EFIV:NYE-SPDR® S&P 500® ESG ETF (USD)

ETF | Others |

Last Closing

USD 55.76

Change

+0.32 (+0.58)%

Market Cap

USD 1.57B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
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+0.10 (+0.29%)

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DTB DTE Energy Company 2020 Series

-0.32 (-1.48%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

N/A

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

N/A

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

-1.81 (-3.46%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

+0.39 (+0.41%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

-0.01 (-0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

+0.10 (+0.24%)

USD 11.30B

ETFs Containing EFIV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.69% 89% A- 81% B-
Dividend Return 1.07% 21% F 20% F
Total Return 21.76% 88% B+ 78% C+
Trailing 12 Months  
Capital Gain 34.04% 88% B+ 79% B-
Dividend Return 1.19% 16% F 14% F
Total Return 35.22% 87% B+ 77% C+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.22% N/A N/A 66% D+
Dividend Return 10.17% N/A N/A 62% D
Total Return 0.95% N/A N/A 22% F
Risk Return Profile  
Volatility (Standard Deviation) 15.42% N/A N/A 63% D
Risk Adjusted Return 65.96% N/A N/A 81% B-
Market Capitalization 1.57B 92% A 62% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike