EFIV vs. QUS ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to SPDR MSCI USA Quality Mix ETF (QUS)
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

$57.78

Average Daily Volume

105,056

Number of Holdings *

312

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

SPDR MSCI USA Quality Mix ETF

QUS Description The investment seeks to track the performance of the MSCI USA Quality Mix A-Series Index. The fund invests at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the equity market performance of large-and mid-cap companies across the U.S. equity market. It aims to represent the performance of a combination of three factors: value, quality, and low volatility. It is an equal weighted combination of the following three MSCI Factor Indices in a single composite index: the MSCI USA Value Weighted Index, the MSCI USA Quality Index, and the MSCI USA Minimum Volatility Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$161.80

Average Daily Volume

15,293

Number of Holdings *

582

* may have additional holdings in another (foreign) market
Performance
Period EFIV QUS
30 Days 1.81% 0.84%
60 Days 6.21% 4.21%
90 Days 7.53% 6.22%
12 Months 32.45% 30.85%
300 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in QUS Overlap
A F 0.11% 0.11% 0.11%
AAPL C 9.52% 3.19% 3.19%
ABBV D 1.0% 0.58% 0.58%
ABT C 0.57% 0.15% 0.15%
ACGL D 0.11% 0.37% 0.11%
ACN C 0.63% 1.16% 0.63%
ADBE C 0.63% 0.69% 0.63%
ADM F 0.07% 0.08% 0.07%
ADP A 0.35% 0.54% 0.35%
ADSK A 0.18% 0.16% 0.16%
AFL C 0.15% 0.21% 0.15%
AIG B 0.14% 0.12% 0.12%
AIZ A 0.03% 0.12% 0.03%
AJG A 0.18% 0.45% 0.18%
AKAM F 0.04% 0.14% 0.04%
ALB B 0.03% 0.02% 0.02%
ALL A 0.14% 0.06% 0.06%
ALLE D 0.03% 0.04% 0.03%
AMAT F 0.44% 0.53% 0.44%
AMCR D 0.04% 0.02% 0.02%
AMD F 0.66% 0.07% 0.07%
AME A 0.12% 0.02% 0.02%
AMGN F 0.49% 0.31% 0.31%
AMP A 0.16% 0.04% 0.04%
AMT F 0.26% 0.04% 0.04%
AON A 0.23% 0.21% 0.21%
APD B 0.19% 0.04% 0.04%
APTV D 0.04% 0.02% 0.02%
ARE F 0.05% 0.02% 0.02%
AVB A 0.09% 0.02% 0.02%
AVY F 0.05% 0.01% 0.01%
AWK D 0.07% 0.02% 0.02%
AXON B 0.09% 0.0% 0.0%
AXP B 0.47% 0.1% 0.1%
