EFIV vs. VOTE ETF Comparison

Comparison of SPDR S&P 500 ESG ETF (EFIV) to Engine No. 1 Transform 500 ETF (VOTE)

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

$55.13

Average Daily Volume

115,407

Number of Holdings ^*

314

* may have additional holdings in another (foreign) market

VOTE

Engine No. 1 Transform 500 ETF

VOTE Description

VOTE is a large-cap equity index fund with a strategy to drive positive impact for employees, customers, communities and the environment as an active owner who votes our shares accordingly.

Grade (RS Rating)

Last Trade

$66.52

Average Daily Volume

37,257

Number of Holdings ^*

492

* may have additional holdings in another (foreign) market

Performance

Period	EFIV	VOTE
30 Days	0.77%	1.18%
60 Days	6.20%	7.21%
90 Days	2.50%	2.56%
12 Months	34.78%	37.20%

270 Overlapping Holdings

Symbol	Grade	Weight in EFIV	Weight in VOTE	Overlap
A	B	0.12%	0.09%	0.09%
AAPL	C	9.99%	6.61%	6.61%
ABBV	A	0.99%	0.69%	0.69%
ABT	B	0.56%	0.4%	0.4%
ACGL	A	0.12%	0.09%	0.09%
ACN	B	0.63%	0.45%	0.45%
ADBE	F	0.66%	0.46%	0.46%
ADM	D	0.08%	0.06%	0.06%
ADP	A	0.32%	0.23%	0.23%
ADSK	B	0.17%	0.12%	0.12%
AFL	A	0.16%	0.11%	0.11%
AIG	F	0.14%	0.1%	0.1%
AJG	D	0.18%	0.12%	0.12%
AKAM	D	0.04%	0.03%	0.03%
ALL	B	0.14%	0.1%	0.1%
AMAT	B	0.49%	0.35%	0.35%
AMCR	B	0.05%	0.03%	0.03%
AMD	D	0.77%	0.55%	0.55%
AME	D	0.12%	0.08%	0.08%
AMGN	D	0.5%	0.35%	0.35%
AMP	A	0.13%	0.09%	0.09%
AMT	C	0.31%	0.22%	0.22%
AON	A	0.22%	0.15%	0.15%
APD	C	0.19%	0.14%	0.14%
APTV	D	0.06%	0.04%	0.04%
ARE	D	0.05%	0.04%	0.04%
AVB	C	0.09%	0.07%	0.07%
AVY	C	0.05%	0.04%	0.04%
AWK	B	0.08%	0.06%	0.06%
AXON	A	0.08%	0.06%	0.06%
AXP	A	0.44%	0.31%	0.31%
BAC	D	0.77%	0.54%	0.54%
BALL	C	0.06%	0.04%	0.04%
BAX	D	0.06%	0.04%	0.04%
BBY	B	0.06%	0.04%	0.04%
BDX	B	0.2%	0.14%	0.14%
BIIB	F	0.08%	0.06%	0.06%
BK	C	0.15%	0.11%	0.11%
BKR	B	0.1%	0.07%	0.07%
