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EFIVvsSPYHETF Comparison

ETF 1

EFIV

State Street SPDR S&P 500 ESG ETF

This fund is part of

US Large Cap

+0.65%

Full EFIV fund page

VS

ETF 2

SPYH

NEOS S&P 500 Hedged Equity Income ETF

This fund is part of

Options Strategies

+0.18%

Full SPYH fund page

State Street SPDR S&P 500 ESG ETF (EFIV) belongs to the US Large Cap segment. NEOS S&P 500 Hedged Equity Income ETF (SPYH) is part of the Options Strategies segment. EFIV's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, SPYH's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. EFIV is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.68% for SPYH. EFIV is up 10.4% year-to-date (YTD) with -$240M in YTD flows. SPYH performs worse with 5.12% YTD performance, and +$10M in YTD flows. Run a side-by-side ETF comparison of EFIV and SPYH 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 SPYH performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/31/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EFIV SPYH	+0.22%-0.16%	+4.76%+2.54%	+10.40%+5.12%	+22.15%+12.45%	+69.07%n/a	+89.14%n/a
Flows	EFIV SPYH	-$90M-$3M	-$218M+$2M	-$240M+$10M	-$339M+$23M	-$453M-	+$118M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EFIV SPYH	+14.72%+9.45%	+13.07%+8.65%	+15.18%n/a	+17.20%n/a
Max drawdown	EFIV SPYH	-4.15%-3.14%	-9.48%-5.98%	-19.22%n/a	-24.63%n/a
Max drawdown duration	EFIV SPYH	46d37d	64d50d	205dn/a	695dn/a

Trading data

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	EFIV	SPYH
Last sale 8/3/2026 at 5:48 PM	$73.77	$56.19
Previous close 07/31/2026	$72.70	$55.78
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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SPYH

is actively managed and doesn’t replicate an index

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	EFIV	SPYH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 8/3/2026 at 5:48 PM

Live

Closed

	EFIV	SPYH
Last price	$73.77	$56.19
1D performance	+1.47%	+0.73%
AuM	$998.86 M	$28.75 M
E/R	0.1%	0.68%

Characteristics

	EFIV	SPYH
Management strategy	Passive	Active
Provider	State Street Investment Management	NEOS Investment Management
Benchmark	S&P 500 Scored & Screened Index	-
N° of holdings	324	474
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	July 28, 2020	April 2, 2025
ESG	Yes	No

More EFIV data on Trackinsight

More SPYH data on Trackinsight

Exposure

Countries

EFIV

USA

96.59%

Other

3.41%

SPYH

USA

96.38%

Other

3.62%

Sectors

EFIV

Technology

47.03%

Finance

14.16%

Healthcare

10.88%

Industrials

8.92%

Other

19.02%

SPYH

Technology

43.91%

Finance

13.56%

Consumer Non-Cycl.

9.09%

Healthcare

9.06%

Industrials

7.31%

Other

17.07%

Diversification

EFIV

Total weight of top 15 holdings out of 15

45.81%

SPYH

Total weight of top 15 holdings out of 15

42.42%

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%

SPYH

NVIDIA Corp.

7.36%

Apple, Inc.

6.60%

Microsoft Corp.

4.39%

Amazon.com, Inc.

3.58%

Alphabet, Inc.

3.11%

Broadcom Inc.

2.74%

Alphabet, Inc.

2.48%

Micron Technology, Inc.

1.91%

Meta Platforms, Inc.

1.89%

Tesla, Inc.

1.68%

Eli Lilly & Co.

1.51%

Berkshire Hathaway, Inc.

1.44%

JPMorgan Chase & Co.

1.40%

Advanced Micro Devices, Inc.

1.35%

Johnson & Johnson

0.98%

Frequently asked questions about EFIV and SPYH

How have the EFIV and SPYH ETFs performed in 2026?

As of July 31, 2026, EFIV is up 10.4% year-to-date (YTD), while SPYH has returned 5.12%. That puts EFIV better performer ahead so far this year.

Which ETF is attracting more investor money: EFIV or SPYH?

Year-to-date, the EFIV ETF saw -$240M in flows, compared to +$10M for SPYH.

Which ETF is more volatile: EFIV or SPYH?

Over the past year, EFIV had a volatility of 13.07%, while SPYH experienced 8.65%.

Which ETF is bigger: EFIV or SPYH?

As of July 31, 2026, EFIV holds $998.86 M in assets under management (AUM), while SPYH manages $28.75 M.

What sectors do the EFIV and SPYH ETFs invest in?

EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYH focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the EFIV ETF and SPYH ETF?

EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. SPYH holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

EFIVvsSPYHETF Comparison

State Street SPDR S&P 500 ESG ETF

NEOS S&P 500 Hedged Equity Income ETF

EFIV vs SPYH performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EFIV and SPYH ETFs performed in 2026?

As of July 31, 2026, EFIV is up 10.4% year-to-date (YTD), while SPYH has returned 5.12%. That puts EFIV better performer ahead so far this year.

Which ETF is attracting more investor money: EFIV or SPYH?

Year-to-date, the EFIV ETF saw -$240M in flows, compared to +$10M for SPYH.

Which ETF is more volatile: EFIV or SPYH?

Over the past year, EFIV had a volatility of 13.07%, while SPYH experienced 8.65%.

Which ETF is bigger: EFIV or SPYH?

As of July 31, 2026, EFIV holds $998.86 M in assets under management (AUM), while SPYH manages $28.75 M.

What sectors do the EFIV and SPYH ETFs invest in?

EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYH focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the EFIV ETF and SPYH ETF?

EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. SPYH holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..

Which ETF is more diversified: EFIV or SPYH?

EFIV holds 327 securities with 45.81% of its assets in the top 15. SPYH has 477 securities and a top 15 weight of 42.42%.

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