EFIV

State Street SPDR S&P 500 ESG ETF

$64.88

+0.00%

Market closed. Last update: 12:27 PM ET

📎 Investment Objective

The SPDR S&P 500 ESG ETF seeks to track the performance of the S&P 500 ESG Index, which is designed to measure the performance of securities meeting certain sustainability criteria while maintaining similar overall industry group weights as the S&P 500 Index.

Overview

ETF tracking State Street SPDR S&P 500 ESG ETF

Category ESG

Issuer State Street

Inception Date 2020-07-28

Market Cap $1.2B

Average Volume N/A

Dividend Yield 1.06%

52-Week Range $47.24 - $66.06

VWAP $64.90

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests in a portfolio of stocks that are included in the S&P 500 ESG Index. The index selects constituents from the S&P 500 based on their environmental, social, and governance (ESG) scores, aiming to provide broad market exposure with an emphasis on sustainability.

✨ Key Features

Tracks the S&P 500 ESG Index, which includes large-cap U.S. companies meeting ESG criteria
Provides broad market exposure with a focus on sustainability
Aims to maintain similar sector weights as the overall S&P 500 Index
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The fund's value may fluctuate with changes in the overall stock market
Tracking error risk: The fund may not perfectly track the performance of its underlying index
ESG investment risk: The fund's ESG criteria may exclude certain companies or industries, which could impact performance
Concentration risk: The fund is concentrated in large-cap U.S. stocks

👤 Best For

This ETF may be suitable for investors seeking broad market exposure with a focus on sustainability and ESG factors. It could be a core holding in a diversified portfolio for investors with a long-term investment horizon and moderate risk tolerance.