EFIV - ETF AI Analysis
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SPDR S&P 500 ESG ETF (EFIV)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its mix of ESG-screened S&P 500 stocks has been working well for investors.
Leading Tech and Healthcare Winners
Several major holdings in technology and healthcare, such as Nvidia, Micron, Intel, Eli Lilly, Alphabet, and AbbVie, have shown strong or steady performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low fee means more of the ETF’s returns stay in investors’ pockets instead of going to costs.
Negative Factors
High Concentration in a Few Tech Names
A large share of the portfolio is tied up in a small number of big technology stocks, which increases the impact if any of these companies stumble.
Heavy U.S.-Only Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across other global markets.
Recent Short-Term Weakness and Mixed Top-Holding Results
The ETF has slipped over the past month and some key holdings like Microsoft and Walmart have shown weaker recent performance, which could add to short-term volatility.
EFIV vs. SPDR S&P 500 ETF (SPY)
AUM1.01B
RegionNorth America
Expense Ratio0.10%
Beta0.98
IssuerSPDR
Inception DateJul 27, 2020
Dividend Yield0.98%
Asset ClassEquity
Index TrackedS&P 500 Scored & Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,091
30 Day Avg. Volume50,054
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
91.75Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering326
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EFIV Summary
EFIV is an exchange-traded fund (ETF) that follows the S&P 500 ESG Index, focusing on large U.S. companies that score well on environmental, social, and governance (ESG) measures. It holds many familiar names like Microsoft and Nvidia, giving you broad exposure to leading U.S. businesses while aiming to support more responsible corporate 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. stocks, especially technology, so its price can rise or 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 powered by a tech-heavy lineup, with Nvidia clearly in the driver’s seat as its rising share price and AI momentum give the fund much of its spark. Microsoft has been a steady long-term contributor, even if its recent moves have been more mixed. Alphabet’s twin share classes add to the Big Tech tilt but have been lagging lately, softening some of that upside. Micron and Intel, both riding the semiconductor wave, are climbing again after choppy stretches. With most holdings U.S.-based, this is essentially a domestically focused, ESG-flavored Big Tech and chip story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.77% | $139.26M | $5.64T | 24.69% | 76 Outperform | |
| Microsoft | 9.38% | $94.91M | $3.84T | 0.03% | 79 Outperform | |
| Alphabet Class A | 4.89% | $49.47M | $4.18T | 40.00% | 85 Outperform | |
| Alphabet Class C | 3.92% | $39.69M | $4.18T | 38.10% | 82 Outperform | |
| Micron | 3.05% | $30.88M | $1.21T | 472.27% | 79 Outperform | |
| Eli Lilly & Co | 2.27% | $22.96M | $1.08T | 36.07% | 72 Outperform | |
| Visa | 1.51% | $15.28M | $673.37B | 3.09% | 70 Outperform | |
| Intel | 1.47% | $14.87M | $630.79B | 224.00% | 64 Neutral | |
| Walmart | 1.15% | $11.58M | $827.17B | 2.14% | 78 Outperform | |
| AbbVie | 1.13% | $11.45M | $464.43B | 12.36% | 66 Neutral |
EFIV Technical Analysis
Positive
―
Price Trends
74.26
Positive
73.08
Positive
69.65
Positive
Market Momentum
0.14
Negative
60.10
Neutral
74.46
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 74.11, equal to the 50-day MA of 74.26, and equal to the 200-day MA of 69.65, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 60.10 is Neutral, neither overbought nor oversold. The STOCH value of 74.46 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
75.36
11.76
18.49%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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JQUA
JPMorgan U.S. Quality Factor ETF
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VONE
Vanguard Russell 1000 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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