EFIV invests in S&P 500 stocks screened for ESG criteria, with a reasonable expense ratio of 0.10%, slightly higher than Vanguard ESG US Stock ETF. The ETF has outperformed the S&P 500 since its inception in 2020, driven by higher exposure to large-cap tech stocks like Microsoft, Apple, and Nvidia. EFIV's future performance will likely be comparable to the S&P 500, though it may underperform in a lower rate environment favoring smaller-cap tech stocks.
S&P 500 ETFs have done very well over the long term. But faster growth can be had with these two growth ETFs.
ESG investing continues to grow despite challenges in defining ESG-friendly companies. The SPDR S&P 500 ESG ETF tracks S&P 500 ESG Index, filtering out non-ESG-friendly companies. The fund provides broad market exposure with ESG tilt, but accuracy of ESG definition and potential underperformance are concerns.
![]() EFIV In 2 months Estimated | Other | $0.17 Per Share |
![]() EFIV 1 weeks ago Paid | Other | $0.17 Per Share |
![]() EFIV 3 months ago Paid | Quarterly | $0.16 Per Share |
![]() EFIV 6 months ago Paid | Quarterly | $0.18 Per Share |
![]() EFIV 9 months ago Paid | Quarterly | $0.17 Per Share |
![]() EFIV 21 Jun 2024 Paid | Quarterly | $0.17 Per Share |
![]() EFIV In 2 months Estimated | Other | $0.17 Per Share |
![]() EFIV 1 weeks ago Paid | Other | $0.17 Per Share |
![]() EFIV 3 months ago Paid | Quarterly | $0.16 Per Share |
![]() EFIV 6 months ago Paid | Quarterly | $0.18 Per Share |
![]() EFIV 9 months ago Paid | Quarterly | $0.17 Per Share |
![]() EFIV 21 Jun 2024 Paid | Quarterly | $0.17 Per Share |
ARCA Exchange | US Country |
Our company, with its foundation deeply set in the investment management landscape, proffers an investment avenue that aligns closely with market indices. Under normal market conditions, we adhere to a disciplined investment approach. This approach entails investing substantially all, but not less than 80%, of our total assets in securities that make up the index. This strategy is designed to closely mirror or track the performance of a specific index, thereby offering our investors an investment product that aims to replicate the market returns of the underlying index. Our commitment is to provide a transparent, efficient, and cost-effective way to gain market exposure.
An investment vehicle designed to track the performance of a specific market index. By investing at least 80% of its total assets in the securities that comprise the index, our Index Fund aims to offer a return that is reflective of the overall market conditions. This product is ideal for investors looking to gain broad market exposure, mitigate risk through diversification, and benefit from the disciplined investment process.