EFIV vs. VOO ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Vanguard S&P 500 ETF (VOO)

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

VOO

Vanguard S&P 500 ETF

VOO Description

The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$524.91

Average Daily Volume

4,650,525

Number of Holdings ^*

496

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	VOO
30 Days	1.58%	2.22%
60 Days	2.96%	4.04%
90 Days	4.08%	4.98%
12 Months	29.90%	31.67%

316 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in VOO	Overlap
A	C	0.12%	0.09%	0.09%
AAL	D	0.02%	0.02%	0.02%
AAPL	C	9.5%	6.9%	6.9%
ABBV	C	1.01%	0.71%	0.71%
ABT	C	0.6%	0.4%	0.4%
ACGL	C	0.12%	0.08%	0.08%
ACN	C	0.65%	0.45%	0.45%
ADBE	F	0.78%	0.53%	0.53%
ADM	D	0.09%	0.07%	0.07%
ADP	B	0.34%	0.23%	0.23%
ADSK	C	0.16%	0.11%	0.11%
AFL	C	0.17%	0.11%	0.11%
AIG	D	0.14%	0.11%	0.11%
AIZ	B	0.03%	0.02%	0.02%
AJG	D	0.19%	0.13%	0.13%
AKAM	D	0.04%	0.03%	0.03%
ALB	D	0.03%	0.02%	0.02%
ALL	B	0.14%	0.1%	0.1%
ALLE	B	0.04%	0.03%	0.03%
AMAT	D	0.45%	0.38%	0.38%
AMCR	B	0.05%	0.03%	0.03%
AMD	D	0.72%	0.5%	0.5%
AME	C	0.11%	0.09%	0.09%
AMGN	B	0.52%	0.38%	0.38%
AMP	A	0.13%	0.09%	0.09%
AMT	C	0.33%	0.22%	0.22%
AON	B	0.22%	0.15%	0.15%
APD	B	0.18%	0.13%	0.13%
APTV	D	0.05%	0.04%	0.04%
ARE	C	0.06%	0.04%	0.04%
AVB	B	0.1%	0.06%	0.06%
AVY	C	0.05%	0.04%	0.04%
AWK	B	0.08%	0.06%	0.06%
AXON	B	0.08%	0.05%	0.05%
AXP	B	0.43%	0.31%	0.31%
BAC	D	0.78%	0.59%	0.59%
BALL	C	0.06%	0.04%	0.04%
BAX	C	0.06%	0.04%	0.04%
BBWI	F	0.02%	0.02%	0.02%
BBY	C	0.06%	0.04%	0.04%
BDX	D	0.2%	0.15%	0.15%
BEN	F	0.02%	0.01%	0.01%
BIIB	F	0.09%	0.07%	0.07%
BIO	C	0.02%	0.01%	0.01%
BK	B	0.15%	0.1%	0.1%
BKR	C	0.1%	0.08%	0.08%
BLK	B	0.37%	0.26%	0.26%
BMY	C	0.29%	0.21%	0.21%
BR	D	0.07%	0.05%	0.05%
BSX	B	0.36%	0.23%	0.23%
BWA	D	0.02%	0.02%	0.02%
BXP	B	0.03%	0.02%	0.02%
C	C	0.32%	0.27%	0.27%
CAG	C	0.04%	0.03%	0.03%
CAH	C	0.08%	0.05%	0.05%
CARR	B	0.19%	0.12%	0.12%
CAT	B	0.49%	0.36%	0.36%
CB	B	0.35%	0.24%	0.24%
CBOE	C	0.06%	0.04%	0.04%
CBRE	A	0.11%	0.07%	0.07%
CCL	C	0.05%	0.04%	0.04%
CF	C	0.04%	0.03%	0.03%
CFG	C	0.05%	0.04%	0.04%
CHRW	B	0.03%	0.02%	0.02%
CI	C	0.3%	0.21%	0.21%
CL	D	0.26%	0.18%	0.18%
CMCSA	D	0.46%	0.35%	0.35%
CME	C	0.23%	0.15%	0.15%
CMG	C	0.23%	0.16%	0.16%
CMI	C	0.12%	0.09%	0.09%
CNC	D	0.12%	0.09%	0.09%
COF	B	0.16%	0.12%	0.12%
COST	B	1.2%	0.79%	0.79%
CPAY	B	0.07%	0.04%	0.04%
CPB	C	0.03%	0.02%	0.02%
CRL	F	0.03%	0.03%	0.03%
CRM	D	0.73%	0.54%	0.54%
CSCO	C	0.59%	0.42%	0.42%
CSGP	D	0.09%	0.07%	0.07%
CSX	D	0.19%	0.15%	0.15%
CTAS	B	0.21%	0.14%	0.14%
CTVA	B	0.11%	0.08%	0.08%
CVS	D	0.21%	0.16%	0.16%
CVX	D	0.71%	0.59%	0.59%
CZR	C	0.02%	0.02%	0.02%
DAL	C	0.08%	0.06%	0.06%
DAY	D	0.03%	0.02%	0.02%
DE	B	0.3%	0.21%	0.21%
DECK	C	0.07%	0.05%	0.05%
DFS	B	0.09%	0.08%	0.08%
DGX	B	0.05%	0.03%	0.03%
DHI	B	0.17%	0.11%	0.11%
DHR	B	0.53%	0.39%	0.39%
DIS	D	0.48%	0.37%	0.37%
DLR	B	0.15%	0.1%	0.1%
DOC	C	0.05%	0.03%	0.03%
DOV	B	0.08%	0.05%	0.05%
DOW	D	0.1%	0.08%	0.08%
DVA	B	0.02%	0.02%	0.02%
DVN	F	0.07%	0.06%	0.06%
EA	D	0.1%	0.08%	0.08%
EBAY	B	0.1%	0.06%	0.06%
ECL	B	0.19%	0.13%	0.13%
ED	C	0.11%	0.07%	0.07%
EG	C	0.05%	0.04%	0.04%
EIX	C	0.1%	0.07%	0.07%
EL	F	0.06%	0.05%	0.05%
ELV	C	0.38%	0.27%	0.27%
EMR	D	0.17%	0.14%	0.14%
EQIX	C	0.25%	0.16%	0.16%
EQR	B	0.08%	0.05%	0.05%
EQT	D	0.06%	0.04%	0.04%
ES	C	0.07%	0.05%	0.05%
ETN	C	0.36%	0.26%	0.26%
ETR	B	0.08%	0.05%	0.05%
ETSY	F	0.02%	0.02%	0.02%
EW	F	0.12%	0.08%	0.08%
EXC	C	0.12%	0.08%	0.08%
EXPE	C	0.05%	0.03%	0.03%
EXR	B	0.11%	0.07%	0.07%
FANG	D	0.09%	0.08%	0.08%
FCX	D	0.18%	0.14%	0.14%
FDS	C	0.05%	0.03%	0.03%
FIS	B	0.14%	0.09%	0.09%
FITB	B	0.08%	0.06%	0.06%
FMC	C	0.02%	0.02%	0.02%
FRT	C	0.03%	0.02%	0.02%
FTV	C	0.08%	0.05%	0.05%
GE	B	0.55%	0.4%	0.4%
GILD	B	0.31%	0.2%	0.2%
GIS	B	0.12%	0.08%	0.08%
GL	C	0.03%	0.02%	0.02%
GM	C	0.16%	0.11%	0.11%
GOOG	D	2.25%	1.82%	1.82%
GOOGL	D	2.69%	2.17%	2.17%
GPC	D	0.06%	0.04%	0.04%
GPN	D	0.08%	0.05%	0.05%
GS	C	0.45%	0.35%	0.35%
GWW	B	0.13%	0.09%	0.09%
HAL	F	0.07%	0.07%	0.07%
HAS	B	0.03%	0.02%	0.02%
HBAN	B	0.06%	0.05%	0.05%
HD	B	1.1%	0.79%	0.79%
HES	F	0.1%	0.09%	0.09%
HIG	B	0.1%	0.07%	0.07%
HLT	B	0.16%	0.12%	0.12%
HOLX	B	0.06%	0.04%	0.04%
