EFIVState Street SPDR S&P 500 ESG ETF
Grow my money#365 of 2944 for Grow my money
Seeks to provide investment results that correspond generally to the total return performance of an index that provides exposure to securities that meet certain sustainability criteria.
State Street Investment Management · Since 2020 (5 years)
Annual Cost
0.10%
#389 out of 5,332 ETFs
Fund Size
$914M
#1057 out of 5,332 ETFs
Dividend Yield
1.08%
Track Record
5 years
#2203 out of 5,332 ETFs
Performance
1 Year
+33.7%
3 Years
+22.7%
5 Years
+13.7%
What's inside
Asset class
Region
Strategy
index tracking
Cap
large
Focus
ESG
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Technology
37.2%
Communication
13.0%
Financial Services
12.5%
Healthcare
10.2%
Industrials
6.8%
Consumer Defensive
5.4%
Consumer Cyclical
5.0%
Energy
4.8%
Other
5.2%
Top holdings
NVIDIA CorpNVDA11.1%
Apple IncAAPL9.8%
Microsoft CorpMSFT7.2%
Alphabet Inc Class AGOOGL4.4%
Alphabet Inc Class CGOOG3.5%
Meta Platforms Inc Class AMETA3.3%
Eli Lilly and CoLLY1.9%
Exxon Mobil CorpXOM1.9%
Walmart IncWMT1.4%
Visa Inc Class AV1.3%
Risk profile
Volatility (1Y)
12.3%
Moderate
Max drawdown
-24.5%
Worst peak-to-trough loss
Sharpe (3Y)
1.21
Excellent risk-adjusted returns
Sortino (3Y)
1.80
Good downside protection
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Data updated on 2026-05-05