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      IVE vs. EFIV ETF Comparison

      Comparison of iShares S&P 500 Value ETF (IVE) to SPDR S&P 500 ESG ETF (EFIV)
      IVE

      iShares S&P 500 Value ETF

      IVE Description

      The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Value Index (the "underlying index"), which measures the performance of the large-capitalization value sector of the U.S. equity market.

      Grade (RS Rating)

      Last Trade

      $196.65

      Average Daily Volume

      484,630

      Number of Holdings *

      437

      * 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 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
      Performance
      Period IVE EFIV
      30 Days 3.06% 1.58%
      60 Days 5.00% 2.96%
      90 Days 7.66% 4.08%
      12 Months 25.66% 29.90%
      282 Overlapping Holdings
      Symbol Grade Weight in IVE Weight in EFIV Overlap
      A C 0.19% 0.12% 0.12%
      AAL D 0.03% 0.02% 0.02%
      ABBV C 1.04% 1.01% 1.01%
      ABT C 0.98% 0.6% 0.6%
      ACN C 0.49% 0.65% 0.49%
      ADM D 0.14% 0.09% 0.09%
      ADP B 0.33% 0.34% 0.33%
      ADSK C 0.13% 0.16% 0.13%
      AFL C 0.27% 0.17% 0.17%
      AIG D 0.23% 0.14% 0.14%
      AIZ B 0.05% 0.03% 0.03%
      AJG D 0.15% 0.19% 0.15%
      AKAM D 0.04% 0.04% 0.04%
      ALB D 0.05% 0.03% 0.03%
      ALL B 0.24% 0.14% 0.14%
      ALLE B 0.04% 0.04% 0.04%
      AMCR B 0.08% 0.05% 0.05%
      AME C 0.1% 0.11% 0.1%
      AMGN B 0.86% 0.52% 0.52%
      AMP A 0.1% 0.13% 0.1%
      AMT C 0.32% 0.33% 0.32%
      AON B 0.18% 0.22% 0.18%
      APD B 0.3% 0.18% 0.18%
      APTV D 0.09% 0.05% 0.05%
      ARE C 0.09% 0.06% 0.06%
      AVB B 0.16% 0.1% 0.1%
      AVY C 0.09% 0.05% 0.05%
      AWK B 0.14% 0.08% 0.08%
      AXP B 0.21% 0.43% 0.21%
      BAC D 1.27% 0.78% 0.78%
      BALL C 0.1% 0.06% 0.06%
      BAX C 0.1% 0.06% 0.06%
      BBWI F 0.03% 0.02% 0.02%
      BBY C 0.09% 0.06% 0.06%
      BDX D 0.33% 0.2% 0.2%
      BEN F 0.03% 0.02% 0.02%
      BIIB F 0.14% 0.09% 0.09%
      BIO C 0.03% 0.02% 0.02%
      BK B 0.25% 0.15% 0.15%
      BKR C 0.16% 0.1% 0.1%
      BLK B 0.6% 0.37% 0.37%
      BMY C 0.48% 0.29% 0.29%
      BR D 0.05% 0.07% 0.05%
      BSX B 0.27% 0.36% 0.27%
      BWA D 0.04% 0.02% 0.02%
      BXP B 0.06% 0.03% 0.03%
      C C 0.53% 0.32% 0.32%
      CAG C 0.07% 0.04% 0.04%
      CAH C 0.13% 0.08% 0.08%
      CARR B 0.16% 0.19% 0.16%
      CAT B 0.34% 0.49% 0.34%
      CB B 0.57% 0.35% 0.35%
      CBOE C 0.04% 0.06% 0.04%
      CBRE A 0.17% 0.11% 0.11%
      CCL C 0.02% 0.05% 0.02%
      CF C 0.03% 0.04% 0.03%
      CFG C 0.09% 0.05% 0.05%
      CHRW B 0.06% 0.03% 0.03%
      CI C 0.5% 0.3% 0.3%
      CL D 0.26% 0.26% 0.26%
      CMCSA D 0.75% 0.46% 0.46%
      CME C 0.24% 0.23% 0.23%
      CMI C 0.2% 0.12% 0.12%
