EFIV vs. RVRB ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Reverb ETF (RVRB)

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

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

RVRB

Reverb ETF

RVRB Description

The fund will invest in equity securities of companies that are publicly listed on one or more major U.S. national securities exchanges and which are among the largest approximately 500 domestic equity companies as determined by the Adviser on the basis of their free float market capitalization (the "Investable Universe"). In managing the fund, the Adviser employs a market "sentiment" based investment strategy, determined in accordance with its own proprietary web-based algorithm (the "Reverberate App" or the "App"), to adjust the weightings of positions in the fund"s portfolio.

Grade (RS Rating)

Last Trade

$31.38

Average Daily Volume

212

Number of Holdings ^*

510

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	RVRB
30 Days	2.81%	3.12%
60 Days	4.79%	5.02%
90 Days	5.59%	7.06%
12 Months	30.64%	31.49%

267 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in RVRB	Overlap
A	D	0.11%	0.07%	0.07%
AAPL	C	9.53%	5.64%	5.64%
ABBV	D	0.84%	0.52%	0.52%
ABT	B	0.56%	0.35%	0.35%
ACN	C	0.65%	0.39%	0.39%
ADBE	C	0.66%	0.41%	0.41%
ADM	D	0.07%	0.04%	0.04%
ADP	B	0.35%	0.21%	0.21%
ADSK	A	0.19%	0.12%	0.12%
AFL	B	0.16%	0.11%	0.11%
AIG	B	0.14%	0.09%	0.09%
AJG	B	0.18%	0.11%	0.11%
AKAM	D	0.04%	0.01%	0.01%
ALB	C	0.04%	0.01%	0.01%
ALL	A	0.15%	0.09%	0.09%
AMAT	F	0.42%	0.27%	0.27%
AMCR	D	0.04%	0.02%	0.02%
AMD	F	0.63%	0.39%	0.39%
AME	A	0.13%	0.09%	0.09%
AMGN	D	0.45%	0.28%	0.28%
AMP	A	0.15%	0.11%	0.11%
AMT	D	0.25%	0.16%	0.16%
AON	A	0.23%	0.14%	0.14%
APD	A	0.19%	0.12%	0.12%
APTV	D	0.04%	0.02%	0.02%
ARE	D	0.05%	0.03%	0.03%
AVB	B	0.09%	0.06%	0.06%
AVY	D	0.05%	0.03%	0.03%
AWK	D	0.07%	0.04%	0.04%
AXON	A	0.12%	0.04%	0.04%
AXP	A	0.45%	0.37%	0.37%
BAC	A	0.86%	0.6%	0.6%
BALL	D	0.05%	0.04%	0.04%
BAX	D	0.05%	0.03%	0.03%
BBY	D	0.05%	0.04%	0.04%
BDX	F	0.19%	0.12%	0.12%
BIIB	F	0.07%	0.04%	0.04%
BK	A	0.16%	0.1%	0.1%
BKR	B	0.12%	0.08%	0.08%
BLK	C	0.4%	0.27%	0.27%
BMY	B	0.33%	0.21%	0.21%
BR	A	0.07%	0.04%	0.04%
BSX	B	0.36%	0.24%	0.24%
C	A	0.37%	0.23%	0.23%
CAG	D	0.04%	0.01%	0.01%
CAH	B	0.09%	0.05%	0.05%
CARR	D	0.18%	0.12%	0.12%
CAT	B	0.52%	0.35%	0.35%
CB	C	0.3%	0.2%	0.2%
CBRE	B	0.11%	0.07%	0.07%
CCL	B	0.07%	0.06%	0.06%
CF	B	0.04%	0.02%	0.02%
CFG	B	0.06%	0.04%	0.04%
CI	F	0.26%	0.17%	0.17%
CL	D	0.21%	0.13%	0.13%
CMCSA	B	0.47%	0.3%	0.3%
CMG	B	0.23%	0.16%	0.16%
