EFIVvsSPYMETF Comparison
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State Street SPDR S&P 500 ESG ETF (EFIV) and State Street SPDR Portfolio S&P 500 ETF (SPYM) 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 0.02% for SPYM. EFIV is up 10.38% year-to-date (YTD) with -$204M in YTD flows. SPYM performs better with 11.17% YTD performance, and +$70.72B in YTD flows. Run a side-by-side ETF comparison of EFIV and SPYM 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 SPYM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EFIV SPYM | -3.04%-2.29% | -1.59%-0.52% | +10.38%+11.17% | +11.91%+11.31% | +78.72%+81.41% | +76.58%+74.65% |
| Flows | EFIV SPYM | +$44M+$10.16B | +$35M+$18.78B | -$204M+$70.72B | -$244M+$71.62B | -$549M+$124.58B | +$70M+$132.52B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EFIV SPYM | +10.81%+10.50% | +13.11%+12.84% | +15.01%+14.91% | +17.19%+17.01% |
| Max drawdown | EFIV SPYM | -4.54%-3.50% | -9.48%-8.89% | -19.22%-18.74% | -24.63%-24.50% |
| Max drawdown duration | EFIV SPYM | 81d27d | 64d76d | 205d126d | 695d708d |
Trading data
EFIV | SPYM | |
Last sale 11/3/2026 at 2:30 PM | $72.80 | |
| Previous close 11/02/2026 | $72.45 | |
| Consolidated volume 11/02/2026 | ||
| 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 | SPYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/3/2026 at 2:30 PM
Live
Closed
EFIV | SPYM | |
|---|---|---|
| Last price | $72.80 | – |
| 1D performance | +0.48% | – |
| AuM | $1.03 B | $181.05 B |
| E/R | 0.1% | 0.02% |
Characteristics
EFIV | SPYM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | State Street Investment Management |
| Benchmark | S&P 500 Scored & Screened Index | S&P 500 Index |
| N° of holdings | 320 | 497 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 28, 2020 | November 8, 2005 |
| ESG | Yes | No |
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Exposure
Countries
EFIV
USA
96.06%
Other
3.94%
SPYM
USA
96.35%
Other
3.65%
Sectors
EFIV
Technology
49%
Finance
13.76%
Healthcare
11.41%
Industrials
7.8%
Other
18.03%
SPYM
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%
SPYM
Total weight of top 15 holdings out of 15
45.62%
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%
SPYM
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%
Johnson & Johnson
0.97%
Frequently asked questions about EFIV and SPYM
How have the EFIV and SPYM ETFs performed in 2026?
As of November 2, 2026, EFIV is up 10.38% year-to-date (YTD), while SPYM has returned 11.17%. That puts SPYM better performer ahead so far this year.
Which ETF is attracting more investor money: EFIV or SPYM?
Year-to-date, the EFIV ETF saw -$204M in flows, compared to +$70.72B for SPYM.
Which ETF is more volatile: EFIV or SPYM?
Over the past year, EFIV had a volatility of 13.11%, while SPYM experienced 12.84%.
Which ETF is bigger: EFIV or SPYM?
As of November 2, 2026, EFIV holds $1.03 B in assets under management (AUM), while SPYM manages $181.05 B.
What sectors do the EFIV and SPYM ETFs invest in?
EFIV leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYM focuses on Technology, Finance and Healthcare.
What are the top holdings of the EFIV ETF and SPYM ETF?
EFIV top holdings include NVIDIA Corp., Microsoft Corp. and Alphabet, Inc.. SPYM holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: EFIV or SPYM?
EFIV holds 323 securities with 47.79% of its assets in the top 15. SPYM has 501 securities and a top 15 weight of 45.62%.
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Latest news about EFIV & SPYM
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