EFIV vs JUST: Grades, Fees and Holdings Compared

State Street SPDR S&P 500 ESG ETF

EFIVANYSE Arca

Goldman Sachs JUST U.S. Large Cap Equity ETF

JUSTBNYSE Arca

Overlap

63.5%by weight

Expense ratio

EFIV −0.10pt a year

EFIV0.10%JUST0.20%

Avg volume · 30D

EFIV 10.9×the volume

EFIV57.1KJUST5.25K

5Y return · a year

EFIV +0.6pt

EFIV+12.3%JUST+11.7%

EFIV vs JUST Performance

Oct 29, 2021 – Oct 30, 2026

+78.2%EFIV+73.7%JUST

Expense ratio: EFIV 0.10%, better; JUST 0.20%
Fund size: EFIV $1.06B; JUST $567M
1Y total return: EFIV +12.5%; JUST +13.4%, better
Yield (12M): EFIV 1.01%, better; JUST 0.95%
Holdings: EFIV 326; JUST 460
Avg volume (30D): EFIV 57.1K sh, better; JUST 5.25K sh
NAV per share: EFIV $74.02; JUST $110.12
52W range

ETF.net Grade

Pillar letters and Scores for EFIV, JUST, with each pillar’s weight
Pillar	EFIV	JUST
Cost30% weight	A86Higher	C53
Mission25% weight	A100	A100
Risk15% weight	C53	B61Higher
Tradability15% weight	A84Higher	D25
Holdings10% weight	C43	C50Higher
Durability5% weight	A71Higher	B69

Rank among US ESG & Values Index funds

How we build Categories ›

Same Category. EFIV and JUST are both graded against the same 47 US ESG & Values Index funds, so their Grades compare head to head.

US ESG & Values Index⁠

Category · 47 funds

See all 47 ›

EFIV ranks 2nd and JUST 25th of 47 funds in the US ESG & Values Index Category.

Rank 1AKLMNInvesco MSCI North America Climate ETFScore 82
Rank 2AEFIVState Street SPDR S&P 500 ESG ETFScore 79
Rank 3ASNPEXtrackers S&P 500 Scored & Screened ETFScore 78
Rank 25BCATHGlobal X S&P 500 Catholic Values ETFScore 62
Rank 25BJUSTGoldman Sachs JUST U.S. Large Cap Equity ETFScore 62
Rank 27BESGNorthern Trust STOXX US ESG Select ETFScore 59

Our read on each fund

ETF.net Research

EFIVAState Street SPDR S&P 500 ESG ETF

JUSTBGoldman Sachs JUST U.S. Large Cap Equity ETF

In short

EFIV A screened S&P 500 that still looks like one. EFIV trims to about 300 names on ESG criteria but holds industry-group weights close to the parent index, for 0.10% a year.

JUST Goldman's values-screened large cap fund, and the only one built on the JUST US Large Cap Diversified Index. Roughly 500 US names, running since 2018, at a fee below the median for its cohort.

Stated mandate

EFIV The Fund seeks to track an index of securities selected using environmental, social, and governance sustainability criteria while retaining industry-group weights broadly similar to the S&P 500 Index.

JUST The Fund seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JUST US Large Cap Diversified Index.

Why people hold it

EFIV Charges 0.10% a year, well under the 0.25% typical of its values-screened peer group.
Keeps industry-group weights broadly similar to the S&P 500, so the screen changes which names you own more than which sectors.
Tracks its declared index very tightly, one of the cleaner implementations in its cohort.
Straightforward 1940 Act index fund from SPDR, running since 2020, distributing quarterly.

JUST Charges 0.20% a year, under the 0.25% median for US values-screened funds.
Holds about 500 stocks, so it keeps the shape of the broad US large cap market instead of narrowing to a short screened list.
The prospectus gives it one job (match the JUST US Large Cap Diversified Index before fees) and the portfolio stays inside that mandate, no side bets.
Live since 2018 with quarterly distributions, so there is a real record here rather than a backtest.

Worth knowing

EFIV About 300 stocks, not 500. The screens remove names, so results can diverge from the headline S&P 500.
Cheaper shelf-mates exist: XVV at 0.08% and ESGV at 0.09% undercut it on fee.
Mid-size asset base and moderate trading volume, which can mean wider spreads than the mega-cap index giants.

JUST The big index shops undercut it: ESGV and XVV price under a tenth of a percent, which makes 0.20% mid-pack against the cohort's cheapest options.
Volume is light next to the category's largest funds, so spreads can run wider and order size and timing matter more.
With roughly 500 names, it still looks a lot like the broad US market; the screens shift weights more than they change what you own.

