EFIV - ETF AI Analysis
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SPDR S&P 500 ESG ETF (EFIV)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Alphabet, Meta, Exxon Mobil, and Walmart have delivered strong or steady performance, helping support the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions, especially in big technology names, make up a significant share of the portfolio and increase single-stock risk.
Mixed Performance Among Top Holdings
Some key holdings such as Apple, Microsoft, Eli Lilly, and Visa have shown weak or negative performance recently, which can drag on overall returns.
Heavy U.S. and Technology Focus
With almost all assets in U.S. companies and a large tilt toward the technology sector, the fund is sensitive to downturns in the U.S. market and tech industry.
EFIV vs. SPDR S&P 500 ETF (SPY)
AUM1.08B
RegionNorth America
Expense Ratio0.10%
Beta0.98
IssuerSPDR
Inception DateJul 27, 2020
Dividend Yield0.92%
Asset ClassEquity
Index TrackedS&P 500 Scored & Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,398
30 Day Avg. Volume41,854
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
86.81Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering331
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EFIV Summary
EFIV is the SPDR S&P 500 ESG ETF, which follows the S&P 500 Scored & Screened Index. It invests in large U.S. companies that score well on environmental, social, and governance (ESG) standards. The fund holds many familiar names, including Apple and Microsoft, along with other big U.S. businesses across technology, finance, health care, and more. Someone might invest in EFIV to get broad stock market exposure while trying to support more responsible companies. A key risk is that it is heavily invested in U.S. stocks and tech, so its price can rise or fall sharply with the stock market and technology sector.
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. tech and AI, with Nvidia in the driver’s seat as its sharp rally powers much of the fund’s recent momentum. Alphabet’s twin share classes are also rising nicely, giving the portfolio another strong push from the communication-services side. Micron and Intel are surging as the memory and chip cycle heats up, reinforcing a clear semiconductor tilt. On the softer side, Microsoft has been more mixed and Walmart is losing a bit of steam, but the fund’s story is still dominated by a concentrated, U.S.-based tech and AI boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.67% | $136.28M | $4.97T | 46.83% | 76 Outperform | |
| Microsoft | 7.38% | $79.34M | $2.90T | -16.57% | 79 Outperform | |
| Alphabet Class A | 5.32% | $57.20M | $4.35T | 108.94% | 85 Outperform | |
| Alphabet Class C | 4.26% | $45.83M | $4.35T | 103.64% | 82 Outperform | |
| Micron | 2.85% | $30.68M | $1.11T | 807.87% | 79 Outperform | |
| Eli Lilly & Co | 2.34% | $25.20M | $1.07T | 39.84% | 72 Outperform | |
| Intel | 1.40% | $15.03M | $626.09B | 516.49% | 64 Neutral | |
| Visa | 1.36% | $14.68M | $607.42B | -8.91% | 70 Outperform | |
| Walmart | 1.34% | $14.47M | $963.25B | 28.37% | 78 Outperform | |
| Cisco Systems | 1.23% | $13.18M | $477.31B | 83.44% | 77 Outperform |
EFIV Technical Analysis
Positive
―
Price Trends
70.17
Positive
67.92
Positive
66.13
Positive
Market Momentum
0.55
Positive
62.16
Neutral
66.79
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 72.17, equal to the 50-day MA of 70.17, and equal to the 200-day MA of 66.13, indicating a bullish trend. The MACD of 0.55 indicates Positive momentum. The RSI at 62.16 is Neutral, neither overbought nor oversold. The STOCH value of 66.79 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
73.51
17.58
31.43%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue 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.
DisclaimerThis 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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