EFIV vs. WOMN ETF Comparison
Comparison of SPDR S&P 500 ESG ETF (EFIV) to Impact Shares YWCA Womenas Empowerment ETF (WOMN)
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
WOMN
Impact Shares YWCA Womenas Empowerment ETF
WOMN Description
The investment seeks investment results that, before fees and expenses, track the performance of the Morningstar® Women's Empowerment Index (the "underlying index"). The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes (the "80% basket") in component securities of the underlying index. The underlying index is designed to measure the performance of U.S. large and mid- capitalization companies that are "empowering to women," and to exhibit risk and return characteristics similar to those of the Morningstar US Large-Mid Cap ® Index (the "parent index"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$39.79
Average Daily Volume
1,896
Number of Holdings
*
198
* may have additional holdings in another (foreign) market
Performance
| Period | EFIV | WOMN |
|---|---|---|
| 30 Days | 2.81% | 2.87% |
| 60 Days | 4.79% | 2.73% |
| 90 Days | 5.59% | 5.77% |
| 12 Months | 30.64% | 26.34% |
141 Overlapping Holdings
| Symbol | Grade | Weight in EFIV | Weight in WOMN | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.11% | 0.13% | 0.11% | |
| AAPL | C | 9.53% | 5.02% | 5.02% | |
| ABBV | D | 0.84% | 1.55% | 0.84% | |
| ACN | C | 0.65% | 1.9% | 0.65% | |
| ADBE | C | 0.66% | 2.23% | 0.66% | |
| ADM | D | 0.07% | 0.15% | 0.07% | |
| ADP | B | 0.35% | 0.5% | 0.35% | |
| ADSK | A | 0.19% | 0.45% | 0.19% | |
| AIG | B | 0.14% | 0.24% | 0.14% | |
| ALB | C | 0.04% | 0.05% | 0.04% | |
| ALL | A | 0.15% | 0.21% | 0.15% | |
| AMGN | D | 0.45% | 0.82% | 0.45% | |
| AMP | A | 0.15% | 0.21% | 0.15% | |
| AMT | D | 0.25% | 0.49% | 0.25% | |
| APD | A | 0.19% | 0.27% | 0.19% | |
| AWK | D | 0.07% | 0.11% | 0.07% | |
| AXP | A | 0.45% | 0.7% | 0.45% | |
| BAC | A | 0.86% | 1.25% | 0.86% | |
| BAX | D | 0.05% | 0.09% | 0.05% | |
| BBY | D | 0.05% | 0.16% | 0.05% | |
| BIIB | F | 0.07% | 0.13% | 0.07% | |
| BK | A | 0.16% | 0.22% | 0.16% | |
| BKR | B | 0.12% | 0.17% | 0.12% | |
| BLK | C | 0.4% | 0.6% | 0.4% | |
| BMY | B | 0.33% | 0.43% | 0.33% | |
| C | A | 0.37% | 0.56% | 0.37% | |
| CAG | D | 0.04% | 0.07% | 0.04% | |
| CAH | B | 0.09% | 0.13% | 0.09% | |
| CARR | D | 0.18% | 0.26% | 0.18% | |
| CBRE | B | 0.11% | 0.16% | 0.11% | |
| CFG | B | 0.06% | 0.04% | 0.04% | |
