EFIVvsBBUSETF Comparison
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State Street SPDR S&P 500 ESG ETF (EFIV) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS) belong to the same industry segment: US Large Cap. EFIV's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, BBUS's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. EFIV is more expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.02% for BBUS. EFIV is up 10.4% year-to-date (YTD) with -$240M in YTD flows. BBUS performs worse with 9.7% YTD performance, and +$1.46B in YTD flows. Run a side-by-side ETF comparison of EFIV and BBUS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EFIV vs BBUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV BBUS | +0.22%+0.09% | +4.76%+3.84% | +10.40%+9.70% | +22.15%+18.77% | +69.07%+69.36% | +89.14%+78.69% |
| Flows | EFIV BBUS | -$90M+$391M | -$218M+$757M | -$240M+$1.46B | -$339M+$2.61B | -$453M+$4.37B | +$118M+$5.81B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV BBUS | +14.72%+13.67% | +13.07%+12.99% | +15.18%+15.21% | +17.20%+17.30% |
| Max drawdown | EFIV BBUS | -4.15%-4.54% | -9.48%-9.15% | -19.22%-19.04% | -24.63%-25.46% |
| Max drawdown duration | EFIV BBUS | 46d59d | 64d77d | 205d126d | 695d715d |
Trading data
EFIV | BBUS | |
Last sale 8/3/2026 at 7:50 PM | $73.88 | $136.72 |
| Previous close 07/31/2026 | $72.70 | $134.60 |
| Consolidated volume 07/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of July 31, 2026
1-year trailing difference
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EFIV | BBUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 8/3/2026 at 7:50 PM
Live
Closed
EFIV | BBUS | |
|---|---|---|
| Last price | $73.88 | $136.72 |
| 1D performance | +1.62% | +1.58% |
| AuM | $998.86 M | $8.91 B |
| E/R | 0.1% | 0.02% |
Characteristics
EFIV | BBUS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | J.P. Morgan Asset Management |
| Benchmark | S&P 500 Scored & Screened Index | Morningstar US Target Market Exposure Index |
| N° of holdings | 324 | 460 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | March 12, 2019 |
| ESG | Yes | No |
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Exposure
Countries
EFIV
USA
96.59%
Other
3.41%
BBUS
USA
97.68%
Other
2.32%
Sectors
EFIV
Technology
47.03%
Finance
14.16%
Healthcare
10.88%
Industrials
8.92%
Other
19.02%
BBUS
Technology
45.52%
Finance
13.46%
Consumer Non-Cycl.
8.95%
Healthcare
8.64%
Industrials
8.42%
Other
15.02%
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Diversification
EFIV
Total weight of top 15 holdings out of 15
45.81%
BBUS
Total weight of top 15 holdings out of 15
42.28%
Top 15 holdings
Data as of June 30, 2026
EFIV
NVIDIA Corp.
12.14%
Microsoft Corp.
6.94%
Alphabet, Inc.
5.25%
Alphabet, Inc.
4.18%
Micron Technology, Inc.
3.26%
Eli Lilly & Co.
2.37%
Intel Corp.
1.65%
Applied Materials, Inc.
1.44%
Visa, Inc.
1.43%
Lam Research Corp.
1.36%
Walmart, Inc.
1.24%
Caterpillar, Inc.
1.23%
Cisco Systems, Inc.
1.16%
AbbVie, Inc.
1.11%
Costco Wholesale Corp.
1.04%
BBUS
NVIDIA Corp.
7.28%
Apple, Inc.
6.41%
Microsoft Corp.
4.16%
Amazon.com, Inc.
3.54%
Alphabet, Inc.
3.19%
Broadcom Inc.
2.80%
Alphabet, Inc.
2.56%
Micron Technology, Inc.
2.17%
Meta Platforms, Inc.
1.89%
Tesla, Inc.
1.68%
Berkshire Hathaway, Inc.
1.44%
JPMorgan Chase & Co.
1.43%
Eli Lilly & Co.
1.43%
Advanced Micro Devices, Inc.
1.38%
Johnson & Johnson
0.94%
Frequently asked questions about EFIV and BBUS
How have the EFIV and BBUS ETFs performed in 2026?
As of July 31, 2026, EFIV is up 10.4% year-to-date (YTD), while BBUS has returned 9.7%. That puts EFIV better performer ahead so far this year.
Which ETF is attracting more investor money: EFIV or BBUS?
Year-to-date, the EFIV ETF saw -$240M in flows, compared to +$1.46B for BBUS.
Which ETF is more volatile: EFIV or BBUS?
Over the past year, EFIV had a volatility of 13.07%, while BBUS experienced 12.99%.
Which ETF is bigger: EFIV or BBUS?
As of July 31, 2026, EFIV holds $998.86 M in assets under management (AUM), while BBUS manages $8.91 B.
What sectors do the EFIV and BBUS ETFs invest in?
EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, BBUS focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the EFIV ETF and BBUS ETF?
EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. BBUS holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: EFIV or BBUS?
EFIV holds 327 securities with 45.81% of its assets in the top 15. BBUS has 468 securities and a top 15 weight of 42.28%.
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