      CNC D 0.19% 0.12% 0.12%
      COF B 0.26% 0.16% 0.16%
      COST B 1.14% 1.2% 1.14%
      CPB C 0.05% 0.03% 0.03%
      CRL F 0.05% 0.03% 0.03%
      CSCO C 0.97% 0.59% 0.59%
      CSGP D 0.09% 0.09% 0.09%
      CSX D 0.16% 0.19% 0.16%
      CTAS B 0.16% 0.21% 0.16%
      CTVA B 0.19% 0.11% 0.11%
      CVS D 0.35% 0.21% 0.21%
      CVX D 1.16% 0.71% 0.71%
      CZR C 0.02% 0.02% 0.02%
      DAL C 0.06% 0.08% 0.06%
      DAY D 0.02% 0.03% 0.02%
      DE B 0.21% 0.3% 0.21%
      DFS B 0.07% 0.09% 0.07%
      DGX B 0.08% 0.05% 0.05%
      DHR B 0.87% 0.53% 0.53%
      DIS D 0.8% 0.48% 0.48%
      DLR B 0.15% 0.15% 0.15%
      DOC C 0.08% 0.05% 0.05%
      DOV B 0.12% 0.08% 0.08%
      DOW D 0.17% 0.1% 0.1%
      DVA B 0.02% 0.02% 0.02%
      DVN F 0.12% 0.07% 0.07%
      EA D 0.1% 0.1% 0.1%
      EBAY B 0.16% 0.1% 0.1%
      ECL B 0.15% 0.19% 0.15%
      ED C 0.17% 0.11% 0.11%
      EG C 0.08% 0.05% 0.05%
      EIX C 0.16% 0.1% 0.1%
      EL F 0.09% 0.06% 0.06%
      ELV C 0.62% 0.38% 0.38%
      EMR D 0.28% 0.17% 0.17%
      EQIX C 0.21% 0.25% 0.21%
      EQR B 0.13% 0.08% 0.08%
      EQT D 0.09% 0.06% 0.06%
      ES C 0.12% 0.07% 0.07%
      ETN C 0.22% 0.36% 0.22%
      ETR B 0.13% 0.08% 0.08%
      ETSY F 0.02% 0.02% 0.02%
      EW F 0.13% 0.12% 0.12%
      EXC C 0.19% 0.12% 0.12%
      EXR B 0.18% 0.11% 0.11%
      FCX D 0.15% 0.18% 0.15%
      FDS C 0.04% 0.05% 0.04%
      FIS B 0.23% 0.14% 0.14%
      FITB B 0.14% 0.08% 0.08%
      FMC C 0.04% 0.02% 0.02%
      FRT C 0.04% 0.03% 0.03%
      GE B 0.54% 0.55% 0.54%
      GILD B 0.5% 0.31% 0.31%
      GIS B 0.2% 0.12% 0.12%
      GL C 0.04% 0.03% 0.03%
      GM C 0.26% 0.16% 0.16%
      GPC D 0.09% 0.06% 0.06%
      GPN D 0.14% 0.08% 0.08%
      GS C 0.75% 0.45% 0.45%
      GWW B 0.05% 0.13% 0.05%
      HAL F 0.12% 0.07% 0.07%
      HAS B 0.04% 0.03% 0.03%
      HBAN B 0.1% 0.06% 0.06%
      HD B 1.14% 1.1% 1.1%
      HIG B 0.16% 0.1% 0.1%
      HOLX B 0.09% 0.06% 0.06%
      HPE D 0.11% 0.06% 0.06%
      HPQ D 0.14% 0.08% 0.08%
      HRL C 0.04% 0.03% 0.03%
      HST C 0.02% 0.04% 0.02%
      HSY C 0.09% 0.09% 0.09%
      HUBB B 0.06% 0.06% 0.06%
      HUM F 0.19% 0.12% 0.12%
      ICE C 0.45% 0.27% 0.27%
      IDXX C 0.09% 0.12% 0.09%
      IEX D 0.07% 0.04% 0.04%
      IFF B 0.13% 0.08% 0.08%
      INCY C 0.05% 0.03% 0.03%
      INTC F 0.4% 0.24% 0.24%
      IPG C 0.06% 0.03% 0.03%
      IR C 0.04% 0.11% 0.04%
      IRM C 0.08% 0.1% 0.08%
      ITW C 0.18% 0.2% 0.18%
      IVZ B 0.03% 0.02% 0.02%
      JBHT D 0.07% 0.04% 0.04%
      JCI B 0.24% 0.14% 0.14%
      JKHY B 0.06% 0.04% 0.04%
      JPM D 2.83% 1.75% 1.75%
      K B 0.1% 0.06% 0.06%
      KDP B 0.19% 0.11% 0.11%
      KEY B 0.07% 0.04% 0.04%
      KHC C 0.14% 0.08% 0.08%
      KIM C 0.08% 0.05% 0.05%
      KMI B 0.2% 0.12% 0.12%
      KMX D 0.06% 0.04% 0.04%
