EFIV vs. VCIT ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

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

VCIT

Vanguard Intermediate-Term Corporate Bond ETF

VCIT Description

The investment seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 5-10 Year Corporate Bond Index. This index includes U.S. dollar-denominated, investment-grade, fixed-rate, taxable securities issued by industrial, utility, and financial companies, with maturities between 5 and 10 years. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds included in the index.

Grade (RS Rating)

Last Trade

$81.02

Average Daily Volume

6,271,503

Number of Holdings ^*

488

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	VCIT
30 Days	2.81%	-0.48%
60 Days	4.79%	-2.66%
90 Days	5.59%	-1.47%
12 Months	30.64%	8.62%

231 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in VCIT	Overlap
A	D	0.11%	0.02%	0.02%
AAPL	C	9.53%	0.01%	0.01%
ABBV	D	0.84%	0.13%	0.13%
ABT	B	0.56%	0.02%	0.02%
ACGL	D	0.11%	0.03%	0.03%
ADBE	C	0.66%	0.05%	0.05%
ADM	D	0.07%	0.05%	0.05%
ADP	B	0.35%	0.04%	0.04%
ADSK	A	0.19%	0.03%	0.03%
AFL	B	0.16%	0.01%	0.01%
AIG	B	0.14%	0.02%	0.02%
AIZ	A	0.03%	0.02%	0.02%
ALL	A	0.15%	0.02%	0.02%
ALLE	D	0.03%	0.02%	0.02%
AMAT	F	0.42%	0.04%	0.04%
AMCR	D	0.04%	0.01%	0.01%
AMGN	D	0.45%	0.01%	0.01%
AMT	D	0.25%	0.03%	0.03%
AON	A	0.23%	0.01%	0.01%
APD	A	0.19%	0.02%	0.02%
APTV	D	0.04%	0.01%	0.01%
ARE	D	0.05%	0.01%	0.01%
AVB	B	0.09%	0.02%	0.02%
AVY	D	0.05%	0.02%	0.02%
AWK	D	0.07%	0.02%	0.02%
AXP	A	0.45%	0.11%	0.11%
BAC	A	0.86%	0.01%	0.01%
BAX	D	0.05%	0.02%	0.02%
BBY	D	0.05%	0.02%	0.02%
BDX	F	0.19%	0.03%	0.03%
BEN	C	0.02%	0.04%	0.02%
BIIB	F	0.07%	0.07%	0.07%
BK	A	0.16%	0.01%	0.01%
BLK	C	0.4%	0.04%	0.04%
BMY	B	0.33%	0.03%	0.03%
BR	A	0.07%	0.04%	0.04%
BSX	B	0.36%	0.01%	0.01%
BWA	D	0.02%	0.01%	0.01%
BXP	D	0.03%	0.02%	0.02%
C	A	0.37%	0.02%	0.02%
CAG	D	0.04%	0.01%	0.01%
CAH	B	0.09%	0.05%	0.05%
CARR	D	0.18%	0.04%	0.04%
CAT	B	0.52%	0.02%	0.02%
CB	C	0.3%	0.01%	0.01%
CBOE	B	0.06%	0.02%	0.02%
CFG	B	0.06%	0.03%	0.03%
CHRW	C	0.04%	0.03%	0.03%
CI	F	0.26%	0.02%	0.02%
CMCSA	B	0.47%	0.02%	0.02%
CME	A	0.23%	0.03%	0.03%
CMI	A	0.14%	0.04%	0.04%