BAC A 0.86% 0.66% 0.66%
BALL D 0.05% 0.02% 0.02%
BAX F 0.05% 0.02% 0.02%
BBY D 0.05% 0.09% 0.05%
BDX D 0.19% 0.24% 0.19%
BEN C 0.02% 0.01% 0.01%
BIIB F 0.07% 0.02% 0.02%
BK B 0.16% 0.09% 0.09%
BKR B 0.12% 0.04% 0.04%
BMY B 0.32% 0.32% 0.32%
BR A 0.07% 0.03% 0.03%
BSX A 0.36% 0.04% 0.04%
BXP D 0.03% 0.02% 0.02%
C A 0.37% 0.44% 0.37%
CAG F 0.04% 0.02% 0.02%
CAH A 0.08% 0.12% 0.08%
CARR C 0.18% 0.04% 0.04%
CAT C 0.57% 0.63% 0.57%
CB C 0.3% 0.62% 0.3%
CBOE D 0.06% 0.28% 0.06%
CBRE A 0.11% 0.05% 0.05%
CCL A 0.07% 0.01% 0.01%
CF B 0.04% 0.03% 0.03%
CFG B 0.06% 0.06% 0.06%
CHRW A 0.04% 0.02% 0.02%
CI D 0.25% 0.23% 0.23%
CL F 0.21% 0.16% 0.16%
CMCSA B 0.49% 0.42% 0.42%
CME A 0.22% 0.22% 0.22%
CMG B 0.22% 0.22% 0.22%
CMI A 0.14% 0.16% 0.14%
CNC F 0.09% 0.09% 0.09%
COF B 0.21% 0.16% 0.16%
COR A 0.12% 0.36% 0.12%
COST B 1.12% 1.33% 1.12%
CPAY A 0.07% 0.02% 0.02%
CPB F 0.03% 0.12% 0.03%
CRL C 0.03% 0.01% 0.01%
CRM B 0.84% 0.11% 0.11%
CSCO A 0.66% 1.32% 0.66%
CSGP D 0.09% 0.01% 0.01%
CSX B 0.2% 0.05% 0.05%
CTAS A 0.21% 0.24% 0.21%
CTVA C 0.12% 0.17% 0.12%
CVS F 0.22% 0.3% 0.22%
CVX B 0.75% 0.52% 0.52%
DAL A 0.11% 0.01% 0.01%
DAY C 0.04% 0.0% 0.0%
DE D 0.29% 0.1% 0.1%
DECK B 0.07% 0.08% 0.07%
DFS B 0.13% 0.07% 0.07%
DGX A 0.05% 0.06% 0.05%
DHI F 0.14% 0.19% 0.14%
DHR F 0.45% 0.09% 0.09%
DIS B 0.5% 0.15% 0.15%
DLR C 0.15% 0.04% 0.04%
DOC C 0.04% 0.01% 0.01%
DOV A 0.08% 0.02% 0.02%
DOW F 0.1% 0.06% 0.06%
DVA C 0.02% 0.01% 0.01%
DVN F 0.07% 0.04% 0.04%
EA A 0.11% 0.3% 0.11%
EBAY C 0.08% 0.02% 0.02%
ECL C 0.17% 0.02% 0.02%
ED D 0.1% 0.42% 0.1%
EG D 0.04% 0.17% 0.04%
EIX C 0.09% 0.04% 0.04%
EL F 0.04% 0.01% 0.01%
ELV F 0.28% 0.3% 0.28%
EMR A 0.2% 0.05% 0.05%
EQIX B 0.24% 0.02% 0.02%
EQR C 0.07% 0.02% 0.02%
EQT B 0.07% 0.03% 0.03%
ES D 0.06% 0.02% 0.02%
ETN A 0.4% 0.05% 0.05%
ETR B 0.09% 0.05% 0.05%
EW D 0.11% 0.12% 0.11%
EXC C 0.11% 0.05% 0.05%
EXPE B 0.06% 0.02% 0.02%
EXR D 0.1% 0.02% 0.02%
FANG D 0.1% 0.22% 0.1%
FCX F 0.19% 0.04% 0.04%
FDS A 0.05% 0.05% 0.05%
FI A 0.34% 0.3% 0.3%
FIS B 0.13% 0.03% 0.03%
FITB A 0.09% 0.06% 0.06%
FTV D 0.07% 0.02% 0.02%
