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      RAFE vs. EFIV ETF Comparison

      Comparison of PIMCO RAFI ESG U.S. ETF (RAFE) to SPDR S&P 500 ESG ETF (EFIV)
      RAFE

      PIMCO RAFI ESG U.S. ETF

      RAFE Description

      The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the RAFI ESG US Index. The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its total assets in the component securities of the RAFI ESG US Index. The underlying index is constructed by RAFI Indices, LLC using a rules-based approach within publicly traded U.S. equities to create an integrated ESG strategy which overweights companies that rate well across various ESG themes and excludes companies with a major involvement in industries such as tobacco, gaming, weapons and fossil fuels.

      Grade (RS Rating)

      Last Trade

      $36.66

      Average Daily Volume

      4,589

      Number of Holdings *

      234

      * 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

      $55.13

      Average Daily Volume

      115,407

      Number of Holdings *

      314

      * may have additional holdings in another (foreign) market
      Performance
      Period RAFE EFIV
      30 Days 0.62% 0.77%
      60 Days 6.42% 6.20%
      90 Days 4.36% 2.50%
      12 Months 29.61% 34.78%
      157 Overlapping Holdings
      Symbol Grade Weight in RAFE Weight in EFIV Overlap
      A B 0.14% 0.12% 0.12%
      AAPL C 5.25% 9.99% 5.25%
      ABBV A 1.43% 0.99% 0.99%
      ABT B 0.92% 0.56% 0.56%
      ACN B 0.75% 0.63% 0.63%
      ADBE F 0.53% 0.66% 0.53%
      ADM D 0.3% 0.08% 0.08%
      ADP A 0.34% 0.32% 0.32%
      AKAM D 0.07% 0.04% 0.04%
      ALL B 0.46% 0.14% 0.14%
      AMAT B 0.76% 0.49% 0.49%
      AMD D 0.06% 0.77% 0.06%
      AMGN D 0.98% 0.5% 0.5%
      AMP A 0.17% 0.13% 0.13%
      AMT C 0.18% 0.31% 0.18%
      APD C 0.31% 0.19% 0.19%
      AVB C 0.13% 0.09% 0.09%
      AWK B 0.11% 0.08% 0.08%
      AXP A 0.48% 0.44% 0.44%
      BAC D 0.59% 0.77% 0.59%
      BALL C 0.14% 0.06% 0.06%
      BAX D 0.17% 0.06% 0.06%
      BBY B 0.45% 0.06% 0.06%
      BDX B 0.28% 0.2% 0.2%
      BIIB F 0.27% 0.08% 0.08%
      BK C 0.15% 0.15% 0.15%
      BLK A 0.53% 0.38% 0.38%
      BMY B 1.37% 0.3% 0.3%
      BSX A 0.08% 0.35% 0.08%
      C B 2.37% 0.34% 0.34%
      CAG D 0.07% 0.04% 0.04%
      CAH B 0.22% 0.08% 0.08%
      CARR A 0.32% 0.19% 0.19%
      CBRE A 0.28% 0.11% 0.11%
      CF A 0.12% 0.04% 0.04%
      CI D 1.17% 0.28% 0.28%
      CL D 0.34% 0.24% 0.24%
      CMCSA B 1.21% 0.46% 0.46%
      CMI B 0.15% 0.13% 0.13%
      CNC F 0.14% 0.11% 0.11%
      CPB D 0.05% 0.03% 0.03%
      CRM B 0.38% 0.77% 0.38%
      CSCO A 2.21% 0.62% 0.62%
      CTVA A 0.04% 0.12% 0.04%
      CVS D 0.35% 0.22% 0.22%
      DE A 0.45% 0.31% 0.31%
      DGX B 0.05% 0.05% 0.05%
      DHR C 0.43% 0.51% 0.43%
      DIS D 0.81% 0.5% 0.5%
      DOV C 0.04% 0.08% 0.04%
      DOW B 0.5% 0.11% 0.11%
      DVA C 0.14% 0.02% 0.02%
