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EFIV vs VOOV

State Street SPDR S&P 500 ESG ETF vs Vanguard S&P 500 Value Index Fund ETF Shares

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$6.5B

Key differences

  • VOOV 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.
  • VOOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFIVVOOV
Annual cost (TER)0.10%0.07%
Fund size (AUM)$1.2B$6.5B
Since20202010
Dividend yield0.98%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.8%+24.4%
CAGR 3Y+22.6%+16.4%
CAGR 5Y+15.0%+11.3%
Sharpe 3Y1.210.99
Volatility 1Y11.89%9.96%
Max drawdown-24.52%-37.31%

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

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