Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
EFIVvsSPYIETF Comparison
SPDR S&P 500 ESG ETF (EFIV) belongs to the US Large Cap segment. NEOS S&P 500 High Income ETF (SPYI) is part of the Options Strategies segment. EFIV's top 3 sector exposures are Information Technology, Communication Services and Health Care. In contrast, SPYI'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 0.68% for SPYI. EFIV is down -2.3% year-to-date (YTD) with -$160M in YTD flows. SPYI performs better with -1.26% YTD performance, and +$1.37B in YTD flows. Run a side-by-side ETF comparison of EFIV and SPYI 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 SPYI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV SPYI | -2.93%-1.63% | -1.65%-0.73% | -2.30%-1.26% | +22.72%+18.87% | +81.82%+60.50% | +89.11%n/a |
| Flows | EFIV SPYI | +$160K+$515M | -$188M+$1.86B | -$160M+$1.37B | -$849M+$4.89B | -$310M+$8.01B | +$253M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV SPYI | +11.84%+10.02% | +18.09%+16.16% | +14.85%+12.37% | +16.96%n/a |
| Max drawdown | EFIV SPYI | -4.82%-3.26% | -13.79%-12.92% | -19.22%-16.58% | -24.63%n/a |
| Max drawdown duration | EFIV SPYI | 31d15d | 45d45d | 205d125d | 695dn/a |
EFIV | SPYI | |
Last sale 3/12/2026 at 7:59 PM | $64.64 | $50.81 |
| Previous close 03/12/2026 | $65.62 | $50.79 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
EFIV | SPYI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EFIV | SPYI | |
|---|---|---|
| Last price | $64.64 | $50.81 |
| 1D performance | -1.49% | +0.04% |
| AuM | $962.95 M | $7.99 B |
| E/R | 0.1% | 0.68% |
EFIV | SPYI | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | SPDR | NEOS Investment Management |
| Benchmark | S&P 500 Scored & Screened Index | - |
| N° of holdings | 300 | 431 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | August 30, 2022 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EFIV and SPYI ETFs performed in 2026?
As of March 12, 2026, EFIV is down -2.3% year-to-date (YTD), while SPYI has lost -1.26%. That puts SPYI better performer ahead so far this year.
Which ETF is attracting more investor money: EFIV or SPYI?
Year-to-date, the EFIV ETF saw -$160M in flows, compared to +$1.37B for SPYI.
Which ETF is more volatile: EFIV or SPYI?
Over the past year, EFIV had a volatility of 18.09%, while SPYI experienced 16.16%.
Which ETF is bigger: EFIV or SPYI?
As of March 12, 2026, EFIV holds $962.95 M in assets under management (AUM), while SPYI manages $7.99 B.
What sectors do the EFIV and SPYI ETFs invest in?
EFIV leans toward sectors like Information Technology, Communication Services and Health Care. Meanwhile, SPYI focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the EFIV ETF and SPYI ETF?
EFIV top holdings include NVIDIA, APPLE and MICROSOFT-T. SPYI holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: EFIV or SPYI?
EFIV holds 311 securities with 52.69% of its assets in the top 15. SPYI has 452 securities and a top 15 weight of 44.79%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
