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CEFA vs EFIV
Global X S&P Catholic Values Developed ex-U.S. ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV costs 0.25% less per year.
- EFIV is significantly larger than CEFA — larger funds tend to be more liquid and less likely to close.
- CEFA covers global markets; EFIV covers north america.
- Over the last 3 years, EFIV has delivered higher annualized returns.
Side-by-side comparison
| CEFA | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.10% |
| Fund size (AUM) | $46M | $1.2B |
| Since | 2020 | 2020 |
| Dividend yield | 2.71% | 0.98% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.4% | +33.8% |
| CAGR 3Y | +14.8% | +22.6% |
| CAGR 5Y | +7.5% | +15.0% |
| Sharpe 3Y | 0.71 | 1.21 |
| Volatility 1Y | 15.41% | 11.89% |
| Max drawdown | -31.97% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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