EFIV vs VOO
EFIV vs VOO
State Street SPDR S&P 500 ESG ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. EFIV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EFIV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.10% | 0.03% | |
| AUM | $979M | $979.0B | |
| Dividend Yield | 0.96% | 1.09% | |
| Holdings | 333 | 509 | |
| YTD Return | +13.78% | +13.31% | |
| 1Y Return | +26.77% | +24.01% | |
| 3Y Return (annualized) | +21.26% | +21.17% | |
| 5Y Return (annualized) | +14.18% | +13.34% | |
| Volatility (annualized) | 15.8% | 14.1% | |
| Max Drawdown | -24.5% | -34.3% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 27, 2020 | Sep 7, 2010 |
EFIV vs VOO Performance
State Street SPDR S&P 500 ESG ETF (EFIV) is a ETF from State Street Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year EFIV returned +26.77% while VOO returned +24.01%. Year to date, EFIV is up 13.78% versus a gain of 13.31% for VOO.
Over three years, EFIV compounded at +21.26% per year against +21.17% for VOO; over five years the annualized figures are +14.18% and +13.34% respectively. Across the full 6-year window we track, EFIV has the edge at +17.86% annualized vs +13.55%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EFIV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.5% for EFIV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EFIV charges 0.10% per year while VOO charges 0.03%. On a $10,000 position that is $10 vs $3 annually, a gap of $7 per year that compounds over a long holding period. On income, EFIV currently yields 0.96% against 1.09% for VOO.
Holdings Overlap
EFIV and VOO share 321 holdings out of 514 unique holdings combined, representing a 61.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in EFIV | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 11.92% | 7.51% | 4.41% |
| MSFT | 7.23% | 4.30% | 2.93% |
| GOOGL | 5.41% | 3.25% | 2.16% |
| GOOG | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| INTC | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
See all 10 holdings EFIV shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EFIV or VOO?
EFIV has an expense ratio of 0.10% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $7 per year of difference.
Which performed better, EFIV or VOO?
Over the past year EFIV returned +26.77% vs +24.01% for VOO, so EFIV leads on 1-year performance. Over the longest common window we track (6 years), EFIV annualized +17.86% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, EFIV or VOO?
EFIV has been the more volatile fund at 15.8% annualized versus 14.1% for VOO. Worst drawdown: EFIV -24.5% vs VOO -34.3%.
Should I hold both EFIV and VOO?
EFIV and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EFIV and VOO?
EFIV and VOO share 321 common holdings with a 61.1% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, EFIV or VOO?
EFIV yields 0.96% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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