EFIV vs. PFF ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to iShares US Preferred Stock ETF (PFF)
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

$57.51

Average Daily Volume

105,618

Number of Holdings *

312

* may have additional holdings in another (foreign) market
PFF

iShares US Preferred Stock ETF

PFF Description The investment seeks to track the investment results of an index composed of U.S. preferred stocks. 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 S&P U.S. Preferred Stock IndexTM (the "underlying index"), which measures the performance of a select group of preferred stocks listed on the New York Stock Exchange (" NYSE"), NYSE Arca, Inc. ("NYSE Arca"), NYSE Amex, NASDAQ Global Select Market, NASDAQ Select Market or NASDAQ Capital Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.61

Average Daily Volume

3,713,877

Number of Holdings *

227

* may have additional holdings in another (foreign) market
Performance
Period EFIV PFF
30 Days 2.19% -2.05%
60 Days 5.71% -0.15%
90 Days 6.77% 3.68%
12 Months 31.59% 14.94%
38 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in PFF Overlap
ALB C 0.03% 1.33% 0.03%
ALL B 0.14% 0.16% 0.14%
BAC A 0.86% 0.06% 0.06%
BAC A 0.86% 0.28% 0.28%
C B 0.37% 1.68% 0.37%
CFG B 0.06% 0.24% 0.06%
COF B 0.21% 0.06% 0.06%
CTVA C 0.12% 0.08% 0.08%
DLR C 0.15% 0.11% 0.11%
EIX C 0.09% 0.12% 0.09%
FITB A 0.09% 0.12% 0.09%
FRT B 0.02% 0.08% 0.02%
GL B 0.03% 0.14% 0.03%
GS B 0.53% 0.12% 0.12%
HBAN A 0.07% 0.11% 0.07%
HIG C 0.1% 0.21% 0.1%
HPE B 0.08% 1.15% 0.08%
JPM A 1.98% 0.41% 0.41%
KEY B 0.05% 0.25% 0.05%
KIM A 0.05% 0.13% 0.05%
KMI B 0.14% 0.13% 0.13%
MET C 0.14% 0.36% 0.14%
MS A 0.46% 0.25% 0.25%
MTB A 0.1% 0.16% 0.1%
NEE D 0.43% 1.06% 0.43%
NEE D 0.43% 0.42% 0.42%
NTRS A 0.06% 0.22% 0.06%
PRU B 0.13% 0.2% 0.13%
PSA D 0.14% 0.07% 0.07%
REG A 0.03% 0.07% 0.03%
RF A 0.07% 0.19% 0.07%
SCHW B 0.32% 0.32% 0.32%
STT B 0.08% 0.31% 0.08%
SYF B 0.07% 0.32% 0.07%
T A 0.45% 0.65% 0.45%
T A 0.45% 0.9% 0.45%
TFC B 0.18% 0.1% 0.1%
USB B 0.22% 0.22% 0.22%
EFIV Overweight 277 Positions Relative to PFF
Symbol Grade Weight
NVDA A 10.07%
AAPL C 9.52%
MSFT C 8.78%
GOOGL C 2.91%
GOOG C 2.41%
TSLA B 2.25%
LLY F 1.72%
UNH B 1.55%
XOM B 1.51%
V A 1.44%
MA B 1.21%
COST B 1.12%
HD B 1.08%
PG C 1.07%
WMT A 1.02%
ABBV F 1.0%
CRM B 0.84%
CVX A 0.75%
MRK F 0.72%
KO F 0.69%
CSCO A 0.66%
AMD F 0.66%
PEP D 0.64%
LIN D 0.63%
ACN B 0.63%
ADBE C 0.63%
MCD C 0.59%
CAT B 0.57%
ABT C 0.57%
GE D 0.55%
QCOM F 0.54%
DIS B 0.5%
AMGN F 0.49%
CMCSA B 0.49%
AXP B 0.47%
DHR F 0.45%
AMAT F 0.44%
UBER F 0.44%
SPGI C 0.44%
UNP D 0.43%
LOW B 0.42%
ETN B 0.4%
TJX A 0.37%
SYK A 0.36%
BSX A 0.36%
MU D 0.35%
ADP A 0.35%
FI A 0.34%
BMY B 0.32%
