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