| CI | F | 0.26% | 0.5% | 0.26% | |
| CL | D | 0.21% | 0.39% | 0.21% | |
| CMI | A | 0.14% | 0.2% | 0.14% | |
| COF | B | 0.2% | 0.24% | 0.2% | |
| CPB | D | 0.02% | 0.05% | 0.02% | |
| CRM | B | 0.92% | 2.27% | 0.92% | |
| CSCO | B | 0.66% | 1.92% | 0.66% | |
| CTVA | C | 0.11% | 0.18% | 0.11% | |
| CVX | A | 0.75% | 1.31% | 0.75% | |
| DAL | C | 0.12% | 0.12% | 0.12% | |
| DAY | B | 0.03% | 0.08% | 0.03% | |
| DECK | A | 0.08% | 0.28% | 0.08% | |
| DOC | D | 0.04% | 0.07% | 0.04% | |
| DOW | F | 0.09% | 0.17% | 0.09% | |
| EA | A | 0.11% | 0.16% | 0.11% | |
| EBAY | D | 0.08% | 0.29% | 0.08% | |
| ECL | D | 0.18% | 0.27% | 0.18% | |
| ED | D | 0.09% | 0.16% | 0.09% | |
| EIX | B | 0.09% | 0.15% | 0.09% | |
| EL | F | 0.04% | 0.11% | 0.04% | |
| ELV | F | 0.27% | 0.59% | 0.27% | |
| EMR | A | 0.21% | 0.28% | 0.21% | |
| EQIX | A | 0.24% | 0.39% | 0.24% | |
| ETN | A | 0.41% | 0.59% | 0.41% | |
| ETR | B | 0.09% | 0.12% | 0.09% | |
| EXC | C | 0.11% | 0.19% | 0.11% | |
| EXPE | B | 0.06% | 0.15% | 0.06% | |
| FITB | A | 0.09% | 0.13% | 0.09% | |
| FTV | C | 0.07% | 0.24% | 0.07% | |
| GE | D | 0.55% | 0.88% | 0.55% | |
| GILD | C | 0.32% | 0.46% | 0.32% | |
| GIS | D | 0.1% | 0.19% | 0.1% | |
| GM | B | 0.18% | 0.49% | 0.18% | |
| GPN | B | 0.08% | 0.14% | 0.08% | |
| GWW | B | 0.15% | 0.19% | 0.15% | |
| HBAN | A | 0.07% | 0.09% | 0.07% | |
| HIG | B | 0.1% | 0.16% | 0.1% | |
| HPE | B | 0.08% | 0.19% | 0.08% | |
| HPQ | B | 0.1% | 0.36% | 0.1% | |
| HST | C | 0.03% | 0.06% | 0.03% | |
| HSY | F | 0.08% | 0.13% | 0.08% | |
| IFF | D | 0.06% | 0.12% | 0.06% | |
| INTC | D | 0.3% | 0.81% | 0.3% | |
| IPG | D | 0.03% | 0.06% | 0.03% | |
| IR | B | 0.12% | 0.16% | 0.12% | |
| IRM | D | 0.09% | 0.15% | 0.09% | |
| JCI | C | 0.16% | 0.22% | 0.16% | |
| K | A | 0.06% | 0.09% | 0.06% | |
| KEY | B | 0.05% | 0.08% | 0.05% | |
| KHC | F | 0.08% | 0.16% | 0.08% | |
| KO | D | 0.68% | 1.25% | 0.68% | |
| KR | B | 0.11% | 0.17% | 0.11% | |
| LLY | F | 1.79% | 3.49% | 1.79% | |
| LULU | C | 0.1% | 0.29% | 0.1% | |
| MA | C | 1.2% | 1.77% | 1.2% | |
| MCD | D | 0.59% | 2.04% | 0.59% | |
| MCO | B | 0.21% | 0.33% | 0.21% | |
| MDLZ | F | 0.25% | 0.47% | 0.25% | |
| MET | A | 0.13% | 0.22% | 0.13% | |
| MRK | F | 0.7% | 1.3% | 0.7% | |
| MS | A | 0.46% | 0.6% | 0.46% | |
| MSFT | F | 8.8% | 2.49% | 2.49% | |
| NEM | D | 0.13% | 0.26% | 0.13% | |
| NSC | B | 0.17% | 0.25% | 0.17% | |
| NTRS | A | 0.06% | 0.08% | 0.06% | |