COF	B	0.2%	0.03%	0.03%
COST	B	1.15%	0.07%	0.07%
CPB	D	0.02%	0.03%	0.02%
CRM	B	0.92%	0.07%	0.07%
CSX	B	0.2%	0.02%	0.02%
CTAS	B	0.21%	0.05%	0.05%
CTVA	C	0.11%	0.02%	0.02%
CVS	D	0.19%	0.02%	0.02%
CVX	A	0.75%	0.01%	0.01%
DAL	C	0.12%	0.03%	0.03%
DE	A	0.28%	0.01%	0.01%
DFS	B	0.12%	0.01%	0.01%
DGX	A	0.05%	0.01%	0.01%
DHI	D	0.13%	0.02%	0.02%
DHR	F	0.43%	0.04%	0.04%
DIS	B	0.52%	0.03%	0.03%
DLR	B	0.15%	0.03%	0.03%
DOC	D	0.04%	0.01%	0.01%
DOV	A	0.08%	0.02%	0.02%
DOW	F	0.09%	0.01%	0.01%
DVN	F	0.07%	0.01%	0.01%
EA	A	0.11%	0.04%	0.04%
EBAY	D	0.08%	0.04%	0.04%
ECL	D	0.18%	0.01%	0.01%
ED	D	0.09%	0.01%	0.01%
EIX	B	0.09%	0.01%	0.01%
EL	F	0.04%	0.02%	0.02%
EMR	A	0.21%	0.01%	0.01%
EQIX	A	0.24%	0.02%	0.02%
EQR	B	0.07%	0.02%	0.02%
ES	D	0.06%	0.01%	0.01%
ETN	A	0.41%	0.03%	0.03%
ETR	B	0.09%	0.01%	0.01%
EW	C	0.11%	0.03%	0.03%
EXC	C	0.11%	0.01%	0.01%
EXPE	B	0.06%	0.05%	0.05%
EXR	D	0.1%	0.02%	0.02%
FANG	D	0.09%	0.04%	0.04%
FIS	C	0.14%	0.03%	0.03%
FITB	A	0.09%	0.03%	0.03%
FMC	D	0.02%	0.03%	0.02%
FRT	B	0.02%	0.02%	0.02%
GE	D	0.55%	0.04%	0.04%
GILD	C	0.32%	0.01%	0.01%
GIS	D	0.1%	0.04%	0.04%
GL	B	0.03%	0.02%	0.02%
GM	B	0.18%	0.02%	0.02%
GOOG	C	2.42%	0.01%	0.01%
GOOGL	C	2.92%	0.04%	0.04%
GPC	D	0.05%	0.02%	0.02%
GPN	B	0.08%	0.02%	0.02%
GS	A	0.52%	0.05%	0.05%
HAL	C	0.07%	0.06%	0.06%
HAS	D	0.02%	0.01%	0.01%
HBAN	A	0.07%	0.02%	0.02%
HD	A	1.13%	0.03%	0.03%
HES	B	0.11%	0.02%	0.02%
HIG	B	0.1%	0.03%	0.03%
HPQ	B	0.1%	0.04%	0.04%
HRL	D	0.02%	0.01%	0.01%
HST	C	0.03%	0.03%	0.03%
HSY	F	0.08%	0.01%	0.01%
HUBB	B	0.07%	0.01%	0.01%
HUM	C	0.1%	0.01%	0.01%
ICE	C	0.25%	0.03%	0.03%
IEX	B	0.05%	0.05%	0.05%
IFF	D	0.06%	0.02%	0.02%
INTC	D	0.3%	0.05%	0.05%
IPG	D	0.03%	0.02%	0.02%
ITW	B	0.21%	0.04%	0.04%
JCI	C	0.16%	0.02%	0.02%
JPM	A	1.91%	0.01%	0.01%
K	A	0.06%	0.02%	0.02%
KDP	D	0.11%	0.03%	0.03%
KEY	B	0.05%	0.02%	0.02%
KIM	A	0.05%	0.02%	0.02%
KLAC	D	0.24%	0.04%	0.04%
KMI	A	0.14%	0.01%	0.01%
KO	D	0.68%	0.01%	0.01%
KR	B	0.11%	0.01%	0.01%
LIN	D	0.61%	0.03%	0.03%
LLY	F	1.79%	0.03%	0.03%
LOW	D	0.43%	0.01%	0.01%
LRCX	F	0.27%	0.04%	0.04%
LVS	C	0.05%	0.04%	0.04%
LYB	F	0.06%	0.03%	0.03%
MA	C	1.2%	0.03%	0.03%
MAR	B	0.19%	0.01%	0.01%
MAS	D	0.05%	0.02%	0.02%
MCD	D	0.59%	0.01%	0.01%