GE C 0.55% 0.11% 0.11%
GILD C 0.32% 0.46% 0.32%
GIS F 0.1% 0.26% 0.1%
GM A 0.17% 0.3% 0.17%
GOOG B 2.41% 1.13% 1.13%
GOOGL B 2.91% 1.22% 1.22%
GPC D 0.05% 0.02% 0.02%
GPN B 0.08% 0.04% 0.04%
GS B 0.53% 0.29% 0.29%
GWW B 0.15% 0.2% 0.15%
HAL C 0.08% 0.03% 0.03%
HBAN B 0.07% 0.05% 0.05%
HD B 1.08% 0.34% 0.34%
HES C 0.11% 0.02% 0.02%
HIG C 0.1% 0.09% 0.09%
HLT A 0.17% 0.01% 0.01%
HOLX D 0.05% 0.07% 0.05%
HPE B 0.08% 0.06% 0.06%
HPQ B 0.1% 0.07% 0.07%
HRL F 0.03% 0.08% 0.03%
HST C 0.04% 0.01% 0.01%
HSY D 0.07% 0.18% 0.07%
HUBB B 0.07% 0.07% 0.07%
HUM D 0.1% 0.2% 0.1%
ICE D 0.25% 0.14% 0.14%
IDXX D 0.1% 0.12% 0.1%
IEX B 0.05% 0.05% 0.05%
IFF F 0.06% 0.02% 0.02%
INCY B 0.04% 0.22% 0.04%
INTC C 0.3% 0.18% 0.18%
IPG F 0.03% 0.02% 0.02%
IR A 0.12% 0.02% 0.02%
IRM D 0.09% 0.01% 0.01%
ITW A 0.21% 0.27% 0.21%
JBHT B 0.04% 0.05% 0.04%
JCI A 0.15% 0.05% 0.05%
JKHY C 0.04% 0.04% 0.04%
JPM B 1.98% 1.01% 1.01%
K A 0.06% 0.28% 0.06%
KDP D 0.1% 0.24% 0.1%
KEY B 0.05% 0.04% 0.04%
KHC F 0.08% 0.18% 0.08%
KIM A 0.05% 0.02% 0.02%
KLAC F 0.26% 0.32% 0.26%
KMI B 0.14% 0.06% 0.06%
KMX C 0.03% 0.03% 0.03%
KO F 0.69% 0.82% 0.69%
KR A 0.11% 0.32% 0.11%
LIN D 0.63% 0.15% 0.15%
LKQ D 0.03% 0.02% 0.02%
LLY F 1.72% 2.09% 1.72%
LOW B 0.42% 0.12% 0.12%
LRCX F 0.28% 0.33% 0.28%
LULU C 0.1% 0.12% 0.1%
LVS C 0.05% 0.01% 0.01%
LW C 0.03% 0.03% 0.03%
LYB F 0.06% 0.04% 0.04%
MA B 1.21% 1.66% 1.21%
MAR A 0.18% 0.02% 0.02%
MAS D 0.05% 0.01% 0.01%
MCD C 0.59% 0.5% 0.5%
MCO C 0.2% 0.21% 0.2%
MDLZ F 0.25% 0.22% 0.22%
MDT D 0.32% 0.15% 0.15%
MET C 0.14% 0.08% 0.08%
MGM D 0.02% 0.01% 0.01%
MKC D 0.05% 0.01% 0.01%
MKTX C 0.03% 0.03% 0.03%
MMC C 0.31% 0.68% 0.31%
MOS D 0.02% 0.03% 0.02%
MPC D 0.15% 0.31% 0.15%
MRK F 0.72% 0.48% 0.48%
MRNA F 0.05% 0.02% 0.02%
MS A 0.46% 0.19% 0.19%
MSCI B 0.13% 0.01% 0.01%
MSFT C 8.78% 2.68% 2.68%
MTB B 0.1% 0.08% 0.08%
MTD F 0.08% 0.01% 0.01%
MU D 0.35% 0.08% 0.08%
NDAQ A 0.09% 0.02% 0.02%
NEE D 0.43% 0.09% 0.09%
NEM F 0.14% 0.2% 0.14%
NKE F 0.25% 0.27% 0.25%
NSC B 0.18% 0.05% 0.05%
NTRS A 0.06% 0.03% 0.03%
NVDA B 10.07% 2.8% 2.8%
NWSA B 0.03% 0.01% 0.01%
OKE A 0.17% 0.05% 0.05%
