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Upturn AI SWOT - About
SPDR® S&P 500® ESG ETF (EFIV)
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Upturn Advisory Summary
08/29/2025: EFIV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 39.4% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 46.02 - 58.38 | Updated Date 06/30/2025 |
52 Weeks Range 46.02 - 58.38 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P 500® ESG ETF
ETF Overview
Overview
The SPDRu00ae S&P 500u00ae ESG ETF (EFIV) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500u00ae ESG Index. It focuses on large-cap U.S. equities with high ESG ratings, excluding companies involved in certain controversial activities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history of managing ETFs and other investment products.
Management Expertise
SSGA has extensive experience in managing index-tracking and ESG-focused ETFs, leveraging a team of experienced investment professionals.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500u00ae ESG Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500u00ae ESG Index, a benchmark designed to represent companies meeting specific environmental, social, and governance criteria, while maintaining similar overall industry group weights as the S&P 500u00ae.
Composition The ETF primarily holds large-cap U.S. equities screened for ESG factors, similar to the S&P 500 but excluding certain companies based on ESG criteria.
Market Position
Market Share: The market share of EFIV in the ESG large-cap ETF space is moderate.
Total Net Assets (AUM): 485743356
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The ESG ETF market is competitive, with iShares and Vanguard holding significant market share. EFIV benefits from the State Street SPDR brand but faces stiff competition on expense ratio and AUM. ESGU and ESGV offer similar ESG exposure with slightly different methodologies.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Detailed historical data should be retrieved from reliable financial sources.
Benchmark Comparison: The ETF's performance should be compared to the S&P 500u00ae ESG Index to assess its tracking efficiency.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
The average daily trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread provides insights into the cost of trading the ETF and is usually tight.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG investing influence the ETF's performance.
Growth Trajectory
The ETF's growth is linked to the increasing adoption of ESG investing and demand for socially responsible investment options.
Moat and Competitive Advantages
Competitive Edge
EFIV leverages the well-known SPDR brand and tracks a widely recognized ESG index. Its strategy is straightforward, providing exposure to ESG-screened large-cap U.S. equities with an expense ratio competitive in its peer group. The fundu2019s close replication of the S&P 500u2019s sector weights could be appealing to investors who want ESG integration with a familiar benchmark. EFIVu2019s value proposition is further strengthened by SSGAu2019s established expertise in index tracking and ESG investing.
Risk Analysis
Volatility
The ETF's volatility is expected to be similar to the S&P 500, given its large-cap equity focus.
Market Risk
The ETF is subject to market risk associated with equity investments and risks specific to ESG-related exclusions.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking ESG-aligned exposure to large-cap U.S. equities.
Market Risk
The ETF is best for long-term investors looking for passive index tracking with an ESG focus.
Summary
SPDRu00ae S&P 500u00ae ESG ETF offers an ESG-conscious investment mirroring the S&P 500. It excludes companies that do not meet ESG criteria, providing investors the opportunity to invest in companies committed to sustainability. Its competitive advantage lies in its established brand and tight tracking of a well-known ESG index. The ETF is suitable for long-term investors and comes with associated risks related to market fluctuations and ESG-specific exclusions. Investors should carefully consider their investment objectives and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P 500® ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.
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