Compare · 2 funds side by side · dividends reinvested

EFIV and SPY

EFIVSPDR×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,306EFIV · best of the two

02 / 04

EFIV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

State Street SPDR S&P 500 ESG ETFLow-Cost Core · S&P 5000.10%1.00%+12.5%+14.0%+23.6%+12.9%−9.4%13.0%$1.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: EFIV 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ESG ETF · $1.0B$18,306

EFIV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

EFIVMeasureSPY

+12.5%Year to dateJan 1 → Nov 4+13.3%

+14.0%1 yearTotal return+13.4%

+23.6%3 years · per year$10,000 became $18,868 · $19,132+24.1%

+12.9%5 years · per year$10,000 became $18,306 · $18,060+12.6%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.9%

EFIVSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EFIV vs SPY: Top 5 Holdings

Today

EFIV

32.6%in top 5

SPY

in top 527.3%

EFIVStockSPY

12.6%NVDA7.7%

9.7%MSFT5.9%

not top 5AAPL7.4%

4.1%GOOGL2.5%

not top 5AMZN3.8%

3.3%GOOGnot top 5

2.8%LLYnot top 5

Held in common60.8%

End-of-day Nov 4, 2026 · share of each fund

EFIV vs SPY Returns, Every Period

SPDREFIV

+12.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

EFIVSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EFIV vs SPY

YTD

SPDREFIV

+12.5%

SPYSPDR

+13.3%

+12.5%Year to date+13.3%

−9.4%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.9%

1.0%Yield1.0%

$1.0BAssets$798B

3–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EFIV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EFIV0.10%$10

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EFIV, SPY

1.00%highest, EFIV

FundTrailing yieldYield$10k

EFIV1.00%$100

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, EFIV

EFIV$100 − $10 = $90

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EFIV, SPY

Today

60.8%most shared, EFIV and SPY

EFIVSPY

EFIV—60.8%

SPY60.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%EFIV, at 13.0% volatility

SPYWorst drop−8.9%12.9% vol

EFIVWorst drop−9.4%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EFIVSPY

+12.5%Year to date+13.3%

1.0%Yield1.0%

+14.0%Past year+13.4%

0.10%Fee0.09%

2–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026