EFIV vs. SCHI ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Schwab 5-10 Year Corporate Bond ETF (SCHI)
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
SCHI

Schwab 5-10 Year Corporate Bond ETF

SCHI Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 5-10 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$46.22

Average Daily Volume

539,316

Number of Holdings *

471

* may have additional holdings in another (foreign) market
Performance
Period EFIV SCHI
30 Days 1.58% 1.70%
60 Days 2.96% 4.65%
90 Days 4.08% 5.17%
12 Months 29.90% 13.31%
232 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in SCHI Overlap
A C 0.12% 0.01% 0.01%
AAL D 0.02% 0.01% 0.01%
AAPL C 9.5% 0.06% 0.06%
ABBV C 1.01% 0.09% 0.09%
ABT C 0.6% 0.03% 0.03%
ACGL C 0.12% 0.02% 0.02%
ADBE F 0.78% 0.05% 0.05%
ADM D 0.09% 0.05% 0.05%
ADP B 0.34% 0.05% 0.05%
ADSK C 0.16% 0.02% 0.02%
AFL C 0.17% 0.02% 0.02%
AIG D 0.14% 0.02% 0.02%
AIZ B 0.03% 0.02% 0.02%
ALL B 0.14% 0.02% 0.02%
ALLE B 0.04% 0.02% 0.02%
AMAT D 0.45% 0.11% 0.11%
AMCR B 0.05% 0.05% 0.05%
AMGN B 0.52% 0.06% 0.06%
AMT C 0.33% 0.02% 0.02%
AON B 0.22% 0.03% 0.03%
APD B 0.18% 0.02% 0.02%
APTV D 0.05% 0.02% 0.02%
ARE C 0.06% 0.02% 0.02%
AVB B 0.1% 0.01% 0.01%
AVY C 0.05% 0.02% 0.02%
AWK B 0.08% 0.01% 0.01%
AXP B 0.43% 0.11% 0.11%
BAC D 0.78% 0.03% 0.03%
BAX C 0.06% 0.03% 0.03%
BBY C 0.06% 0.02% 0.02%
BDX D 0.2% 0.03% 0.03%
BEN F 0.02% 0.03% 0.02%
BIIB F 0.09% 0.07% 0.07%
BK B 0.15% 0.02% 0.02%
BLK B 0.37% 0.03% 0.03%
BMY C 0.29% 0.04% 0.04%
BR D 0.07% 0.03% 0.03%
BSX B 0.36% 0.03% 0.03%
BWA D 0.02% 0.07% 0.02%
BXP B 0.03% 0.03% 0.03%
C C 0.32% 0.03% 0.03%
CAG C 0.04% 0.04% 0.04%
CAH C 0.08% 0.08% 0.08%
CARR B 0.19% 0.02% 0.02%
CAT B 0.49% 0.03% 0.03%
CB B 0.35% 0.06% 0.06%
CBOE C 0.06% 0.03% 0.03%
CFG C 0.05% 0.02% 0.02%
CHRW B 0.03% 0.05% 0.03%
CI C 0.3% 0.03% 0.03%
CMCSA D 0.46% 0.04% 0.04%
CME C 0.23% 0.03% 0.03%
CMI C 0.12% 0.05% 0.05%
COF B 0.16% 0.05% 0.05%
COST B 1.2% 0.02% 0.02%
CPB C 0.03% 0.02% 0.02%
CRM D 0.73% 0.07% 0.07%
CSX D 0.19% 0.03% 0.03%
CTAS B 0.21% 0.05% 0.05%
CTVA B 0.11% 0.03% 0.03%
CVS D 0.21% 0.03% 0.03%
