ESG vs. EFIV ETF Comparison
Comparison of FlexShares STOXX US ESG Impact Index Fund (ESG) to SPDR S&P 500 ESG ETF (EFIV)
ESG
FlexShares STOXX US ESG Impact Index Fund
ESG Description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX US ESG Impact Index.
Grade (RS Rating)
Last Trade
$135.32
Average Daily Volume
4,549
Number of Holdings
*
258
* may have additional holdings in another (foreign) market
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 IndexGrade (RS Rating)
Last Trade
$55.35
Average Daily Volume
126,970
Number of Holdings
*
316
* may have additional holdings in another (foreign) market
Performance
| Period | ESG | EFIV |
|---|---|---|
| 30 Days | 2.94% | 1.58% |
| 60 Days | 3.88% | 2.96% |
| 90 Days | 5.56% | 4.08% |
| 12 Months | 26.08% | 29.90% |
178 Overlapping Holdings
| Symbol | Grade | Weight in ESG | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.07% | 0.12% | 0.07% | |
| AAPL | C | 4.93% | 9.5% | 4.93% | |
| ABT | C | 0.66% | 0.6% | 0.6% | |
| ACN | C | 1.15% | 0.65% | 0.65% | |
| ADBE | F | 0.79% | 0.78% | 0.78% | |
| ADP | B | 0.47% | 0.34% | 0.34% | |
| ADSK | C | 0.28% | 0.16% | 0.16% | |
| AFL | C | 0.24% | 0.17% | 0.17% | |
| AIG | D | 0.12% | 0.14% | 0.12% | |
| AJG | D | 0.16% | 0.19% | 0.16% | |
| AKAM | D | 0.04% | 0.04% | 0.04% | |
| ALL | B | 0.09% | 0.14% | 0.09% | |
| AMAT | D | 0.52% | 0.45% | 0.45% | |
| AMD | D | 0.81% | 0.72% | 0.72% | |
| AMT | C | 0.45% | 0.33% | 0.33% | |
| AON | B | 0.25% | 0.22% | 0.22% | |
| APTV | D | 0.04% | 0.05% | 0.04% | |
| ARE | C | 0.08% | 0.06% | 0.06% | |
| AWK | B | 0.12% | 0.08% | 0.08% | |
| BAC | D | 0.86% | 0.78% | 0.78% | |
| BALL | C | 0.11% | 0.06% | 0.06% | |
| BAX | C | 0.04% | 0.06% | 0.04% | |
| BBY | C | 0.1% | 0.06% | 0.06% | |
| BDX | D | 0.11% | 0.2% | 0.11% | |
| BK | B | 0.22% | 0.15% | 0.15% | |
| BKR | C | 0.08% | 0.1% | 0.08% | |
| BLK | B | 0.61% | 0.37% | 0.37% | |
| BMY | C | 0.32% | 0.29% | 0.29% | |
| BR | D | 0.08% | 0.07% | 0.07% | |
| BSX | B | 0.21% | 0.36% | 0.21% | |
| C | C | 0.54% | 0.32% | 0.32% | |
| CAG | C | 0.05% | 0.04% | 0.04% | |
| CAH | C | 0.09% | 0.08% | 0.08% | |
| CAT | B | 0.42% | 0.49% | 0.42% | |
| CB | B | 0.37% | 0.35% | 0.35% | |
| CBRE | A | 0.18% | 0.11% | 0.11% | |
| CCL | C | 0.03% | 0.05% | 0.03% | |
| CI | C | 0.34% | 0.3% | 0.3% | |
| CL | D | 0.36% | 0.26% | 0.26% | |
| CMG | C | 0.25% | 0.23% | 0.23% | |
| CMI | C | 0.17% | 0.12% | 0.12% | |
| COST | B | 0.99% | 1.2% | 0.99% | |
| CRM | D | 0.4% | 0.73% | 0.4% | |
| CSCO | C | 0.66% | 0.59% | 0.59% | |
| CSX | D | 0.11% | 0.19% | 0.11% | |
| CTAS | B | 0.35% | 0.21% | 0.21% | |
| CTVA | B | 0.1% | 0.11% | 0.1% | |
