EFIV vs. RSP ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Guggenheim S&P 500 Equal Weight ETF (RSP)

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

RSP

Guggenheim S&P 500 Equal Weight ETF

RSP Description

The investment seeks to replicate as closely as possible, before fees and expenses, the daily performance of the S&P 500 Equal Weight Index Total Return. The fund will invest at least 90% of its net assets, plus any borrowings for investment purposes, in the equity securities included in the underlying index. It may hold up to 10% of its assets in securities not included in the underlying index. The underlying index is an unmanaged equal-weighted version of the S&P 500 Index, which is an unmanaged capitalization-weighted index comprised of 500 common stocks, chosen by "S&P" on a statistical basis. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$178.09

Average Daily Volume

6,905,326

Number of Holdings ^*

496

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	RSP
30 Days	1.58%	3.90%
60 Days	2.96%	5.75%
90 Days	4.08%	7.98%
12 Months	29.90%	23.73%

316 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in RSP	Overlap
A	C	0.12%	0.2%	0.12%
AAL	D	0.02%	0.18%	0.02%
AAPL	C	9.5%	0.19%	0.19%
ABBV	C	1.01%	0.22%	0.22%
ABT	C	0.6%	0.21%	0.21%
ACGL	C	0.12%	0.22%	0.12%
ACN	C	0.65%	0.23%	0.23%
ADBE	F	0.78%	0.18%	0.18%
ADM	D	0.09%	0.19%	0.09%
ADP	B	0.34%	0.21%	0.21%
ADSK	C	0.16%	0.22%	0.16%
AFL	C	0.17%	0.23%	0.17%
AIG	D	0.14%	0.18%	0.14%
AIZ	B	0.03%	0.22%	0.03%
AJG	D	0.19%	0.22%	0.19%
AKAM	D	0.04%	0.21%	0.04%
ALB	D	0.03%	0.16%	0.03%
ALL	B	0.14%	0.22%	0.14%
ALLE	B	0.04%	0.23%	0.04%
AMAT	D	0.45%	0.15%	0.15%
AMCR	B	0.05%	0.21%	0.05%
AMD	D	0.72%	0.18%	0.18%
AME	C	0.11%	0.19%	0.11%
AMGN	B	0.52%	0.21%	0.21%