CMI	A	0.14%	0.09%	0.09%
CNC	D	0.09%	0.06%	0.06%
COF	B	0.2%	0.12%	0.12%
COR	B	0.12%	0.08%	0.08%
COST	B	1.15%	0.77%	0.77%
CPAY	A	0.07%	0.05%	0.05%
CPB	D	0.02%	0.01%	0.01%
CRM	B	0.92%	0.55%	0.55%
CSCO	B	0.66%	0.41%	0.41%
CSGP	D	0.09%	0.05%	0.05%
CSX	B	0.2%	0.13%	0.13%
CTAS	B	0.21%	0.17%	0.17%
CTVA	C	0.11%	0.07%	0.07%
CVS	D	0.19%	0.12%	0.12%
CVX	A	0.75%	0.52%	0.52%
DAL	C	0.12%	0.07%	0.07%
DE	A	0.28%	0.2%	0.2%
DFS	B	0.12%	0.08%	0.08%
DGX	A	0.05%	0.03%	0.03%
DHI	D	0.13%	0.09%	0.09%
DHR	F	0.43%	0.31%	0.31%
DIS	B	0.52%	0.34%	0.34%
DLR	B	0.15%	0.1%	0.1%
DOV	A	0.08%	0.05%	0.05%
DOW	F	0.09%	0.06%	0.06%
DVN	F	0.07%	0.05%	0.05%
EA	A	0.11%	0.07%	0.07%
EBAY	D	0.08%	0.06%	0.06%
ECL	D	0.18%	0.13%	0.13%
ED	D	0.09%	0.06%	0.06%
EG	C	0.04%	0.02%	0.02%
EL	F	0.04%	0.04%	0.04%
ELV	F	0.27%	0.16%	0.16%
EMR	A	0.21%	0.13%	0.13%
EQIX	A	0.24%	0.17%	0.17%
EQR	B	0.07%	0.05%	0.05%
EQT	B	0.07%	0.02%	0.02%
ES	D	0.06%	0.04%	0.04%
ETN	A	0.41%	0.26%	0.26%
ETR	B	0.09%	0.06%	0.06%
EW	C	0.11%	0.07%	0.07%
EXC	C	0.11%	0.07%	0.07%
EXPE	B	0.06%	0.05%	0.05%
EXR	D	0.1%	0.06%	0.06%
FANG	D	0.09%	0.06%	0.06%
FCX	D	0.17%	0.11%	0.11%
FDS	B	0.05%	0.03%	0.03%
FI	A	0.34%	0.23%	0.23%
FIS	C	0.14%	0.09%	0.09%
FMC	D	0.02%	0.01%	0.01%
FTV	C	0.07%	0.05%	0.05%
GE	D	0.55%	0.34%	0.34%
GILD	C	0.32%	0.2%	0.2%
GIS	D	0.1%	0.06%	0.06%
GM	B	0.18%	0.11%	0.11%
GOOGL	C	2.92%	4.05%	2.92%
GPC	D	0.05%	0.03%	0.03%
GPN	B	0.08%	0.05%	0.05%
GS	A	0.52%	0.34%	0.34%
GWW	B	0.15%	0.08%	0.08%
HAL	C	0.07%	0.05%	0.05%
HBAN	A	0.07%	0.04%	0.04%
HD	A	1.13%	0.75%	0.75%
HES	B	0.11%	0.08%	0.08%
HIG	B	0.1%	0.06%	0.06%
HLT	A	0.17%	0.11%	0.11%
HOLX	D	0.05%	0.03%	0.03%
HPE	B	0.08%	0.05%	0.05%
HPQ	B	0.1%	0.06%	0.06%
HRL	D	0.02%	0.03%	0.02%
HSY	F	0.08%	0.07%	0.07%
HUBB	B	0.07%	0.03%	0.03%
HUM	C	0.1%	0.05%	0.05%
ICE	C	0.25%	0.16%	0.16%
IDXX	F	0.1%	0.05%	0.05%
IEX	B	0.05%	0.01%	0.01%
IFF	D	0.06%	0.04%	0.04%
INCY	C	0.04%	0.01%	0.01%
INTC	D	0.3%	0.18%	0.18%
IR	B	0.12%	0.07%	0.07%
IRM	D	0.09%	0.06%	0.06%
ITW	B	0.21%	0.14%	0.14%
JBHT	C	0.04%	0.04%	0.04%
JCI	C	0.16%	0.1%	0.1%
JPM	A	1.91%	1.18%	1.18%
K	A	0.06%	0.05%	0.05%
KDP	D	0.11%	0.08%	0.08%
KEY	B	0.05%	0.02%	0.02%
KHC	F	0.08%	0.07%	0.07%
KLAC	D	0.24%	0.17%	0.17%
KMI	A	0.14%	0.11%	0.11%
KO	D	0.68%	0.5%	0.5%
KR	B	0.11%	0.08%	0.08%
LIN	D	0.61%	0.38%	0.38%
LKQ	D	0.03%	0.01%	0.01%
LLY	F	1.79%	1.31%	1.31%
LOW	D	0.43%	0.28%	0.28%
LRCX	F	0.27%	0.19%	0.19%
LULU	C	0.1%	0.06%	0.06%
LVS	C	0.05%	0.07%	0.05%
LW	C	0.03%	0.01%	0.01%
LYB	F	0.06%	0.05%	0.05%
MA	C	1.2%	0.87%	0.87%
MAR	B	0.19%	0.14%	0.14%
MAS	D	0.05%	0.03%	0.03%
