Fossil fuel companiesare fueling the climate crisis.


SPDR® S&P 500® ESG ETF

Shareclass
SPDR® S&P 500® ESG ETF (EFIV)
Type
Exchange-traded fund
Sustainability mandate
Fossil fuel exposure of 5.86% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$24.12 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$11.56 MILLION
Occidental Petroleum Corp
Carbon Underground 200Top 200 carbon reserves
$1.73 MILLION
Hess Corp
Carbon Underground 200Top 200 carbon reserves
$1.72 MILLION
Diamondback Energy Inc
Carbon Underground 200Top 200 carbon reserves
$1.59 MILLION
Devon Energy Corp
Carbon Underground 200Top 200 carbon reserves
$1.29 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
7
holdings
$42.91M
invested
2.76%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$5.89M
invested
0.38%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
22
holdings
$80.42M
invested
5.16%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
8
holdings
$18.83M
invested
1.21%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
28 holdings
28 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $24.12M
    1.55%
  • 2. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $11.56M
    0.74%
  • 3. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $7.54M
    0.48%
  • 4. CSX Corp
    Coal industry
    $3.06M
    0.2%
  • 5. Schlumberger Ltd
    Oil/gas industry
    $2.87M
    0.18%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
SPDR® S&P 500® ESG ETF $EFIV is 5.86% ($91.22 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on EFIV at Morningstar.com
Current fund
EFIV
SPDR® S&P 500® ESG ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
1.25% more in annualized returns
Less invested in fossil fuels 
2.58% less invested
Higher fossil finance risk score 
1 points higher
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
6.58% more invested
Current fund
EFIV
SPDR® S&P 500® ESG ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
1.25% more in annualized returns
Less invested in fossil fuels 
2.58% less invested
Higher fossil finance risk score 
1 points higher
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
6.58% more invested
Current fund
EFIV
SPDR® S&P 500® ESG ETF
Family
State Street
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 3-yr returns 
1.25% more in annualized returns
Less invested in fossil fuels 
2.58% less invested
Higher fossil finance risk score 
1 points higher
Lower fossil insurance risk score 
16 points lower
More invested in Clean200 
6.58% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
EFIV - SPDR® S&P 500® ESG ETF
27%
11%
/
/
5.86% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
8.43% 
Fund compared to benchmark
 
-0.26%
1.25%
/
/
2.58%  lower
Find more financial data on EFIV at Morningstar.com
What's next?
Learn how to make a change and move your money
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