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EFIV vs XVV

State Street SPDR S&P 500 ESG ETF vs iShares ESG Select Screened S&P 500 ETF

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Side-by-side comparison

EFIVXVV
Annual cost (TER)0.10%0.08%
Fund size (AUM)$1.2B$636M
Since20202020
Dividend yield0.98%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+27.7%
CAGR 3Y+22.8%+23.1%
CAGR 5Y+14.6%+13.6%
Sharpe 3Y1.221.18
Volatility 1Y11.91%12.84%
Max drawdown-24.52%-27.20%

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

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