The portfolio maintains a sizable 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 41.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 9.96 | 158.7 Mil | Technology |
Microsoft Corp | 8.99 | 143.2 Mil | Technology |
NVIDIA Corp | 8.77 | 139.8 Mil | Technology |
Alphabet Inc Class A | 2.82 | 44.9 Mil | Communication Services |
Alphabet Inc Class C | 2.33 | 37.1 Mil | Communication Services |
Eli Lilly and Co | 2.03 | 32.3 Mil | Healthcare |
Tesla Inc | 1.94 | 30.9 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 1.69 | 27.0 Mil | Financial Services |
UnitedHealth Group Inc | 1.59 | 25.3 Mil | Healthcare |
Exxon Mobil Corp | 1.58 | 25.2 Mil | Energy |