The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
SPDR® S&P 500® ESG ETF EFIV
Morningstar’s Analysis EFIV
Will EFIV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.60 | 110.9 Mil | Technology |
Apple Inc | 7.68 | 88.7 Mil | Technology |
NVIDIA Corp | 6.45 | 74.6 Mil | Technology |
Amazon.com Inc | 5.20 | 60.1 Mil | Consumer Cyclical |
Alphabet Inc Class A | 2.96 | 34.2 Mil | Communication Services |
Alphabet Inc Class C | 2.50 | 28.9 Mil | Communication Services |
Eli Lilly and Co | 1.88 | 21.8 Mil | Healthcare |
JPMorgan Chase & Co | 1.76 | 20.3 Mil | Financial Services |
UnitedHealth Group Inc | 1.43 | 16.5 Mil | Healthcare |
Visa Inc Class A | 1.37 | 15.9 Mil | Financial Services |