| CVS | D | 0.29% | 0.21% | 0.21% | |
| CVX | D | 1.19% | 0.71% | 0.71% | |
| DE | B | 0.45% | 0.3% | 0.3% | |
| DECK | C | 0.08% | 0.07% | 0.07% | |
| DFS | B | 0.08% | 0.09% | 0.08% | |
| DIS | D | 0.68% | 0.48% | 0.48% | |
| DOC | C | 0.08% | 0.05% | 0.05% | |
| DOV | B | 0.06% | 0.08% | 0.06% | |
| DOW | D | 0.12% | 0.1% | 0.1% | |
| EBAY | B | 0.11% | 0.1% | 0.1% | |
| ECL | B | 0.17% | 0.19% | 0.17% | |
| EL | F | 0.08% | 0.06% | 0.06% | |
| ELV | C | 0.51% | 0.38% | 0.38% | |
| EMR | D | 0.1% | 0.17% | 0.1% | |
| EW | F | 0.14% | 0.12% | 0.12% | |
| EXPE | C | 0.05% | 0.05% | 0.05% | |
| FANG | D | 0.05% | 0.09% | 0.05% | |
| FCX | D | 0.15% | 0.18% | 0.15% | |
| FDS | C | 0.07% | 0.05% | 0.05% | |
| FIS | B | 0.08% | 0.14% | 0.08% | |
| FITB | B | 0.07% | 0.08% | 0.07% | |
| FTV | C | 0.11% | 0.08% | 0.08% | |
| GILD | B | 0.25% | 0.31% | 0.25% | |
| GIS | B | 0.21% | 0.12% | 0.12% | |
| GM | C | 0.26% | 0.16% | 0.16% | |
| GOOG | D | 1.46% | 2.25% | 1.46% | |
| GS | C | 0.76% | 0.45% | 0.45% | |
| GWW | B | 0.15% | 0.13% | 0.13% | |
| HBAN | B | 0.05% | 0.06% | 0.05% | |
| HD | B | 0.93% | 1.1% | 0.93% | |
| HIG | B | 0.14% | 0.1% | 0.1% | |
| HLT | B | 0.22% | 0.16% | 0.16% | |
| HOLX | B | 0.06% | 0.06% | 0.06% | |
| HPE | D | 0.09% | 0.06% | 0.06% | |
| HPQ | D | 0.16% | 0.08% | 0.08% | |
| HST | C | 0.03% | 0.04% | 0.03% | |
| HSY | C | 0.12% | 0.09% | 0.09% | |
| ICE | C | 0.46% | 0.27% | 0.27% | |
| IDXX | C | 0.08% | 0.12% | 0.08% | |
| IEX | D | 0.04% | 0.04% | 0.04% | |
| INTC | F | 0.34% | 0.24% | 0.24% | |
| IPG | C | 0.06% | 0.03% | 0.03% | |
| IRM | C | 0.14% | 0.1% | 0.1% | |
| ITW | C | 0.12% | 0.2% | 0.12% | |
| JPM | D | 2.88% | 1.75% | 1.75% | |
| K | B | 0.11% | 0.06% | 0.06% | |
| KDP | B | 0.09% | 0.11% | 0.09% | |
| KEY | B | 0.03% | 0.04% | 0.03% | |
| KHC | C | 0.11% | 0.08% | 0.08% | |
| KLAC | D | 0.16% | 0.29% | 0.16% | |
| KO | C | 1.38% | 0.82% | 0.82% | |
| KR | C | 0.19% | 0.11% | 0.11% | |
| LKQ | F | 0.01% | 0.03% | 0.01% | |
| LLY | C | 2.56% | 2.21% | 2.21% | |
| LOW | B | 0.59% | 0.43% | 0.43% | |
| LRCX | F | 0.42% | 0.29% | 0.29% | |
| LULU | D | 0.16% | 0.09% | 0.09% | |
| LVS | D | 0.03% | 0.04% | 0.03% | |
| MA | B | 0.99% | 1.2% | 0.99% | |
| MAR | C | 0.24% | 0.17% | 0.17% | |
| MAS | B | 0.05% | 0.05% | 0.05% | |
| MCD | B | 0.35% | 0.62% | 0.35% | |
| MCO | B | 0.13% | 0.22% | 0.13% | |
| MDLZ | B | 0.42% | 0.29% | 0.29% | |
| MDT | C | 0.39% | 0.35% | 0.35% | |
| MET | B | 0.18% | 0.14% | 0.14% | |
| MGM | F | 0.03% | 0.03% | 0.03% | |
| MKC | C | 0.07% | 0.06% | 0.06% | |
| MMC | C | 0.37% | 0.34% | 0.34% | |