MCD	D	0.59%	0.36%	0.36%
MCO	B	0.21%	0.15%	0.15%
MDLZ	F	0.25%	0.16%	0.16%
MDT	D	0.31%	0.2%	0.2%
MET	A	0.13%	0.11%	0.11%
MGM	D	0.02%	0.01%	0.01%
MKC	D	0.05%	0.04%	0.04%
MMC	B	0.31%	0.2%	0.2%
MOS	F	0.02%	0.01%	0.01%
MPC	D	0.15%	0.09%	0.09%
MRK	F	0.7%	0.35%	0.35%
MRNA	F	0.04%	0.03%	0.03%
MS	A	0.46%	0.38%	0.38%
MSCI	C	0.14%	0.08%	0.08%
MSFT	F	8.8%	6.29%	6.29%
MTB	A	0.1%	0.07%	0.07%
MTD	D	0.07%	0.08%	0.07%
MU	D	0.31%	0.2%	0.2%
NDAQ	A	0.09%	0.08%	0.08%
NEE	D	0.42%	0.27%	0.27%
NEM	D	0.13%	0.08%	0.08%
NKE	D	0.26%	0.21%	0.21%
NSC	B	0.17%	0.1%	0.1%
NTRS	A	0.06%	0.04%	0.04%
NVDA	C	10.02%	6.15%	6.15%
OMC	C	0.06%	0.03%	0.03%
ON	D	0.08%	0.05%	0.05%
OTIS	C	0.11%	0.07%	0.07%
OXY	D	0.1%	0.08%	0.08%
PAYX	C	0.13%	0.09%	0.09%
PCAR	B	0.17%	0.11%	0.11%
PEG	A	0.12%	0.08%	0.08%
PEP	F	0.63%	0.39%	0.39%
PFG	D	0.05%	0.04%	0.04%
PG	A	1.09%	0.69%	0.69%
PH	A	0.25%	0.18%	0.18%
PHM	D	0.07%	0.05%	0.05%
PLD	D	0.3%	0.18%	0.18%
PNC	B	0.23%	0.15%	0.15%
PPG	F	0.08%	0.06%	0.06%
PRU	A	0.12%	0.08%	0.08%
PSA	D	0.15%	0.11%	0.11%
PSX	C	0.15%	0.1%	0.1%
PWR	A	0.13%	0.08%	0.08%
PYPL	B	0.25%	0.16%	0.16%
QCOM	F	0.5%	0.32%	0.32%
RCL	A	0.15%	0.1%	0.1%
REGN	F	0.24%	0.15%	0.15%
RF	A	0.07%	0.04%	0.04%
RJF	A	0.08%	0.06%	0.06%
RMD	C	0.1%	0.06%	0.06%
ROK	B	0.09%	0.06%	0.06%
ROST	C	0.13%	0.08%	0.08%
RSG	A	0.12%	0.12%	0.12%
RVTY	F	0.04%	0.01%	0.01%
SBAC	D	0.06%	0.04%	0.04%
SBUX	A	0.32%	0.19%	0.19%
SCHW	B	0.33%	0.2%	0.2%
SHW	A	0.25%	0.17%	0.17%
SJM	D	0.03%	0.01%	0.01%
SPGI	C	0.45%	0.29%	0.29%
SRE	A	0.16%	0.1%	0.1%
STT	A	0.08%	0.05%	0.05%
SW	A	0.07%	0.02%	0.02%
SYK	C	0.37%	0.25%	0.25%
SYY	B	0.11%	0.07%	0.07%
T	A	0.45%	0.28%	0.28%
TFC	A	0.17%	0.11%	0.11%
TGT	F	0.2%	0.13%	0.13%
TJX	A	0.38%	0.25%	0.25%
TMUS	B	0.33%	0.46%	0.33%
TRGP	B	0.12%	0.07%	0.07%
TROW	B	0.07%	0.05%	0.05%
TRV	B	0.16%	0.1%	0.1%
TSCO	D	0.08%	0.05%	0.05%
TSLA	B	2.55%	1.62%	1.62%
TSN	B	0.05%	0.04%	0.04%
TT	A	0.26%	0.16%	0.16%
TTWO	A	0.08%	0.06%	0.06%
UBER	D	0.42%	0.26%	0.26%
ULTA	F	0.05%	0.02%	0.02%
UNH	C	1.56%	0.95%	0.95%
UNP	C	0.41%	0.26%	0.26%
UPS	C	0.27%	0.2%	0.2%
URI	B	0.16%	0.11%	0.11%
USB	A	0.22%	0.14%	0.14%
V	A	1.44%	1.19%	1.19%
VLO	C	0.12%	0.08%	0.08%
VRSK	A	0.11%	0.07%	0.07%
VTR	C	0.07%	0.04%	0.04%
WAB	B	0.1%	0.06%	0.06%
WAT	B	0.06%	0.05%	0.05%
WBA	F	0.02%	0.01%	0.01%
WDC	D	0.06%	0.04%	0.04%
WELL	A	0.22%	0.15%	0.15%
WM	A	0.23%	0.16%	0.16%
WMB	A	0.19%	0.12%	0.12%
WMT	A	1.03%	1.23%	1.03%
WTW	B	0.09%	0.06%	0.06%
WY	D	0.06%	0.04%	0.04%
XOM	B	1.5%	0.9%	0.9%
XYL	D	0.08%	0.05%	0.05%
YUM	B	0.11%	0.07%	0.07%
ZBH	C	0.06%	0.04%	0.04%
ZTS	D	0.22%	0.15%	0.15%

