EFIV Fund Comparisons

EFIV is shown with FundQuant's current comparable-fund evidence. Current comparable funds include SNPE, SPYM, VV. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
EFIV
Name
SPDR S&P 500 ESG ETF
Type
1940 Act ETF
Originator
SPDR / State Street
Asset class
equity
Net expense ratio
0.1%
AUM
$1.1B

Comparable Funds

FundQuant reviewed 1,833 active searchable funds, 553 ETFs, 1,269 mutual funds and returned 3 comparable funds for EFIV.

  1. SNPE - Xtrackers S&P 500 Scored & Screened ETF (1940 Act ETF; DBX; equity; Closest Fit; fit score 98)
  2. SPYM - SPDR(R) Portfolio S&P 500 ETF (1940 Act ETF; SPDR / State Street; equity; Closest Fit; fit score 94)
  3. VV - Vanguard Large-Cap Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 94)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/EFIV/comps