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EFIV vs SUSA
State Street SPDR S&P 500 ESG ETF vs iShares ESG Optimized MSCI USA ETF
Key differences
- EFIV costs 0.15% less per year.
- SUSA is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EFIV has delivered higher annualized returns.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EFIV | SUSA | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.25% |
| Fund size (AUM) | $1.2B | $3.8B |
| Since | 2020 | 2005 |
| Dividend yield | 0.98% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +26.3% |
| CAGR 3Y | +22.8% | +21.3% |
| CAGR 5Y | +14.6% | +11.9% |
| Sharpe 3Y | 1.22 | 1.13 |
| Volatility 1Y | 11.91% | 12.47% |
| Max drawdown | -24.52% | -32.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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