HPE	D	0.06%	0.06%	0.06%
HPQ	D	0.08%	0.07%	0.07%
HRL	C	0.03%	0.02%	0.02%
HST	C	0.04%	0.03%	0.03%
HSY	C	0.09%	0.06%	0.06%
HUBB	B	0.06%	0.05%	0.05%
HUM	F	0.12%	0.09%	0.09%
ICE	C	0.27%	0.19%	0.19%
IDXX	C	0.12%	0.08%	0.08%
IEX	D	0.04%	0.03%	0.03%
IFF	B	0.08%	0.05%	0.05%
INCY	C	0.03%	0.02%	0.02%
INTC	F	0.24%	0.28%	0.24%
IPG	C	0.03%	0.03%	0.03%
IR	C	0.11%	0.09%	0.09%
IRM	C	0.1%	0.06%	0.06%
ITW	C	0.2%	0.14%	0.14%
IVZ	B	0.02%	0.02%	0.02%
JBHT	D	0.04%	0.03%	0.03%
JCI	B	0.14%	0.1%	0.1%
JKHY	B	0.04%	0.03%	0.03%
JPM	D	1.75%	1.32%	1.32%
K	B	0.06%	0.03%	0.03%
KDP	B	0.11%	0.08%	0.08%
KEY	B	0.04%	0.03%	0.03%
KHC	C	0.08%	0.06%	0.06%
KIM	C	0.05%	0.03%	0.03%
KLAC	D	0.29%	0.24%	0.24%
KMI	B	0.12%	0.09%	0.09%
KMX	D	0.04%	0.03%	0.03%
KO	C	0.82%	0.56%	0.56%
KR	C	0.11%	0.07%	0.07%
LIN	B	0.66%	0.47%	0.47%
LKQ	F	0.03%	0.02%	0.02%
LLY	C	2.21%	1.38%	1.38%
LOW	B	0.43%	0.3%	0.3%
LRCX	F	0.29%	0.26%	0.26%
LULU	D	0.09%	0.06%	0.06%
LVS	D	0.04%	0.03%	0.03%
LW	D	0.03%	0.02%	0.02%
LYB	D	0.07%	0.06%	0.06%
MA	B	1.2%	0.82%	0.82%
MAR	C	0.17%	0.12%	0.12%
MAS	B	0.05%	0.04%	0.04%
MCD	B	0.62%	0.41%	0.41%
MCO	B	0.22%	0.15%	0.15%
MDLZ	B	0.29%	0.2%	0.2%
MDT	C	0.35%	0.23%	0.23%
MET	B	0.14%	0.1%	0.1%
MGM	F	0.03%	0.02%	0.02%
MHK	C	0.02%	0.02%	0.02%
MKC	C	0.06%	0.04%	0.04%
MKTX	C	0.03%	0.02%	0.02%
MMC	C	0.34%	0.24%	0.24%
MOS	F	0.02%	0.02%	0.02%
MPC	F	0.17%	0.13%	0.13%
MRK	D	0.86%	0.62%	0.62%
MRNA	F	0.07%	0.09%	0.07%
MS	D	0.36%	0.28%	0.28%
MSCI	C	0.13%	0.09%	0.09%
MSFT	C	9.39%	6.7%	6.7%
MTB	B	0.08%	0.06%	0.06%
MTD	D	0.09%	0.07%	0.07%
MU	F	0.29%	0.26%	0.26%
NCLH	C	0.02%	0.02%	0.02%
NDAQ	A	0.09%	0.06%	0.06%
NEE	C	0.51%	0.34%	0.34%
NEM	B	0.18%	0.12%	0.12%
NKE	D	0.28%	0.2%	0.2%
NSC	C	0.17%	0.12%	0.12%
NTRS	A	0.05%	0.04%	0.04%
NVDA	D	8.67%	6.2%	6.2%
NWS	D	0.01%	0.01%	0.01%
NWSA	D	0.03%	0.02%	0.02%
OKE	B	0.16%	0.1%	0.1%
OMC	B	0.06%	0.04%	0.04%
ON	D	0.09%	0.07%	0.07%
OTIS	C	0.11%	0.08%	0.08%
OXY	F	0.1%	0.09%	0.09%
PARA	F	0.01%	0.01%	0.01%
PAYX	C	0.13%	0.09%	0.09%
PCAR	D	0.15%	0.11%	0.11%
PEG	B	0.12%	0.09%	0.09%
PEP	C	0.72%	0.51%	0.51%