AMP	A	0.13%	0.2%	0.13%
AMT	C	0.33%	0.23%	0.23%
AON	B	0.22%	0.22%	0.22%
APD	B	0.18%	0.19%	0.18%
APTV	D	0.05%	0.18%	0.05%
ARE	C	0.06%	0.2%	0.06%
AVB	B	0.1%	0.21%	0.1%
AVY	C	0.05%	0.18%	0.05%
AWK	B	0.08%	0.21%	0.08%
AXON	B	0.08%	0.24%	0.08%
AXP	B	0.43%	0.22%	0.22%
BAC	D	0.78%	0.19%	0.19%
BALL	C	0.06%	0.19%	0.06%
BAX	C	0.06%	0.22%	0.06%
BBWI	F	0.02%	0.12%	0.02%
BBY	C	0.06%	0.21%	0.06%
BDX	D	0.2%	0.19%	0.19%
BEN	F	0.02%	0.17%	0.02%
BIIB	F	0.09%	0.16%	0.09%
BIO	C	0.02%	0.22%	0.02%
BK	B	0.15%	0.23%	0.15%
BKR	C	0.1%	0.2%	0.1%
BLK	B	0.37%	0.22%	0.22%
BMY	C	0.29%	0.23%	0.23%
BR	D	0.07%	0.2%	0.07%
BSX	B	0.36%	0.2%	0.2%
BWA	D	0.02%	0.18%	0.02%
BXP	B	0.03%	0.25%	0.03%
C	C	0.32%	0.18%	0.18%
CAG	C	0.04%	0.21%	0.04%
CAH	C	0.08%	0.21%	0.08%
CARR	B	0.19%	0.22%	0.19%
CAT	B	0.49%	0.2%	0.2%
CB	B	0.35%	0.21%	0.21%
CBOE	C	0.06%	0.24%	0.06%
CBRE	A	0.11%	0.26%	0.11%
CCL	C	0.05%	0.22%	0.05%
CF	C	0.04%	0.2%	0.04%
CFG	C	0.05%	0.22%	0.05%
CHRW	B	0.03%	0.22%	0.03%
CI	C	0.3%	0.2%	0.2%
CL	D	0.26%	0.21%	0.21%
CMCSA	D	0.46%	0.2%	0.2%
CME	C	0.23%	0.21%	0.21%
CMG	C	0.23%	0.16%	0.16%
CMI	C	0.12%	0.21%	0.12%
CNC	D	0.12%	0.21%	0.12%
COF	B	0.16%	0.2%	0.16%
COST	B	1.2%	0.2%	0.2%
CPAY	B	0.07%	0.23%	0.07%
CPB	C	0.03%	0.22%	0.03%
CRL	F	0.03%	0.18%	0.03%
CRM	D	0.73%	0.21%	0.21%
CSCO	C	0.59%	0.21%	0.21%
CSGP	D	0.09%	0.2%	0.09%
CSX	D	0.19%	0.2%	0.19%
CTAS	B	0.21%	0.22%	0.21%
CTVA	B	0.11%	0.2%	0.11%
CVS	D	0.21%	0.18%	0.18%
CVX	D	0.71%	0.17%	0.17%
CZR	C	0.02%	0.2%	0.02%
DAL	C	0.08%	0.17%	0.08%
DAY	D	0.03%	0.22%	0.03%
DE	B	0.3%	0.19%	0.19%
DECK	C	0.07%	0.17%	0.07%
DFS	B	0.09%	0.2%	0.09%
DGX	B	0.05%	0.21%	0.05%
DHI	B	0.17%	0.25%	0.17%
DHR	B	0.53%	0.2%	0.2%
DIS	D	0.48%	0.17%	0.17%
DLR	B	0.15%	0.2%	0.15%
DOC	C	0.05%	0.21%	0.05%
DOV	B	0.08%	0.2%	0.08%
DOW	D	0.1%	0.17%	0.1%
DVA	B	0.02%	0.22%	0.02%
DVN	F	0.07%	0.16%	0.07%
EA	D	0.1%	0.2%	0.1%
EBAY	B	0.1%	0.23%	0.1%
ECL	B	0.19%	0.2%	0.19%
ED	C	0.11%	0.21%	0.11%
EG	C	0.05%	0.2%	0.05%
EIX	C	0.1%	0.22%	0.1%
EL	F	0.06%	0.14%	0.06%
ELV	C	0.38%	0.19%	0.19%
EMR	D	0.17%	0.18%	0.17%
EQIX	C	0.25%	0.21%	0.21%
EQR	B	0.08%	0.22%	0.08%
EQT	D	0.06%	0.16%	0.06%
ES	C	0.07%	0.22%	0.07%
ETN	C	0.36%	0.18%	0.18%
ETR	B	0.08%	0.22%	0.08%
ETSY	F	0.02%	0.17%	0.02%
EW	F	0.12%	0.15%	0.12%
EXC	C	0.12%	0.21%	0.12%
EXPE	C	0.05%	0.2%	0.05%
EXR	B	0.11%	0.21%	0.11%
FANG	D	0.09%	0.17%	0.09%
FCX	D	0.18%	0.17%	0.17%
FDS	C	0.05%	0.21%	0.05%
FIS	B	0.14%	0.21%	0.14%
FITB	B	0.08%	0.22%	0.08%
FMC	C	0.02%	0.21%	0.02%
FRT	C	0.03%	0.21%	0.03%
FTV	C	0.08%	0.19%	0.08%
GE	B	0.55%	0.22%	0.22%
GILD	B	0.31%	0.24%	0.24%
GIS	B	0.12%	0.21%	0.12%
GL	C	0.03%	0.25%	0.03%
GM	C	0.16%	0.19%	0.16%
GOOG	D	2.25%	0.08%	0.08%
GOOGL	D	2.69%	0.09%	0.09%
GPC	D	0.06%	0.19%	0.06%
GPN	D	0.08%	0.22%	0.08%
GS	C	0.45%	0.2%	0.2%
GWW	B	0.13%	0.21%	0.13%
HAL	F	0.07%	0.16%	0.07%
HAS	B	0.03%	0.21%	0.03%
HBAN	B	0.06%	0.22%	0.06%
HD	B	1.1%	0.2%	0.2%
HES	F	0.1%	0.17%	0.1%
HIG	B	0.1%	0.22%	0.1%
HLT	B	0.16%	0.19%	0.16%
HOLX	B	0.06%	0.21%	0.06%
HPE	D	0.06%	0.15%	0.06%
HPQ	D	0.08%	0.18%	0.08%
HRL	C	0.03%	0.2%	0.03%
HST	C	0.04%	0.18%	0.04%
HSY	C	0.09%	0.2%	0.09%
HUBB	B	0.06%	0.2%	0.06%
HUM	F	0.12%	0.16%	0.12%
ICE	C	0.27%	0.22%	0.22%
IDXX	C	0.12%	0.19%	0.12%
IEX	D	0.04%	0.19%	0.04%
IFF	B	0.08%	0.2%	0.08%
INCY	C	0.03%	0.2%	0.03%
INTC	F	0.24%	0.13%	0.13%
IPG	C	0.03%	0.2%	0.03%
IR	C	0.11%	0.18%	0.11%
IRM	C	0.1%	0.25%	0.1%
ITW	C	0.2%	0.2%	0.2%
IVZ	B	0.02%	0.21%	0.02%
JBHT	D	0.04%	0.2%	0.04%
JCI	B	0.14%	0.19%	0.14%
JKHY	B	0.04%	0.2%	0.04%
JPM	D	1.75%	0.2%	0.2%
K	B	0.06%	0.26%	0.06%
KDP	B	0.11%	0.2%	0.11%
