EFIV vs. VFMO ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Vanguard U.S. Momentum Factor ETF (VFMO)
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
VFMO

Vanguard U.S. Momentum Factor ETF

VFMO Description The investment seeks to provide long-term capital appreciation by investing in stocks with strong recent performance as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong recent performance as determined by the advisor. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$177.06

Average Daily Volume

39,351

Number of Holdings *

575

* may have additional holdings in another (foreign) market
Performance
Period EFIV VFMO
30 Days 2.81% 8.49%
60 Days 4.79% 10.60%
90 Days 5.59% 11.86%
12 Months 30.64% 49.80%
65 Overlapping Holdings
Symbol Grade Weight in EFIV Weight in VFMO Overlap
ACGL D 0.11% 0.16% 0.11%
AFL B 0.16% 0.49% 0.16%
AIG B 0.14% 0.03% 0.03%
AIZ A 0.03% 0.07% 0.03%
AJG B 0.18% 0.17% 0.17%
ALL A 0.15% 0.22% 0.15%
AXON A 0.12% 0.19% 0.12%
AXP A 0.45% 0.65% 0.45%
BAC A 0.86% 0.11% 0.11%
BALL D 0.05% 0.04% 0.04%
BK A 0.16% 0.71% 0.16%
BSX B 0.36% 0.89% 0.36%
C A 0.37% 1.21% 0.37%
CBOE B 0.06% 0.06% 0.06%
CFG B 0.06% 0.19% 0.06%
CL D 0.21% 0.7% 0.21%
CMG B 0.23% 0.82% 0.23%
COR B 0.12% 0.18% 0.12%
COST B 1.15% 0.89% 0.89%
CTAS B 0.21% 0.73% 0.21%
DECK A 0.08% 0.33% 0.08%
DHI D 0.13% 0.77% 0.13%
DVA B 0.02% 0.38% 0.02%
ETN A 0.41% 0.11% 0.11%
FANG D 0.09% 0.29% 0.09%
FITB A 0.09% 0.34% 0.09%
GE D 0.55% 1.14% 0.55%
GM B 0.18% 0.35% 0.18%
GS A 0.52% 0.18% 0.18%
GWW B 0.15% 0.17% 0.15%
HBAN A 0.07% 0.35% 0.07%
HIG B 0.1% 0.19% 0.1%
HLT A 0.17% 0.3% 0.17%
HUBB B 0.07% 0.02% 0.02%
IFF D 0.06% 0.05% 0.05%
JPM A 1.91% 0.02% 0.02%
KLAC D 0.24% 0.94% 0.24%
LLY F 1.79% 1.07% 1.07%
MHK D 0.02% 0.31% 0.02%
MTB A 0.1% 0.37% 0.1%
NEM D 0.13% 0.46% 0.13%
NVDA C 10.02% 0.71% 0.71%
NWSA B 0.03% 0.03% 0.03%
PH A 0.25% 0.2% 0.2%
PHM D 0.07% 0.19% 0.07%
PNC B 0.23% 0.37% 0.23%
PNR A 0.05% 0.09% 0.05%
PWR A 0.13% 0.09% 0.09%
RCL A 0.15% 0.27% 0.15%
REGN F 0.24% 0.54% 0.24%
RL B 0.02% 0.18% 0.02%
RMD C 0.1% 0.2% 0.1%