TMUS A 0.32%
GILD B 0.32%
MDT D 0.32%
SBUX B 0.31%
MMC D 0.31%
CB C 0.3%
PLD D 0.3%
INTC C 0.3%
DE D 0.29%
UPS C 0.28%
ELV F 0.28%
LRCX F 0.28%
KLAC F 0.26%
PH A 0.26%
AMT F 0.26%
CI D 0.25%
TT B 0.25%
SHW A 0.25%
MDLZ F 0.25%
ICE C 0.25%
NKE F 0.25%
EQIX B 0.24%
REGN F 0.24%
PNC B 0.23%
AON B 0.23%
PYPL A 0.23%
ZTS D 0.22%
WELL B 0.22%
CVS F 0.22%
CMG B 0.22%
CME B 0.22%
WM A 0.22%
CL F 0.21%
ITW B 0.21%
CTAS B 0.21%
CSX B 0.2%
MCO C 0.2%
EMR A 0.2%
FCX F 0.19%
WMB B 0.19%
APD B 0.19%
TGT C 0.19%
BDX F 0.19%
NSC B 0.18%
CARR C 0.18%
AJG A 0.18%
MAR A 0.18%
ADSK B 0.18%
URI B 0.17%
OKE A 0.17%
HLT A 0.17%
PCAR B 0.17%
GM B 0.17%
ECL C 0.17%
SLB C 0.17%
AMP A 0.16%
SRE B 0.16%
BK B 0.16%
TRV B 0.16%
MPC D 0.15%
GWW B 0.15%
PSX C 0.15%
RCL A 0.15%
JCI A 0.15%
AFL C 0.15%
CMI A 0.14%
DHI D 0.14%
AIG B 0.14%
NEM F 0.14%
MSCI B 0.13%
PWR B 0.13%
DFS B 0.13%
ROST D 0.13%
FIS B 0.13%
PAYX B 0.13%
IR A 0.12%
PEG C 0.12%
RSG B 0.12%
BKR B 0.12%
COR B 0.12%
AME A 0.12%
VLO C 0.12%
YUM B 0.11%
SYY D 0.11%
EA A 0.11%
ACGL C 0.11%
EXC C 0.11%
CBRE B 0.11%
VRSK A 0.11%
HES B 0.11%
EW F 0.11%
KR A 0.11%
DAL A 0.11%
A F 0.11%
OTIS D 0.11%
TRGP B 0.11%
DOW F 0.1%
ED D 0.1%
FANG C 0.1%
EXR D 0.1%
OXY F 0.1%
HUM D 0.1%
IDXX F 0.1%
WAB B 0.1%
LULU B 0.1%
HPQ B 0.1%
RMD C 0.1%
GIS F 0.1%
KDP C 0.1%
CSGP F 0.09%
ON F 0.09%
ETR B 0.09%
TSCO D 0.09%
AVB B 0.09%
NDAQ B 0.09%
WTW A 0.09%
CNC F 0.09%
AXON B 0.09%
IRM D 0.09%
ROK B 0.09%
PHM D 0.08%
HAL C 0.08%
TTWO A 0.08%
TROW A 0.08%
DOV A 0.08%
CAH B 0.08%
MTD F 0.08%
PPG F 0.08%
GPN B 0.08%
KHC F 0.08%
EBAY C 0.08%
RJF A 0.08%
XYL F 0.08%
WAT B 0.07%
SBAC D 0.07%
EQT B 0.07%
EQR C 0.07%
CCL B 0.07%
CPAY A 0.07%
HUBB C 0.07%
DECK B 0.07%
DVN F 0.07%
BR A 0.07%
BIIB F 0.07%
ADM F 0.07%
FTV C 0.07%
VTR C 0.07%
AWK D 0.07%
SW B 0.07%
HSY F 0.07%
OMC A 0.06%
CBOE D 0.06%
EXPE B 0.06%
ES D 0.06%
K A 0.06%
IFF F 0.06%
LYB F 0.06%
ZBH C 0.06%
WDC D 0.06%
WY F 0.06%
AVY F 0.05%
TSN B 0.05%
GPC D 0.05%
PNR A 0.05%
DGX B 0.05%
MAS D 0.05%
MRNA F 0.05%
ARE F 0.05%
BBY C 0.05%
FDS A 0.05%
LVS C 0.05%
IEX B 0.05%
BALL D 0.05%
PFG C 0.05%
BAX F 0.05%
HOLX D 0.05%
ULTA C 0.05%
MKC D 0.05%
CHRW A 0.04%
HST D 0.04%
DAY B 0.04%
INCY B 0.04%
UDR C 0.04%
JKHY C 0.04%
POOL D 0.04%
CAG F 0.04%
SWK F 0.04%
APTV F 0.04%
AMCR D 0.04%
EL F 0.04%
CF B 0.04%
RVTY C 0.04%
JBHT C 0.04%
EG D 0.04%
DOC C 0.04%
AKAM F 0.04%
HRL F 0.03%
CPB F 0.03%
TFX F 0.03%
TAP B 0.03%
LKQ C 0.03%
MKTX C 0.03%
AIZ A 0.03%
NWSA B 0.03%
CRL C 0.03%
IPG F 0.03%
LW B 0.03%
TPR A 0.03%
BXP D 0.03%
KMX B 0.03%
NCLH B 0.03%
ALLE D 0.03%
SJM F 0.03%
WBA D 0.02%
BEN C 0.02%
PARA B 0.02%
DVA C 0.02%
FMC F 0.02%
MHK D 0.02%
BWA B 0.02%
WYNN C 0.02%
RL B 0.02%
HAS D 0.02%