BLK	A	0.38%	0.28%	0.28%
BMY	B	0.3%	0.21%	0.21%
BR	B	0.07%	0.05%	0.05%
BSX	A	0.35%	0.25%	0.25%
C	B	0.34%	0.24%	0.24%
CAG	D	0.04%	0.03%	0.03%
CAH	B	0.08%	0.05%	0.05%
CARR	A	0.19%	0.14%	0.14%
CAT	A	0.55%	0.39%	0.39%
CB	A	0.31%	0.22%	0.22%
CBRE	A	0.11%	0.08%	0.08%
CCL	C	0.05%	0.04%	0.04%
CF	A	0.04%	0.03%	0.03%
CFG	D	0.05%	0.04%	0.04%
CI	D	0.28%	0.2%	0.2%
CL	D	0.24%	0.17%	0.17%
CMCSA	B	0.46%	0.32%	0.32%
CME	A	0.23%	0.16%	0.16%
CMG	C	0.23%	0.16%	0.16%
CMI	B	0.13%	0.09%	0.09%
CNC	F	0.11%	0.08%	0.08%
COF	C	0.16%	0.11%	0.11%
COST	C	1.13%	0.81%	0.81%
CPAY	A	0.06%	0.04%	0.04%
CPB	D	0.03%	0.02%	0.02%
CRM	B	0.77%	0.52%	0.52%
CSCO	A	0.62%	0.43%	0.43%
CSGP	F	0.09%	0.06%	0.06%
CSX	D	0.19%	0.13%	0.13%
CTAS	B	0.2%	0.15%	0.15%
CTVA	A	0.12%	0.08%	0.08%
CVS	D	0.22%	0.15%	0.15%
CVX	B	0.71%	0.49%	0.49%
DAL	C	0.1%	0.07%	0.07%
DE	A	0.31%	0.21%	0.21%
DECK	B	0.07%	0.05%	0.05%
DFS	C	0.1%	0.07%	0.07%
DGX	B	0.05%	0.03%	0.03%
DHI	C	0.16%	0.11%	0.11%
DHR	C	0.51%	0.36%	0.36%
DIS	D	0.5%	0.35%	0.35%
DLR	C	0.14%	0.11%	0.11%
DOV	C	0.08%	0.05%	0.05%
DOW	B	0.11%	0.08%	0.08%
DVN	F	0.07%	0.05%	0.05%
EA	D	0.1%	0.07%	0.07%
EBAY	A	0.09%	0.07%	0.07%
ECL	B	0.19%	0.13%	0.13%
ED	A	0.1%	0.07%	0.07%
EG	B	0.05%	0.03%	0.03%
EIX	A	0.1%	0.07%	0.07%
EL	D	0.07%	0.05%	0.05%
ELV	F	0.35%	0.24%	0.24%
EMR	B	0.18%	0.13%	0.13%
EQIX	B	0.24%	0.17%	0.17%
EQR	C	0.07%	0.05%	0.05%
EQT	B	0.06%	0.04%	0.04%
ES	C	0.07%	0.05%	0.05%
ETN	C	0.38%	0.27%	0.27%
ETR	A	0.08%	0.06%	0.06%
EW	F	0.12%	0.08%	0.08%
EXC	A	0.12%	0.08%	0.08%
EXPE	B	0.05%	0.04%	0.04%
EXR	C	0.11%	0.08%	0.08%
FANG	D	0.09%	0.06%	0.06%
FCX	B	0.21%	0.15%	0.15%
FDS	C	0.05%	0.04%	0.04%
FIS	C	0.13%	0.09%	0.09%
FITB	C	0.08%	0.06%	0.06%
FTV	B	0.08%	0.06%	0.06%
GE	C	0.58%	0.41%	0.41%
GILD	A	0.3%	0.21%	0.21%
GIS	C	0.12%	0.08%	0.08%
GM	D	0.15%	0.1%	0.1%
GOOG	B	2.29%	1.73%	1.73%
GOOGL	B	2.77%	1.93%	1.93%
GPC	D	0.06%	0.04%	0.04%