ROST C 0.13% 0.02% 0.02%
T A 0.45% 1.02% 0.45%
TFC A 0.17% 0.73% 0.17%
TJX A 0.38% 0.27% 0.27%
TMUS B 0.33% 0.57% 0.33%
TRGP B 0.12% 0.21% 0.12%
TT A 0.26% 0.94% 0.26%
UBER D 0.42% 0.03% 0.03%
URI B 0.16% 0.26% 0.16%
WAB B 0.1% 0.23% 0.1%
WMB A 0.19% 0.02% 0.02%
WMT A 1.03% 0.66% 0.66%
WTW B 0.09% 0.32% 0.09%
EFIV Overweight 248 Positions Relative to VFMO
Symbol Grade Weight
AAPL C 9.53%
MSFT F 8.8%
GOOGL C 2.92%
TSLA B 2.55%
GOOG C 2.42%
UNH C 1.56%
XOM B 1.5%
V A 1.44%
MA C 1.2%
HD A 1.13%
PG A 1.09%
CRM B 0.92%
ABBV D 0.84%
CVX A 0.75%
MRK F 0.7%
KO D 0.68%
ADBE C 0.66%
CSCO B 0.66%
ACN C 0.65%
AMD F 0.63%
PEP F 0.63%
LIN D 0.61%
MCD D 0.59%
ABT B 0.56%
DIS B 0.52%
CAT B 0.52%
QCOM F 0.5%
CMCSA B 0.47%
MS A 0.46%
AMGN D 0.45%
SPGI C 0.45%
LOW D 0.43%
DHR F 0.43%
AMAT F 0.42%
NEE D 0.42%
UNP C 0.41%
BLK C 0.4%
SYK C 0.37%
ADP B 0.35%
FI A 0.34%
SCHW B 0.33%
BMY B 0.33%
SBUX A 0.32%
GILD C 0.32%
MU D 0.31%
MMC B 0.31%
MDT D 0.31%
INTC D 0.3%
CB C 0.3%
PLD D 0.3%
DE A 0.28%
ELV F 0.27%
LRCX F 0.27%
UPS C 0.27%
NKE D 0.26%
CI F 0.26%
MDLZ F 0.25%
PYPL B 0.25%
ICE C 0.25%
SHW A 0.25%
AMT D 0.25%
EQIX A 0.24%
CME A 0.23%
WM A 0.23%
AON A 0.23%
WELL A 0.22%
USB A 0.22%
ZTS D 0.22%
ITW B 0.21%
EMR A 0.21%
MCO B 0.21%
CSX B 0.2%
COF B 0.2%
TGT F 0.2%
BDX F 0.19%
MAR B 0.19%
ADSK A 0.19%
CVS D 0.19%
APD A 0.19%
ECL D 0.18%
OKE A 0.18%
CARR D 0.18%
NSC B 0.17%
PCAR B 0.17%
SLB C 0.17%
FCX D 0.17%
JCI C 0.16%
TRV B 0.16%
SRE A 0.16%
PSA D 0.15%
MPC D 0.15%
PSX C 0.15%
DLR B 0.15%
AMP A 0.15%
FIS C 0.14%
MSCI C 0.14%
CMI A 0.14%
KMI A 0.14%
AME A 0.13%
PAYX C 0.13%
MET A 0.13%
DAL C 0.12%
IR B 0.12%
BKR B 0.12%
PEG A 0.12%
RSG A 0.12%
DFS B 0.12%
VLO C 0.12%
PRU A 0.12%
SYY B 0.11%
KDP D 0.11%
YUM B 0.11%
EXC C 0.11%
A D 0.11%
EA A 0.11%
KR B 0.11%
HES B 0.11%
CTVA C 0.11%
EW C 0.11%
OTIS C 0.11%
CBRE B 0.11%
VRSK A 0.11%
OXY D 0.1%
EXR D 0.1%
HUM C 0.1%
IDXX F 0.1%
HPQ B 0.1%
GIS D 0.1%
LULU C 0.1%
CNC D 0.09%
CAH B 0.09%
CSGP D 0.09%
DOW F 0.09%
ETR B 0.09%
EIX B 0.09%
ROK B 0.09%
AVB B 0.09%
ED D 0.09%
NDAQ A 0.09%
IRM D 0.09%
HSY F 0.08%