IVZ B 0.02%
MGM D 0.02%
CZR F 0.02%
MOS D 0.02%
NWS B 0.01%
EFIV Underweight 189 Positions Relative to PFF
Symbol Grade Weight
ARES B -0.99%
TBB D -0.78%
DUK D -0.62%
SOJD D -0.55%
TBC D -0.51%
SREA D -0.47%
RZC A -0.46%
APO B -0.4%
CMSD D -0.39%
SO D -0.38%
JXN C -0.37%
F C -0.37%
CHSCO C -0.36%
WCC B -0.35%
PRS D -0.35%
LNC B -0.35%
BTSG B -0.34%
CHSCL B -0.33%
QRTEP C -0.31%
DUKB D -0.31%
CHSCM D -0.31%
BANC B -0.31%
WFC A -0.31%
GTLS B -0.31%
BPYPM C -0.3%
AXS A -0.3%
FITBI A -0.29%
CTDD A -0.29%
UZE A -0.28%
USM C -0.28%
CHSCN C -0.27%
SOJC D -0.27%
TPG B -0.26%
NLY C -0.26%
KKR B -0.25%
RZB C -0.25%
PFH D -0.25%
CG B -0.24%
EAI D -0.23%
CHSCP D -0.23%
TDS C -0.23%
FG B -0.23%
DTW D -0.23%
PBI C -0.22%
AGNCN A -0.21%
ESGRP C -0.21%
ATHS C -0.2%
RLJ C -0.2%
FCNCA B -0.2%
UNMA D -0.19%
ACGLO D -0.19%
VOYA B -0.19%
WTFCP A -0.18%
UMH C -0.18%
NGL C -0.18%
MGR D -0.18%
CMSC C -0.17%
KREF D -0.17%
GPJA D -0.16%
TCBI B -0.16%
OZKAP D -0.16%
WAL B -0.16%
EMP D -0.15%
HPP F -0.15%
ELC D -0.15%
NAVI D -0.15%
RNR D -0.15%
BHF B -0.15%
NRUC D -0.15%
SR C -0.15%
WAFD B -0.14%
AIZN C -0.14%
EQH B -0.14%
PNFP B -0.14%
AGNC C -0.14%
TVC D -0.14%
FBRT C -0.14%
SFB D -0.13%
SNV B -0.13%
DBRG F -0.13%
DDT A -0.13%
NSA D -0.13%
WRB B -0.12%
SLMBP C -0.12%
SLG C -0.12%
CMSA D -0.12%
VNO C -0.12%
FCNCO D -0.12%
SITC F -0.11%
LBRDP C -0.11%
AUB A -0.11%
DHC F -0.11%
HWC B -0.11%
AFGC D -0.11%
NYMTM A -0.11%
CMS D -0.11%
DTE D -0.11%
TVE C -0.11%
WSBC B -0.1%
SPLP D -0.1%
FULT B -0.1%
AHH D -0.1%
SIGI B -0.1%
RITM C -0.1%
VLY B -0.1%
AFGE D -0.1%
SF A -0.1%
ADC A -0.09%
CIM D -0.09%
GPMT C -0.09%
AMG B -0.09%
KMPR A -0.09%
AFGD A -0.09%
CADE B -0.09%
ARR C -0.09%
AGNCL B -0.09%
CION D -0.09%
BNRE.A A -0.09%
ZIONO B -0.09%
TRTX B -0.09%
ATLC A -0.08%
CFR B -0.08%
GAIN B -0.08%
TWO F -0.08%
FHN A -0.08%
AFGB D -0.08%
BOH B -0.08%
QVCD D -0.08%
NYMTL A -0.08%
LANDO D -0.08%
BC D -0.08%
CNO B -0.08%
WTFCM A -0.08%
ARGD D -0.08%
MBIN D -0.08%
NYMTN D -0.08%
WBS A -0.08%
EPR D -0.07%
CLDT B -0.07%
BPOPM D -0.07%
BW C -0.07%
ACR B -0.07%
PCG A -0.07%
ENO C -0.07%
AMH C -0.07%
IVR D -0.07%
FCRX B -0.07%
DCOMP C -0.07%
CTO B -0.07%
RILY F -0.07%
ABR B -0.07%
VLYPP A -0.07%
FTAI B -0.07%
ONB B -0.07%
NEWT B -0.07%
PMT D -0.07%
MFA D -0.07%
HTLF B -0.07%
MSBI B -0.07%
NMFC D -0.07%
TRIN A -0.07%
DRH C -0.07%
EQC C -0.07%
MHNC B -0.07%
DX B -0.07%
SNCR F -0.07%
RILYN F -0.06%
BFS C -0.06%
PEB F -0.06%
LXP D -0.06%
VLYPO A -0.06%
GNL F -0.06%
CNOB B -0.06%
EFC C -0.06%
CODI B -0.06%
SAR A -0.06%
PSEC F -0.06%
FATBP F -0.05%
MHLA A -0.05%
CIO F -0.05%
INN D -0.05%
RC D -0.05%
FOSL B -0.05%
ASB B -0.05%
SHO D -0.05%
SLNHP B -0.04%
OPI F -0.04%
BHR B -0.03%
XELAP F -0.0%
Compare ETFs