GPN	F	0.07%	0.05%	0.05%
GS	C	0.45%	0.33%	0.33%
GWW	A	0.13%	0.09%	0.09%
HAL	F	0.07%	0.05%	0.05%
HBAN	D	0.06%	0.04%	0.04%
HD	A	1.14%	0.8%	0.8%
HES	D	0.11%	0.07%	0.07%
HIG	A	0.1%	0.07%	0.07%
HLT	A	0.17%	0.12%	0.12%
HOLX	D	0.05%	0.04%	0.04%
HPE	B	0.08%	0.05%	0.05%
HPQ	C	0.1%	0.07%	0.07%
HRL	F	0.03%	0.02%	0.02%
HSY	D	0.08%	0.06%	0.06%
HUBB	A	0.07%	0.05%	0.05%
HUM	F	0.11%	0.08%	0.08%
ICE	A	0.26%	0.18%	0.18%
IDXX	D	0.12%	0.09%	0.09%
IEX	D	0.05%	0.03%	0.03%
IFF	C	0.08%	0.05%	0.05%
INCY	B	0.03%	0.02%	0.02%
INTC	D	0.29%	0.21%	0.21%
IR	A	0.11%	0.08%	0.08%
IRM	A	0.1%	0.07%	0.07%
ITW	A	0.2%	0.16%	0.16%
JBHT	D	0.04%	0.03%	0.03%
JCI	B	0.15%	0.1%	0.1%
JPM	D	1.73%	1.21%	1.21%
K	B	0.06%	0.04%	0.04%
KDP	C	0.11%	0.08%	0.08%
KHC	D	0.09%	0.06%	0.06%
KLAC	B	0.3%	0.22%	0.22%
KMI	A	0.12%	0.09%	0.09%
KMX	F	0.03%	0.03%	0.03%
KO	C	0.8%	0.57%	0.57%
KR	C	0.11%	0.08%	0.08%
LIN	B	0.66%	0.47%	0.47%
LLY	D	2.0%	1.56%	1.56%
LOW	A	0.44%	0.31%	0.31%
LRCX	D	0.31%	0.22%	0.22%
LULU	D	0.09%	0.06%	0.06%
LVS	B	0.05%	0.04%	0.04%
LYB	D	0.07%	0.05%	0.05%
MA	A	1.17%	0.82%	0.82%
MAR	B	0.17%	0.12%	0.12%
MAS	A	0.05%	0.04%	0.04%
MCD	A	0.63%	0.44%	0.44%
MCO	D	0.21%	0.15%	0.15%
MDLZ	C	0.29%	0.2%	0.2%
MDT	B	0.33%	0.23%	0.23%
MET	A	0.14%	0.1%	0.1%
MGM	D	0.03%	0.02%	0.02%
MKC	C	0.06%	0.04%	0.04%
MMC	D	0.32%	0.22%	0.22%
MPC	F	0.16%	0.11%	0.11%
MRK	F	0.83%	0.58%	0.58%
MRNA	F	0.06%	0.04%	0.04%
MS	B	0.37%	0.27%	0.27%
MSCI	B	0.13%	0.09%	0.09%
MSFT	D	9.18%	6.51%	6.51%
MTB	C	0.08%	0.06%	0.06%
MTD	B	0.09%	0.06%	0.06%
MU	D	0.34%	0.25%	0.25%
NDAQ	C	0.09%	0.06%	0.06%
NEE	A	0.5%	0.35%	0.35%
NEM	C	0.18%	0.13%	0.13%
NKE	D	0.31%	0.21%	0.21%
NSC	C	0.16%	0.11%	0.11%
NTRS	C	0.05%	0.04%	0.04%
NVDA	C	8.61%	5.97%	5.97%
OKE	B	0.15%	0.11%	0.11%
OMC	C	0.06%	0.04%	0.04%
ON	F	0.09%	0.06%	0.06%
OTIS	A	0.12%	0.08%	0.08%
OXY	F	0.1%	0.06%	0.06%
PAYX	A	0.12%	0.09%	0.09%
PCAR	D	0.15%	0.1%	0.1%