DOV A 0.08%
KHC F 0.08%
STT A 0.08%
HPE B 0.08%
PPG F 0.08%
ON D 0.08%
TTWO A 0.08%
GPN B 0.08%
RJF A 0.08%
XYL D 0.08%
EBAY D 0.08%
TSCO D 0.08%
RF A 0.07%
BIIB F 0.07%
DVN F 0.07%
CCL B 0.07%
ADM D 0.07%
SW A 0.07%
EQR B 0.07%
SYF B 0.07%
EQT B 0.07%
MTD D 0.07%
AWK D 0.07%
CPAY A 0.07%
BR A 0.07%
TROW B 0.07%
HAL C 0.07%
VTR C 0.07%
FTV C 0.07%
OMC C 0.06%
WDC D 0.06%
NTRS A 0.06%
LYB F 0.06%
ES D 0.06%
K A 0.06%
ZBH C 0.06%
WY D 0.06%
EXPE B 0.06%
WAT B 0.06%
SBAC D 0.06%
AVY D 0.05%
KIM A 0.05%
BAX D 0.05%
ARE D 0.05%
GPC D 0.05%
MAS D 0.05%
LVS C 0.05%
KEY B 0.05%
IEX B 0.05%
BBY D 0.05%
TSN B 0.05%
DGX A 0.05%
FDS B 0.05%
HOLX D 0.05%
PFG D 0.05%
ULTA F 0.05%
MKC D 0.05%
JKHY D 0.04%
ALB C 0.04%
INCY C 0.04%
POOL C 0.04%
CHRW C 0.04%
SWK D 0.04%
CAG D 0.04%
AKAM D 0.04%
UDR B 0.04%
MRNA F 0.04%
AMCR D 0.04%
EL F 0.04%
RVTY F 0.04%
APTV D 0.04%
JBHT C 0.04%
DOC D 0.04%
CF B 0.04%
EG C 0.04%
TFX F 0.03%
GL B 0.03%
MKTX D 0.03%
LKQ D 0.03%
CRL C 0.03%
IPG D 0.03%
TAP C 0.03%
LW C 0.03%
BXP D 0.03%
SJM 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%
WBA F 0.02%
PARA C 0.02%
BEN C 0.02%
FMC D 0.02%
BWA D 0.02%
IVZ B 0.02%
WYNN D 0.02%
HAS D 0.02%
MOS F 0.02%
CZR F 0.02%
FRT B 0.02%
CPB D 0.02%
MGM D 0.02%
HRL D 0.02%
NWS B 0.01%
EFIV Underweight 510 Positions Relative to VFMO
Symbol Grade Weight
ANET C -1.27%
KKR A -1.17%
META D -1.15%
NFLX A -1.12%
PGR A -0.97%
RTX C -0.79%
MMM D -0.77%
TDG D -0.76%
APH A -0.72%
HCA F -0.72%
ISRG A -0.7%
AVGO D -0.68%
PLTR B -0.66%
APP B -0.66%
MCK B -0.63%
SFM A -0.57%
VRTX F -0.57%
SPOT B -0.52%
VRT B -0.48%
EME C -0.48%
WING D -0.47%
CVLT B -0.4%
NTRA B -0.4%
NTAP C -0.39%
AWI A -0.38%
ALSN B -0.38%
NU C -0.37%
GDDY A -0.37%
DELL C -0.36%
FIX A -0.35%
SKYW B -0.34%
BPOP B -0.33%
CVNA B -0.33%
LMT D -0.33%
GRMN B -0.32%
PSTG D -0.32%
STC B -0.31%
FBP B -0.31%
INSM C -0.3%
KBH D -0.3%
AXS A -0.28%
PCVX D -0.28%
AROC B -0.28%
MSI B -0.27%
PM B -0.27%
VITL D -0.27%
ANF C -0.27%
MPWR F -0.26%
ADMA B -0.26%
IESC B -0.26%
POWL C -0.26%
GD F -0.26%
FRPT B -0.26%
GKOS B -0.26%
