Apple

NVIDIA

Microsoft

Tesla

Alphabet

JPMorgan Chase & Co

Eli Lilly

Visa

Exxon Mobil

SPDR S&P 500 ESG ETF

EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors.

EFIV invests in S&P 500 stocks screened for ESG criteria, with a reasonable expense ratio of 0.10%, slightly higher than Vanguard ESG US Stock ETF. The ETF has outperformed the S&P 500 since its inception in 2020, driven by higher exposure to large-cap tech stocks like Microsoft, Apple, and Nvidia. EFIV's future performance will likely be comparable to the S&P 500, though it may underperform in a lower rate environment favoring smaller-cap tech stocks.

EFIV: A Strong ESG Alternative With Comparable Performance To The S&P 500

ESG investing continues to grow despite challenges in defining ESG-friendly companies. The SPDR S&P 500 ESG ETF tracks S&P 500 ESG Index, filtering out non-ESG-friendly companies. The fund provides broad market exposure with ESG tilt, but accuracy of ESG definition and potential underperformance are concerns.

EFIV: A Core S&P 500 ESG Fund

The EFIV ETF has produced superior returns to the S&P 500 with a lower standard deviation since its inception, and is recommended as a buy for long-term investors. The source of outperformance is a quality screen that the S&P performs for a nominal fee. This screen reviews and ranks corporations on the basis of their ESG practices. Academic studies show that ESG practices lead to superior financial performance for individual companies for metrics such as ROA, ROE, and the performance of their equity.

EFIV: Why It Should Continue To Outperform The S&P 500

iShares MSCI USA ESG Optimized ETF

SPDR S&P 500 ETF Trust

Invesco Solar ETF

iShares Climate Conscious & Transition MSCI USA ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: ESG ETFs, the Post-Hype Sleeper?

iShares S&P 500 Growth ETF

iShares Russell 1000 Growth ETF

Engine NO 1 Transform Climate ETF

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

I was doing final prep work for the VettaFi Equity Symposium last week (close to 500 live attendees and more will catch the replay). However, the regulators made asset management news with their focus on “truth in advertising.

ETF Homework Remains Despite SEC Efforts

Innovator S&P 500 Buffer ETF - August

Innovator S&P 500 Buffer ETF - July

Innovator S&P 500 Buffer ETF June

Innovator S&P 500 Buffer ETF - October

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Direxion Daily S&P 500 High Beta Bull 3X Shares

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iShares S&P 500 Value ETF

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ProShares S&P 500 Dividend Aristocrats ETF

Qraft AI-Enhanced US Next Value ETF

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Innovator S&P 500 Power Buffer ETF - January

Innovator S&P 500 Power Buffer ETF June

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Global X S&P 500 Quality Dividend ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Pure Value ETF

Invesco S&P 500 Equal Weight ETF

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.

Good Fishing In The Dividend Stream

The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.

Oversold-Overbought Watch: S&P 500 Index - February 21, 2023

Investors are often encouraged to take long-term views of financial markets and while securities don't move higher in a linear fashion and there will be bumps along the way, there is something to be said for maintaining a long-term perspective.

With ESG Investing, Patience Can Make a Difference

Legacy environmental, social, and governance (ESG) exchange traded funds typically deploy exclusionary tactics, meaning that those funds don't feature allocations to “sin stocks” such as alcohol, cannabis, gambling, and tobacco. Nor do those products feature exposure to firearms makers and fossil fuels producers, among others.

Why EFIV Could Be a Long-Term Winner

Despite mounting criticism, environmental, social, and governance (ESG) is an investing style with merits. In fact, as ESG ages and becomes a central part of core portfolios, more benefits are emerging.

Deploying ESG to Find Opportunities, Limit Risk

SPDR S&P SmallCap 600 ESG ETF

Spdr Bloomberg SASB Developed Markets EX US ESG Select

This year was a trying one for environmental, social, and governance (ESG) ETFs. There's the obvious matter of many ESG funds slumping because growth stocks did the same.