KEY	B	0.04%	0.23%	0.04%
KHC	C	0.08%	0.2%	0.08%
KIM	C	0.05%	0.24%	0.05%
KLAC	D	0.29%	0.17%	0.17%
KMI	B	0.12%	0.2%	0.12%
KMX	D	0.04%	0.21%	0.04%
KO	C	0.82%	0.21%	0.21%
KR	C	0.11%	0.21%	0.11%
LIN	B	0.66%	0.2%	0.2%
LKQ	F	0.03%	0.19%	0.03%
LLY	C	2.21%	0.2%	0.2%
LOW	B	0.43%	0.21%	0.21%
LRCX	F	0.29%	0.14%	0.14%
LULU	D	0.09%	0.16%	0.09%
LVS	D	0.04%	0.17%	0.04%
LW	D	0.03%	0.14%	0.03%
LYB	D	0.07%	0.19%	0.07%
MA	B	1.2%	0.21%	0.21%
MAR	C	0.17%	0.18%	0.17%
MAS	B	0.05%	0.22%	0.05%
MCD	B	0.62%	0.22%	0.22%
MCO	B	0.22%	0.22%	0.22%
MDLZ	B	0.29%	0.21%	0.21%
MDT	C	0.35%	0.21%	0.21%
MET	B	0.14%	0.21%	0.14%
MGM	F	0.03%	0.17%	0.03%
MHK	C	0.02%	0.26%	0.02%
MKC	C	0.06%	0.23%	0.06%
MKTX	C	0.03%	0.24%	0.03%
MMC	C	0.34%	0.21%	0.21%
MOS	F	0.02%	0.17%	0.02%
MPC	F	0.17%	0.18%	0.17%
MRK	D	0.86%	0.17%	0.17%
MRNA	F	0.07%	0.09%	0.07%
MS	D	0.36%	0.19%	0.19%
MSCI	C	0.13%	0.22%	0.13%
MSFT	C	9.39%	0.18%	0.18%
MTB	B	0.08%	0.23%	0.08%
MTD	D	0.09%	0.18%	0.09%
MU	F	0.29%	0.11%	0.11%
NCLH	C	0.02%	0.22%	0.02%
NDAQ	A	0.09%	0.23%	0.09%
NEE	C	0.51%	0.21%	0.21%
NEM	B	0.18%	0.24%	0.18%
NKE	D	0.28%	0.16%	0.16%
NSC	C	0.17%	0.21%	0.17%
NTRS	A	0.05%	0.2%	0.05%
NVDA	D	8.67%	0.16%	0.16%
NWS	D	0.01%	0.04%	0.01%
NWSA	D	0.03%	0.14%	0.03%
OKE	B	0.16%	0.22%	0.16%
OMC	B	0.06%	0.21%	0.06%
ON	D	0.09%	0.18%	0.09%
OTIS	C	0.11%	0.18%	0.11%
OXY	F	0.1%	0.16%	0.1%
PARA	F	0.01%	0.19%	0.01%
PAYX	C	0.13%	0.21%	0.13%
PCAR	D	0.15%	0.17%	0.15%
PEG	B	0.12%	0.22%	0.12%
PEP	C	0.72%	0.2%	0.2%
PFE	C	0.49%	0.2%	0.2%
PFG	B	0.05%	0.2%	0.05%
PG	C	1.21%	0.2%	0.2%
PH	B	0.22%	0.22%	0.22%
PHM	B	0.08%	0.23%	0.08%
PLD	C	0.36%	0.21%	0.21%
PNC	B	0.21%	0.22%	0.21%
PNR	B	0.04%	0.22%	0.04%
POOL	C	0.04%	0.2%	0.04%
PPG	D	0.09%	0.19%	0.09%
PRU	C	0.12%	0.19%	0.12%
PSA	B	0.17%	0.24%	0.17%