PEG	A	0.13%	0.09%	0.09%
PEP	D	0.67%	0.47%	0.47%
PFE	D	0.48%	0.33%	0.33%
PFG	C	0.05%	0.04%	0.04%
PG	C	1.18%	0.83%	0.83%
PH	A	0.23%	0.17%	0.17%
PHM	A	0.09%	0.06%	0.06%
PLD	D	0.34%	0.23%	0.23%
PNC	C	0.21%	0.15%	0.15%
POOL	B	0.04%	0.03%	0.03%
PPG	D	0.09%	0.06%	0.06%
PRU	C	0.12%	0.09%	0.09%
PSA	C	0.16%	0.11%	0.11%
PSX	D	0.16%	0.11%	0.11%
PWR	B	0.13%	0.09%	0.09%
PYPL	C	0.23%	0.17%	0.17%
QCOM	D	0.55%	0.39%	0.39%
RCL	C	0.12%	0.09%	0.09%
REGN	D	0.32%	0.22%	0.22%
RF	C	0.06%	0.04%	0.04%
RJF	B	0.07%	0.05%	0.05%
RMD	C	0.1%	0.07%	0.07%
ROK	D	0.09%	0.06%	0.06%
ROST	C	0.15%	0.1%	0.1%
RSG	D	0.12%	0.08%	0.08%
SBAC	B	0.07%	0.05%	0.05%
SBUX	B	0.32%	0.22%	0.22%
SCHW	D	0.28%	0.19%	0.19%
SHW	B	0.26%	0.18%	0.18%
SJM	C	0.04%	0.03%	0.03%
SLB	D	0.17%	0.12%	0.12%
SPGI	C	0.47%	0.32%	0.32%
SRE	A	0.15%	0.1%	0.1%
STT	C	0.08%	0.05%	0.05%
SWK	A	0.05%	0.03%	0.03%
SYF	B	0.06%	0.04%	0.04%
SYK	C	0.36%	0.26%	0.26%
SYY	B	0.11%	0.08%	0.08%
T	A	0.45%	0.31%	0.31%
TEL	D	0.13%	0.09%	0.09%
TFC	D	0.16%	0.11%	0.11%
TGT	C	0.21%	0.15%	0.15%
TJX	C	0.38%	0.27%	0.27%
TMUS	A	0.29%	0.2%	0.2%
TRGP	B	0.09%	0.07%	0.07%
TROW	D	0.07%	0.05%	0.05%
TRV	C	0.16%	0.11%	0.11%
TSCO	A	0.09%	0.06%	0.06%
TSLA	C	2.09%	1.43%	1.43%
TSN	D	0.05%	0.03%	0.03%
TT	A	0.25%	0.18%	0.18%
TTWO	F	0.07%	0.05%	0.05%
UBER	C	0.46%	0.31%	0.31%
ULTA	D	0.06%	0.04%	0.04%
UNH	B	1.55%	1.07%	1.07%
UNP	D	0.43%	0.3%	0.3%
UPS	D	0.28%	0.2%	0.2%
URI	C	0.15%	0.11%	0.11%
USB	C	0.2%	0.14%	0.14%
V	C	1.33%	0.92%	0.92%
VLO	F	0.13%	0.09%	0.09%
VRSK	D	0.11%	0.08%	0.08%
VTR	C	0.08%	0.05%	0.05%
WAB	A	0.09%	0.06%	0.06%
WAT	B	0.06%	0.04%	0.04%
WDC	C	0.07%	0.05%	0.05%
WELL	C	0.21%	0.16%	0.16%
WM	B	0.22%	0.15%	0.15%
WMB	A	0.16%	0.11%	0.11%
WMT	A	1.0%	0.7%	0.7%
WTW	B	0.09%	0.06%	0.06%
WY	B	0.07%	0.05%	0.05%
XOM	A	1.48%	1.02%	1.02%
XYL	C	0.09%	0.07%	0.07%
YUM	A	0.11%	0.08%	0.08%
ZBH	F	0.06%	0.04%	0.04%
ZTS	C	0.26%	0.18%	0.18%