      KO C 0.81% 0.82% 0.81%
      KR C 0.18% 0.11% 0.11%
      LIN B 0.52% 0.66% 0.52%
      LKQ F 0.05% 0.03% 0.03%
      LOW B 0.71% 0.43% 0.43%
      LVS D 0.03% 0.04% 0.03%
      LW D 0.02% 0.03% 0.02%
      LYB D 0.12% 0.07% 0.07%
      MA B 0.55% 1.2% 0.55%
      MAS B 0.04% 0.05% 0.04%
      MCD B 0.58% 0.62% 0.58%
      MCO B 0.19% 0.22% 0.19%
      MDLZ B 0.28% 0.29% 0.28%
      MDT C 0.58% 0.35% 0.35%
      MET B 0.22% 0.14% 0.14%
      MGM F 0.01% 0.03% 0.01%
      MHK C 0.04% 0.02% 0.02%
      MKC C 0.1% 0.06% 0.06%
      MKTX C 0.05% 0.03% 0.03%
      MMC C 0.26% 0.34% 0.26%
      MOS F 0.04% 0.02% 0.02%
      MPC F 0.13% 0.17% 0.13%
      MRK D 0.85% 0.86% 0.85%
      MRNA F 0.11% 0.07% 0.07%
      MS D 0.59% 0.36% 0.36%
      MSCI C 0.09% 0.13% 0.09%
      MTB B 0.14% 0.08% 0.08%
      MTD D 0.09% 0.09% 0.09%
      MU F 0.49% 0.29% 0.29%
      NDAQ A 0.15% 0.09% 0.09%
      NEE C 0.84% 0.51% 0.51%
      NEM B 0.3% 0.18% 0.18%
      NKE D 0.26% 0.28% 0.26%
      NSC C 0.27% 0.17% 0.17%
      NTRS A 0.09% 0.05% 0.05%
      NWS D 0.01% 0.01% 0.01%
      NWSA D 0.05% 0.03% 0.03%
      OKE B 0.1% 0.16% 0.1%
      OMC B 0.1% 0.06% 0.06%
      ON D 0.08% 0.09% 0.08%
      OTIS C 0.11% 0.11% 0.11%
      OXY F 0.17% 0.1% 0.1%
      PARA F 0.03% 0.01% 0.01%
      PAYX C 0.12% 0.13% 0.12%
      PCAR D 0.06% 0.15% 0.06%
      PEG B 0.2% 0.12% 0.12%
      PEP C 0.75% 0.72% 0.72%
      PFE C 0.8% 0.49% 0.49%
      PFG B 0.09% 0.05% 0.05%
      PG C 1.21% 1.21% 1.21%
      PH B 0.08% 0.22% 0.08%
      PLD C 0.58% 0.36% 0.36%
      PNC B 0.34% 0.21% 0.21%
      PNR B 0.02% 0.04% 0.02%
      POOL C 0.03% 0.04% 0.03%
      PPG D 0.14% 0.09% 0.09%
      PRU C 0.2% 0.12% 0.12%
      PSA B 0.16% 0.17% 0.16%
      PSX F 0.26% 0.16% 0.16%
      PWR B 0.06% 0.12% 0.06%
      PYPL B 0.35% 0.22% 0.22%
      QCOM D 0.43% 0.55% 0.43%
      REG C 0.06% 0.04% 0.04%
      REGN C 0.24% 0.37% 0.24%
      RF B 0.1% 0.06% 0.06%
      RJF C 0.11% 0.06% 0.06%
      RL C 0.02% 0.02% 0.02%
      RMD C 0.18% 0.11% 0.11%
      ROK D 0.08% 0.09% 0.08%
      RSG D 0.09% 0.12% 0.09%
      SBAC C 0.08% 0.08% 0.08%
      SBUX C 0.22% 0.33% 0.22%
      SCHW D 0.45% 0.27% 0.27%
      SHW B 0.21% 0.26% 0.21%
      SJM C 0.06% 0.04% 0.04%
      SLB F 0.28% 0.17% 0.17%
      SPGI B 0.45% 0.49% 0.45%
      SRE C 0.25% 0.15% 0.15%
      STT A 0.12% 0.07% 0.07%
      SW B 0.11% 0.07% 0.07%
      SWK B 0.08% 0.04% 0.04%
      SYF C 0.09% 0.06% 0.06%
      SYK C 0.22% 0.37% 0.22%
      SYY D 0.18% 0.11% 0.11%
      T C 0.75% 0.46% 0.46%
      TAP D 0.05% 0.03% 0.03%
      TEL D 0.13% 0.13% 0.13%
      TFC C 0.27% 0.16% 0.16%
      TFX C 0.06% 0.03% 0.03%
      TGT C 0.34% 0.2% 0.2%
      TJX B 0.23% 0.39% 0.23%
      TMUS C 0.5% 0.31% 0.31%
      TPR C 0.05% 0.03% 0.03%
      TROW D 0.11% 0.07% 0.07%
