Loading fund…
Loading fund…
| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −0.7% | ▼ −0.1% | ▲ +2.1% | ▲ +12.8% | ▲ +13.3% | ▲ +85.5% | ▲ +84.9% | ▲ +164.7% |
| Peer average | ▼ −0.1% | ▲ +1.1% | ▲ +2.7% | ▲ +13.6% | ▲ +13.5% | ▲ +88.2% | ▲ +81.1% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-21 | 2026-09-23 | $0.20 |
| 2026-06-22 | 2026-06-24 | $0.19 |
| 2026-03-23 | 2026-03-25 | $0.16 |
| 2025-12-22 | 2025-12-24 | $0.18 |
| 2025-09-22 | 2025-09-24 | $0.16 |
| 2025-06-23 | 2025-06-25 | $0.17 |
| 2025-03-24 | 2025-03-26 | $0.16 |
| 2024-12-20 | 2024-12-24 | $0.18 |
| 2024-09-20 | 2024-09-24 | $0.17 |
| 2024-06-21 | 2024-06-25 | $0.17 |
| 2024-03-15 | 2024-03-20 | $0.15 |
| 2023-12-15 | 2023-12-20 | $0.17 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind EFIV.