SPDR® S&P 500® ESG ETF (EFIV)
53.47
+0.46
(+0.87%)
USD |
NYSEARCA |
Jun 17, 16:00
53.50
+0.03
(+0.06%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.10% | 0.06% | 1.264B | 57454.53 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.17% | 12.00% | 94.46M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 ESG Index that provides exposure to securities that meet certain sustainability criteria (criteria related to environmental, social and governance ("ESG") factors) while maintaining similar overall industry group weights as the S&P 500 Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | SPDR State Street Global Advisors |
| Prospectus Benchmark Index | |
| S&P 500 ESG TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Emiliano Rabinovich | 3.85 yrs |
| Karl Schneider | 3.85 yrs |
| Olga Winner | 3.85 yrs |
Performance Versus Category
As of June 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 17, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 ESG Index that provides exposure to securities that meet certain sustainability criteria (criteria related to environmental, social and governance ("ESG") factors) while maintaining similar overall industry group weights as the S&P 500 Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | SPDR State Street Global Advisors |
| Prospectus Benchmark Index | |
| S&P 500 ESG TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Emiliano Rabinovich | 3.85 yrs |
| Karl Schneider | 3.85 yrs |
| Olga Winner | 3.85 yrs |