Skip to content
Beacon
Screener

EFIV vs DMXF

State Street SPDR S&P 500 ESG ETF vs iShares ESG Advanced MSCI EAFE Index ETF

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • EFIV covers north america markets; DMXF covers global.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

EFIVDMXF
Annual cost (TER)0.10%0.12%
Fund size (AUM)$1.2B$992M
Since20202020
Dividend yield0.98%4.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+19.3%
CAGR 3Y+22.8%+14.5%
CAGR 5Y+14.6%+7.3%
Sharpe 3Y1.220.70
Volatility 1Y11.91%16.16%
Max drawdown-24.52%-34.52%

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

Similar to EFIV and DMXF