PSX	F	0.16%	0.17%	0.16%
PWR	B	0.12%	0.18%	0.12%
PYPL	B	0.22%	0.22%	0.22%
QCOM	D	0.55%	0.14%	0.14%
RCL	B	0.12%	0.21%	0.12%
REG	C	0.04%	0.22%	0.04%
REGN	C	0.37%	0.21%	0.21%
RF	B	0.06%	0.22%	0.06%
RJF	C	0.06%	0.19%	0.06%
RL	C	0.02%	0.19%	0.02%
RMD	C	0.11%	0.22%	0.11%
ROK	D	0.09%	0.19%	0.09%
ROST	C	0.15%	0.19%	0.15%
RSG	D	0.12%	0.2%	0.12%
SBAC	C	0.08%	0.23%	0.08%
SBUX	C	0.33%	0.22%	0.22%
SCHW	D	0.27%	0.16%	0.16%
SHW	B	0.26%	0.24%	0.24%
SJM	C	0.04%	0.2%	0.04%
SLB	F	0.17%	0.17%	0.17%
SPGI	B	0.49%	0.23%	0.23%
SRE	C	0.15%	0.2%	0.15%
STT	A	0.07%	0.22%	0.07%
SW	B	0.07%	0.17%	0.07%
SWK	B	0.04%	0.23%	0.04%
SYF	C	0.06%	0.21%	0.06%
SYK	C	0.37%	0.2%	0.2%
SYY	D	0.11%	0.2%	0.11%
T	C	0.46%	0.23%	0.23%
TAP	D	0.03%	0.21%	0.03%
TEL	D	0.13%	0.18%	0.13%
TFC	C	0.16%	0.22%	0.16%
TFX	C	0.03%	0.22%	0.03%
TGT	C	0.2%	0.2%	0.2%
TJX	B	0.39%	0.2%	0.2%
TMUS	C	0.31%	0.22%	0.22%
TPR	C	0.03%	0.19%	0.03%
TRGP	B	0.1%	0.23%	0.1%
TROW	D	0.07%	0.17%	0.07%
TRV	C	0.16%	0.22%	0.16%
TSCO	C	0.09%	0.19%	0.09%
TSLA	C	1.89%	0.24%	0.24%
TSN	C	0.05%	0.21%	0.05%
TT	B	0.24%	0.21%	0.21%
TTWO	C	0.07%	0.18%	0.07%
UBER	C	0.42%	0.19%	0.19%
UDR	C	0.04%	0.22%	0.04%
ULTA	D	0.05%	0.18%	0.05%
UNH	C	1.6%	0.22%	0.22%
UNP	C	0.45%	0.21%	0.21%
UPS	D	0.28%	0.18%	0.18%
URI	B	0.14%	0.22%	0.14%
USB	B	0.2%	0.21%	0.2%
V	C	1.33%	0.2%	0.2%
VLO	F	0.13%	0.17%	0.13%
VRSK	D	0.11%	0.19%	0.11%
VTR	C	0.08%	0.24%	0.08%
WAB	B	0.09%	0.2%	0.09%
WAT	C	0.06%	0.21%	0.06%
WBA	F	0.02%	0.11%	0.02%
WDC	D	0.06%	0.15%	0.06%
WELL	C	0.23%	0.23%	0.23%
WM	D	0.23%	0.19%	0.19%
WMB	B	0.16%	0.2%	0.16%
WMT	C	1.01%	0.22%	0.22%
WTW	C	0.09%	0.21%	0.09%
WY	C	0.07%	0.21%	0.07%
WYNN	D	0.02%	0.16%	0.02%
XOM	C	1.48%	0.19%	0.19%
XYL	C	0.09%	0.18%	0.09%
YUM	D	0.11%	0.18%	0.11%
ZBH	F	0.06%	0.19%	0.06%
ZTS	C	0.26%	0.21%	0.21%

