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XVV vs EFIV

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

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

EFIV

State Street SPDR S&P 500 ESG ETF

State Street Investment Management

Annual cost

0.10%

Fund size

$1.2B

Side-by-side comparison

XVVEFIV
Annual cost (TER)0.08%0.10%
Fund size (AUM)$636M$1.2B
Since20202020
Dividend yield0.92%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+32.0%
CAGR 3Y+23.1%+22.8%
CAGR 5Y+13.6%+14.6%
Sharpe 3Y1.181.22
Volatility 1Y12.84%11.91%
Max drawdown-27.20%-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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