CVX D 0.71% 0.03% 0.03%
DAL C 0.08% 0.04% 0.04%
DE B 0.3% 0.01% 0.01%
DFS B 0.09% 0.02% 0.02%
DGX B 0.05% 0.05% 0.05%
DHI B 0.17% 0.03% 0.03%
DHR B 0.53% 0.05% 0.05%
DIS D 0.48% 0.02% 0.02%
DLR B 0.15% 0.03% 0.03%
DOC C 0.05% 0.02% 0.02%
DOV B 0.08% 0.02% 0.02%
DOW D 0.1% 0.02% 0.02%
DVN F 0.07% 0.02% 0.02%
EA D 0.1% 0.03% 0.03%
EBAY B 0.1% 0.03% 0.03%
ECL B 0.19% 0.01% 0.01%
ED C 0.11% 0.01% 0.01%
EIX C 0.1% 0.02% 0.02%
EL F 0.06% 0.03% 0.03%
EMR D 0.17% 0.04% 0.04%
EQIX C 0.25% 0.01% 0.01%
EQR B 0.08% 0.02% 0.02%
ES C 0.07% 0.01% 0.01%
ETN C 0.36% 0.04% 0.04%
ETR B 0.08% 0.01% 0.01%
EW F 0.12% 0.03% 0.03%
EXC C 0.12% 0.01% 0.01%
EXPE C 0.05% 0.03% 0.03%
EXR B 0.11% 0.02% 0.02%
FANG D 0.09% 0.03% 0.03%
FIS B 0.14% 0.03% 0.03%
FITB B 0.08% 0.05% 0.05%
FMC C 0.02% 0.03% 0.02%
FRT C 0.03% 0.02% 0.02%
GE B 0.55% 0.06% 0.06%
GILD B 0.31% 0.04% 0.04%
GIS B 0.12% 0.03% 0.03%
GL C 0.03% 0.02% 0.02%
GM C 0.16% 0.01% 0.01%
GOOGL D 2.69% 0.06% 0.06%
GPC D 0.06% 0.02% 0.02%
GPN D 0.08% 0.05% 0.05%
GS C 0.45% 0.05% 0.05%
HAL F 0.07% 0.06% 0.06%
HAS B 0.03% 0.03% 0.03%
HBAN B 0.06% 0.03% 0.03%
HD B 1.1% 0.03% 0.03%
HES F 0.1% 0.05% 0.05%
HIG B 0.1% 0.03% 0.03%
HPQ D 0.08% 0.02% 0.02%
HRL C 0.03% 0.03% 0.03%
HST C 0.04% 0.03% 0.03%
HSY C 0.09% 0.02% 0.02%
HUBB B 0.06% 0.02% 0.02%
HUM F 0.12% 0.02% 0.02%
ICE C 0.27% 0.03% 0.03%
IEX D 0.04% 0.04% 0.04%
IFF B 0.08% 0.03% 0.03%
INTC F 0.24% 0.06% 0.06%
IPG C 0.03% 0.03% 0.03%
ITW C 0.2% 0.04% 0.04%
JCI B 0.14% 0.04% 0.04%
JPM D 1.75% 0.04% 0.04%
K B 0.06% 0.03% 0.03%
KDP B 0.11% 0.02% 0.02%
KEY B 0.04% 0.08% 0.04%
KIM C 0.05% 0.01% 0.01%
KLAC D 0.29% 0.06% 0.06%
KMI B 0.12% 0.02% 0.02%
KO C 0.82% 0.01% 0.01%
KR C 0.11% 0.03% 0.03%
LIN B 0.66% 0.03% 0.03%
LLY C 2.21% 0.01% 0.01%
LOW B 0.43% 0.04% 0.04%
LRCX F 0.29% 0.05% 0.05%
LVS D 0.04% 0.04% 0.04%
LYB D 0.07% 0.02% 0.02%
MA B 1.2% 0.02% 0.02%
MAR C 0.17% 0.01% 0.01%
MAS B 0.05% 0.05% 0.05%
MCD B 0.62% 0.03% 0.03%
MCO B 0.22% 0.02% 0.02%
MDLZ B 0.29% 0.03% 0.03%
MDT C 0.35% 0.03% 0.03%
MET B 0.14% 0.05% 0.05%
MHK C 0.02% 0.01% 0.01%
MKC C 0.06% 0.02% 0.02%
MMC C 0.34% 0.05% 0.05%