      TRV C 0.26% 0.16% 0.16%
      TSCO C 0.09% 0.09% 0.09%
      TSN C 0.08% 0.05% 0.05%
      TT B 0.12% 0.24% 0.12%
      TTWO C 0.06% 0.07% 0.06%
      UDR C 0.07% 0.04% 0.04%
      ULTA D 0.03% 0.05% 0.03%
      UNH C 1.64% 1.6% 1.6%
      UNP C 0.4% 0.45% 0.4%
      UPS D 0.45% 0.28% 0.28%
      USB B 0.34% 0.2% 0.2%
      V C 0.74% 1.33% 0.74%
      VLO F 0.21% 0.13% 0.13%
      VRSK D 0.08% 0.11% 0.08%
      VTR C 0.13% 0.08% 0.08%
      WAB B 0.14% 0.09% 0.09%
      WAT C 0.06% 0.06% 0.06%
      WBA F 0.03% 0.02% 0.02%
      WDC D 0.1% 0.06% 0.06%
      WELL C 0.37% 0.23% 0.23%
      WM D 0.19% 0.23% 0.19%
      WMB B 0.16% 0.16% 0.16%
      WMT C 1.66% 1.01% 1.01%
      WTW C 0.14% 0.09% 0.09%
      WY C 0.11% 0.07% 0.07%
      XOM C 2.41% 1.48% 1.48%
      XYL C 0.15% 0.09% 0.09%
      YUM D 0.1% 0.11% 0.1%
      ZBH F 0.11% 0.06% 0.06%
      ZTS C 0.19% 0.26% 0.19%
      IVE Overweight 155 Positions Relative to EFIV
      Symbol Grade Weight
      BRK.A C 3.91%
      JNJ C 1.92%
      IBM B 0.95%
      VZ B 0.9%
      WFC D 0.89%
      RTX C 0.76%
      TMO B 0.7%
      HON D 0.64%
      LMT C 0.59%
      PM C 0.59%
      TXN C 0.55%
      SO B 0.47%
      DUK C 0.44%
      MO C 0.44%
      MMM B 0.36%
      PGR B 0.36%
      NOC B 0.35%
      MCK F 0.33%
      GD B 0.33%
      FDX C 0.31%
      ISRG B 0.29%
      O C 0.26%
      AEP C 0.26%
      CCI C 0.25%
      D C 0.24%
      FI A 0.24%
      BA F 0.24%
      KMB D 0.23%
      KVUE C 0.22%
      VRTX D 0.22%
      ADI C 0.22%
      LHX C 0.21%
      STZ D 0.2%
      F F 0.2%
      PCG C 0.2%
      CTSH C 0.19%
      COR D 0.19%
      HCA B 0.19%
      GEHC C 0.18%
      COP D 0.18%
      GEV B 0.17%
      VICI C 0.17%
      XEL B 0.17%
      GLW C 0.16%
      SPG B 0.16%
      APH D 0.16%
      ROP C 0.16%
      CEG C 0.16%
      DD B 0.16%
      WEC C 0.15%
      BX B 0.15%
      MSI B 0.15%
      ABNB D 0.13%
      DTE C 0.13%
      KEYS C 0.13%
      IQV C 0.13%
      PPL C 0.12%
      VLTO C 0.12%
      FSLR C 0.12%
      AEE C 0.11%
      EFX B 0.11%
      FE C 0.11%
      EOG D 0.11%
      FAST C 0.1%
      LEN B 0.1%
      ESS B 0.1%
      TDY B 0.1%
      TER D 0.1%
      ATO B 0.1%
      CLX C 0.1%
      CMS C 0.1%
      LDOS B 0.1%
      CINF B 0.1%
      INVH C 0.1%
      WRB C 0.09%
      ORLY C 0.09%
      CHTR D 0.09%
      CNP C 0.09%
      J C 0.09%
      LH C 0.09%
      PKG B 0.09%
      DG F 0.09%
      WBD D 0.09%
      MAA B 0.09%
      SWKS D 0.08%
      UAL C 0.08%
      TXT D 0.08%
      AZO D 0.08%
      NRG C 0.08%
      IP B 0.08%
      CDW D 0.08%
      LUV C 0.08%
      ZBRA B 0.08%
      MCHP F 0.08%
      CHD D 0.07%
      NDSN C 0.07%
      BG D 0.07%
      TRMB C 0.07%
      VTRS D 0.07%
      EVRG B 0.07%
      UHS B 0.07%
      L C 0.07%
      DLTR F 0.07%
      MNST D 0.07%