| MRK | D | 1.21% | 0.86% | 0.86% | |
| MRNA | F | 0.06% | 0.07% | 0.06% | |
| MS | D | 0.2% | 0.36% | 0.2% | |
| MSCI | C | 0.1% | 0.13% | 0.1% | |
| MSFT | C | 4.63% | 9.39% | 4.63% | |
| MU | F | 0.5% | 0.29% | 0.29% | |
| NDAQ | A | 0.11% | 0.09% | 0.09% | |
| NEM | B | 0.25% | 0.18% | 0.18% | |
| NKE | D | 0.31% | 0.28% | 0.28% | |
| NTRS | A | 0.03% | 0.05% | 0.03% | |
| OMC | B | 0.1% | 0.06% | 0.06% | |
| OTIS | C | 0.16% | 0.11% | 0.11% | |
| PEG | B | 0.07% | 0.12% | 0.07% | |
| PEP | C | 0.4% | 0.72% | 0.4% | |
| PFE | C | 0.4% | 0.49% | 0.4% | |
| PFG | B | 0.08% | 0.05% | 0.05% | |
| PG | C | 2.01% | 1.21% | 1.21% | |
| PNR | B | 0.06% | 0.04% | 0.04% | |
| PYPL | B | 0.23% | 0.22% | 0.22% | |
| QCOM | D | 0.61% | 0.55% | 0.55% | |
| RF | B | 0.04% | 0.06% | 0.04% | |
| ROK | D | 0.05% | 0.09% | 0.05% | |
| ROST | C | 0.21% | 0.15% | 0.15% | |
| SBUX | C | 0.28% | 0.33% | 0.28% | |
| SHW | B | 0.15% | 0.26% | 0.15% | |
| SJM | C | 0.03% | 0.04% | 0.03% | |
| SLB | F | 0.28% | 0.17% | 0.17% | |
| SPGI | B | 0.67% | 0.49% | 0.49% | |
| STT | A | 0.07% | 0.07% | 0.07% | |
| SW | B | 0.08% | 0.07% | 0.07% | |
| SWK | B | 0.05% | 0.04% | 0.04% | |
| SYK | C | 0.55% | 0.37% | 0.37% | |
| SYY | D | 0.06% | 0.11% | 0.06% | |
| TEL | D | 0.11% | 0.13% | 0.11% | |
| TFC | C | 0.19% | 0.16% | 0.16% | |
| TGT | C | 0.28% | 0.2% | 0.2% | |
| TJX | B | 0.67% | 0.39% | 0.39% | |
| TRV | C | 0.22% | 0.16% | 0.16% | |
| TSCO | C | 0.13% | 0.09% | 0.09% | |
| TSLA | C | 3.14% | 1.89% | 1.89% | |
| TT | B | 0.34% | 0.24% | 0.24% | |
| UBER | C | 0.49% | 0.42% | 0.42% | |
| UNH | C | 1.34% | 1.6% | 1.34% | |
| UNP | C | 0.62% | 0.45% | 0.45% | |
| URI | B | 0.09% | 0.14% | 0.09% | |
| USB | B | 0.34% | 0.2% | 0.2% | |
| V | C | 1.85% | 1.33% | 1.33% | |
| VLO | F | 0.11% | 0.13% | 0.11% | |
| VRSK | D | 0.13% | 0.11% | 0.11% | |
| VTR | C | 0.08% | 0.08% | 0.08% | |
| WAB | B | 0.08% | 0.09% | 0.08% | |
| WBA | F | 0.03% | 0.02% | 0.02% | |
| WDC | D | 0.1% | 0.06% | 0.06% | |
| WELL | C | 0.32% | 0.23% | 0.23% | |
| WMT | C | 1.74% | 1.01% | 1.01% | |
| WTW | C | 0.14% | 0.09% | 0.09% | |
| WY | C | 0.12% | 0.07% | 0.07% | |
| XOM | C | 2.45% | 1.48% | 1.48% | |
| XYL | C | 0.08% | 0.09% | 0.08% | |
| YUM | D | 0.12% | 0.11% | 0.11% | |
| ZBH | F | 0.03% | 0.06% | 0.03% | |
| ZTS | C | 0.36% | 0.26% | 0.26% |
ESG Overweight 80 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 4.93% | |
| AMZN | C | 4.82% | |
| BRK.A | C | 2.88% | |
| JNJ | C | 1.95% | |
| AVGO | C | 1.92% | |
| IBM | B | 0.97% | |
| ORCL | C | 0.64% | |
| TXN | C | 0.6% | |
| VZ | B | 0.46% | |
| NOW | B | 0.45% | |
| INTU | C | 0.45% | |
