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SPYG vs EFIV

State Street SPDR Portfolio S&P 500 Growth ETF vs State Street SPDR S&P 500 ESG ETF

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$49.5B

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Key differences

  • SPYG costs 0.06% less per year.
  • SPYG is significantly larger than EFIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYG has delivered higher annualized returns.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYGEFIV
Annual cost (TER)0.04%0.10%
Fund size (AUM)$49.5B$1.2B
Since20002020
Dividend yield0.50%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.1%+33.8%
CAGR 3Y+28.8%+22.6%
CAGR 5Y+16.5%+15.0%
Sharpe 3Y1.251.21
Volatility 1Y16.16%11.89%
Max drawdown-32.67%-24.52%

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

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