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ESGV vs EFIV

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

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • ESGV is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ESGVEFIV
Annual cost (TER)0.09%0.10%
Fund size (AUM)$12.5B$1.2B
Since20182020
Dividend yield0.90%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.9%+32.0%
CAGR 3Y+23.1%+22.8%
CAGR 5Y+12.7%+14.6%
Sharpe 3Y1.151.22
Volatility 1Y13.48%11.91%
Max drawdown-33.66%-24.52%

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

Similar to ESGV and EFIV