Expect More Companies to Capitalize on ESG in 2023

There was a time when environmental, social, and governance (ESG) exchange traded funds were viewed as satellite positions or complements to traditional core holdings, but that moment has passed.

ESG ETFs Continue Making Inroads as Core Holdings

Environmental, social, and governance (ESG) investing remained in focus in 2022, and one reason for the extension of the trend is that this style of market participation is, increasingly, a point of emphasis for regulators. The good news is that isn't a negative for investors.

ESG Regulations Increased in 2022, But That's Not Bad News

As advisors and investors gain more familiarity with environmental, social, and governance (ESG) investing, they likely come across data points and research confirming that equities with strong ESG traits can deliver solid returns.

ESG Improvers Can Boost Returns

In a panel discussion called The Great ESG Debate: What Does the Future Have in Store? ETF Store President Nate Geraci spoke along with State Street's Michael Andeberhan and Purview's Linda Zhang, with Bloomberg's Shaheen Contractor moderating.

The Great ESG Debate: What Does the Future Have in Store?

SPDR MSCI USA Climate Paris Aligned ETF

SPDR Bloomberg SASB Emerging Markets ESG Select ETF

SPDR SSGA Gender Diversity Index ETF

Environmental, social, and governance (ESG) investing is under increasing scrutiny this year as regulators clamp down on greenwashing and as some politicians target the investing style, asserting that the asset managers behind it are politically motivated. Even with those controversies, a majority of financial professionals back this methodology and see long-term relevance.

Financial Pros Still Back ESG

In what's likely the result of an increasingly partisan divide in Washington, D.C., environmental, social, and governance (ESG) investing is more frequently viewed through a political lens.

Broad Support Among State AGs for Evaluating ESG

The SPDR S&P 500 ESG ETF (EFIV) is one of the faster-growing environmental, social, and governance (ESG) exchange traded funds on the market today. That status is easily explained.

Examining EFIV Gender Diversity Credentials

As more professional money managers and retail investors embrace environmental, social, and governance (ESG) investing, this style is moving well into the mainstream and becoming a relevant core consideration. That's good news for straightforward ESG exchange traded funds such as the SPDR S&P 500 ESG ETF (EFIV).

EFIV Excellent Idea for Long-Term ESG Investing

Owing to the increasing popularity of exchange traded funds such as the SPDR Bloomberg SASB Corporate Bond ESG Select ETF (RBND) and the SPDR MSCI USA Gender Diversity ETF (SHE), among others, demand is soaring for ESG indexes. Data confirm the rapid growth of this burgeoning index segment.

ESG Indexes Are Big, Growing Business

The performance of environmental, social, and governance (ESG) strategies, including exchange traded funds, is leaving something to be desired this year, but a new survey suggests high-level investors are seeing the forest through the trees and remain dedicated to ESG.

Demand for ESG Investments Remains Strong, According to Survey

SPDR Nuveen Municipal Bond ESG ETF

SPDR S&P 500 Fossil Fuel Reserves Free ETF

Investors should take a look at exchange traded fund strategies to help capitalize on the potential benefits of environmental, social, and governance investing in the current market.

ETF Strategies to Access the Growing ESG Opportunities

With pressing issues in the ESG space, investors must separate fact from fiction.

Beyond the Backlash: Why ESG Matters More Than Ever

Among the words advisors and investors want to hear more when it comes to accurately describing environmental, social, and governance (ESG) exchange traded funds, “transparency” is top of the list. In investing, transparency always a good thing, but it's increasingly essential with ESG because this fund category is rapidly evolving and expanding.

Yes, Transparency Matters With ESG ETFs

SPDR S&P Kensho Clean Power ETF

Institutional investors and registered investment advisors (RIAs) often get much of the credit, and rightfully so, for spurring adoption of environmental, social, and governance (ESG) strategies. However, plenty of retail investors are embracing ESG exchange traded funds, including the SPDR S&P ESG ETF (EFIV).

News for SPDR S&P 500 ESG ETF ETF (EFIV)