(EFIV) SPDR SP500 ESG - Performance 7.4% in 12m
Compare EFIV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.13%
#102 in Group
Rel. Strength
60.04%
#3068 in Universe
Total Return 12m
7.44%
#106 in Group
Total Return 5y
90.79%
#110 in Group
12m Total Return: EFIV (7.4%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: EFIV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for EFIV
| Total Return (including Dividends) | EFIV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.45% | -3.62% | -3.62% |
| 3 Months | -4.31% | -3.76% | -3.76% |
| 12 Months | 7.44% | 8.80% | 8.80% |
| 5 Years | 90.79% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | EFIV | SPY | S&P 500 |
| 1 Month | -17.9% | -17.5% | -17.5% |
| 3 Months | -60.3% | -55.3% | -55.3% |
| 12 Months | 77.7% | 84.8% | 84.8% |
| 5 Years | 84.5% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #96 | 0.17% | 0.17% |
| 3 Month | #148 | -0.57% | -0.57% |
| 12 Month | #114 | -1.25% | -1.25% |
| 5 Years | #39 | 2.01% | 2.01% |
FAQs
Does EFIV SPDR SP500 ESG outperforms the market?
No,
over the last 12 months EFIV made 7.44%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months EFIV made -4.31%, while SPY made -3.76%.
Over the last 3 months EFIV made -4.31%, while SPY made -3.76%.
Performance Comparison EFIV vs Indeces and Sectors
EFIV vs. Indices EFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.45% | 0.17% | -1.38% | -1.36% |
| US NASDAQ 100 | QQQ | 2.14% | 1.31% | -0.62% | 0.55% |
| US Dow Jones Industrial 30 | DIA | -0.61% | -0.74% | -2.41% | -0.42% |
| German DAX 40 | DAX | 0.53% | -0.64% | -19.2% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.54% | -3.72% | 6.83% | -1.64% |
| Hongkong Hang Seng | HSI | -2.35% | -5.93% | 3.01% | -10.8% |
| India NIFTY 50 | INDA | -0.17% | -10.3% | 9.52% | 7.58% |
| Brasil Bovespa | EWZ | -1.01% | -11.7% | 5.22% | 18.7% |
EFIV vs. Sectors EFIV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.36% | 0.69% | -9.37% | -11.2% |
| Consumer Discretionary | XLY | 1.04% | 2.17% | -2.55% | -2.85% |
| Consumer Staples | XLP | -6.02% | -1.90% | -2.25% | -3.34% |
| Energy | XLE | -2.90% | -11.3% | -8.48% | 5.36% |
| Financial | XLF | -0.72% | 0.05% | -13.3% | -13.2% |
| Health Care | XLV | -0.74% | 0.35% | 3.55% | 8.0% |
| Industrial | XLI | -0.08% | -1.83% | -0.16% | 0.42% |
| Materials | XLB | -1.82% | -3.14% | 7.24% | 12.5% |
| Real Estate | XLRE | -3.43% | -0.30% | 1.95% | -4.13% |
| Technology | XLK | 2.67% | 1.27% | 3.15% | 7.16% |
| Utilities | XLU | -4.84% | -3.80% | -0.68% | -17.4% |
| Aerospace & Defense | XAR | 2.79% | -3.14% | -4.48% | -9.82% |
| Biotech | XBI | 8.17% | 5.24% | 18.1% | 24.0% |
| Homebuilder | XHB | 0.35% | -1.96% | 19.3% | 18.5% |
| Retail | XRT | -1.13% | -0.80% | 5.39% | 16.9% |