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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
Large, Established Fund
The ETF manages over a billion dollars in assets, suggesting solid investor interest and good trading liquidity.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns over time.
Broad Sector Coverage
Holdings spread across technology, communication services, financials, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tech Concentration
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weakness in Several Top Holdings
Some of the largest positions, including major technology and communication names, have shown weak recent performance, which can drag on the fund’s returns.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets.
EFIV Historical Chart
AUM1.00B
RegionNorth America
Expense Ratio0.10%
Beta0.98
IssuerSPDR
Inception DateJul 27, 2020
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P 500 Scored & Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,569
30 Day Avg. Volume51,043
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
79.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering313
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EFIV Summary
EFIV is an ETF that follows the S&P 500 ESG Index, focusing on large U.S. companies that score well on environmental, social, and governance (ESG) standards. It holds many familiar names like Apple and Microsoft, giving you broad exposure to leading U.S. stocks while aiming to support more responsible business practices. Someone might invest in EFIV to seek long-term growth and diversification, while also aligning their money with sustainability values. A key risk is that it is heavily invested in U.S. technology and large-cap stocks, so its price can rise and fall sharply with that part of the market.
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
EFIV is leaning heavily on U.S. mega-cap tech, with Nvidia, Apple, and Microsoft steering the ship. Lately, that trio has been more of a headwind than a tailwind, as all three have been lagging despite strong long-term stories in AI and cloud. Alphabet, held in both share classes, has been one of the fund’s bright spots, rising on solid earnings and AI optimism, while Eli Lilly and Exxon Mobil quietly add some non-tech spark. Overall, this is a U.S.-centric, tech-heavy ESG play with a few defensive and healthcare names helping balance the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.18% | $111.60M | $4.58T | 54.83% | 76 Outperform | |
| Apple | 9.31% | $92.96M | $3.80T | 7.14% | 79 Outperform | |
| Microsoft | 8.63% | $86.10M | $3.57T | 8.88% | 79 Outperform | |
| Alphabet Class A | 4.78% | $47.74M | $4.04T | 71.20% | 85 Outperform | |
| Alphabet Class C | 3.83% | $38.21M | $4.04T | 70.54% | 82 Outperform | |
| Meta Platforms | 3.61% | $36.05M | $1.70T | -1.15% | 76 Outperform | |
| Eli Lilly & Co | 2.08% | $20.80M | $982.74B | 27.32% | 72 Outperform | |
| Exxon Mobil | 1.40% | $14.02M | $577.03B | 26.60% | 74 Outperform | |
| Visa | 1.37% | $13.66M | $621.97B | -2.65% | 70 Outperform | |
| Walmart | 1.27% | $12.71M | $932.03B | 19.56% | 78 Outperform |
EFIV Technical Analysis
Positive
―
Price Trends
66.05
Positive
64.88
Positive
60.94
Positive
Market Momentum
0.37
Negative
61.79
Neutral
94.59
Negative
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 66.94, equal to the 50-day MA of 66.05, and equal to the 200-day MA of 60.94, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 61.79 is Neutral, neither overbought nor oversold. The STOCH value of 94.59 is Negative, 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
67.65
10.52
18.41%
SNPE
Xtrackers S&P 500 ESG ETF
―
―
―
VOTE
Engine No. 1 Transform 500 ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
―
―
ONEY
SPDR Russell 1000 Yield Focus 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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