EFIV Overweight 46 Positions Relative to RVRB

Symbol	Grade	Weight
GOOG	C	2.42%
CME	A	0.23%
OKE	A	0.18%
SLB	C	0.17%
ACGL	D	0.11%
EIX	B	0.09%
FITB	A	0.09%
DECK	A	0.08%
SYF	B	0.07%
CBOE	B	0.06%
KIM	A	0.05%
PNR	A	0.05%
JKHY	D	0.04%
POOL	C	0.04%
CHRW	C	0.04%
SWK	D	0.04%
UDR	B	0.04%
DOC	D	0.04%
TFX	F	0.03%
GL	B	0.03%
MKTX	D	0.03%
NWSA	B	0.03%
CRL	C	0.03%
IPG	D	0.03%
AIZ	A	0.03%
TAP	C	0.03%
BXP	D	0.03%
TPR	B	0.03%
NCLH	B	0.03%
REG	B	0.03%
KMX	B	0.03%
ALLE	D	0.03%
DAY	B	0.03%
HST	C	0.03%
PARA	C	0.02%
BEN	C	0.02%
DVA	B	0.02%
MHK	D	0.02%
BWA	D	0.02%
IVZ	B	0.02%
WYNN	D	0.02%
RL	B	0.02%
HAS	D	0.02%
CZR	F	0.02%
FRT	B	0.02%
NWS	B	0.01%