MCO	B	0.21%	0.02%	0.02%
MDLZ	F	0.25%	0.02%	0.02%
MDT	D	0.31%	0.02%	0.02%
MET	A	0.13%	0.07%	0.07%
MHK	D	0.02%	0.02%	0.02%
MKC	D	0.05%	0.01%	0.01%
MMC	B	0.31%	0.04%	0.04%
MOS	F	0.02%	0.04%	0.02%
MPC	D	0.15%	0.04%	0.04%
MRK	F	0.7%	0.06%	0.06%
MS	A	0.46%	0.01%	0.01%
MSFT	F	8.8%	0.23%	0.23%
MTB	A	0.1%	0.04%	0.04%
MU	D	0.31%	0.03%	0.03%
NDAQ	A	0.09%	0.03%	0.03%
NEE	D	0.42%	0.01%	0.01%
NEM	D	0.13%	0.05%	0.05%
NKE	D	0.26%	0.04%	0.04%
NSC	B	0.17%	0.01%	0.01%
NTRS	A	0.06%	0.02%	0.02%
NVDA	C	10.02%	0.06%	0.06%
OKE	A	0.18%	0.01%	0.01%
OMC	C	0.06%	0.03%	0.03%
OTIS	C	0.11%	0.04%	0.04%
PEG	A	0.12%	0.01%	0.01%
PEP	F	0.63%	0.02%	0.02%
PFG	D	0.05%	0.02%	0.02%
PG	A	1.09%	0.04%	0.04%
PH	A	0.25%	0.05%	0.05%
PHM	D	0.07%	0.03%	0.03%
PLD	D	0.3%	0.01%	0.01%
PNC	B	0.23%	0.01%	0.01%
PNR	A	0.05%	0.01%	0.01%
PPG	F	0.08%	0.02%	0.02%
PRU	A	0.12%	0.02%	0.02%
PSA	D	0.15%	0.01%	0.01%
PSX	C	0.15%	0.04%	0.04%
PWR	A	0.13%	0.05%	0.05%
PYPL	B	0.25%	0.05%	0.05%
QCOM	F	0.5%	0.05%	0.05%
REG	B	0.03%	0.02%	0.02%
REGN	F	0.24%	0.06%	0.06%
RF	A	0.07%	0.03%	0.03%
RJF	A	0.08%	0.07%	0.07%
RL	B	0.02%	0.03%	0.02%
ROK	B	0.09%	0.01%	0.01%
ROST	C	0.13%	0.02%	0.02%
RSG	A	0.12%	0.01%	0.01%
SBUX	A	0.32%	0.02%	0.02%
SCHW	B	0.33%	0.01%	0.01%
SHW	A	0.25%	0.02%	0.02%
SJM	D	0.03%	0.03%	0.03%
SLB	C	0.17%	0.05%	0.05%
SPGI	C	0.45%	0.02%	0.02%
SRE	A	0.16%	0.03%	0.03%
STT	A	0.08%	0.01%	0.01%
SWK	D	0.04%	0.03%	0.03%
SYF	B	0.07%	0.03%	0.03%
SYK	C	0.37%	0.02%	0.02%
SYY	B	0.11%	0.05%	0.05%
T	A	0.45%	0.05%	0.05%
TFC	A	0.17%	0.02%	0.02%
TGT	F	0.2%	0.02%	0.02%
TJX	A	0.38%	0.01%	0.01%
TMUS	B	0.33%	0.09%	0.09%
TSCO	D	0.08%	0.03%	0.03%
TSN	B	0.05%	0.06%	0.05%
TT	A	0.26%	0.03%	0.03%
UDR	B	0.04%	0.01%	0.01%
UNH	C	1.56%	0.01%	0.01%
UNP	C	0.41%	0.02%	0.02%
UPS	C	0.27%	0.03%	0.03%
URI	B	0.16%	0.04%	0.04%
USB	A	0.22%	0.01%	0.01%
V	A	1.44%	0.03%	0.03%
VLO	C	0.12%	0.03%	0.03%
VRSK	A	0.11%	0.06%	0.06%
VTR	C	0.07%	0.02%	0.02%
WAB	B	0.1%	0.04%	0.04%
WBA	F	0.02%	0.02%	0.02%
WELL	A	0.22%	0.01%	0.01%
WM	A	0.23%	0.01%	0.01%
WMB	A	0.19%	0.01%	0.01%
WMT	A	1.03%	0.01%	0.01%
WY	D	0.06%	0.01%	0.01%
XOM	B	1.5%	0.01%	0.01%
XYL	D	0.08%	0.02%	0.02%
ZBH	C	0.06%	0.05%	0.05%
ZTS	D	0.22%	0.02%	0.02%