SN D -0.25%
CNM D -0.24%
CRS A -0.24%
XPO B -0.23%
FICO B -0.23%
ORI A -0.23%
SMMT D -0.23%
TPG A -0.23%
DHT F -0.22%
JXN C -0.22%
EWTX C -0.22%
ASPN F -0.22%
CR A -0.22%
LRN A -0.22%
PPC C -0.22%
COKE C -0.22%
WSM B -0.22%
THC D -0.22%
EHC B -0.22%
MSTR C -0.22%
CSWI A -0.21%
IBM C -0.21%
JLL D -0.21%
OSCR D -0.21%
REVG B -0.2%
UTHR C -0.2%
BKD D -0.2%
LDOS C -0.2%
UHS D -0.2%
LPX B -0.2%
AGO B -0.2%
AZZ B -0.2%
INVA D -0.2%
HOOD B -0.2%
LMB A -0.2%
CRUS D -0.2%
EVR B -0.2%
CDE D -0.2%
BRBR A -0.2%
ALNY D -0.2%
CRBG B -0.2%
GWRE A -0.2%
SKX D -0.19%
CSL C -0.19%
VCTR B -0.19%
MUSA A -0.19%
FTI A -0.19%
TOL B -0.19%
HALO F -0.19%
NPAB B -0.19%
BPMC C -0.19%
MO A -0.18%
GFF A -0.18%
KD B -0.18%
SCCO F -0.18%
BLBD D -0.18%
VKTX F -0.18%
LNTH D -0.18%
HIMS B -0.17%
TNK F -0.17%
MCY A -0.17%
RSI B -0.17%
DKS C -0.17%
ARES A -0.17%
PI D -0.17%
MOG.A B -0.17%
AVAV D -0.17%
KEX C -0.17%
SFL D -0.17%
COOP B -0.17%
BFAM D -0.17%
EVER F -0.16%
ESAB B -0.16%
SLM A -0.16%
SNV B -0.16%
PSN D -0.16%
CRDO B -0.16%
RKT F -0.16%
RNA D -0.16%
SKWD A -0.16%
BURL A -0.16%
CLH B -0.16%
WULF C -0.16%
MLKN D -0.16%
TPC C -0.16%
APLT B -0.16%
LBPH A -0.16%
ENSG D -0.15%
CRNX C -0.15%
STRL B -0.15%
JEF A -0.15%
OWL A -0.15%
UMBF B -0.15%
CASH A -0.15%
INSW F -0.15%
WTFC A -0.15%
TREE F -0.15%
TNDM F -0.15%
AMRX C -0.15%
JANX C -0.15%
SGBX F -0.15%
COHR B -0.15%
CW B -0.14%
ZETA D -0.14%
INGR B -0.14%
RVMD C -0.14%
COMP B -0.14%
ATGE B -0.14%
HL D -0.14%
ROAD A -0.14%
SMR B -0.13%
COIN C -0.13%
HWKN B -0.13%
LII A -0.13%
AIT A -0.13%
CDRE D -0.13%
EXP A -0.13%
IBKR A -0.13%
DYN F -0.13%
MOD A -0.13%
PNTG D -0.13%
BLD D -0.13%
VERA B -0.13%
LUMN C -0.13%
AYI B -0.13%
NHC C -0.13%
IBP D -0.13%
CPNG D -0.13%
ANAB F -0.13%
YMAB F -0.13%
TTEK F -0.13%
MEDP D -0.13%
IMNM F -0.12%
LNW D -0.12%
AMSC B -0.12%
RUN F -0.12%
ABUS D -0.12%
VIRT B -0.12%
EOLS D -0.12%
PTGX C -0.12%
CASY A -0.12%
GRBK D -0.12%
PAHC C -0.12%
PRIM A -0.12%
ATI D -0.12%
COLL F -0.12%
HRB D -0.12%
PTVE B -0.12%
PHAT F -0.12%
CDNA D -0.12%
UTI A -0.12%
DTM B -0.12%
GPOR B -0.12%
NVR D -0.12%