MOS F 0.02% 0.05% 0.02%
MPC F 0.17% 0.02% 0.02%
MRK D 0.86% 0.03% 0.03%
MS D 0.36% 0.11% 0.11%
MSFT C 9.39% 0.23% 0.23%
MU F 0.29% 0.04% 0.04%
NDAQ A 0.09% 0.03% 0.03%
NEE C 0.51% 0.02% 0.02%
NEM B 0.18% 0.04% 0.04%
NKE D 0.28% 0.03% 0.03%
NSC C 0.17% 0.03% 0.03%
NTRS A 0.05% 0.03% 0.03%
NVDA D 8.67% 0.07% 0.07%
OKE B 0.16% 0.02% 0.02%
OMC B 0.06% 0.03% 0.03%
OTIS C 0.11% 0.04% 0.04%
PEG B 0.12% 0.02% 0.02%
PEP C 0.72% 0.03% 0.03%
PFE C 0.49% 0.04% 0.04%
PFG B 0.05% 0.01% 0.01%
PG C 1.21% 0.03% 0.03%
PH B 0.22% 0.02% 0.02%
PHM B 0.08% 0.03% 0.03%
PLD C 0.36% 0.02% 0.02%
PNC B 0.21% 0.03% 0.03%
PNR B 0.04% 0.04% 0.04%
PPG D 0.09% 0.02% 0.02%
PRU C 0.12% 0.02% 0.02%
PSA B 0.17% 0.03% 0.03%
PSX F 0.16% 0.04% 0.04%
PWR B 0.12% 0.05% 0.05%
PYPL B 0.22% 0.03% 0.03%
QCOM D 0.55% 0.04% 0.04%
REG C 0.04% 0.02% 0.02%
REGN C 0.37% 0.06% 0.06%
RJF C 0.06% 0.04% 0.04%
RL C 0.02% 0.04% 0.02%
ROK D 0.09% 0.02% 0.02%
ROST C 0.15% 0.02% 0.02%
RSG D 0.12% 0.0% 0.0%
SBUX C 0.33% 0.01% 0.01%
SCHW D 0.27% 0.01% 0.01%
SHW B 0.26% 0.03% 0.03%
SJM C 0.04% 0.02% 0.02%
SLB F 0.17% 0.06% 0.06%
SPGI B 0.49% 0.02% 0.02%
SRE C 0.15% 0.02% 0.02%
STT A 0.07% 0.03% 0.03%
SWK B 0.04% 0.02% 0.02%
SYF C 0.06% 0.04% 0.04%
SYK C 0.37% 0.01% 0.01%
SYY D 0.11% 0.03% 0.03%
T C 0.46% 0.07% 0.07%
TEL D 0.13% 0.02% 0.02%
TFC C 0.16% 0.01% 0.01%
TGT C 0.2% 0.05% 0.05%
TJX B 0.39% 0.03% 0.03%
TMUS C 0.31% 0.1% 0.1%
TPR C 0.03% 0.04% 0.03%
TSCO C 0.09% 0.04% 0.04%
TSN C 0.05% 0.13% 0.05%
TT B 0.24% 0.07% 0.07%
UDR C 0.04% 0.02% 0.02%
UNH C 1.6% 0.03% 0.03%
UNP C 0.45% 0.02% 0.02%
UPS D 0.28% 0.02% 0.02%
URI B 0.14% 0.05% 0.05%
USB B 0.2% 0.04% 0.04%
V C 1.33% 0.01% 0.01%
VLO F 0.13% 0.04% 0.04%
VRSK D 0.11% 0.05% 0.05%
VTR C 0.08% 0.01% 0.01%
WAB B 0.09% 0.04% 0.04%
WBA F 0.02% 0.02% 0.02%
WELL C 0.23% 0.03% 0.03%
WM D 0.23% 0.03% 0.03%
WMB B 0.16% 0.02% 0.02%
WMT C 1.01% 0.03% 0.03%
WY C 0.07% 0.03% 0.03%
XOM C 1.48% 0.05% 0.05%
XYL C 0.09% 0.02% 0.02%
ZBH F 0.06% 0.05% 0.05%
ZTS C 0.26% 0.03% 0.03%
EFIV Overweight 84 Positions Relative to SCHI
Symbol Grade Weight
GOOG D 2.25%
TSLA C 1.89%
AMD D 0.72%
ACN C 0.65%
CSCO C 0.59%
