EFIVvsBWVTFETF Comparison
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State Street SPDR S&P 500 ESG ETF (EFIV) belongs to the US Large Cap segment. iPath CBOE S&P 500 BuyWrite Index ETN (BWVTF) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. EFIV is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.75% for BWVTF. EFIV is up 12.17% year-to-date (YTD) with -$243M in YTD flows. BWVTF performs worse with 10.9% YTD performance, and -$126K in YTD flows. Run a side-by-side ETF comparison of EFIV and BWVTF 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 BWVTF performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV BWVTF | -2.54%+1.07% | +2.62%+5.13% | +12.17%+10.90% | +19.16%+19.21% | +76.67%+48.44% | +89.73%+50.21% |
| Flows | EFIV BWVTF | -$6M- | -$92M- | -$243M-$126K | -$319M-$841K | -$539M-$841K | +$34M-$1M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV BWVTF | +12.53%+6.33% | +13.17%+7.69% | +15.17%+11.17% | +17.24%+12.33% |
| Max drawdown | EFIV BWVTF | -4.04%-1.30% | -9.48%-5.71% | -19.22%-16.79% | -24.63%-19.88% |
| Max drawdown duration | EFIV BWVTF | 35d8d | 64d62d | 205d240d | 695d686d |
Trading data
EFIV | BWVTF | |
Last sale 9/18/2026 at 1:30 PM | $73.93 | |
| Previous close 09/17/2026 | $73.78 | |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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EFIV | BWVTF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
EFIV | BWVTF | |
|---|---|---|
| Last price | $73.93 | – |
| 1D performance | +0.20% | – |
| AuM | $1.01 B | $1.57 M |
| E/R | 0.1% | 0.75% |
Characteristics
EFIV | BWVTF | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | Barclays |
| Benchmark | S&P 500 Scored & Screened Index | CBOE S&P 500 BuyWrite Index |
| N° of holdings | 324 | 500 |
| Asset class | Equities | Alternative |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | May 22, 2007 |
| ESG | Yes | No |
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Exposure
Countries
EFIV
USA
96.07%
Other
3.93%
BWVTF
USA
98.14%
Other
1.86%
Sectors
EFIV
Technology
45.97%
Finance
15.15%
Healthcare
11.2%
Industrials
8.37%
Other
19.32%
BWVTF
Technology
44.19%
Finance
14.31%
Healthcare
9.37%
Consumer Non-Cycl.
9.14%
Industrials
7.9%
Other
15.1%
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Diversification
EFIV
Total weight of top 15 holdings out of 15
45.39%
BWVTF
Total weight of top 15 holdings out of 15
43.4%
Top 15 holdings
Data as of July 31, 2026
EFIV
NVIDIA Corp.
12.23%
Microsoft Corp.
8.68%
Alphabet, Inc.
5.25%
Alphabet, Inc.
4.24%
Micron Technology, Inc.
2.34%
Eli Lilly & Co.
2.29%
Visa, Inc.
1.53%
Walmart, Inc.
1.23%
Mastercard, Inc.
1.17%
Cisco Systems, Inc.
1.15%
AbbVie, Inc.
1.12%
Intel Corp.
1.07%
Costco Wholesale Corp.
1.06%
Bank of America Corp.
1.02%
Applied Materials, Inc.
1.02%
BWVTF
Apple, Inc.
7.95%
NVIDIA Corp.
7.36%
Microsoft Corp.
4.64%
Amazon.com, Inc.
3.55%
Alphabet, Inc.
3.16%
Broadcom Inc.
2.80%
Alphabet, Inc.
2.54%
Meta Platforms, Inc.
2.06%
Eli Lilly & Co.
1.53%
Berkshire Hathaway, Inc.
1.49%
JPMorgan Chase & Co.
1.48%
Tesla, Inc.
1.34%
Micron Technology, Inc.
1.33%
Advanced Micro Devices, Inc.
1.12%
ExxonMobil Holdings Corp.
1.04%
Frequently asked questions about EFIV and BWVTF
How have the EFIV and BWVTF ETFs performed in 2026?
As of September 17, 2026, EFIV is up 12.17% year-to-date (YTD), while BWVTF has returned 10.9%. That puts EFIV better performer ahead so far this year.
Which ETF is attracting more investor money: EFIV or BWVTF?
Year-to-date, the EFIV ETF saw -$243M in flows, compared to -$126K for BWVTF.
Which ETF is more volatile: EFIV or BWVTF?
Over the past year, EFIV had a volatility of 13.17%, while BWVTF experienced 7.69%.
Which ETF is bigger: EFIV or BWVTF?
As of September 17, 2026, EFIV holds $1.01 B in assets under management (AUM), while BWVTF manages $1.57 M.
What sectors do the EFIV and BWVTF ETFs invest in?
EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, BWVTF focuses on Technology, Finance and Healthcare.
What are the top holdings of the EFIV ETF and BWVTF ETF?
EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. BWVTF holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: EFIV or BWVTF?
EFIV holds 327 securities with 45.39% of its assets in the top 15. BWVTF has 503 securities and a top 15 weight of 43.4%.
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