OMC B 0.06% 0.07% 0.06%
ON F 0.09% 0.02% 0.02%
OTIS C 0.11% 0.04% 0.04%
OXY D 0.1% 0.1% 0.1%
PARA C 0.02% 0.03% 0.02%
PAYX B 0.13% 0.17% 0.13%
PCAR B 0.17% 0.06% 0.06%
PEG C 0.12% 0.04% 0.04%
PEP D 0.64% 1.03% 0.64%
PFG C 0.05% 0.03% 0.03%
PG C 1.07% 0.57% 0.57%
PH A 0.26% 0.04% 0.04%
PHM D 0.08% 0.11% 0.08%
PLD D 0.3% 0.08% 0.08%
PNC B 0.23% 0.16% 0.16%
PNR A 0.05% 0.01% 0.01%
POOL D 0.04% 0.04% 0.04%
PPG F 0.08% 0.02% 0.02%
PRU B 0.13% 0.08% 0.08%
PSA C 0.14% 0.14% 0.14%
PSX D 0.15% 0.14% 0.14%
PWR B 0.13% 0.02% 0.02%
PYPL A 0.23% 0.07% 0.07%
QCOM F 0.54% 0.57% 0.54%
RCL A 0.15% 0.01% 0.01%
REG A 0.03% 0.01% 0.01%
REGN F 0.24% 0.27% 0.24%
RF B 0.07% 0.06% 0.06%
RJF A 0.08% 0.03% 0.03%
RMD C 0.1% 0.1% 0.1%
ROK B 0.09% 0.09% 0.09%
ROST F 0.13% 0.03% 0.03%
RSG A 0.12% 0.53% 0.12%
RVTY C 0.04% 0.02% 0.02%
SBAC D 0.07% 0.01% 0.01%
SBUX B 0.31% 0.06% 0.06%
SCHW A 0.32% 0.06% 0.06%
SHW A 0.25% 0.26% 0.25%
SJM F 0.03% 0.02% 0.02%
SLB C 0.17% 0.05% 0.05%
SPGI C 0.44% 0.06% 0.06%
SRE A 0.16% 0.06% 0.06%
STT B 0.08% 0.06% 0.06%
SW C 0.07% 0.03% 0.03%
SWK F 0.04% 0.02% 0.02%
SYF B 0.07% 0.06% 0.06%
SYK A 0.36% 0.05% 0.05%
SYY B 0.11% 0.05% 0.05%
T A 0.45% 0.66% 0.45%
TAP B 0.03% 0.02% 0.02%
TFC B 0.18% 0.15% 0.15%
TFX F 0.03% 0.01% 0.01%
TGT C 0.19% 0.1% 0.1%
TJX B 0.37% 0.54% 0.37%
TMUS A 0.32% 0.76% 0.32%
TRGP B 0.11% 0.03% 0.03%
TROW B 0.08% 0.09% 0.08%
TRV B 0.16% 0.45% 0.16%
TSCO C 0.09% 0.09% 0.09%
TSLA B 2.25% 0.27% 0.27%
TSN C 0.05% 0.27% 0.05%
TT A 0.25% 0.26% 0.25%
TTWO A 0.08% 0.01% 0.01%
UBER F 0.44% 0.17% 0.17%
UDR C 0.04% 0.01% 0.01%
ULTA C 0.05% 0.08% 0.05%
UNH B 1.55% 2.25% 1.55%
UNP C 0.43% 0.08% 0.08%
UPS C 0.28% 0.11% 0.11%
URI B 0.17% 0.04% 0.04%
USB A 0.22% 0.16% 0.16%
V A 1.44% 1.85% 1.44%
VLO D 0.12% 0.14% 0.12%
VRSK A 0.11% 0.15% 0.11%
VTR C 0.07% 0.02% 0.02%
WAB A 0.1% 0.02% 0.02%
WAT A 0.07% 0.07% 0.07%
WBA D 0.02% 0.07% 0.02%
WDC D 0.06% 0.02% 0.02%
WELL B 0.22% 0.04% 0.04%
WM A 0.22% 0.52% 0.22%
WMB B 0.19% 0.14% 0.14%
WMT A 1.02% 0.93% 0.93%
WTW A 0.09% 0.15% 0.09%
WY F 0.06% 0.03% 0.03%
WYNN F 0.02% 0.0% 0.0%