UBER C 0.42%
ELV C 0.38%
CL D 0.26%
CMG C 0.23%
AJG D 0.19%
FCX D 0.18%
TRV C 0.16%
HLT B 0.16%
PCAR D 0.15%
PAYX C 0.13%
AMP A 0.13%
GWW B 0.13%
MSCI C 0.13%
RCL B 0.12%
CNC D 0.12%
IDXX C 0.12%
CBRE A 0.11%
IR C 0.11%
RMD C 0.11%
YUM D 0.11%
AME C 0.11%
TRGP B 0.1%
BKR C 0.1%
IRM C 0.1%
OXY F 0.1%
WTW C 0.09%
ON D 0.09%
LULU D 0.09%
MTD D 0.09%
CSGP D 0.09%
FTV C 0.08%
SBAC C 0.08%
AXON B 0.08%
MTB B 0.08%
KHC C 0.08%
CPAY B 0.07%
SW B 0.07%
MRNA F 0.07%
TROW D 0.07%
TTWO C 0.07%
DECK C 0.07%
WAT C 0.06%
HOLX B 0.06%
EQT D 0.06%
RF B 0.06%
BALL C 0.06%
WDC D 0.06%
HPE D 0.06%
EG C 0.05%
CCL C 0.05%
FDS C 0.05%
ULTA D 0.05%
KMX D 0.04%
JKHY B 0.04%
JBHT D 0.04%
POOL C 0.04%
CF C 0.04%
AKAM D 0.04%
DAY D 0.03%
LW D 0.03%
MGM F 0.03%
NWSA D 0.03%
CRL F 0.03%
TAP D 0.03%
MKTX C 0.03%
ALB D 0.03%
LKQ F 0.03%
INCY C 0.03%
TFX C 0.03%
BBWI F 0.02%
ETSY F 0.02%
BIO C 0.02%
IVZ B 0.02%
WYNN D 0.02%
CZR C 0.02%
NCLH C 0.02%
DVA B 0.02%
NWS D 0.01%
PARA F 0.01%
EFIV Underweight 239 Positions Relative to SCHI
Symbol Grade Weight
DT C -0.26%
DD B -0.13%
EQH C -0.1%
TD B -0.09%
LDOS B -0.09%
NOW B -0.08%
MRO C -0.07%
DLTR F -0.07%
ARCC B -0.07%
KOF D -0.07%
QRVO F -0.07%
BMO C -0.07%
NXPI F -0.07%
BABA B -0.07%
XRAY D -0.06%
PKG B -0.06%
INTU C -0.06%
CNO B -0.06%
JD C -0.06%
BIDU D -0.06%
LH C -0.06%
CHTR D -0.06%
NOC B -0.06%
HCA B -0.06%
DB B -0.06%
NWG C -0.06%
AMZN C -0.06%
HSBC B -0.06%
VRSN D -0.05%
STE C -0.05%
GP D -0.05%
NVR B -0.05%
EMN B -0.05%
BDN B -0.05%
OC D -0.05%
TRMB C -0.05%
LEN B -0.05%
EFX B -0.05%
EPR B -0.05%
TXN C -0.05%
O C -0.05%
GSK C -0.05%
AER B -0.05%
VOD C -0.05%
FHN D -0.04%
SWX C -0.04%
BNS B -0.04%
FLO C -0.04%
RYN C -0.04%
UHS B -0.04%
DOX C -0.04%
INGR B -0.04%
BC C -0.04%
CUBE B -0.04%
EOG D -0.04%
EXP B -0.04%
GXO D -0.04%
RPRX C -0.04%
FLEX C -0.04%
PAA C -0.04%
CPT B -0.04%
NI B -0.04%
BHF F -0.04%
MPLX B -0.04%
JNJ C -0.04%
MO C -0.04%
SITC D -0.03%
PPL C -0.03%
SCS D -0.03%
KEX C -0.03%
INVH C -0.03%
NHI C -0.03%
RS D -0.03%
BNL B -0.03%
SNX D -0.03%
WPC C -0.03%
BRO C -0.03%
ADC C -0.03%
HP F -0.03%
AVT C -0.03%
SWKS D -0.03%
KSS F -0.03%
