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Upturn AI Summary
SPDR® S&P 500® ESG ETF(EFIV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EFIV
10/28/2026: EFIV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
EFIV is a low-cost, passive ETF designed to provide broad exposure to the S&P 500 while filtering for environmental, social, and governance (ESG) criteria. Its main strengths include a highly competitive expense ratio, the reputable backing of State Street, and a structure that closely mirrors the core U.S. market. It is best suited for long-term investors who want to combine a core large-cap investment strategy with sustainable values. Key risks involve market volatility and the potential performance divergence caused by excluding certain non-ESG companies. Investors should monitor inflows into ESG products and the relative performance of the ESG index against the standard S&P 500.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It provides exposure to large-cap growth-oriented companies that meet ESG standards. |
| Momentum investor | Strong fit while signal remains positive | The fund captures market momentum of top ESG-rated large-cap stocks during bullish trends. |
| Value investor | Mixed fit | ESG screening may exclude certain value-heavy sectors, potentially altering value characteristics. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying stocks, the focus is on total return and ESG compliance rather than yield maximization. |
| Low-risk investor | Mixed fit | It remains an equity-based fund subject to market volatility despite ESG filtering. |
Investor Profile
Ideal Investor Profile
Investors seeking core U.S. equity exposure with an additional layer of ESG screening to align with personal values or mandates.
Suitability
Best suited for long-term investors looking for a sustainable version of a traditional passive index fund.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price fluctuations of the broad stock market. |
| Market risk | Medium / high | Broader economic downturns will directly impact the fund's net asset value. |
| Concentration | Medium | It is diversified across sectors, but remains concentrated in U.S. large-cap equities. |
| Tracking/expense | Low | The low expense ratio and passive strategy minimize cost-related performance drag. |
| Liquidity | Low | High trading volume ensures ease of entry and exit for most retail investors. |
| Business/sector quality | Low | The ESG screen filters out companies with significant sustainability or governance issues. |
Risk Analysis
Volatility
EFIV exhibits volatility profiles highly correlated with the S&P 500, as its constituents remain primarily the same large-cap market leaders.
Market Risk
The primary risk is systemic market risk; because the fund holds a broad base of large-cap companies, it is sensitive to macroeconomic factors affecting the U.S. economy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 99.5 | This provides broad market exposure to S&P 500 companies that meet specific ESG criteria. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash is held to manage liquidity and daily fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 53.39% | Avg. Invested days 95 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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