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EFIV - ETF AI Analysis
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SPDR S&P 500 ESG ETF (EFIV)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Microsoft, and Alphabet, have shown strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-efficient for investors.
Technology Sector Leadership
With significant exposure to the high-performing technology sector, the ETF benefits from growth in this dynamic industry.
Negative Factors
High Concentration in Technology
Over 40% of the portfolio is allocated to technology, increasing vulnerability to sector-specific downturns.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Underperforming Holdings
Some holdings, like Apple and Eli Lilly, have shown weaker year-to-date performance compared to others in the portfolio.
EFIV vs. SPDR S&P 500 ETF (SPY)
AUM1.15B
RegionNorth America
Expense Ratio0.10%
Beta0.98
IssuerSPDR
Inception DateJul 27, 2020
Dividend Yield1.05%
Asset ClassEquity
Index TrackedS&P 500 Scored & Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume29,260
30 Day Avg. Volume66,215
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
76.18Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering317
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EFIV Summary
The SPDR S&P 500 ESG ETF (EFIV) is an investment fund that focuses on large U.S. companies in the S&P 500 index with strong Environmental, Social, and Governance (ESG) practices. It includes well-known companies like Microsoft and Nvidia, making it a great option for investors who want to support sustainable and socially responsible businesses while aiming for potential growth. This ETF is heavily weighted in the technology sector, which could offer high growth opportunities. However, new investors should be aware that its performance can fluctuate with the overall market and is particularly influenced by the tech industry.
How much will it cost me?The SPDR S&P 500 ESG ETF (EFIV) has an expense ratio of 0.10%, which means you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The SPDR S&P 500 ESG ETF (EFIV) could benefit from growing investor interest in ESG-focused investments and the strong performance of its top holdings in technology, such as Nvidia, Microsoft, and Apple, which are well-positioned in innovative industries. However, potential risks include regulatory changes affecting ESG criteria, economic downturns impacting large-cap companies, or sector-specific challenges like volatility in technology and energy markets. Broader economic conditions in the U.S., such as interest rate hikes, could also influence the ETF's performance.
EFIV Top 10 Holdings
The SPDR S&P 500 ESG ETF leans heavily into the technology sector, with Nvidia and Apple leading the charge. Nvidia’s focus on AI and data centers has bolstered its long-term prospects, though recent performance has been mixed. Apple, on the other hand, is steadily climbing thanks to strong revenue growth and expansion in services. Alphabet’s Class A and C shares are rising stars, driven by AI and cloud investments, while Meta is lagging, weighed down by bearish momentum and regulatory hurdles. With a clear U.S. focus and tech-heavy tilt, this fund is riding the wave of innovation but faces risks from valuation pressures.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.02% | $127.02M | $4.38T | 33.19% | 76 Outperform | |
| Apple | 10.44% | $120.31M | $4.10T | 18.14% | 80 Outperform | |
| Microsoft | 9.01% | $103.80M | $3.61T | 14.78% | 73 Outperform | |
| Alphabet Class A | 4.78% | $55.06M | $3.86T | 89.06% | 80 Outperform | |
| Alphabet Class C | 3.84% | $44.26M | $3.86T | 87.50% | 82 Outperform | |
| Meta Platforms | 3.51% | $40.40M | $1.60T | 11.32% | 71 Outperform | |
| Eli Lilly & Co | 2.24% | $25.85M | $1.04T | 40.11% | 71 Outperform | |
| Visa | 1.44% | $16.64M | $638.91B | 6.07% | 75 Outperform | |
| Exxon Mobil | 1.24% | $14.28M | $484.00B | -2.46% | 75 Outperform | |
| Walmart | 1.19% | $13.75M | $869.84B | 18.74% | 78 Outperform |
EFIV Technical Analysis
Positive
―
Price Trends
64.23
Positive
62.43
Positive
58.45
Positive
Market Momentum
0.12
Positive
58.83
Neutral
78.66
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EFIV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.79, equal to the 50-day MA of 64.23, and equal to the 200-day MA of 58.45, indicating a bullish trend. The MACD of 0.12 indicates Positive momentum. The RSI at 58.83 is Neutral, neither overbought nor oversold. The STOCH value of 78.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EFIV.
EFIV Peer Comparison
Comparison Results
Performance Comparison
EFIV
SPDR S&P 500 ESG ETF
65.61
7.78
13.45%
MGC
Vanguard Mega Cap ETF
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―
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PRF
Invesco FTSE RAFI US 1000 ETF
―
―
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FTCS
First Trust Capital Strength ETF
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―
―
QYLD
Global X NASDAQ 100 Covered Call ETF
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―
―
SNPE
Xtrackers S&P 500 ESG ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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