AAT B -0.03%
SKT B -0.03%
JNPR B -0.03%
ADI C -0.03%
DRI B -0.03%
LNC D -0.03%
HIW B -0.03%
MCY D -0.03%
NUE F -0.03%
CMA B -0.03%
BKU C -0.03%
NOV F -0.03%
CTRA D -0.03%
MAA B -0.03%
PGR B -0.03%
FNF B -0.03%
ESGR D -0.03%
BRX B -0.03%
AES C -0.03%
APH D -0.03%
LHX C -0.03%
VNT F -0.03%
TDY B -0.03%
BG D -0.03%
SPG B -0.03%
OHI B -0.03%
GD B -0.03%
FOXA B -0.03%
AZN D -0.03%
MUFG D -0.03%
ORCL C -0.03%
AVGO C -0.03%
PDM B -0.02%
SAVE F -0.02%
R A -0.02%
AMG C -0.02%
L C -0.02%
CBT B -0.02%
WBS D -0.02%
AGR B -0.02%
LEG D -0.02%
AFG B -0.02%
SBRA C -0.02%
NVT D -0.02%
AYI B -0.02%
NEU D -0.02%
SAFE C -0.02%
EPRT B -0.02%
OCSL F -0.02%
ILMN C -0.02%
WTRG D -0.02%
KMT B -0.02%
LXP B -0.02%
VNO B -0.02%
PNW C -0.02%
FLS D -0.02%
AGO C -0.02%
SON C -0.02%
RNR C -0.02%
ARW C -0.02%
SNA C -0.02%
SF A -0.02%
UNM B -0.02%
TKR D -0.02%
OSK F -0.02%
ATO B -0.02%
REXR C -0.02%
CNA C -0.02%
SUI B -0.02%
TXT D -0.02%
WHR D -0.02%
CLX C -0.02%
NNN C -0.02%
RPM B -0.02%
CNP C -0.02%
LNT B -0.02%
AXS B -0.02%
H C -0.02%
CP C -0.02%
JBL D -0.02%
ESS B -0.02%
HUN D -0.02%
FAF B -0.02%
AN D -0.02%
HII D -0.02%
DTE C -0.02%
NTAP D -0.02%
KRC B -0.02%
VFC C -0.02%
VMC D -0.02%
PM C -0.02%
MLM D -0.02%
GLPI C -0.02%
WRK C -0.02%
DG F -0.02%
RGA C -0.02%
STZ D -0.02%
KEYS C -0.02%
FDX C -0.02%
EVRG B -0.02%
JEF B -0.02%
MMM B -0.02%
TMO B -0.02%
CSL B -0.02%
ORLY C -0.02%
EPD B -0.02%
MRVL C -0.02%
HON D -0.02%
BKNG C -0.02%
CCI C -0.02%
COP D -0.02%
DELL D -0.02%
UAL C -0.02%
IBM B -0.02%
BA F -0.02%
VOYA B -0.01%
CHD D -0.01%
MCK F -0.01%
OGS B -0.01%
KMPR D -0.01%
LII B -0.01%
LMT C -0.01%
WU F -0.01%
THG B -0.01%
LEA F -0.01%
MKL C -0.01%
NFG B -0.01%
OGE C -0.01%
PSEC C -0.01%
WEC C -0.01%
HR C -0.01%
PRE F -0.01%
BKH B -0.01%
HRB C -0.01%
CHH C -0.01%
STLD F -0.01%
AAP F -0.01%
CMS C -0.01%
HPP D -0.01%
AEE C -0.01%
AMH C -0.01%
AEP C -0.01%
XEL B -0.01%
AL D -0.01%
ROP C -0.01%
AZO D -0.01%
KMB D -0.01%
SO B -0.01%
LAZ B -0.01%
D C -0.01%
DUK C -0.01%
LUV C -0.01%
MSI B -0.01%
PCG C -0.01%
WFC D -0.01%
RTX C -0.01%
VZ B -0.01%
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