EFIV Underweight 243 Positions Relative to RVRB

Symbol	Grade	Weight
AMZN	C	-4.4%
META	D	-2.4%
BRK.A	B	-1.65%
AVGO	D	-1.32%
ORCL	B	-0.9%
NFLX	A	-0.64%
JNJ	D	-0.46%
WFC	A	-0.45%
NOW	A	-0.4%
INTU	C	-0.36%
PM	B	-0.35%
TMO	F	-0.34%
ISRG	A	-0.34%
TXN	C	-0.33%
IBM	C	-0.33%
BKNG	A	-0.32%
VZ	C	-0.29%
RTX	C	-0.27%
PGR	A	-0.26%
PFE	D	-0.25%
PLTR	B	-0.24%
KKR	A	-0.24%
LMT	D	-0.24%
SHOP	B	-0.24%
PANW	C	-0.23%
COP	C	-0.23%
BX	A	-0.23%
VRTX	F	-0.22%
ANET	C	-0.22%
HON	B	-0.21%
ADI	D	-0.19%
GEV	B	-0.17%
APO	B	-0.17%
MO	A	-0.17%
SO	D	-0.17%
TD	F	-0.17%
CDNS	B	-0.16%
MCK	B	-0.16%
ORLY	B	-0.16%
APH	A	-0.16%
MSI	B	-0.16%
TDG	D	-0.16%
DELL	C	-0.16%
APP	B	-0.16%
ABNB	C	-0.15%
FICO	B	-0.15%
DUK	C	-0.15%
SPOT	B	-0.15%
CRWD	B	-0.15%
HCA	F	-0.15%
EOG	A	-0.14%
MRVL	B	-0.14%
SNPS	B	-0.14%
BA	F	-0.14%
SCCO	F	-0.14%
COIN	C	-0.13%
MMM	D	-0.13%
NOC	D	-0.13%
CEG	D	-0.13%
FDX	B	-0.13%
NU	C	-0.13%
FTNT	C	-0.13%
MELI	D	-0.12%
EPD	A	-0.12%
WDAY	B	-0.12%
DASH	A	-0.12%
ROP	B	-0.11%
TEAM	A	-0.11%
CPRT	A	-0.1%
PCG	A	-0.1%
MNST	C	-0.1%
NXPI	D	-0.1%
CHTR	C	-0.1%
SPG	B	-0.1%
ET	A	-0.1%
TTD	B	-0.1%
FLUT	A	-0.09%
ODFL	B	-0.09%
MPLX	A	-0.09%
VST	B	-0.09%
O	D	-0.09%
AEP	D	-0.09%
SQ	B	-0.09%
MLM	B	-0.08%
STZ	D	-0.08%
VRT	B	-0.08%
F	C	-0.08%
CCI	D	-0.08%
LHX	C	-0.08%
CPNG	D	-0.08%
HWM	A	-0.08%
LNG	B	-0.08%
KVUE	A	-0.08%
LEN	D	-0.08%
WCN	A	-0.08%
D	C	-0.08%
DDOG	A	-0.08%
FAST	B	-0.08%
KMB	D	-0.08%
IQV	D	-0.07%
CCEP	C	-0.07%
NUE	C	-0.07%
ALNY	D	-0.07%
GRMN	B	-0.07%
IT	C	-0.07%
GEHC	F	-0.07%
STLA	F	-0.07%
XEL	A	-0.07%
GLW	B	-0.07%
CTSH	B	-0.07%
VMC	B	-0.07%
SNOW	C	-0.07%
WEC	A	-0.06%
BRO	B	-0.06%
LYV	A	-0.06%
VICI	C	-0.06%
VEEV	C	-0.06%
NET	B	-0.06%
RBLX	C	-0.06%
