EFIVvsIVVETF Comparison
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State Street SPDR S&P 500 ESG ETF (EFIV) and iShares Core S&P 500 ETF (IVV) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. EFIV is more expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.03% for IVV. EFIV is up 10.93% year-to-date (YTD) with -$206M in YTD flows. IVV performs better with 11.58% YTD performance, and +$27.99B in YTD flows. Run a side-by-side ETF comparison of EFIV and IVV 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 IVV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/03/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV IVV | -3.32%-2.58% | -1.10%-0.16% | +10.93%+11.58% | +12.48%+11.71% | +78.11%+80.39% | +76.25%+74.15% |
| Flows | EFIV IVV | +$43M+$820M | +$33M-$6.40B | -$206M+$27.99B | -$246M+$68.90B | -$552M+$203.45B | +$68M+$258.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV IVV | +10.77%+10.44% | +13.09%+12.89% | +15.00%+14.93% | +17.19%+17.02% |
| Max drawdown | EFIV IVV | -4.54%-3.50% | -9.48%-8.90% | -19.22%-18.75% | -24.63%-24.51% |
| Max drawdown duration | EFIV IVV | 82d28d | 64d76d | 205d126d | 695d708d |
Trading data
EFIV | IVV | |
Last sale 11/4/2026 at 2:30 PM | $73.81 | $770.17 |
| Previous close 11/03/2026 | $72.80 | $757.88 |
| Consolidated volume 11/03/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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EFIV | IVV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/4/2026 at 2:30 PM
Live
Closed
EFIV | IVV | |
|---|---|---|
| Last price | $73.81 | $770.17 |
| 1D performance | +1.38% | +1.62% |
| AuM | $1.03 B | $871.97 B |
| E/R | 0.1% | 0.03% |
Characteristics
EFIV | IVV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | iShares |
| Benchmark | S&P 500 Scored & Screened Index | S&P 500 Index |
| N° of holdings | 320 | 501 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | May 15, 2000 |
| ESG | Yes | No |
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Exposure
Countries
EFIV
USA
96.06%
Other
3.94%
IVV
USA
97.52%
Other
2.48%
Sectors
EFIV
Technology
49%
Finance
13.76%
Healthcare
11.41%
Industrials
7.8%
Other
18.03%
IVV
Technology
47.61%
Finance
12.67%
Healthcare
9.08%
Consumer Non-Cycl.
8.59%
Industrials
7.28%
Other
14.77%
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Diversification
EFIV
Total weight of top 15 holdings out of 15
47.79%
IVV
Total weight of top 15 holdings out of 15
45.67%
Top 15 holdings
Data as of September 30, 2026
EFIV
NVIDIA Corp.
13.66%
Microsoft Corp.
9.42%
Alphabet, Inc.
4.99%
Alphabet, Inc.
4.00%
Micron Technology, Inc.
2.97%
Eli Lilly & Co.
2.29%
Visa, Inc.
1.51%
Intel Corp.
1.48%
Walmart, Inc.
1.15%
AbbVie, Inc.
1.14%
Mastercard, Inc.
1.10%
Cisco Systems, Inc.
1.05%
Lam Research Corp.
1.02%
Applied Materials, Inc.
1.00%
Costco Wholesale Corp.
1.00%
IVV
NVIDIA Corp.
8.37%
Apple, Inc.
7.36%
Microsoft Corp.
5.77%
Amazon.com, Inc.
3.70%
Alphabet, Inc.
3.06%
Broadcom Inc.
2.53%
Alphabet, Inc.
2.45%
Meta Platforms, Inc.
2.42%
Micron Technology, Inc.
1.82%
Tesla, Inc.
1.51%
Advanced Micro Devices, Inc.
1.51%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.40%
JPMorgan Chase & Co.
1.33%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about EFIV and IVV
How have the EFIV and IVV ETFs performed in 2026?
As of November 3, 2026, EFIV is up 10.93% year-to-date (YTD), while IVV has returned 11.58%. That puts IVV better performer ahead so far this year.
Which ETF is attracting more investor money: EFIV or IVV?
Year-to-date, the EFIV ETF saw -$206M in flows, compared to +$27.99B for IVV.
Which ETF is more volatile: EFIV or IVV?
Over the past year, EFIV had a volatility of 13.09%, while IVV experienced 12.89%.
Which ETF is bigger: EFIV or IVV?
As of November 3, 2026, EFIV holds $1.03 B in assets under management (AUM), while IVV manages $871.97 B.
What sectors do the EFIV and IVV ETFs invest in?
EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, IVV focuses on Technology, Finance and Healthcare.
What are the top holdings of the EFIV ETF and IVV ETF?
EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. IVV holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: EFIV or IVV?
EFIV holds 323 securities with 47.79% of its assets in the top 15. IVV has 504 securities and a top 15 weight of 45.67%.
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Latest news about EFIV & IVV
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