EFIV Overweight 44 Positions Relative to VOTE

Symbol	Grade	Weight
FI	A	0.3%
SW	C	0.07%
CBOE	A	0.06%
DOC	C	0.05%
PNR	C	0.05%
ALLE	A	0.04%
HST	D	0.04%
CHRW	A	0.04%
JKHY	A	0.04%
UDR	C	0.04%
KEY	C	0.04%
KIM	C	0.04%
CZR	B	0.03%
WYNN	B	0.03%
NCLH	C	0.03%
GL	C	0.03%
HAS	A	0.03%
DAY	B	0.03%
LW	D	0.03%
MKTX	C	0.03%
TAP	D	0.03%
NWSA	D	0.03%
CRL	F	0.03%
AIZ	A	0.03%
LKQ	F	0.03%
TPR	B	0.03%
ALB	D	0.03%
TFX	C	0.03%
REG	C	0.03%
BXP	C	0.03%
IPG	C	0.03%
PARA	F	0.02%
BEN	F	0.02%
WBA	F	0.02%
BBWI	F	0.02%
DVA	C	0.02%
RL	B	0.02%
IVZ	A	0.02%
FMC	B	0.02%
BWA	B	0.02%
MHK	B	0.02%
MOS	D	0.02%
FRT	D	0.02%
NWS	D	0.01%