| BKNG | C | 0.44% | |
| VRTX | D | 0.41% | |
| PANW | D | 0.27% | |
| SNPS | D | 0.24% | |
| APO | C | 0.24% | |
| NXPI | F | 0.24% | |
| KMB | D | 0.23% | |
| FDX | C | 0.22% | |
| MCK | F | 0.22% | |
| CRWD | D | 0.2% | |
| COP | D | 0.2% | |
| VICI | C | 0.18% | |
| BX | B | 0.18% | |
| GEHC | C | 0.18% | |
| IQV | C | 0.18% | |
| CTSH | C | 0.16% | |
| IT | B | 0.15% | |
| SMCI | F | 0.11% | |
| DD | B | 0.11% | |
| CLX | C | 0.1% | |
| HUBS | D | 0.1% | |
| CCI | C | 0.09% | |
| WSM | D | 0.09% | |
| LII | B | 0.09% | |
| AZO | D | 0.09% | |
| AEP | C | 0.09% | |
| STZ | D | 0.08% | |
| NTAP | D | 0.08% | |
| CCEP | B | 0.08% | |
| NU | B | 0.08% | |
| ESS | B | 0.07% | |
| LNG | C | 0.07% | |
| F | F | 0.07% | |
| NUE | F | 0.06% | |
| GLW | C | 0.06% | |
| RPRX | C | 0.06% | |
| ZBRA | B | 0.06% | |
| SUI | B | 0.06% | |
| NDSN | C | 0.05% | |
| XPO | D | 0.05% | |
| ILMN | C | 0.05% | |
| MRO | C | 0.05% | |
| BURL | B | 0.05% | |
| NVT | D | 0.05% | |
| DOX | C | 0.05% | |
| WST | D | 0.04% | |
| DPZ | F | 0.04% | |
| KEYS | C | 0.04% | |
| DG | F | 0.04% | |
| CHD | D | 0.04% | |
| JBL | D | 0.04% | |
| PSTG | F | 0.03% | |
| LNT | B | 0.03% | |
| LECO | F | 0.03% | |
| OKTA | F | 0.03% | |
| SNAP | F | 0.03% | |
| AVTR | B | 0.03% | |
| EXPD | C | 0.03% | |
| AES | C | 0.03% | |
| DLTR | F | 0.03% | |
| STX | C | 0.03% | |
| OC | D | 0.03% | |
| ACM | B | 0.02% | |
| FLEX | C | 0.02% | |
| CPT | B | 0.02% | |
| DKS | D | 0.02% | |
| RNR | C | 0.02% | |
| BG | D | 0.02% | |
| SWKS | D | 0.02% |
ESG Underweight 138 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | D | -8.67% | |
| GOOGL | D | -2.69% | |
| ABBV | C | -1.01% | |
| LIN | B | -0.66% | |
| GE | B | -0.55% | |
| DHR | B | -0.53% | |
| AMGN | B | -0.52% | |
| NEE | C | -0.51% | |
| CMCSA | D | -0.46% | |
| T | C | -0.46% | |
| AXP | B | -0.43% | |
| REGN | C | -0.37% | |
| PLD | C | -0.36% | |
| ETN | C | -0.36% | |
| TMUS | C | -0.31% | |
| UPS | D | -0.28% | |
| SCHW | D | -0.27% | |
| EQIX | C | -0.25% | |
| WM | D | -0.23% | |
| CME | C | -0.23% | |
| PH | B | -0.22% | |
| PNC | B | -0.21% | |
| CARR | B | -0.19% | |
| APD | B | -0.18% | |
| DHI | B | -0.17% | |
| MPC | F | -0.17% | |
| PSA | B | -0.17% | |
| NSC | C | -0.17% | |
| COF | B | -0.16% | |
| OKE | B | -0.16% | |
| PSX | F | -0.16% | |
| WMB | B | -0.16% | |
| PCAR | D | -0.15% | |
| SRE | C | -0.15% | |
| DLR | B | -0.15% | |
| JCI | B | -0.14% | |
| PAYX | C | -0.13% | |
| AMP | A | -0.13% | |
| PWR | B | -0.12% | |
| HUM | F | -0.12% | |
| RCL | B | -0.12% | |
| CNC | D | -0.12% | |
| EXC | C | -0.12% | |
| KMI | B | -0.12% | |
| PRU | C | -0.12% | |