| OMC | C | 0.06% | 0.09% | 0.06% | |
| OXY | D | 0.1% | 0.17% | 0.1% | |
| PAYX | C | 0.13% | 0.18% | 0.13% | |
| PEG | A | 0.12% | 0.18% | 0.12% | |
| PEP | F | 0.63% | 1.17% | 0.63% | |
| PFG | D | 0.05% | 0.08% | 0.05% | |
| PG | A | 1.09% | 1.82% | 1.09% | |
| PNR | A | 0.05% | 0.06% | 0.05% | |
| PPG | F | 0.08% | 0.13% | 0.08% | |
| PRU | A | 0.12% | 0.19% | 0.12% | |
| PSX | C | 0.15% | 0.26% | 0.15% | |
| PYPL | B | 0.25% | 0.34% | 0.25% | |
| REGN | F | 0.24% | 0.55% | 0.24% | |
| RF | A | 0.07% | 0.1% | 0.07% | |
| RJF | A | 0.08% | 0.1% | 0.08% | |
| ROK | B | 0.09% | 0.14% | 0.09% | |
| RSG | A | 0.12% | 0.19% | 0.12% | |
| SBUX | A | 0.32% | 1.03% | 0.32% | |
| SJM | D | 0.03% | 0.06% | 0.03% | |
| SPGI | C | 0.45% | 0.7% | 0.45% | |
| SRE | A | 0.16% | 0.23% | 0.16% | |
| STT | A | 0.08% | 0.11% | 0.08% | |
| SWK | D | 0.04% | 0.07% | 0.04% | |
| SYF | B | 0.07% | 0.09% | 0.07% | |
| TAP | C | 0.03% | 0.05% | 0.03% | |
| TGT | F | 0.2% | 0.36% | 0.2% | |
| TMUS | B | 0.33% | 0.36% | 0.33% | |
| TROW | B | 0.07% | 0.11% | 0.07% | |
| TT | A | 0.26% | 0.39% | 0.26% | |
| UBER | D | 0.42% | 1.22% | 0.42% | |
| UNH | C | 1.56% | 2.47% | 1.56% | |
| UNP | C | 0.41% | 0.71% | 0.41% | |
| UPS | C | 0.27% | 0.43% | 0.27% | |
| USB | A | 0.22% | 0.35% | 0.22% | |
| V | A | 1.44% | 1.94% | 1.44% | |
| VRSK | A | 0.11% | 0.17% | 0.11% | |
| VTR | C | 0.07% | 0.11% | 0.07% | |
| WELL | A | 0.22% | 0.33% | 0.22% | |
| WM | A | 0.23% | 0.37% | 0.23% | |
| WMB | A | 0.19% | 0.24% | 0.19% | |
| WMT | A | 1.03% | 0.73% | 0.73% | |
| WTW | B | 0.09% | 0.13% | 0.09% | |
| XOM | B | 1.5% | 2.53% | 1.5% | |
| XYL | D | 0.08% | 0.15% | 0.08% | |
| YUM | B | 0.11% | 0.36% | 0.11% |
EFIV Overweight 172 Positions Relative to WOMN
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 10.02% | |
| GOOGL | C | 2.92% | |
| TSLA | B | 2.55% | |
| GOOG | C | 2.42% | |
| JPM | A | 1.91% | |
| COST | B | 1.15% | |
| HD | A | 1.13% | |
| AMD | F | 0.63% | |
| LIN | D | 0.61% | |
| ABT | B | 0.56% | |
| DIS | B | 0.52% | |
| CAT | B | 0.52% | |
| GS | A | 0.52% | |
| QCOM | F | 0.5% | |
| CMCSA | B | 0.47% | |
| T | A | 0.45% | |
| LOW | D | 0.43% | |
| DHR | F | 0.43% | |
| AMAT | F | 0.42% | |
| NEE | D | 0.42% | |
| TJX | A | 0.38% | |
| SYK | C | 0.37% | |
| BSX | B | 0.36% | |
| FI | A | 0.34% | |
| SCHW | B | 0.33% | |
| MU | D | 0.31% | |
| MMC | B | 0.31% | |
| MDT | D | 0.31% | |
| CB | C | 0.3% | |
| PLD | D | 0.3% | |