EFIV Overweight 0 Positions Relative to RSP

	Symbol	Grade	Weight

EFIV Underweight 180 Positions Relative to RSP

Symbol	Grade	Weight
MMM	B	-0.25%
GEV	B	-0.25%
FICO	B	-0.25%
FFIV	B	-0.24%
BX	B	-0.24%
IBM	B	-0.24%
KVUE	C	-0.24%
SOLV	C	-0.24%
CTSH	C	-0.23%
LNT	B	-0.23%
CCI	C	-0.23%
AEE	C	-0.23%
WEC	C	-0.23%
NI	B	-0.23%
CINF	B	-0.23%
NOW	B	-0.23%
NOC	B	-0.23%
ORCL	C	-0.23%
PM	C	-0.23%
NVR	B	-0.23%
TYL	C	-0.23%
CLX	C	-0.23%
CHTR	D	-0.23%
LMT	C	-0.23%
UHS	B	-0.23%
BLDR	C	-0.23%
PGR	B	-0.23%
FTNT	C	-0.23%
EFX	B	-0.23%
KKR	B	-0.22%
VTRS	D	-0.22%
D	C	-0.22%
PPL	C	-0.22%
PODD	B	-0.22%
MO	C	-0.22%
PKG	B	-0.22%
O	C	-0.22%
MOH	D	-0.22%
EVRG	B	-0.22%
CMS	C	-0.22%
MSI	B	-0.22%
WBD	D	-0.22%
IT	B	-0.22%
PAYC	D	-0.22%
FDX	C	-0.22%
ATO	B	-0.22%
PNW	C	-0.22%
AEP	C	-0.22%
MAA	B	-0.22%
HCA	B	-0.22%
VICI	C	-0.22%
XEL	B	-0.22%
HWM	B	-0.22%
LEN	B	-0.22%
SPG	B	-0.21%
NDSN	C	-0.21%
FAST	C	-0.21%
IP	B	-0.21%
ODFL	D	-0.21%
HII	D	-0.21%
BRK.A	C	-0.21%
MTCH	C	-0.21%
STE	C	-0.21%
ORLY	C	-0.21%
IQV	C	-0.21%
DTE	C	-0.21%
WRB	C	-0.21%
GEHC	C	-0.21%
ESS	B	-0.21%
VZ	B	-0.21%
ZBRA	B	-0.21%
LYV	B	-0.21%
SO	B	-0.21%
FE	C	-0.21%
RTX	C	-0.21%
JNJ	C	-0.21%
DUK	C	-0.21%
GLW	C	-0.21%
BRO	C	-0.21%
CPT	B	-0.21%
ISRG	B	-0.21%
EPAM	F	-0.21%
GD	B	-0.2%
META	B	-0.2%
EMN	B	-0.2%
MNST	D	-0.2%
HSIC	C	-0.2%
TRMB	C	-0.2%
LHX	C	-0.2%
L	C	-0.2%
SNA	C	-0.2%
TDG	B	-0.2%
TMO	B	-0.2%
LDOS	B	-0.2%
DRI	B	-0.2%
GRMN	D	-0.2%
INTU	C	-0.2%
CTLT	B	-0.2%
JNPR	B	-0.2%
PANW	D	-0.2%
VLTO	C	-0.2%
GDDY	C	-0.2%
ANET	B	-0.2%
AZO	D	-0.2%
MPWR	C	-0.2%
PCG	C	-0.2%
KEYS	C	-0.2%
TDY	B	-0.2%
STZ	D	-0.19%
PTC	D	-0.19%
AMZN	C	-0.19%
LUV	C	-0.19%
ROP	C	-0.19%
VRSN	D	-0.19%
VRTX	D	-0.19%
VST	C	-0.19%
TXN	C	-0.19%
NRG	C	-0.19%
EOG	D	-0.19%
DD	B	-0.19%
UAL	C	-0.19%
KMB	D	-0.19%
TXT	D	-0.19%
INVH	C	-0.19%
NFLX	B	-0.19%
BKNG	C	-0.19%
J	C	-0.19%
GNRC	D	-0.19%
ROL	C	-0.19%
BG	D	-0.18%
AVGO	C	-0.18%
VMC	D	-0.18%
COP	D	-0.18%
ADI	C	-0.18%
ALGN	D	-0.18%
CHD	D	-0.18%
STX	C	-0.18%
MRO	C	-0.18%
EXPD	C	-0.18%
AES	C	-0.18%
HON	D	-0.18%
ANSS	D	-0.18%
TECH	C	-0.18%
AOS	D	-0.18%
CDW	D	-0.18%
WST	D	-0.17%
QRVO	F	-0.17%
ENPH	D	-0.17%
CNP	C	-0.17%
STLD	F	-0.17%
F	F	-0.17%
NUE	F	-0.17%
APH	D	-0.17%
CEG	C	-0.17%
SWKS	D	-0.17%
NTAP	D	-0.17%
CPRT	D	-0.17%
MLM	D	-0.17%
WFC	D	-0.17%
MCHP	F	-0.16%
SNPS	D	-0.16%
FSLR	C	-0.16%
NXPI	F	-0.16%
CTRA	D	-0.16%
CDNS	D	-0.16%
BA	F	-0.16%
APA	F	-0.16%
TER	D	-0.16%
JBL	D	-0.16%
MCK	F	-0.16%
CE	F	-0.16%
DPZ	F	-0.15%
ABNB	D	-0.15%
FOXA	B	-0.14%
DLTR	F	-0.13%
DG	F	-0.13%
CRWD	D	-0.13%
DXCM	F	-0.11%
SMCI	F	-0.1%
FOX	B	-0.08%