      EA D 0.21% 0.1% 0.1%
      EBAY A 0.35% 0.09% 0.09%
      ECL B 0.22% 0.19% 0.19%
      EIX A 0.2% 0.1% 0.1%
      EL D 0.14% 0.07% 0.07%
      ELV F 0.98% 0.35% 0.35%
      EQIX B 0.19% 0.24% 0.19%
      EQR C 0.13% 0.07% 0.07%
      EW F 0.12% 0.12% 0.12%
      FIS C 0.28% 0.13% 0.13%
      FITB C 0.1% 0.08% 0.08%
      GILD A 0.74% 0.3% 0.3%
      GIS C 0.31% 0.12% 0.12%
      GM D 1.46% 0.15% 0.15%
      GPC D 0.07% 0.06% 0.06%
      GS C 0.65% 0.45% 0.45%
      GWW A 0.13% 0.13% 0.13%
      HAS A 0.04% 0.03% 0.03%
      HD A 1.42% 1.14% 1.14%
      HIG A 0.22% 0.1% 0.1%
      HLT A 0.11% 0.17% 0.11%
      HOLX D 0.09% 0.05% 0.05%
      HPE B 0.52% 0.08% 0.08%
      HPQ C 0.57% 0.1% 0.1%
      HRL F 0.01% 0.03% 0.01%
      HST D 0.09% 0.04% 0.04%
      HSY D 0.05% 0.08% 0.05%
      HUM F 0.37% 0.11% 0.11%
      IFF C 0.12% 0.08% 0.08%
      INTC D 2.25% 0.29% 0.29%
      IRM A 0.16% 0.1% 0.1%
      ITW A 0.24% 0.2% 0.2%
      JCI B 0.4% 0.15% 0.15%
      JPM D 2.88% 1.73% 1.73%
      K B 0.14% 0.06% 0.06%
      KDP C 0.13% 0.11% 0.11%
      KHC D 0.18% 0.09% 0.09%
      KIM C 0.03% 0.04% 0.03%
      KLAC B 0.21% 0.3% 0.21%
      KO C 0.93% 0.8% 0.8%
      LIN B 1.0% 0.66% 0.66%
      LKQ F 0.07% 0.03% 0.03%
      LLY D 0.68% 2.0% 0.68%
      LOW A 0.95% 0.44% 0.44%
      LRCX D 0.47% 0.31% 0.31%
      MA A 0.6% 1.17% 0.6%
      MAR B 0.2% 0.17% 0.17%
      MCO D 0.13% 0.21% 0.13%
      MDLZ C 0.27% 0.29% 0.27%
      MET A 0.56% 0.14% 0.14%
      MHK B 0.04% 0.02% 0.02%
      MOS D 0.15% 0.02% 0.02%
      MRK F 1.63% 0.83% 0.83%
      MSFT D 4.8% 9.18% 4.8%
      MU D 0.76% 0.34% 0.34%
      NDAQ C 0.03% 0.09% 0.03%
      NEM C 0.48% 0.18% 0.18%
      NKE D 0.47% 0.31% 0.31%
      NTRS C 0.05% 0.05% 0.05%
      NVDA C 0.77% 8.61% 0.77%
      NWSA D 0.04% 0.03% 0.03%
      OMC C 0.12% 0.06% 0.06%
      ON F 0.08% 0.09% 0.08%
      OTIS A 0.09% 0.12% 0.09%
      PARA F 0.17% 0.02% 0.02%
      PAYX A 0.08% 0.12% 0.08%
      PEP D 0.25% 0.67% 0.25%
      PFE D 2.17% 0.48% 0.48%
      PFG C 0.16% 0.05% 0.05%
      PG C 2.36% 1.18% 1.18%
      PLD D 0.07% 0.34% 0.07%
      PPG D 0.17% 0.09% 0.09%
      PRU C 0.42% 0.12% 0.12%
      PYPL C 0.46% 0.23% 0.23%
      QCOM D 1.33% 0.55% 0.55%
      ROK D 0.04% 0.09% 0.04%
      RSG D 0.03% 0.12% 0.03%
      SHW B 0.13% 0.26% 0.13%
      SJM C 0.08% 0.04% 0.04%
      SPGI C 0.09% 0.47% 0.09%
      STT C 0.2% 0.08% 0.08%
      SWK A 0.11% 0.05% 0.05%
      SYK C 0.09% 0.36% 0.09%
      SYY B 0.2% 0.11% 0.11%
      T A 1.85% 0.45% 0.45%
      TGT C 0.95% 0.21% 0.21%
      TJX C 0.4% 0.38% 0.38%
      TMUS A 0.33% 0.29% 0.29%
      TPR B 0.1% 0.03% 0.03%
      TROW D 0.07% 0.07% 0.07%
      TSCO A 0.09% 0.09% 0.09%
      TSLA C 0.3% 2.09% 0.3%
      TSN D 0.05% 0.05% 0.05%
      UNH B 0.47% 1.55% 0.47%
      UPS D 0.43% 0.28% 0.28%
      V C 0.77% 1.33% 0.77%
      VTR C 0.19% 0.08% 0.08%
      WAB A 0.05% 0.09% 0.05%
      WAT B 0.08% 0.06% 0.06%