| DE | A | 0.28% | |
| LRCX | F | 0.27% | |
| NKE | D | 0.26% | |
| ICE | C | 0.25% | |
| SHW | A | 0.25% | |
| PH | A | 0.25% | |
| KLAC | D | 0.24% | |
| CMG | B | 0.23% | |
| CME | A | 0.23% | |
| PNC | B | 0.23% | |
| AON | A | 0.23% | |
| ZTS | D | 0.22% | |
| ITW | B | 0.21% | |
| CTAS | B | 0.21% | |
| CSX | B | 0.2% | |
| BDX | F | 0.19% | |
| MAR | B | 0.19% | |
| CVS | D | 0.19% | |
| OKE | A | 0.18% | |
| AJG | B | 0.18% | |
| PCAR | B | 0.17% | |
| SLB | C | 0.17% | |
| FCX | D | 0.17% | |
| HLT | A | 0.17% | |
| TFC | A | 0.17% | |
| AFL | B | 0.16% | |
| URI | B | 0.16% | |
| TRV | B | 0.16% | |
| PSA | D | 0.15% | |
| MPC | D | 0.15% | |
| DLR | B | 0.15% | |
| RCL | A | 0.15% | |
| FIS | C | 0.14% | |
| MSCI | C | 0.14% | |
| KMI | A | 0.14% | |
| AME | A | 0.13% | |
| ROST | C | 0.13% | |
| DHI | D | 0.13% | |
| PWR | A | 0.13% | |
| TRGP | B | 0.12% | |
| COR | B | 0.12% | |
| AXON | A | 0.12% | |
| DFS | B | 0.12% | |
| VLO | C | 0.12% | |
| SYY | B | 0.11% | |
| KDP | D | 0.11% | |
| ACGL | D | 0.11% | |
| HES | B | 0.11% | |
| EW | C | 0.11% | |
| OTIS | C | 0.11% | |
| RMD | C | 0.1% | |
| WAB | B | 0.1% | |
| EXR | D | 0.1% | |
| HUM | C | 0.1% | |
| MTB | A | 0.1% | |
| IDXX | F | 0.1% | |
| CNC | D | 0.09% | |
| CSGP | D | 0.09% | |
| AVB | B | 0.09% | |
| NDAQ | A | 0.09% | |
| FANG | D | 0.09% | |
| DOV | A | 0.08% | |
| ON | D | 0.08% | |
| TTWO | A | 0.08% | |
| TSCO | D | 0.08% | |
| HUBB | B | 0.07% | |
| DVN | F | 0.07% | |
| CCL | B | 0.07% | |
| SW | A | 0.07% | |
| EQR | B | 0.07% | |
| EQT | B | 0.07% | |
| MTD | D | 0.07% | |
| CPAY | A | 0.07% | |
| PHM | D | 0.07% | |
| BR | A | 0.07% | |
| HAL | C | 0.07% | |
| CBOE | B | 0.06% | |
| WDC | D | 0.06% | |
| LYB | F | 0.06% | |
| ES | D | 0.06% | |
| ZBH | C | 0.06% | |
| WY | D | 0.06% | |
| WAT | B | 0.06% | |
| SBAC | D | 0.06% | |
| AVY | D | 0.05% | |
| KIM | A | 0.05% | |
| ARE | D | 0.05% | |
| GPC | D | 0.05% | |
| MAS | D | 0.05% | |
| LVS | C | 0.05% | |
| IEX | B | 0.05% | |
| TSN | B | 0.05% | |
| DGX | A | 0.05% | |
| FDS | B | 0.05% | |
| HOLX | D | 0.05% | |
| ULTA | F | 0.05% | |
| BALL | D | 0.05% | |
| MKC | D | 0.05% | |
| JKHY | D | 0.04% | |
| INCY | C | 0.04% | |
| POOL | C | 0.04% | |
| CHRW | C | 0.04% | |
| AKAM | D | 0.04% | |
| UDR | B | 0.04% | |
| MRNA | F | 0.04% | |
| AMCR | D | 0.04% | |
| RVTY | F | 0.04% | |
| APTV | D | 0.04% | |
| JBHT | C | 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% | |
