EFIV — SPDR® S&P 500® ESG ETF
SPDR® S&P 500® ESG ETF (EFIV)
EFIV pays a 1.03% distribution rate, quarterly, on a 0.10% expense ratio. Its Distribution Safety Score™ is 99 (Safe), giving a Safety-Adjusted Yield of 1.02%. Distributions grew 19.2% over the past year. Total return is 174.1% over the past 6 years, 11.6 points ahead of SPY at 162.5%. Its deepest 1-year drawdown was 9.4%.
SPDR S&P 500 ESG ETF is a fund that tracks a filtered version of the S&P 500 index, investing at least 80% of its assets in securities that meet environmental, social, and governance criteria. It distributes quarterly income at a modest rate and carries a low expense ratio of 0.10%, making it cost-efficient for broad U.S. equity exposure. The fund appeals to income and growth investors who seek large-cap U.S. stock market participation aligned with ESG principles.
EFIV key facts
- Distribution Safety Score™
- 99 · Safe
- Safety-Adjusted Yield
- 1.02%
- Issuer
- State Street
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 07/27/2020
- Expense ratio
- 0.10%
- Distribution rate
- 1.03%
- Distribution frequency
- Quarterly
- Trailing yield
- 0.92%
- Last close
- $76.06
- AUM
- $1,040,161,865
- Average volume
- 53169.0
- Last dividend
- $0.1950
- Ex-dividend date
- 06/22/2026
- Payment date
- 06/24/2026
- Beta
- 0.98
- P/E ratio
- 25.4879
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