      NXPI F 0.07%
      GEN B 0.07%
      RVTY B 0.07%
      NI B 0.07%
      NTAP D 0.07%
      LNT B 0.07%
      HWM B 0.07%
      STX C 0.06%
      TECH C 0.06%
      ANSS D 0.06%
      EMN B 0.06%
      GRMN D 0.06%
      FFIV B 0.06%
      JNPR B 0.06%
      NUE F 0.06%
      COO B 0.06%
      AES C 0.06%
      CPT B 0.06%
      MTCH C 0.05%
      ENPH D 0.05%
      SOLV C 0.05%
      PODD B 0.05%
      HII D 0.05%
      PNW C 0.05%
      QRVO F 0.05%
      STE C 0.05%
      EXPD C 0.05%
      CTLT B 0.05%
      DXCM F 0.05%
      MLM D 0.05%
      VMC D 0.05%
      ALGN D 0.04%
      ROL C 0.04%
      SNA C 0.04%
      PTC D 0.04%
      VRSN D 0.04%
      DPZ F 0.04%
      MOH D 0.04%
      HSIC C 0.04%
      FOXA B 0.04%
      DRI B 0.04%
      BRO C 0.03%
      CTRA D 0.03%
      JBL D 0.03%
      STLD F 0.03%
      MRO C 0.03%
      EPAM F 0.03%
      GNRC D 0.02%
      AOS D 0.02%
      PAYC D 0.02%
      FOX B 0.02%
      IVE Underweight 34 Positions Relative to EFIV
      Symbol Grade Weight
      AAPL C -9.5%
      MSFT C -9.39%
      NVDA D -8.67%
      GOOGL D -2.69%
      GOOG D -2.25%
      LLY C -2.21%
      TSLA C -1.89%
      ADBE F -0.78%
      CRM D -0.73%
      AMD D -0.72%
      AMAT D -0.45%
      UBER C -0.42%
      LRCX F -0.29%
      KLAC D -0.29%
      CMG C -0.23%
      DHI B -0.17%
      MAR C -0.17%
      HLT B -0.16%
      ROST C -0.15%
      URI B -0.14%
      RCL B -0.12%
      ACGL C -0.12%
      TRGP B -0.1%
      HES F -0.1%
      LULU D -0.09%
      FANG D -0.09%
      FTV C -0.08%
      AXON B -0.08%
      PHM B -0.08%
      CPAY B -0.07%
      DECK C -0.07%
      EXPE C -0.05%
      WYNN D -0.02%
      NCLH C -0.02%

      IVE: Top Represented Industries & Keywords

      Industries: Diversified Industrials Utilities - Regulated Electric Diagnostics & Research Business Services Asset Management Banks - Regional - US Capital Markets Packaged Foods Semiconductors Drug Manufacturers - Major Medical Devices Medical Instruments & Supplies Specialty Retail Aerospace & Defense Credit Services Health Care Plans Household & Personal Products Insurance - Property & Casualty Oil & Gas E&P REIT - Residential
      Keywords: S&P 500 Nasdaq 100 Natural Gas Electricity Insurance Dow Jones Component Electronics Aerospace Chemical Medicine Real Estate Investment Trust Computing Bank Banking Telecommunications Insurance Products Investment Bank Plastic Mining Biotechnology

      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 Oil & Gas E&P Semiconductors Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Dow Jones Component Bank Banking Chemical Medicine Real Estate Investment Trust Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Electronics Beverage Cash Management Financial Products
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