EFIVvsAAEQETF Comparison
State Street SPDR S&P 500 ESG ETF (EFIV) belongs to the US Large Cap segment. Alpha Architect US Equity 2 ETF (AAEQ) is part of the US All Cap segment. EFIV's top 3 sector exposures are Information Technology, Communication Services and Health Care. In contrast, AAEQ's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. EFIV is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.15% for AAEQ. EFIV is up 5.38% year-to-date (YTD) with -$177M in YTD flows. AAEQ performs worse with 4.44% YTD performance, and -$13M in YTD flows. Run a side-by-side ETF comparison of EFIV and AAEQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EFIV vs AAEQ performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV AAEQ | +9.32%+9.88% | +2.88%+3.76% | +5.38%+4.44% | +32.58%n/a | +79.56%n/a | +90.16%n/a |
| Flows | EFIV AAEQ | +$9M-$2M | -$17M-$12M | -$177M-$13M | -$967M- | -$443M- | +$213M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV AAEQ | +15.44%+15.36% | +12.38%n/a | +14.96%n/a | +17.07%n/a |
| Max drawdown | EFIV AAEQ | -9.48%-8.92% | -9.48%n/a | -19.22%n/a | -24.63%n/a |
| Max drawdown duration | EFIV AAEQ | 64d71d | 64dn/a | 205dn/a | 695dn/a |
EFIV | AAEQ | |
Last sale 5/1/2026 at 1:30 PM | $69.56 | $51.56 |
| Previous close 04/29/2026 | $69.63 | $51.41 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EFIV | AAEQ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EFIV | AAEQ | |
|---|---|---|
| Last price | $69.56 | $51.56 |
| 1D performance | -0.10% | +0.28% |
| AuM | $1.02 B | $481.27 M |
| E/R | 0.1% | 0.15% |
EFIV | AAEQ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | State Street Investment Management | Alpha Architect |
| Benchmark | S&P 500 Scored & Screened Index | - |
| N° of holdings | 297 | 338 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | December 10, 2025 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