EFIV Overweight 82 Positions Relative to VCIT

Symbol	Grade	Weight
TSLA	B	2.55%
CSCO	B	0.66%
ACN	C	0.65%
AMD	F	0.63%
UBER	D	0.42%
FI	A	0.34%
ELV	F	0.27%
CMG	B	0.23%
CL	D	0.21%
AJG	B	0.18%
PCAR	B	0.17%
FCX	D	0.17%
HLT	A	0.17%
TRV	B	0.16%
GWW	B	0.15%
AMP	A	0.15%
RCL	A	0.15%
MSCI	C	0.14%
AME	A	0.13%
PAYX	C	0.13%
IR	B	0.12%
TRGP	B	0.12%
BKR	B	0.12%
COR	B	0.12%
AXON	A	0.12%
YUM	B	0.11%
CBRE	B	0.11%
OXY	D	0.1%
RMD	C	0.1%
IDXX	F	0.1%
LULU	C	0.1%
CNC	D	0.09%
CSGP	D	0.09%
WTW	B	0.09%
IRM	D	0.09%
DECK	A	0.08%
KHC	F	0.08%
HPE	B	0.08%
ON	D	0.08%
TTWO	A	0.08%
CCL	B	0.07%
SW	A	0.07%
EQT	B	0.07%
MTD	D	0.07%
CPAY	A	0.07%
TROW	B	0.07%
FTV	C	0.07%
WDC	D	0.06%
WAT	B	0.06%
SBAC	D	0.06%
FDS	B	0.05%
HOLX	D	0.05%
ULTA	F	0.05%
BALL	D	0.05%
JKHY	D	0.04%
ALB	C	0.04%
INCY	C	0.04%
POOL	C	0.04%
AKAM	D	0.04%
MRNA	F	0.04%
RVTY	F	0.04%
JBHT	C	0.04%
CF	B	0.04%
EG	C	0.04%
TFX	F	0.03%
MKTX	D	0.03%
LKQ	D	0.03%
NWSA	B	0.03%
CRL	C	0.03%
TAP	C	0.03%
LW	C	0.03%
TPR	B	0.03%
NCLH	B	0.03%
KMX	B	0.03%
DAY	B	0.03%
PARA	C	0.02%
DVA	B	0.02%
IVZ	B	0.02%
WYNN	D	0.02%
CZR	F	0.02%
MGM	D	0.02%
NWS	B	0.01%

