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EFIV vs USXF

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

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

EFIVUSXF
Annual cost (TER)0.10%0.10%
Fund size (AUM)$1.2B$1.3B
Since20202020
Dividend yield0.98%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+33.3%
CAGR 3Y+22.8%+27.2%
CAGR 5Y+14.6%+15.3%
Sharpe 3Y1.221.21
Volatility 1Y11.91%16.12%
Max drawdown-24.52%-29.54%

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

Similar to EFIV and USXF