU | F | 0.29% | |
| LRCX | F | 0.29% | |
| KLAC | D | 0.29% | |
| MDLZ | B | 0.29% | |
| NKE | D | 0.28% | |
| SCHW | D | 0.27% | |
| ICE | C | 0.27% | |
| CL | D | 0.26% | |
| ZTS | C | 0.26% | |
| SHW | B | 0.26% | |
| TT | B | 0.24% | |
| WM | D | 0.23% | |
| CMG | C | 0.23% | |
| CME | C | 0.23% | |
| PYPL | B | 0.22% | |
| PH | B | 0.22% | |
| MCO | B | 0.22% | |
| AON | B | 0.22% | |
| CTAS | B | 0.21% | |
| CVS | D | 0.21% | |
| ITW | C | 0.2% | |
| BDX | D | 0.2% | |
| USB | B | 0.2% | |
| CARR | B | 0.19% | |
| AJG | D | 0.19% | |
| CSX | D | 0.19% | |
| FCX | D | 0.18% | |
| APD | B | 0.18% | |
| DHI | B | 0.17% | |
| AFL | C | 0.17% | |
| MPC | F | 0.17% | |
| MAR | C | 0.17% | |
| SLB | F | 0.17% | |
| NSC | C | 0.17% | |
| EMR | D | 0.17% | |
| COF | B | 0.16% | |
| GM | C | 0.16% | |
| PSX | F | 0.16% | |
| HLT | B | 0.16% | |
| WMB | B | 0.16% | |
| ADSK | C | 0.16% | |
| PCAR | D | 0.15% | |
| ROST | C | 0.15% | |
| SRE | C | 0.15% | |
| DLR | B | 0.15% | |
| AIG | D | 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% | |
| VLO | F | 0.13% | |
| PWR | B | 0.12% | |
| HUM | F | 0.12% | |
| RCL | B | 0.12% | |
| CNC | D | 0.12% | |
| KMI | B | 0.12% | |
| CMI | C | 0.12% | |
| EW | F | 0.12% | |
| IDXX | C | 0.12% | |
| GIS | B | 0.12% | |
| ACGL | C | 0.12% | |
| PEG | B | 0.12% | |
| RSG | D | 0.12% | |
| CBRE | A | 0.11% | |
| RMD | 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% | |
| OXY | F | 0.1% | |
| HES | F | 0.1% | |
| DOW | D | 0.1% | |
| EA | D | 0.1% | |
| BIIB | F | 0.09% | |
| HSY | 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% | |
| MTD | D | 0.09% | |
| CSGP | D | 0.09% | |
| XYL | C | 0.09% | |
| DFS | B | 0.09% | |
| 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% | |
| MTB | B | 0.08% | |
| FITB | B | 0.08% | |
| KHC | C | 0.08% | |
| GPN | D | 0.08% | |
| DAL | C | 0.08% | |
| CPAY | B | 0.07% | |
| WY | C | 0.07% | |
| SW | B | 0.07% | |
| MRNA | F | 0.07% | |
| TROW | D | 0.07% | |
| TTWO | C | 0.07% | |
| DECK | C | 0.07% | |
| STT | A | 0.07% | |
| HAL | F | 0.07% | |
| DVN | F | 0.07% | |
| WAT | C | 0.06% | |
| SYF | C | 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% | |
| HBAN | B | 0.06% | |
| MKC | C | 0.06% | |
| HUBB | B | 0.06% | |
| K | B | 0.06% | |
| RJF | C | 0.06% | |
| HPE | D | 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% | |
| 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% | |
| DVA | B | 0.02% | |
| NWS | D | 0.01% | |
| PARA | F | 0.01% |
EFIV Underweight 27 Positions Relative to NULV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | C | -2.54% | |
| IBM | B | -2.14% | |
| VZ | B | -2.09% | |
| TXN | C | -1.94% | |
| JNJ | C | -1.84% | |
| ADI | C | -1.68% | |
| HCA | B | -1.6% | |
| MMM | B | -1.54% | |
| PGR | B | -1.5% | |
| NXPI | F | -1.33% | |
| FDX | C | -1.14% | |
| FSLR | C | -1.01% | |
| KMB | D | -0.8% | |
| J | C | -0.75% | |
| CHD | D | -0.69% | |
| BG | D | -0.57% | |
| STLD | F | -0.45% | |
| QRVO | F | -0.42% | |
| SOLV | C | -0.42% | |
| ATO | B | -0.39% | |
| CNP | C | -0.3% | |
| DINO | F | -0.3% | |
| OC | D | -0.3% | |
| HOOD | C | -0.24% | |
| STE | C | -0.02% | |
| CNH | D | -0.02% | |
| WTRG | D | -0.02% |
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
NULV: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Business Services
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
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