EFIV vs SPHQ: Differences, Returns & Fees
EFIV and SPHQ hold 18% of their weight in the same names, and EFIV returned +19.0% over the year. Net assets: $1.0bn on Oct 8, 2026 for State Street SPDR S&P 500 ESG ETF, and $19.1bn on Oct 9, 2026 for Invesco S&P 500 Quality ETF.
EFIV costs 0.05 points a year less; their one-year returns differ by 1.0 point; SPHQ is 18.6 times larger.
| EFIV | SPHQ | |
|---|---|---|
| Expense ratio | 0.10% | 0.15% |
| Net assets, as of Oct 8, 2026 | $1.0bn | $19.0bn |
| Total return, 1 year | +19.0% | +18.0% |
| What it tracks | S&P 500 Scored & Screened Index ? | S&P 500 Quality Index |
| Holdings in common | 18% | |
| Holdings dated | Oct 8, 2026 | Oct 10, 2026 |
| Top ten holdings, share of the fund | 42.5% | 43.7% |
| Below its high | 4.6%, high on Jun 30, 2026 | |
Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.
What they hold in common
By the books each fund has filed, EFIV and SPHQ hold 18% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.
half
18% in common
On the same fields
EFIV and SPHQ on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About EFIV
EFIV tracks an index. Over the year to Oct 9, 2026 it returned +19.0% with distributions reinvested, against +19.1% for its benchmark, the S&P 500 Scored & Screened Index ?. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 325 positions, with the top ten at 42.5%.
About SPHQ
SPHQ tracks the S&P 500 Quality. Over the year to Oct 9, 2026 it returned +18.0% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 43.7%. It sat 4.6% below its high of Jun 30, 2026 on Oct 9, 2026.
Questions people ask
- Which returned more over the last year, EFIV or SPHQ?
- In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and SPHQ +18.0%.
- Which is cheaper, EFIV or SPHQ?
- EFIV is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, EFIV against SPHQ, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-sphq
ETFIQ. (Oct 9, 2026). EFIV against SPHQ. Retrieved from https://etfiq.com/compare/any/efiv-vs-sphq
[EFIV against SPHQ (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/efiv-vs-sphq)
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