      WBA F 0.07% 0.02% 0.02%
      WDC C 0.3% 0.07% 0.07%
      WELL C 0.25% 0.21% 0.21%
      WM B 0.33% 0.22% 0.22%
      WY B 0.23% 0.07% 0.07%
      ZTS C 0.13% 0.26% 0.13%
      RAFE Overweight 77 Positions Relative to EFIV
      Symbol Grade Weight
      JNJ D 2.72%
      WFC D 1.71%
      IBM B 1.55%
      VZ A 1.46%
      ORCL B 1.2%
      AVGO C 1.08%
      META A 0.99%
      MMM C 0.93%
      F D 0.88%
      TXN C 0.69%
      DD B 0.51%
      FDX D 0.33%
      ADI C 0.32%
      IP C 0.29%
      MCK F 0.27%
      GEHC C 0.25%
      CCI C 0.25%
      KMB B 0.25%
      NTAP D 0.23%
      PGR C 0.21%
      JLL B 0.18%
      JNPR B 0.17%
      OC C 0.16%
      LUMN C 0.16%
      MSI A 0.16%
      WHR B 0.16%
      ARW C 0.14%
      VFC B 0.14%
      CTSH B 0.14%
      KSS D 0.13%
      DG F 0.13%
      FOXA A 0.12%
      PKG C 0.11%
      CDNS D 0.1%
      DELL C 0.1%
      TER C 0.1%
      CDW D 0.1%
      ISRG A 0.1%
      MRVL C 0.09%
      HCA B 0.09%
      GAP F 0.09%
      PVH F 0.09%
      LEA F 0.08%
      KEYS B 0.08%
      HUN B 0.07%
      USFD C 0.07%
      DOX B 0.07%
      FAST B 0.07%
      SOLV C 0.07%
      AVT C 0.07%
      ILMN B 0.06%
      NFLX A 0.06%
      MCHP F 0.06%
      LNC D 0.06%
      MAA C 0.06%
      VTRS D 0.06%
      SNPS F 0.06%
      GT F 0.05%
      HSIC D 0.05%
      XRX D 0.05%
      FL F 0.05%
      CHD C 0.05%
      DXC D 0.05%
      ESS C 0.04%
      KD F 0.04%
      OGN F 0.04%
      EQH C 0.04%
      MAN D 0.03%
      NWL D 0.03%
      FLEX C 0.03%
      AAP F 0.03%
      AGCO D 0.03%
      WU D 0.03%
      ANET A 0.02%
      O A 0.02%
      ORLY A 0.02%
      M F 0.02%
      RAFE Underweight 157 Positions Relative to EFIV
      Symbol Grade Weight
      GOOGL B -2.77%
      GOOG B -2.29%
      XOM A -1.48%
      COST C -1.13%
      WMT A -1.0%
      CVX B -0.71%
      MCD A -0.63%
      GE C -0.58%
      CAT A -0.55%
      NEE A -0.5%
      UBER C -0.46%
      UNP D -0.43%
      ETN C -0.38%
      MS B -0.37%
      MDT B -0.33%
      MMC D -0.32%
      SBUX B -0.32%
      REGN D -0.32%
      CB A -0.31%
      FI A -0.3%
      SCHW D -0.28%
      ICE A -0.26%
      TT A -0.25%
      CMG C -0.23%
      CME A -0.23%
      PH A -0.23%
      AON A -0.22%
      PNC C -0.21%
      FCX B -0.21%
      CTAS B -0.2%
      USB C -0.2%
      CSX D -0.19%
      AJG D -0.18%
      EMR B -0.18%
      ADSK B -0.17%
      SLB D -0.17%
      TRV C -0.16%
      MPC F -0.16%
      PSX D -0.16%
      WMB A -0.16%
      NSC C -0.16%
      AFL A -0.16%
      PSA C -0.16%
      DHI C -0.16%
      TFC D -0.16%
      COF C -0.16%
      ROST C -0.15%
      PCAR D -0.15%
      OKE B -0.15%
      SRE A -0.15%
      URI C -0.15%
      AIG F -0.14%
      DLR C -0.14%
      PWR B -0.13%
      VLO F -0.13%
      PEG A -0.13%
      MSCI B -0.13%
      TEL D -0.13%
      AME D -0.12%
      EXC A -0.12%
      RCL C -0.12%
      KMI A -0.12%
      IDXX D -0.12%