XOM B 1.51% 0.81% 0.81%
XYL D 0.08% 0.01% 0.01%
YUM B 0.11% 0.19% 0.11%
ZBH C 0.06% 0.02% 0.02%
ZTS D 0.22% 0.24% 0.22%
EFIV Overweight 12 Positions Relative to QUS
Symbol Grade Weight
GL B 0.03%
TPR B 0.03%
NCLH B 0.03%
FMC F 0.02%
MHK D 0.02%
BWA B 0.02%
RL B 0.02%
HAS D 0.02%
IVZ C 0.02%
FRT C 0.02%
CZR F 0.02%
NWS B 0.01%
EFIV Underweight 282 Positions Relative to QUS
Symbol Grade Weight
META B -2.41%
JNJ D -1.62%
TXN C -1.13%
BRK.A B -1.06%
VZ C -0.77%
LMT C -0.75%
APH B -0.73%
IBM C -0.69%
AMZN A -0.69%
PGR A -0.65%
MSI B -0.64%
AVGO C -0.63%
VRTX B -0.62%
MCK A -0.6%
DUK D -0.59%
NOC C -0.57%
ORCL A -0.54%
SO D -0.53%
WCN A -0.52%
HON B -0.49%
ROP A -0.47%
WFC A -0.46%
ANET C -0.41%
CTSH A -0.4%
AZO C -0.35%
PFE F -0.34%
GDDY A -0.32%
FCNCA B -0.32%
PANW A -0.31%
SNPS B -0.29%
CDNS B -0.29%
MMM C -0.28%
KEYS C -0.28%
WEC B -0.28%
NOW A -0.26%
ORLY A -0.25%
BAH C -0.24%
FFIV A -0.23%
TDY A -0.22%
VRSN C -0.22%
FICO B -0.21%
CDW F -0.21%
GRMN A -0.2%
RTX C -0.19%
XEL A -0.19%
PTC B -0.18%
AEP D -0.18%
ROL B -0.17%
ERIE F -0.17%
JNPR D -0.17%
F C -0.16%
COP C -0.16%
NTAP D -0.16%
ADI F -0.15%
AFG A -0.15%
WDAY B -0.15%
EOG A -0.15%
FAST A -0.15%
CPRT A -0.14%
CHD B -0.14%
MKL A -0.14%
ODFL B -0.14%
MOH F -0.14%
GLW C -0.14%
GEN A -0.13%
NFLX A -0.13%
IT A -0.13%
D D -0.13%
NBIX C -0.12%
MNST B -0.12%
WRB B -0.12%
L A -0.12%
AEE A -0.11%
NVR D -0.11%
PM C -0.11%
MCHP F -0.11%
TMO F -0.11%
UTHR B -0.11%
WBD B -0.11%
FDX B -0.11%
KMB F -0.1%
MPWR F -0.1%
PKG B -0.09%
TPL B -0.09%
CHTR B -0.09%
VEEV B -0.09%
DTE D -0.09%
EME B -0.08%
NUE C -0.08%
BLDR D -0.08%
HUBS B -0.08%
VLTO C -0.08%
BMRN F -0.08%
CMS C -0.08%
ALNY D -0.08%
MANH C -0.07%
DPZ C -0.07%
TW C -0.07%
MELI D -0.07%
STX D -0.07%
LPLA B -0.07%
GD A -0.07%
WSO A -0.06%
PCG A -0.06%
WSM F -0.06%
SOLV D -0.06%
DELL B -0.06%
HCA D -0.06%
CRWD B -0.06%
MO A -0.06%
EXPD D -0.06%
LEN D -0.06%
SNA A -0.06%
WST B -0.06%
GGG B -0.05%
LNT C -0.05%
GEV B -0.05%
TER F -0.05%
SWKS F -0.05%
VTRS B -0.05%
LNG B -0.05%
MRO B -0.04%
VICI D -0.04%
PAYC B -0.04%
INTU A -0.04%
BKNG A -0.04%
IP C -0.04%