EFIV Underweight 222 Positions Relative to VOTE

Symbol	Grade	Weight
AMZN	C	-3.67%
META	A	-2.53%
BRK.A	C	-1.66%
AVGO	C	-1.65%
JNJ	D	-0.79%
NFLX	A	-0.62%
ORCL	B	-0.55%
TMO	C	-0.48%
IBM	B	-0.42%
TXN	C	-0.39%
WFC	D	-0.39%
PM	C	-0.38%
VZ	A	-0.38%
NOW	C	-0.37%
INTU	F	-0.36%
ISRG	A	-0.35%
RTX	A	-0.32%
PGR	C	-0.3%
BKNG	C	-0.29%
HON	C	-0.27%
LMT	A	-0.25%
COP	D	-0.24%
VRTX	D	-0.24%
ADI	C	-0.23%
PANW	D	-0.22%
BX	C	-0.22%
MELI	C	-0.21%
SO	A	-0.2%
ANET	A	-0.2%
BA	F	-0.19%
KKR	A	-0.18%
MO	D	-0.18%
DUK	A	-0.18%
NOC	B	-0.16%
MMM	C	-0.16%
TDG	A	-0.16%
APH	D	-0.16%
SNPS	F	-0.16%
CEG	B	-0.16%
PLTR	A	-0.15%
GD	A	-0.15%
MSI	A	-0.15%
CDNS	D	-0.15%
HCA	B	-0.15%
ORLY	A	-0.14%
GEV	B	-0.14%
EOG	B	-0.14%
NXPI	F	-0.13%
MCK	F	-0.13%
MRVL	C	-0.13%
CRWD	D	-0.13%
ROP	C	-0.12%
FDX	D	-0.12%
WDAY	D	-0.11%
AEP	C	-0.11%
O	A	-0.11%
AZO	D	-0.11%
ABNB	D	-0.11%
FICO	A	-0.1%
D	A	-0.1%
KMB	B	-0.1%
TTD	C	-0.1%
CCI	C	-0.1%
APO	A	-0.1%
FTNT	A	-0.1%
SPG	A	-0.1%
F	D	-0.09%
PCG	B	-0.09%
MCHP	F	-0.09%
IQV	F	-0.09%
LEN	B	-0.09%
LHX	A	-0.09%
DASH	A	-0.09%
MPWR	B	-0.09%
CPRT	B	-0.09%
ODFL	D	-0.08%
DD	B	-0.08%
CTSH	B	-0.08%
IT	C	-0.08%
KVUE	C	-0.08%
HWM	A	-0.08%
LNG	A	-0.08%
FAST	B	-0.08%
STZ	B	-0.08%
VMC	D	-0.07%
MLM	D	-0.07%
DELL	C	-0.07%
DDOG	D	-0.07%
VICI	C	-0.07%
ALNY	C	-0.07%
GLW	B	-0.07%
XEL	A	-0.07%
COIN	F	-0.07%
EFX	C	-0.07%
NUE	D	-0.07%
GEHC	C	-0.07%
VRT	B	-0.07%
MNST	D	-0.07%
SNOW	F	-0.07%
SQ	D	-0.07%
VST	A	-0.07%
HUBS	D	-0.06%
KEYS	B	-0.06%
ANSS	D	-0.06%
ARES	A	-0.06%
MSTR	B	-0.06%
NVR	A	-0.06%
WEC	A	-0.06%
CPNG	C	-0.06%
CDW	D	-0.06%
VEEV	C	-0.06%
CHTR	D	-0.06%
STX	B	-0.05%
WST	D	-0.05%
AEE	A	-0.05%
BLDR	B	-0.05%
FCNCA	D	-0.05%
STE	D	-0.05%
RBLX	C	-0.05%
PPL	A	-0.05%
TYL	B	-0.05%
NET	D	-0.05%
BRO	A	-0.05%
CHD	C	-0.05%
NTAP	D	-0.05%
TEAM	D	-0.05%
DTE	A	-0.05%
FSLR	C	-0.05%
VLTO	A	-0.05%
APP	A	-0.05%
DXCM	F	-0.05%
GRMN	D	-0.05%
WSO	C	-0.04%
WRB	B	-0.04%
ENTG	D	-0.04%
BURL	D	-0.04%
AVTR	D	-0.04%
LUV	B	-0.04%
EXPD	C	-0.04%
WSM	B	-0.04%
CNP	B	-0.04%
MAA	C	-0.04%
STLD	B	-0.04%
WBD	D	-0.04%
ALGN	D	-0.04%
NRG	A	-0.04%
ESS	C	-0.04%
ZBRA	A	-0.04%
DG	F	-0.04%
PKG	C	-0.04%
UAL	B	-0.04%
MDB	F	-0.04%
LII	C	-0.04%
PINS	D	-0.04%
J	D	-0.04%
DKNG	D	-0.04%
MOH	D	-0.04%
CVNA	A	-0.04%
INVH	D	-0.04%
CLX	B	-0.04%
SMCI	F	-0.04%
MKL	C	-0.04%
EME	C	-0.04%
DRI	C	-0.04%
TRU	A	-0.04%
BAH	A	-0.04%
TDY	A	-0.04%
CSL	A	-0.04%
ATO	A	-0.04%
GDDY	D	-0.04%
CMS	A	-0.04%
CINF	A	-0.04%
ILMN	B	-0.04%
LDOS	A	-0.04%
TER	C	-0.04%
PTC	D	-0.04%
FE	B	-0.04%
BMRN	F	-0.03%
ERIE	A	-0.03%
BG	F	-0.03%
WPC	C	-0.03%
JBL	D	-0.03%
VTRS	D	-0.03%
EVRG	C	-0.03%
DT	C	-0.03%
MRO	D	-0.03%
L	D	-0.03%
ROL	B	-0.03%
TRMB	B	-0.03%
DPZ	D	-0.03%
DLTR	F	-0.03%
CE	D	-0.03%
PSTG	F	-0.03%
ENPH	D	-0.03%
HEI	A	-0.03%
ZS	F	-0.03%
SWKS	F	-0.03%
LYV	A	-0.03%
SSNC	C	-0.03%
VRSN	B	-0.03%
RS	D	-0.03%
PODD	C	-0.03%
ZM	C	-0.03%
TXT	F	-0.03%
TPL	B	-0.03%
SUI	D	-0.03%
IP	C	-0.03%
LPLA	D	-0.03%
CTRA	D	-0.03%
CG	C	-0.02%
FOXA	A	-0.02%
CNH	B	-0.02%
SCCO	B	-0.02%
HEI	A	-0.02%
RPRX	B	-0.02%
SNAP	D	-0.02%
OKTA	F	-0.02%
AGR	C	-0.01%
WLK	C	-0.01%
FOX	A	-0.01%
CRBG	C	-0.01%
LEN	B	-0.0%