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SNPG vs EFIV

Xtrackers S&P 500 Growth Scored & Screened ETF vs State Street SPDR S&P 500 ESG ETF

SNPG

Xtrackers S&P 500 Growth Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$15M

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

SNPGEFIV
Annual cost (TER)0.15%0.10%
Fund size (AUM)$15M$1.2B
Since20222020
Dividend yield0.51%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.2%+32.0%
CAGR 3Y+25.7%+22.8%
CAGR 5YN/A+14.6%
Sharpe 3Y1.191.22
Volatility 1Y14.18%11.91%
Max drawdown-21.69%-24.52%

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

Similar to SNPG and EFIV