State Street SPDR S&P 500 ESG ETF (EFIV) — ETF Analysis on Winston

Key Facts

• Issuer: SPDR
• Category: Equity
• Asset Class: Equity
• Price: $71.68
• Expense Ratio: 10.00%
• Assets Under Management: $1.1B
• Number of Holdings: 328
• Inception Date: 2020-07-27
• Currency: USD

Winston Score

State Street SPDR S&P 500 ESG ETF has a Winston Score of 83 out of 100.

Performance

• 1-Year Return: 32.09%
• 3-Year Return: 73.14%
• 5-Year Return: 76.68%

Top Holdings

NVIDIA CORP (N/A%), MICROSOFT CORP (N/A%), ALPHABET INC CL A (N/A%), ALPHABET INC CL C (N/A%), MICRON TECHNOLOGY INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)