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EFIV vs CHRI

State Street SPDR S&P 500 ESG ETF vs Global X S&P 500 Christian Values ETF

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

CHRI

Global X S&P 500 Christian Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$5M

Key differences

  • EFIV costs 0.19% less per year.
  • EFIV is significantly larger than CHRI — larger funds tend to be more liquid and less likely to close.
  • EFIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFIVCHRI
Annual cost (TER)0.10%0.29%
Fund size (AUM)$1.2B$5M
Since20202025
Dividend yield0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.8%N/A
CAGR 3Y+22.6%N/A
CAGR 5Y+15.0%N/A
Sharpe 3Y1.21N/A
Volatility 1Y11.89%
Max drawdown-24.52%-9.36%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EFIV and CHRI