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SPYHvsEFIVETF Comparison

ETF 1

SPYH

NEOS S&P 500 Hedged Equity Income ETF

This fund is part of

Options Strategies

-0.08%

Full SPYH fund page

VS

ETF 2

EFIV

State Street SPDR S&P 500 ESG ETF

This fund is part of

US Large Cap

+0.09%

Full EFIV fund page

NEOS S&P 500 Hedged Equity Income ETF (SPYH) belongs to the Options Strategies segment. State Street SPDR S&P 500 ESG ETF (EFIV) is part of the US Large Cap segment. SPYH's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, EFIV's top sector exposures are Technology, Finance and Healthcare. SPYH is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.1% for EFIV. SPYH is up 5.12% year-to-date (YTD) with +$10M in YTD flows. EFIV performs better with 8.46% YTD performance, and -$240M in YTD flows. Run a side-by-side ETF comparison of SPYH and EFIV 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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SPYH vs EFIV 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 07/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SPYH EFIV	+0.49%-1.60%	+2.90%+3.50%	+5.12%+8.46%	+12.20%+19.22%	n/a+66.54%	n/a+85.57%
Flows	SPYH EFIV	-$2M-$90M	+$2M-$64M	+$10M-$240M	+$23M-$339M	--$453M	-+$119M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SPYH EFIV	+8.81%+13.53%	+8.48%+12.75%	n/a+15.10%	n/a+17.15%
Max drawdown	SPYH EFIV	-3.14%-3.73%	-5.98%-9.48%	n/a-19.22%	n/a-24.63%
Max drawdown duration	SPYH EFIV	37d11d	50d64d	n/a205d	n/a695d

Trading data

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	SPYH	EFIV
Last sale 7/29/2026 at 1:30 PM	$54.69	$70.32
Previous close 07/28/2026	$55.73	$71.41
Consolidated volume 07/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 30, 2026

1-year trailing difference

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SPYH

is actively managed and doesn’t replicate an index

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

Main metrics

Last update 7/29/2026 at 1:30 PM

Live

Closed

	SPYH	EFIV
Last price	$54.69	$70.32
1D performance	-1.87%	-1.53%
AuM	$28.94 M	$981.37 M
E/R	0.68%	0.1%

Characteristics

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

More SPYH data on Trackinsight

More EFIV data on Trackinsight

Exposure

Countries

SPYH

USA

96.38%

Other

3.62%

EFIV

USA

96.59%

Other

3.41%

Sectors

SPYH

Technology

43.91%

Finance

13.56%

Consumer Non-Cycl.

9.09%

Healthcare

9.06%

Industrials

7.31%

Other

17.07%

EFIV

Technology

47.03%

Finance

14.16%

Healthcare

10.88%

Industrials

8.92%

Other

19.02%

Diversification

SPYH

Total weight of top 15 holdings out of 15

42.42%

EFIV

Total weight of top 15 holdings out of 15

45.81%

Top 15 holdings

Data as of June 30, 2026

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%

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%

Frequently asked questions about SPYH and EFIV

How have the SPYH and EFIV ETFs performed in 2026?

As of July 28, 2026, SPYH is up 5.12% year-to-date (YTD), while EFIV has returned 8.46%. That puts EFIV better performer ahead so far this year.

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

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

Which ETF is more volatile: SPYH or EFIV?

Over the past year, SPYH had a volatility of 8.48%, while EFIV experienced 12.75%.

Which ETF is bigger: SPYH or EFIV?

As of July 28, 2026, SPYH holds $28.94 M in assets under management (AUM), while EFIV manages $981.37 M.

What sectors do the SPYH and EFIV ETFs invest in?

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

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

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

SPYHvsEFIVETF Comparison

NEOS S&P 500 Hedged Equity Income ETF

State Street SPDR S&P 500 ESG ETF

SPYH vs EFIV 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 SPYH and EFIV ETFs performed in 2026?

As of July 28, 2026, SPYH is up 5.12% year-to-date (YTD), while EFIV has returned 8.46%. That puts EFIV better performer ahead so far this year.

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

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

Which ETF is more volatile: SPYH or EFIV?

Over the past year, SPYH had a volatility of 8.48%, while EFIV experienced 12.75%.

Which ETF is bigger: SPYH or EFIV?

As of July 28, 2026, SPYH holds $28.94 M in assets under management (AUM), while EFIV manages $981.37 M.

What sectors do the SPYH and EFIV ETFs invest in?

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

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

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

Which ETF is more diversified: SPYH or EFIV?

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

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