| ACGL | C | -0.12% | |
| RSG | D | -0.12% | |
| ED | C | -0.11% | |
| IR | C | -0.11% | |
| RMD | C | -0.11% | |
| EXR | B | -0.11% | |
| AME | C | -0.11% | |
| EIX | C | -0.1% | |
| TRGP | B | -0.1% | |
| AVB | B | -0.1% | |
| OXY | F | -0.1% | |
| HES | F | -0.1% | |
| EA | D | -0.1% | |
| BIIB | F | -0.09% | |
| PPG | D | -0.09% | |
| ON | D | -0.09% | |
| ADM | D | -0.09% | |
| MTD | D | -0.09% | |
| CSGP | D | -0.09% | |
| SBAC | C | -0.08% | |
| IFF | B | -0.08% | |
| ETR | B | -0.08% | |
| EQR | B | -0.08% | |
| AXON | B | -0.08% | |
| MTB | B | -0.08% | |
| PHM | B | -0.08% | |
| GPN | D | -0.08% | |
| DAL | C | -0.08% | |
| CPAY | B | -0.07% | |
| TROW | D | -0.07% | |
| ES | C | -0.07% | |
| TTWO | C | -0.07% | |
| LYB | D | -0.07% | |
| HAL | F | -0.07% | |
| DVN | F | -0.07% | |
| WAT | C | -0.06% | |
| SYF | C | -0.06% | |
| GPC | D | -0.06% | |
| EQT | D | -0.06% | |
| HUBB | B | -0.06% | |
| RJF | C | -0.06% | |
| CBOE | C | -0.06% | |
| AMCR | B | -0.05% | |
| KIM | C | -0.05% | |
| DGX | B | -0.05% | |
| EG | C | -0.05% | |
| AVY | C | -0.05% | |
| TSN | C | -0.05% | |
| ULTA | D | -0.05% | |
| CFG | C | -0.05% | |
| KMX | D | -0.04% | |
| ALLE | B | -0.04% | |
| REG | C | -0.04% | |
| JKHY | B | -0.04% | |
| JBHT | D | -0.04% | |
| POOL | C | -0.04% | |
| UDR | C | -0.04% | |
| CF | C | -0.04% | |
| FRT | C | -0.03% | |
| GL | C | -0.03% | |
| HAS | B | -0.03% | |
| DAY | D | -0.03% | |
| HRL | C | -0.03% | |
| LW | D | -0.03% | |
| TPR | C | -0.03% | |
| NWSA | D | -0.03% | |
| CPB | C | -0.03% | |
| CRL | F | -0.03% | |
| TAP | D | -0.03% | |
| AIZ | B | -0.03% | |
| MKTX | C | -0.03% | |
| ALB | D | -0.03% | |
| INCY | C | -0.03% | |
| TFX | C | -0.03% | |
| BXP | B | -0.03% | |
| CHRW | B | -0.03% | |
| BEN | F | -0.02% | |
| BBWI | F | -0.02% | |
| ETSY | F | -0.02% | |
| BIO | C | -0.02% | |
| AAL | D | -0.02% | |
| IVZ | B | -0.02% | |
| WYNN | D | -0.02% | |
| RL | C | -0.02% | |
| BWA | D | -0.02% | |
| MHK | C | -0.02% | |
| FMC | C | -0.02% | |
| CZR | C | -0.02% | |
| NCLH | C | -0.02% | |
| MOS | F | -0.02% | |
| DVA | B | -0.02% | |
| NWS | D | -0.01% | |
| PARA | F | -0.01% |
ESG: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Semiconductors
Specialty Retail
Asset Management
Banks - Regional - US
Business Services
Capital Markets
Discount Stores
Drug Manufacturers - Major
Household & Personal Products
Medical Devices
Packaged Foods
Restaurants
Software - Infrastructure
Beverages - Soft Drinks
Credit Services
Data Storage
Diagnostics & Research
Health Care Plans
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
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