EFIV Underweight 257 Positions Relative to VCIT

Symbol	Grade	Weight
DT	C	-0.28%
WIT	A	-0.15%
DD	D	-0.1%
AMZN	C	-0.09%
NOW	A	-0.07%
DLTR	F	-0.07%
DB	D	-0.07%
BABA	D	-0.07%
KOF	F	-0.06%
CHTR	C	-0.06%
BMO	A	-0.05%
ARCC	A	-0.05%
STE	F	-0.05%
QRVO	F	-0.05%
LDOS	C	-0.05%
EOG	A	-0.05%
TD	F	-0.05%
NVR	D	-0.05%
MRO	B	-0.05%
BHF	B	-0.05%
AZN	D	-0.05%
HCA	F	-0.05%
NWG	C	-0.05%
L	A	-0.04%
AGR	B	-0.04%
AMG	B	-0.04%
VRSN	F	-0.04%
UHS	D	-0.04%
XRAY	F	-0.04%
INVH	D	-0.04%
EXP	A	-0.04%
CNH	C	-0.04%
LMT	D	-0.04%
ADI	D	-0.04%
PAA	B	-0.04%
AER	B	-0.04%
MPLX	A	-0.04%
ET	A	-0.04%
VTRS	A	-0.04%
GSK	F	-0.04%
DELL	C	-0.04%
VOD	F	-0.04%
VZ	C	-0.04%
MRVL	B	-0.03%
KEX	C	-0.03%
HRB	D	-0.03%
JNPR	F	-0.03%
INGR	B	-0.03%
ILMN	D	-0.03%
JBL	B	-0.03%
KSS	F	-0.03%
FHN	A	-0.03%
EMN	D	-0.03%
FAF	A	-0.03%
AYI	B	-0.03%
BNS	A	-0.03%
BERY	B	-0.03%
SWKS	F	-0.03%
SBRA	C	-0.03%
HP	B	-0.03%
JD	D	-0.03%
DXC	B	-0.03%
FLS	B	-0.03%
DOX	D	-0.03%
BC	C	-0.03%
CNO	A	-0.03%
CMA	A	-0.03%
AGO	B	-0.03%
ARW	D	-0.03%
AAT	B	-0.03%
BDN	C	-0.03%
TEL	B	-0.03%
WB	D	-0.03%
ZION	B	-0.03%
VNT	B	-0.03%
TRMB	B	-0.03%
RPM	A	-0.03%
SCS	C	-0.03%
SON	D	-0.03%
SNX	C	-0.03%
RGA	A	-0.03%
CSL	C	-0.03%
VFC	C	-0.03%
NTAP	C	-0.03%
KEYS	A	-0.03%
EFX	F	-0.03%
AZO	C	-0.03%
WTRG	B	-0.03%
O	D	-0.03%
GLPI	C	-0.03%
FLEX	A	-0.03%
BG	F	-0.03%
NI	A	-0.03%
CCI	D	-0.03%
TMO	F	-0.03%
NXPI	D	-0.03%
DG	F	-0.03%
ROP	B	-0.03%
BKNG	A	-0.03%
TDY	B	-0.03%
EPD	A	-0.03%
FOXA	B	-0.03%
MUFG	B	-0.03%
PFE	D	-0.03%
BA	F	-0.03%
UNM	A	-0.02%
TME	D	-0.02%
R	B	-0.02%
SKT	B	-0.02%
SITC	D	-0.02%
PKG	A	-0.02%
RS	B	-0.02%
SAFE	D	-0.02%
AVT	C	-0.02%
CINF	A	-0.02%
CHD	B	-0.02%
BKU	A	-0.02%
CE	F	-0.02%
AN	C	-0.02%
AMH	D	-0.02%
NVT	B	-0.02%
HR	C	-0.02%
GXO	B	-0.02%
EPRT	B	-0.02%
FTNT	C	-0.02%
WU	D	-0.02%
TKR	D	-0.02%
RYN	D	-0.02%
SF	B	-0.02%
NOV	C	-0.02%
NHI	D	-0.02%
DSS	F	-0.02%
AFG	A	-0.02%
WBS	A	-0.02%
VOYA	B	-0.02%
VNO	B	-0.02%
FSK	A	-0.02%
DRI	B	-0.02%
OSK	B	-0.02%
LII	A	-0.02%
MCY	A	-0.02%
PDM	D	-0.02%
OC	A	-0.02%
LEG	F	-0.02%
LAZ	B	-0.02%
KRC	C	-0.02%
PRE	D	-0.02%
LNC	B	-0.02%
NUE	C	-0.02%
INTU	C	-0.02%
H	B	-0.02%
ATO	A	-0.02%
WPC	D	-0.02%
EPR	D	-0.02%
FNF	B	-0.02%
TXN	C	-0.02%
CP	D	-0.02%
VMC	B	-0.02%
LEA	D	-0.02%
HUN	F	-0.02%
CNP	B	-0.02%
CMS	C	-0.02%
BRO	B	-0.02%
BIDU	F	-0.02%
AES	F	-0.02%
PM	B	-0.02%
MMM	D	-0.02%
KMB	D	-0.02%
ESGR	B	-0.02%
FDX	B	-0.02%
CPT	B	-0.02%
STLD	B	-0.02%
MSI	B	-0.02%
APH	A	-0.02%
RPRX	D	-0.02%
SO	D	-0.02%
JEF	A	-0.02%
STZ	D	-0.02%
NOC	D	-0.02%
MO	A	-0.02%
ORCL	B	-0.02%
GBDC	C	-0.01%
SAVE	D	-0.01%
OCSL	F	-0.01%
SNA	A	-0.01%
PSEC	D	-0.01%
NEU	C	-0.01%
OGS	A	-0.01%
KRG	B	-0.01%
WTFC	A	-0.01%
CBT	C	-0.01%
KMT	B	-0.01%
WLK	D	-0.01%
THG	A	-0.01%
WEC	A	-0.01%
CHH	A	-0.01%
ADC	B	-0.01%
KMPR	B	-0.01%
PNW	B	-0.01%
RNR	C	-0.01%
AAL	B	-0.01%
LXP	D	-0.01%
NFG	A	-0.01%
MKL	A	-0.01%
OPI	F	-0.01%
HPP	F	-0.01%
CUBE	D	-0.01%
BKH	A	-0.01%
TXT	D	-0.01%
SWX	B	-0.01%
OGE	B	-0.01%
GP	F	-0.01%
HIW	D	-0.01%
FLO	D	-0.01%
AXS	A	-0.01%
REXR	F	-0.01%
XEL	A	-0.01%
PGR	A	-0.01%
EVRG	A	-0.01%
CNA	B	-0.01%
CLX	B	-0.01%
AAP	C	-0.01%
SUI	D	-0.01%
NNN	D	-0.01%
LH	C	-0.01%
HII	D	-0.01%
AL	B	-0.01%
ORLY	B	-0.01%
LNT	A	-0.01%
AEP	D	-0.01%
AEE	A	-0.01%
MLM	B	-0.01%
OHI	C	-0.01%
ESS	B	-0.01%
MAA	B	-0.01%
DTE	C	-0.01%
SPG	B	-0.01%
GD	F	-0.01%
WHR	B	-0.01%
LHX	C	-0.01%
D	C	-0.01%
DUK	C	-0.01%
WEST	C	-0.01%
BRX	A	-0.01%
LEN	D	-0.01%
JNJ	D	-0.01%
EQH	B	-0.01%
HON	B	-0.01%
COP	C	-0.01%
LUV	C	-0.01%
IBM	C	-0.01%
UAL	A	-0.01%
WFC	A	-0.01%
RTX	C	-0.01%
HSBC	B	-0.01%
PCG	A	-0.01%
AVGO	D	-0.01%