BV B -0.12%
RYTM C -0.12%
BGC C -0.12%
NR B -0.11%
HCC B -0.11%
RXST F -0.11%
MATX C -0.11%
PRMW C -0.11%
AGX B -0.11%
TDS B -0.11%
BFH B -0.11%
HNI B -0.11%
PRI A -0.11%
LQDA D -0.11%
IBCP B -0.11%
HASI D -0.11%
MTG C -0.11%
TPB B -0.11%
CPF A -0.11%
TDW F -0.11%
PRK B -0.11%
CBSH A -0.11%
NNBR C -0.11%
CNK B -0.11%
SCS C -0.11%
NUVL D -0.11%
ANNX F -0.11%
LTH C -0.1%
BAH F -0.1%
GAP C -0.1%
GBCI B -0.1%
ITGR B -0.1%
HCI C -0.1%
LPG F -0.1%
KRYS B -0.1%
MLI C -0.1%
ACLX C -0.1%
WRB A -0.1%
SPRY D -0.1%
SOUN C -0.1%
HROW D -0.1%
PHIN A -0.1%
PRDO B -0.1%
MAX F -0.1%
NRIX D -0.1%
ZIMV D -0.1%
OCUL D -0.1%
TMDX F -0.1%
SEM B -0.1%
SLVM B -0.1%
ALHC C -0.1%
CADL F -0.1%
VERX B -0.1%
NVAX F -0.1%
UWMC D -0.1%
PRCT B -0.1%
TNC D -0.1%
RVLV B -0.1%
ACIC B -0.1%
AMAL B -0.1%
BKU A -0.1%
TILE B -0.1%
FCNCA A -0.1%
AQST D -0.1%
CBZ B -0.09%
NEU C -0.09%
TWST D -0.09%
FG B -0.09%
OII B -0.09%
SAVA D -0.09%
WWD B -0.09%
PLSE C -0.09%
HUMA F -0.09%
GOGL F -0.09%
SPNT A -0.09%
CRAI B -0.09%
DOLE D -0.09%
HY D -0.09%
NPO A -0.09%
GNK D -0.09%
SHAK C -0.09%
BELFB C -0.09%
CNO A -0.09%
STBA B -0.09%
UVE B -0.09%
GRND A -0.09%
CALM A -0.09%
BLX C -0.08%
CENX B -0.08%
HEI B -0.08%
PFBC B -0.08%
OFG B -0.08%
MNMD C -0.08%
KTB B -0.08%
CGEM F -0.08%
RYAN B -0.08%
GERN D -0.08%
EGY D -0.08%
CECO A -0.08%
STNG F -0.08%
NBTB B -0.08%
NKTX F -0.08%
AM A -0.08%
QNST B -0.08%
CMPR D -0.08%
GEO B -0.08%
RDNT B -0.08%
CXW B -0.08%
WSO A -0.08%
PRM C -0.08%
TK D -0.08%
AORT B -0.08%
OMF A -0.08%
MTX B -0.08%
IBOC A -0.08%
OCGN F -0.08%
ALKT B -0.08%
PATK D -0.08%
UFPT B -0.07%
AGIO C -0.07%
INOD B -0.07%
RGA A -0.07%
SXI B -0.07%
AGYS A -0.07%
RDN C -0.07%
AOSL C -0.07%
USAP B -0.07%
HWM A -0.07%
ALLY C -0.07%
LAUR A -0.07%
CHCO B -0.07%
CNA B -0.07%
ICFI F -0.07%
KURA F -0.07%
GCI D -0.07%
BRO B -0.07%
KALV D -0.07%
STOK F -0.07%
DORM B -0.07%
CROX D -0.07%
VRNS D -0.06%
WAL B -0.06%
USFD A -0.06%
EWBC A -0.06%
TYL B -0.06%
KLG C -0.06%
ANET C -0.06%
SWTX C -0.06%
NMRK B -0.06%
HRTX F -0.06%
SIGA F -0.06%
TKO B -0.06%
CSTL D -0.06%
LRMR F -0.06%
