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EFIV vs ESGU
State Street SPDR S&P 500 ESG ETF vs iShares ESG Aware MSCI USA ETF
Key differences
- ESGU is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| EFIV | ESGU | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.15% |
| Fund size (AUM) | $1.2B | $16.6B |
| Since | 2020 | 2016 |
| Dividend yield | 0.98% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +28.9% |
| CAGR 3Y | +22.8% | +22.7% |
| CAGR 5Y | +14.6% | +12.9% |
| Sharpe 3Y | 1.22 | 1.19 |
| Volatility 1Y | 11.91% | 12.31% |
| Max drawdown | -24.52% | -33.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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