| NWSA | B | 0.03% | |
| CRL | C | 0.03% | |
| AIZ | A | 0.03% | |
| LW | C | 0.03% | |
| BXP | D | 0.03% | |
| TPR | B | 0.03% | |
| NCLH | B | 0.03% | |
| REG | B | 0.03% | |
| KMX | B | 0.03% | |
| ALLE | D | 0.03% | |
| WBA | F | 0.02% | |
| PARA | C | 0.02% | |
| BEN | C | 0.02% | |
| FMC | D | 0.02% | |
| DVA | B | 0.02% | |
| MHK | D | 0.02% | |
| BWA | D | 0.02% | |
| IVZ | B | 0.02% | |
| WYNN | D | 0.02% | |
| RL | B | 0.02% | |
| HAS | D | 0.02% | |
| MOS | F | 0.02% | |
| CZR | F | 0.02% | |
| FRT | B | 0.02% | |
| MGM | D | 0.02% | |
| HRL | D | 0.02% | |
| NWS | B | 0.01% |
EFIV Underweight 57 Positions Relative to WOMN
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | -4.85% | |
| AMZN | C | -4.47% | |
| JNJ | D | -1.82% | |
| IBM | C | -1.64% | |
| INTU | C | -1.56% | |
| NOW | A | -1.42% | |
| WFC | A | -0.95% | |
| VZ | C | -0.82% | |
| NFLX | A | -0.72% | |
| PGR | A | -0.67% | |
| COP | C | -0.65% | |
| MSI | B | -0.63% | |
| VRTX | F | -0.54% | |
| WDAY | B | -0.51% | |
| F | C | -0.46% | |
| TEL | B | -0.43% | |
| MPWR | F | -0.36% | |
| MMM | D | -0.33% | |
| HUBS | A | -0.26% | |
| KEYS | A | -0.25% | |
| ANSS | B | -0.25% | |
| D | C | -0.23% | |
| AEP | D | -0.23% | |
| KMB | D | -0.22% | |
| TYL | B | -0.22% | |
| PCG | A | -0.18% | |
| DASH | A | -0.17% | |
| DD | D | -0.15% | |
| WSM | B | -0.15% | |
| OKTA | C | -0.14% | |
| VST | B | -0.14% | |
| SCI | B | -0.11% | |
| CHD | B | -0.11% | |
| PPL | B | -0.1% | |
| CMS | C | -0.09% | |
| BAH | F | -0.09% | |
| INVH | D | -0.09% | |
| BMRN | D | -0.08% | |
| CNP | B | -0.08% | |
| PINS | D | -0.08% | |
| ESS | B | -0.08% | |
| TRU | D | -0.08% | |
| CLX | B | -0.08% | |
| LNT | A | -0.07% | |
| OC | A | -0.07% | |
| LUV | C | -0.07% | |
| CE | F | -0.06% | |
| NI | A | -0.06% | |
| ETSY | D | -0.06% | |
| REXR | F | -0.05% | |
| ELS | C | -0.05% | |
| Z | A | -0.04% | |
| PNW | B | -0.04% | |
| MTCH | D | -0.04% | |
| RHI | B | -0.03% | |
| AGR | B | -0.01% | |
| ZG | A | -0.01% |
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
WOMN: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Business Services
Diversified Industrials
Asset Management
Banks - Regional - US
Credit Services
Household & Personal Products
Packaged Foods
Specialty Retail
Utilities - Diversified
Capital Markets
Chemicals
Specialty Chemicals
Banks - Global
Biotechnology
Communication Equipment
Health Care Plans
Insurance - Life
Compare ETFs
