(EFIV) SPDR SP500 ESG - Ratings and Ratios
Large, Blend, Equities, ESG, Sustainability
Description: EFIV SPDR SP500 ESG August 18, 2025
The SPDR S&P 500 ESG ETF (EFIV) is a Large Blend ETF that tracks the S&P 500 ESG Index, which is designed to measure the performance of the S&P 500 companies that meet certain environmental, social, and governance (ESG) criteria. This ETF provides investors with exposure to large-cap US stocks while incorporating ESG considerations into the investment process.
Key drivers of the ETFs performance include the overall US stock market, particularly the large-cap segment, as well as the relative performance of ESG-compliant companies versus their non-ESG compliant peers. The S&P 500 ESG Index has a similar sector allocation to the S&P 500, but with a tilt towards companies with stronger ESG profiles.
Investors should monitor key performance indicators (KPIs) such as the ETFs tracking error relative to its benchmark, the S&P 500 ESG Index, as well as its expense ratio and trading volume. The ETFs AUM of $1.13 billion indicates a moderate level of investor interest. The ETFs beta of 1.02 suggests that it is closely correlated with the overall US stock market.
Economic drivers that may impact the ETFs performance include GDP growth, inflation expectations, and interest rates, as these factors can influence the overall direction of the US stock market. Additionally, ESG-related trends, such as increasing investor demand for sustainable investments and regulatory developments, may also impact the ETFs performance.
EFIV ETF Overview
| Market Cap in USD | 1,138m |
| Category | Large Blend |
| TER | 0.10% |
| IPO / Inception | 2020-07-27 |
EFIV ETF Ratings
| Growth Rating | 79.5% |
| Fundamental | - |
| Dividend Rating | 66.2% |
| Return 12m vs S&P 500 | -1.54% |
| Analyst Rating | - |
EFIV Dividends
| Dividend Yield 12m | 1.07% |
| Yield on Cost 5y | 2.31% |
| Annual Growth 5y | 31.46% |
| Payout Consistency | 100.0% |
| Payout Ratio | % |
EFIV Growth Ratios
| Growth Correlation 3m | 94.5% |
| Growth Correlation 12m | 56.3% |
| Growth Correlation 5y | 86.7% |
| CAGR 5y | 22.82% |
| CAGR/Max DD 3y (Calmar Ratio) | 1.19 |
| CAGR/Mean DD 3y (Pain Ratio) | 9.71 |
| Sharpe Ratio 12m | 1.71 |
| Alpha | -1.71 |
| Beta | 1.010 |
| Volatility | 13.96% |
| Current Volume | 41.2k |
| Average Volume 20d | 58.9k |
| Stop Loss | 62.3 (-3.1%) |
| Signal | 0.66 |
What is the price of EFIV shares?
Over the past week, the price has changed by +1.95%, over one month by +1.69%, over three months by +7.25% and over the past year by +15.83%.
Is SPDR SP500 ESG a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of EFIV is around 67.85 USD . This means that EFIV is currently overvalued and has a potential downside of 5.5%.
Is EFIV a buy, sell or hold?
What are the forecasts/targets for the EFIV price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 76.5 | 19% |
EFIV Fundamental Data Overview October 20, 2025
Beta = 1.01
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.14b USD (1.14b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.14b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.14b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.74% (E(1.14b)/V(1.14b) * Re(9.74%) + (debt-free company))
Discount Rate = 9.74% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for EFIV ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle