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EFIV vs VSGX

State Street SPDR S&P 500 ESG ETF vs Vanguard ESG International Stock ETF

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

VSGX

Vanguard ESG International Stock ETF

Vanguard

Annual cost

0.10%

Fund size

$6.3B

Key differences

  • VSGX is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
  • EFIV covers north america markets; VSGX covers global ex us.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

EFIVVSGX
Annual cost (TER)0.10%0.10%
Fund size (AUM)$1.2B$6.3B
Since20202018
Dividend yield0.98%3.02%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+30.8%
CAGR 3Y+22.8%+18.5%
CAGR 5Y+14.6%+8.1%
Sharpe 3Y1.220.95
Volatility 1Y11.91%16.25%
Max drawdown-24.52%-33.09%

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

Similar to EFIV and VSGX