ATO A -0.04%
KVUE B -0.04%
KNX B -0.04%
DD D -0.04%
EPAM B -0.04%
O D -0.04%
KKR B -0.04%
STLD B -0.04%
BG D -0.04%
LHX A -0.04%
APA F -0.04%
BX A -0.04%
CCI F -0.03%
ENPH F -0.03%
ALLY C -0.03%
RS B -0.03%
TTC F -0.03%
APO B -0.03%
ACI C -0.03%
AOS F -0.03%
NRG B -0.03%
FSLR F -0.03%
NXPI F -0.03%
GEHC F -0.03%
SEIC A -0.03%
OVV C -0.03%
SPG B -0.03%
JBL C -0.03%
LH A -0.03%
CTRA B -0.03%
CEG D -0.03%
CINF A -0.03%
SMCI F -0.03%
ISRG A -0.03%
SSNC C -0.02%
CCK D -0.02%
STZ D -0.02%
DLTR F -0.02%
ABNB C -0.02%
EMN D -0.02%
VMC B -0.02%
NI A -0.02%
EQH B -0.02%
MLM B -0.02%
UHS D -0.02%
OC A -0.02%
J B -0.02%
TXT C -0.02%
FNF C -0.02%
LDOS B -0.02%
CRBG C -0.02%
CNP B -0.02%
EVRG A -0.02%
MRVL B -0.02%
VST B -0.02%
DG F -0.02%
FOXA A -0.02%
IQV F -0.02%
DINO D -0.02%
FE D -0.02%
CNH D -0.02%
BA F -0.02%
SQ B -0.02%
PPL A -0.02%
TTD B -0.01%
MTCH F -0.01%
RIVN D -0.01%
ENTG D -0.01%
TYL B -0.01%
LUV B -0.01%
BBWI C -0.01%
ALGN F -0.01%
LYV B -0.01%
PLTR B -0.01%
Z B -0.01%
NDSN B -0.01%
LII B -0.01%
BIO C -0.01%
QRVO F -0.01%
VRT B -0.01%
AMH C -0.01%
ARES B -0.01%
WLK F -0.01%
ILMN C -0.01%
CTLT D -0.01%
RPRX F -0.01%
UHAL C -0.01%
DASH A -0.01%
ANSS B -0.01%
CPT C -0.01%
GLPI D -0.01%
TDG B -0.01%
WTRG C -0.01%
HII D -0.01%
FOX A -0.01%
FBIN F -0.01%
CSL B -0.01%
ESS C -0.01%
RPM A -0.01%
TRU D -0.01%
CLX A -0.01%
SUI D -0.01%
AVTR F -0.01%
COIN B -0.01%
FTNT B -0.01%
TWLO A -0.01%
WPC F -0.01%
STE F -0.01%
AES F -0.01%
HSIC F -0.01%
INVH D -0.01%
BURL C -0.01%
ZBRA A -0.01%
MAA C -0.01%
TRMB B -0.01%
CE F -0.01%
ACM B -0.01%
HWM A -0.01%
CHRD F -0.01%
DKS F -0.01%
BRO A -0.01%
ZM B -0.01%
EFX D -0.01%
CG C -0.01%
DRI B -0.01%
APP B -0.01%
CELH F -0.0%
IOT B -0.0%
ZS B -0.0%
TEAM B -0.0%
NET B -0.0%
RBLX B -0.0%
MDB C -0.0%
TOST A -0.0%
DKNG B -0.0%
BSY F -0.0%
DDOG B -0.0%
PSTG D -0.0%
H B -0.0%
SNAP C -0.0%
DT C -0.0%
DOCU B -0.0%
PODD B -0.0%
HEI B -0.0%
MSTR B -0.0%
EXAS F -0.0%
SNOW C -0.0%
DXCM C -0.0%
ROKU C -0.0%
PINS F -0.0%
HEI B -0.0%
ELS C -0.0%
OKTA C -0.0%
TECH B -0.0%
HOOD B -0.0%
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