PFE	C	0.49%	0.37%	0.37%
PFG	B	0.05%	0.04%	0.04%
PG	C	1.21%	0.82%	0.82%
PH	B	0.22%	0.16%	0.16%
PHM	B	0.08%	0.06%	0.06%
PLD	C	0.36%	0.25%	0.25%
PNC	B	0.21%	0.16%	0.16%
PNR	B	0.04%	0.03%	0.03%
POOL	C	0.04%	0.03%	0.03%
PPG	D	0.09%	0.06%	0.06%
PRU	C	0.12%	0.1%	0.1%
PSA	B	0.17%	0.1%	0.1%
PSX	F	0.16%	0.13%	0.13%
PWR	B	0.12%	0.08%	0.08%
PYPL	B	0.22%	0.15%	0.15%
QCOM	D	0.55%	0.44%	0.44%
RCL	B	0.12%	0.08%	0.08%
REG	C	0.04%	0.02%	0.02%
REGN	C	0.37%	0.25%	0.25%
RF	B	0.06%	0.04%	0.04%
RJF	C	0.06%	0.05%	0.05%
RL	C	0.02%	0.01%	0.01%
RMD	C	0.11%	0.07%	0.07%
ROK	D	0.09%	0.07%	0.07%
ROST	C	0.15%	0.1%	0.1%
RSG	D	0.12%	0.09%	0.09%
SBAC	C	0.08%	0.05%	0.05%
SBUX	C	0.33%	0.19%	0.19%
SCHW	D	0.27%	0.21%	0.21%
SHW	B	0.26%	0.18%	0.18%
SJM	C	0.04%	0.03%	0.03%
SLB	F	0.17%	0.15%	0.15%
SPGI	B	0.49%	0.33%	0.33%
SRE	C	0.15%	0.11%	0.11%
STT	A	0.07%	0.06%	0.06%
SW	B	0.07%	0.05%	0.05%
SWK	B	0.04%	0.04%	0.04%
SYF	C	0.06%	0.04%	0.04%
SYK	C	0.37%	0.24%	0.24%
SYY	D	0.11%	0.08%	0.08%
T	C	0.46%	0.3%	0.3%
TAP	D	0.03%	0.02%	0.02%
TEL	D	0.13%	0.1%	0.1%
TFC	C	0.16%	0.13%	0.13%
TFX	C	0.03%	0.02%	0.02%
TGT	C	0.2%	0.15%	0.15%
TJX	B	0.39%	0.28%	0.28%
TMUS	C	0.31%	0.2%	0.2%
TPR	C	0.03%	0.02%	0.02%
TRGP	B	0.1%	0.06%	0.06%
TROW	D	0.07%	0.05%	0.05%
TRV	C	0.16%	0.11%	0.11%
TSCO	C	0.09%	0.06%	0.06%
TSLA	C	1.89%	1.39%	1.39%
TSN	C	0.05%	0.04%	0.04%
TT	B	0.24%	0.16%	0.16%
TTWO	C	0.07%	0.05%	0.05%
UBER	C	0.42%	0.29%	0.29%
UDR	C	0.04%	0.03%	0.03%
ULTA	D	0.05%	0.04%	0.04%
UNH	C	1.6%	1.14%	1.14%
UNP	C	0.45%	0.32%	0.32%
UPS	D	0.28%	0.2%	0.2%
URI	B	0.14%	0.11%	0.11%
USB	B	0.2%	0.15%	0.15%
V	C	1.33%	0.9%	0.9%
VLO	F	0.13%	0.11%	0.11%
VRSK	D	0.11%	0.08%	0.08%
VTR	C	0.08%	0.05%	0.05%
WAB	B	0.09%	0.06%	0.06%
WAT	C	0.06%	0.04%	0.04%
WBA	F	0.02%	0.02%	0.02%
WDC	D	0.06%	0.05%	0.05%
WELL	C	0.23%	0.14%	0.14%
WM	D	0.23%	0.16%	0.16%
WMB	B	0.16%	0.11%	0.11%
WMT	C	1.01%	0.63%	0.63%
WTW	C	0.09%	0.06%	0.06%
WY	C	0.07%	0.05%	0.05%
WYNN	D	0.02%	0.02%	0.02%
XOM	C	1.48%	1.15%	1.15%
XYL	C	0.09%	0.07%	0.07%
YUM	D	0.11%	0.08%	0.08%
ZBH	F	0.06%	0.05%	0.05%
ZTS	C	0.26%	0.18%	0.18%