      ACGL A -0.12%
      HES D -0.11%
      KR C -0.11%
      EXR C -0.11%
      VRSK D -0.11%
      YUM A -0.11%
      IR A -0.11%
      DAL C -0.1%
      OXY F -0.1%
      DFS C -0.1%
      RMD C -0.1%
      BKR B -0.1%
      ED A -0.1%
      PHM A -0.09%
      WTW B -0.09%
      FANG D -0.09%
      MTD B -0.09%
      CSGP F -0.09%
      TRGP B -0.09%
      LULU D -0.09%
      XYL C -0.09%
      FTV B -0.08%
      ETR A -0.08%
      AXON A -0.08%
      MTB C -0.08%
      RJF B -0.07%
      HUBB A -0.07%
      ES C -0.07%
      DECK B -0.07%
      DVN F -0.07%
      BR B -0.07%
      SW C -0.07%
      TTWO F -0.07%
      LYB D -0.07%
      HAL F -0.07%
      SBAC B -0.07%
      GPN F -0.07%
      SYF B -0.06%
      ULTA D -0.06%
      APTV D -0.06%
      MKC C -0.06%
      RF C -0.06%
      CBOE A -0.06%
      HBAN D -0.06%
      CPAY A -0.06%
      EQT B -0.06%
      ZBH F -0.06%
      MRNA F -0.06%
      DOC C -0.05%
      PNR C -0.05%
      IEX D -0.05%
      AMCR B -0.05%
      EG B -0.05%
      FDS C -0.05%
      AVY C -0.05%
      LVS B -0.05%
      MAS A -0.05%
      CFG D -0.05%
      EXPE B -0.05%
      CCL C -0.05%
      ARE D -0.05%
      ALLE A -0.04%
      CHRW A -0.04%
      JKHY A -0.04%
      UDR C -0.04%
      JBHT D -0.04%
      POOL B -0.04%
      KEY C -0.04%
      CZR B -0.03%
      WYNN B -0.03%
      MGM D -0.03%
      NCLH C -0.03%
      GL C -0.03%
      DAY B -0.03%
      LW D -0.03%
      MKTX C -0.03%
      TAP D -0.03%
      CRL F -0.03%
      AIZ A -0.03%
      INCY B -0.03%
      ALB D -0.03%
      TFX C -0.03%
      REG C -0.03%
      BXP C -0.03%
      IPG C -0.03%
      KMX F -0.03%
      BEN F -0.02%
      BBWI F -0.02%
      RL B -0.02%
      IVZ A -0.02%
      FMC B -0.02%
      BWA B -0.02%
      FRT D -0.02%
      NWS D -0.01%

      RAFE: Top Represented Industries & Keywords

      Industries: Semiconductors Drug Manufacturers - Major Information Technology Services Packaged Foods Asset Management Health Care Plans Household & Personal Products Specialty Retail Credit Services Diagnostics & Research Diversified Industrials Software - Application Specialty Chemicals Telecom Services Banks - Global Business Services Chemicals Communication Equipment Insurance - Life Medical Devices
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Insurance Semiconductor Medicine Telecommunications Integrated Circuits Mobile Devices Real Estate Investment Trust Cloud Computing Department Store Information And Communications Technology Bank Electronics Pharmaceutical Products Aerospace Banking Chemical

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Drug Manufacturers - Major Credit Services Diagnostics & Research Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Natural Gas Dow Jones Component Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Electronics Beverage Cash Management Financial Products
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