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EFIV vs SPYM: Differences, Returns & Fees

EFIV and SPYM hold 61% of their weight in the same names, and EFIV returned +19.0% over the year. Net assets on Oct 8, 2026: $1.0bn for State Street SPDR S&P 500 ESG ETF and $178.5bn for State Street SPDR Portfolio S&P 500 ETF.

SPYM costs 0.08 points a year less; their one-year returns differ by 1.7 points; SPYM is far larger, $178.5bn against $1.0bn.

EFIV vs SPYM: Differences, Returns & Fees
EFIVSPYM
Expense ratio0.10%0.02%
Net assets, as of Oct 8, 2026$1.0bn$178.5bn
Total return, 1 year+19.0%+17.3%
What it tracksS&P 500 Scored & Screened Index ?S&P 500 Index ?
Holdings in common61%
Top ten holdings, share of the fund42.5%39.0%

Holdings in common uses holdings dated Oct 8, 2026.

+19.0%
EFIV total return, 1 year
+17.3%
SPYM total return, 1 year
0.10%
EFIV expense ratio
0.02%
SPYM expense ratio

What they hold in common

By the books each fund has filed, EFIV and SPYM hold 61% 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.

half

61% in common

Positions both hold, largest shared weight first
Holding EFIV SPYM
NVIDIA CORP 13.62% 8.33%
MICROSOFT CORP 9.47% 5.79%
ALPHABET INC CL A 4.99% 3.05%
ALPHABET INC CL C 4.00% 2.45%
MICRON TECHNOLOGY INC 2.85% 1.75%
ELI LILLY + CO 2.29% 1.40%
VISA INC CLASS A SHARES 1.56% 0.95%
INTEL CORP 1.30% 0.79%
WALMART INC 1.20% 0.74%
ABBVIE INC 1.18% 0.72%
MASTERCARD INC A 1.13% 0.69%
CISCO SYSTEMS INC 1.10% 0.68%
Only in EFIV
EMINI S+P500 ESG DEC26 -0.00%
Only in SPYM
APPLE INC 7.42%
AMAZON.COM INC 3.72%
BROADCOM INC 2.56%
META PLATFORMS INC CLASS A 2.37%
TESLA INC 1.58%
ADVANCED MICRO DEVICES 1.51%
BERKSHIRE HATHAWAY INC CL B 1.42%
JPMORGAN CHASE + CO 1.31%

Check overlap with more funds →

On the same fields

EFIV
State Street SPDR S&P 500 ESG ETF
SPYM
State Street SPDR Portfolio S&P 500 ETF
Where it sits Stock ETF Stock ETF
Issuer State Street State Street
What it is Tracks an index Tracks the S&P 500
Total return, 1 year +19.0% +17.3%
Its benchmark over the same days +19.1% (SNPE) +17.3% (IVV)
Gap to its benchmark −0.1 pts vs SNPE 0.0 pts vs IVV
Expense ratio 0.10% 0.02%
Already in the S&P 500 99.9% 99.8%
Holdings 325 506
Net assets, as of Oct 8, 2026 $1.0bn $178.5bn
Former ticker none SPLG

EFIV and SPYM 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 SPYM

SPYM tracks the S&P 500. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested, against +17.3% for its benchmark, the S&P 500 Index ?. The prospectus expense ratio is 0.02% 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 506 positions, with the top ten at 39.0%.

Questions people ask

Which returned more over the last year, EFIV or SPYM?
In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and SPYM +17.3%.
Which is cheaper, EFIV or SPYM?
SPYM is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFIV and SPYM overlap with the S&P 500?
By their latest filed holdings, 100% of EFIV and 100% of SPYM by weight is stocks the S&P 500 already holds.
Other comparisons
EFIV vs VIGEFIV vs SCHXEFIV vs QUALEFIV vs SCHBSPHB vs SPYMSPYM vs VOTESPYM vs STXFLCTU vs SPYM
EFIV on its own →SPYM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
EFIV and SPYM filings on SEC EDGAR ↗EFIV and SPYM prospectus with the expense ratio (SEC) ↗State Street website ↗

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 SPYM, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-spym

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.