EFIV Overweight 0 Positions Relative to VOO

	Symbol	Grade	Weight

EFIV Underweight 180 Positions Relative to VOO

Symbol	Grade	Weight
AMZN	C	-3.69%
META	B	-2.24%
BRK.A	C	-1.71%
AVGO	C	-1.51%
JNJ	C	-0.82%
NFLX	B	-0.58%
TMO	B	-0.5%
ORCL	C	-0.48%
WFC	D	-0.45%
TXN	C	-0.4%
PM	C	-0.39%
INTU	C	-0.39%
IBM	B	-0.38%
VZ	B	-0.37%
NOW	B	-0.36%
RTX	C	-0.34%
ISRG	B	-0.34%
HON	D	-0.29%
VRTX	D	-0.28%
COP	D	-0.28%
PGR	B	-0.27%
BKNG	C	-0.27%
ADI	C	-0.25%
LMT	C	-0.25%
BA	F	-0.24%
PANW	D	-0.23%
BX	B	-0.22%
SO	B	-0.2%
ANET	B	-0.19%
KKR	B	-0.18%
MO	C	-0.18%
DUK	C	-0.18%
SNPS	D	-0.18%
APH	D	-0.17%
MCK	F	-0.17%
TDG	B	-0.16%
CDNS	D	-0.16%
EOG	D	-0.16%
NXPI	F	-0.15%
NOC	B	-0.15%
GD	B	-0.15%
FDX	C	-0.15%
HCA	B	-0.15%
MMM	B	-0.15%
ORLY	C	-0.14%
MSI	B	-0.14%
ROP	C	-0.13%
CEG	C	-0.13%
ABNB	D	-0.13%
CRWD	D	-0.12%
AZO	D	-0.12%
GEV	B	-0.11%
SPG	B	-0.11%
O	C	-0.11%
AEP	C	-0.11%
D	C	-0.1%
IQV	C	-0.1%
KMB	D	-0.1%
CPRT	D	-0.1%
CCI	C	-0.1%
MCHP	F	-0.1%
STZ	D	-0.09%
FICO	B	-0.09%
FAST	C	-0.09%
MPWR	C	-0.09%
F	F	-0.09%
LHX	C	-0.09%
LEN	B	-0.09%
DD	B	-0.08%
SMCI	F	-0.08%
KVUE	C	-0.08%
GEHC	C	-0.08%
VMC	D	-0.08%
MNST	D	-0.08%
MLM	D	-0.08%
FTNT	C	-0.08%
HWM	B	-0.08%
CHTR	D	-0.08%
ODFL	D	-0.08%
CTSH	C	-0.08%
IT	B	-0.08%
PCG	C	-0.08%
NUE	F	-0.08%
VICI	C	-0.07%
GLW	C	-0.07%
XEL	B	-0.07%
EFX	B	-0.07%
VST	C	-0.06%
NTAP	D	-0.06%
GRMN	D	-0.06%
DG	F	-0.06%
NVR	B	-0.06%
DXCM	F	-0.06%
WEC	C	-0.06%
ANSS	D	-0.06%
CDW	D	-0.06%
AEE	C	-0.05%
PTC	D	-0.05%
DLTR	F	-0.05%
FE	C	-0.05%
PPL	C	-0.05%
WST	D	-0.05%
FSLR	C	-0.05%
VLTO	C	-0.05%
BRO	C	-0.05%
STE	C	-0.05%
CHD	D	-0.05%
TYL	C	-0.05%
KEYS	C	-0.05%
DTE	C	-0.05%
MAA	B	-0.04%
CLX	C	-0.04%
WRB	C	-0.04%
DRI	B	-0.04%
EXPD	C	-0.04%
TXT	D	-0.04%
CNP	C	-0.04%
PKG	B	-0.04%
ESS	B	-0.04%
ZBRA	B	-0.04%
SWKS	D	-0.04%
J	C	-0.04%
CTRA	D	-0.04%
ATO	B	-0.04%
WBD	D	-0.04%
CMS	C	-0.04%
LDOS	B	-0.04%
STLD	F	-0.04%
STX	C	-0.04%
MOH	D	-0.04%
TDY	B	-0.04%
INVH	C	-0.04%
BLDR	C	-0.04%
CINF	B	-0.04%
TER	D	-0.04%
GDDY	C	-0.04%
CPT	B	-0.03%
FFIV	B	-0.03%
EMN	B	-0.03%
JNPR	B	-0.03%
EPAM	F	-0.03%
AES	C	-0.03%
UHS	B	-0.03%
TECH	C	-0.03%
TRMB	C	-0.03%
EVRG	B	-0.03%
ROL	C	-0.03%
JBL	D	-0.03%
NDSN	C	-0.03%
PODD	B	-0.03%
LYV	B	-0.03%
NI	B	-0.03%
CE	F	-0.03%
LNT	B	-0.03%
VTRS	D	-0.03%
L	C	-0.03%
BG	D	-0.03%
UAL	C	-0.03%
DPZ	F	-0.03%
SNA	C	-0.03%
ENPH	D	-0.03%
NRG	C	-0.03%
MRO	C	-0.03%
LUV	C	-0.03%
IP	B	-0.03%
VRSN	D	-0.03%
ALGN	D	-0.03%
PAYC	D	-0.02%
SOLV	C	-0.02%
FOXA	B	-0.02%
HSIC	C	-0.02%
GNRC	D	-0.02%
PNW	C	-0.02%
MTCH	C	-0.02%
AOS	D	-0.02%
CTLT	B	-0.02%
HII	D	-0.02%
APA	F	-0.02%
QRVO	F	-0.02%
FOX	B	-0.01%