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KRMA vs EFIV

Global X Conscious Companies ETF vs State Street SPDR S&P 500 ESG ETF

KRMA

Global X Conscious Companies ETF

Global X Funds

Annual cost

0.43%

Fund size

$116M

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • EFIV costs 0.33% less per year.
  • EFIV is significantly larger than KRMA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EFIV has delivered higher annualized returns.

Side-by-side comparison

KRMAEFIV
Annual cost (TER)0.43%0.10%
Fund size (AUM)$116M$1.2B
Since20162020
Dividend yield2.46%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+32.0%
CAGR 3Y+19.1%+22.8%
CAGR 5Y+10.7%+14.6%
Sharpe 3Y1.011.22
Volatility 1Y12.35%11.91%
Max drawdown-36.16%-24.52%

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

Similar to KRMA and EFIV