NVRI F -0.06%
NUVB C -0.06%
IP B -0.06%
VSEC C -0.06%
SFBS B -0.06%
REX D -0.06%
OSW A -0.06%
ACVA B -0.06%
TGTX B -0.06%
ADUS D -0.06%
DAKT B -0.06%
VNDA C -0.05%
TSHA C -0.05%
ARLO C -0.05%
FBK B -0.05%
IDYA F -0.05%
CRVL A -0.05%
ACT D -0.05%
NTNX A -0.05%
WDFC B -0.05%
FSS B -0.05%
PBI B -0.05%
CRMD C -0.05%
IT C -0.05%
AGM C -0.05%
LEN D -0.05%
FNF B -0.05%
NBHC B -0.05%
SRCE B -0.05%
STEP B -0.05%
HRTG C -0.05%
GMS B -0.05%
SPB C -0.05%
BAND B -0.05%
DXPE B -0.04%
SPOK C -0.04%
TERN F -0.04%
HNST B -0.04%
FN D -0.04%
NSSC D -0.04%
CYH F -0.04%
IDT B -0.04%
AX A -0.04%
CNX A -0.04%
TFIN A -0.04%
ELEV D -0.04%
VCEL B -0.04%
OUST C -0.04%
CENT C -0.04%
OSIS B -0.04%
EU D -0.04%
OLLI D -0.04%
TPL A -0.04%
TRMK B -0.04%
UVSP B -0.04%
APPF B -0.04%
CAL D -0.04%
KTOS B -0.04%
FULT A -0.04%
SHOO D -0.04%
GABC B -0.04%
RYAM C -0.04%
CLSK C -0.04%
ARQT C -0.04%
MBWM B -0.03%
DJCO B -0.03%
ITOS F -0.03%
MBIN D -0.03%
LOPE B -0.03%
TRN C -0.03%
GPI A -0.03%
QTWO A -0.03%
WVE C -0.03%
EPAC B -0.03%
ELVN D -0.03%
SB F -0.03%
MIR A -0.03%
SAFT C -0.03%
SCVL F -0.03%
BLND B -0.03%
WWW B -0.03%
PFSI D -0.03%
OC A -0.03%
M D -0.03%
REAX D -0.03%
NMIH D -0.03%
TOWN B -0.03%
HOV D -0.03%
EAT A -0.03%
ACIW B -0.03%
PRG C -0.03%
CTS C -0.03%
UHAL D -0.03%
CMRE C -0.03%
INO F -0.03%
TGI B -0.03%
LMAT A -0.03%
IMMR C -0.03%
DFIN D -0.03%
PACK B -0.03%
FCF A -0.03%
SRRK B -0.02%
ABSI F -0.02%
GTES A -0.02%
BDTX F -0.02%
DCO C -0.02%
MDGL B -0.02%
INGN C -0.02%
DAWN F -0.02%
SVRA D -0.02%
ASC F -0.02%
DDS B -0.02%
HEAR C -0.02%
BRCC F -0.02%
BHE B -0.02%
LXRX F -0.02%
LBRT D -0.02%
LFMD D -0.02%
PFGC B -0.02%
THR B -0.02%
ATEX D -0.02%
GBX A -0.02%
SPNS F -0.02%
HLX B -0.02%
ITRI B -0.02%
AA B -0.02%
CACI D -0.02%
AIOT B -0.02%
METC C -0.02%
FOR F -0.02%
FNKO D -0.02%
MRSN D -0.02%
PLMR B -0.02%
ANIP F -0.02%
KMPR B -0.02%
MSA D -0.02%
QCRH A -0.02%
FHN A -0.02%
CELC F -0.02%
GOLF B -0.02%
SCSC B -0.02%
USLM A -0.02%
AAON B -0.02%
PAR B -0.02%
BJ A -0.02%
EFSC B -0.02%
EXEL B -0.0%
APEI B -0.0%
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