MCHP	D	-0.06%
DD	D	-0.06%
NTAP	C	-0.05%
DTE	C	-0.05%
AEE	A	-0.05%
VLTO	D	-0.05%
CDW	F	-0.05%
GDDY	A	-0.05%
ZM	B	-0.05%
CHD	B	-0.05%
KEYS	A	-0.05%
TW	A	-0.05%
EFX	F	-0.05%
IOT	A	-0.05%
DXCM	D	-0.05%
GOLD	D	-0.05%
ZS	C	-0.05%
ARES	A	-0.05%
HEI	B	-0.05%
LUV	C	-0.04%
STLD	B	-0.04%
VRSN	F	-0.04%
J	F	-0.04%
ILMN	D	-0.04%
INVH	D	-0.04%
AER	B	-0.04%
PTC	A	-0.04%
FOX	A	-0.04%
MPWR	F	-0.04%
ATO	A	-0.04%
MDB	C	-0.04%
STX	D	-0.04%
FSLR	F	-0.04%
CINF	A	-0.04%
MOH	F	-0.04%
TYL	B	-0.04%
BAH	F	-0.04%
GFS	C	-0.04%
STM	F	-0.04%
FE	C	-0.04%
STE	F	-0.04%
PHG	D	-0.04%
LDOS	C	-0.04%
WST	C	-0.04%
CQP	B	-0.04%
WBD	C	-0.04%
ANSS	B	-0.04%
HUBS	A	-0.04%
PPL	B	-0.04%
ROL	B	-0.04%
DKS	C	-0.03%
ICLR	D	-0.03%
AVTR	F	-0.03%
ERIE	D	-0.03%
TXT	D	-0.03%
ALGN	D	-0.03%
CSL	C	-0.03%
UAL	A	-0.03%
DG	F	-0.03%
MAA	B	-0.03%
TDY	B	-0.03%
CVNA	B	-0.03%
CRBG	B	-0.03%
L	A	-0.03%
CLX	B	-0.03%
DRI	B	-0.03%
WLK	D	-0.03%
WSO	A	-0.03%
PINS	D	-0.03%
TER	D	-0.03%
CHKP	D	-0.03%
CTRA	B	-0.03%
DKNG	B	-0.03%
MT	B	-0.03%
CMS	C	-0.03%
CNP	B	-0.03%
BLDR	D	-0.03%
PKG	A	-0.02%
YUMC	C	-0.02%
LH	C	-0.02%
WRB	A	-0.02%
SNAP	C	-0.02%
JBL	B	-0.02%
CHWY	B	-0.02%
PODD	C	-0.02%
WSM	B	-0.02%
BURL	A	-0.02%
NRG	B	-0.02%
IP	B	-0.02%
ESS	B	-0.02%
RS	B	-0.02%
LPLA	A	-0.02%
DLTR	F	-0.02%
SMCI	F	-0.02%
EXPD	D	-0.02%
SUI	D	-0.02%
HOOD	B	-0.02%
CELH	F	-0.01%
IEP	F	-0.01%
ETSY	D	-0.01%
U	C	-0.01%
ENPH	F	-0.01%
AAL	B	-0.01%
AES	F	-0.01%
SIRI	C	-0.01%
RIVN	F	-0.01%
CE	F	-0.01%
EXAS	D	-0.01%
RPRX	D	-0.01%
OKTA	C	-0.01%
WPC	D	-0.01%
SWKS	F	-0.01%
BG	F	-0.01%
AGR	B	-0.01%
CNH	C	-0.01%
BSY	D	-0.01%
BMRN	D	-0.01%
TRMB	B	-0.01%
DT	C	-0.01%
PAYC	B	-0.01%
MRO	B	-0.01%
WMG	C	-0.01%
FTRE	D	-0.0%
LCID	F	-0.0%