Full EFIV profile⁠

Full JUST profile⁠

EFIV vs JUST Holdings

How EFIV and JUST differ

Overlap by weight

63.5%

Shared holdings make up 89.0% of EFIV and 63.8% of JUST.

Level by level

Holdings239 in both63.5%
Asset classEquity100%
Countryby domicile99.5%

Sector

No Sector split for EFIV.

Country, concentration and asset class

Country by domicile

Country weights in EFIV and JUST, widest gap first
Country	More in EFIVMore in JUST	EFIV	JUST
United States	JUST +0.5 points	99.4%	99.9%
Switzerland	EFIV +0.2 points	0.3%	0.1%
China	EFIV +0.2 points	0.2%	0.0%
Ireland	EFIV +0.1 points	0.1%	0.0%
United Kingdom	EFIV +0.1 points	0.1%	0.0%
India	Same weight	0.0%	0.0%

Concentration

Weight in the 10 largest Holdings

EFIV40.9%
JUST40.4%

Securities held

EFIV324
JUST459

Asset class

EFIV: Equity
JUST: Equity

Holdings

Only in EFIV85
In both239
Only in JUST220

Only in EFIV

85 securities, 10.9% of EFIV by weight

Wells Fargo & Co0.64%
Linde PLC0.58%
Nextera Energy Inc0.42%
Seagate Technology Holdings0.39%
Tjx Companies Inc0.39%
Eaton Corp PLC0.38%
Accenture PLC Class A0.37%
At+t Inc0.36%
Uber Technologies Inc0.33%
Chubb Ltd0.32%
Medtronic PLC0.31%
Stryker Corp0.27%
Csx Corp0.24%
Johnson Controls Internation0.24%
Intercontinental Exchange In0.23%
Elevance Health Inc0.23%
Eog Resources Inc0.21%
Slb Ltd0.20%
Royal Caribbean Cruises Ltd0.19%
Norfolk Southern Corp0.19%
Arthur J Gallagher & Co0.17%
Nxp Semiconductors NV0.17%
Targa Resources Corp0.17%
Te Connectivity PLC0.16%
Crh PLC0.15%
Fastenal Co0.15%
Becton Dickinson and Co0.13%
Paccar Inc0.13%
Wabtec Corp0.12%
Comfort Systems Usa Inc0.12%
Vivmark Residential0.11%
Consolidated Edison Inc0.11%
Diamondback Energy Inc0.11%
Chipotle Mexican Grill Inc0.10%
Sysco Corp0.10%
Dr Horton Inc0.09%
Interactive Brokers Gro Class A0.09%
Carnival Corp Ltd0.09%
Arch Capital Group Ltd0.09%
Mettler Toledo International0.09%
Eqt Corp0.08%
Take Two Interactive Softwre0.08%
Northern Trust Corp0.08%
Williams Sonoma Inc0.08%
Labcorp Holdings Inc0.07%
Willis Towers Watson PLC0.07%
Dover Corp0.07%
Ares Management Corp A0.07%
Quest Diagnostics Inc0.07%
Vici Properties Inc0.07%

Only in JUST

220 securities, 36.2% of JUST by weight

Apple Inc.8.19%
Amazon.com Inc4.73%
Broadcom Inc.2.61%
JPMorgan Chase & Co1.98%
Exxonmobil Holdings Corporation1.58%
Advanced Micro Devices Inc.1.50%
Johnson & Johnson1.08%
The Procter & Gamble Company0.74%
Rtx Corp0.50%
Linde PLC0.46%
Intl Business Machines Corp0.39%
Oracle Corporation0.39%
Arista Networks, Inc.0.38%
Verizon Communications Inc.0.36%
Marvell Technology, Inc.0.31%
The Progressive Corporation0.29%
Eaton Corp PLC0.28%
Accenture PLC0.28%
Intuitive Surgical, Inc.0.26%
Altria Group, Inc.0.25%
Boeing Company0.24%
Lockheed Martin Corporation0.24%
The Southern Co.0.23%
Vertex Pharmaceuticals Incorporated0.22%
Parker-Hannifin Corp.0.22%
Duke Energy Corporation0.21%
Automatic Data Processing Inc0.21%
Medtronic Public Limited Company0.20%
Pnc Financial Services Group, Inc., The0.20%
The Travelers Companies, Inc0.18%
Johnson Controls International Public Limited Comp0.18%
Slb Ltd0.17%
Cloudflare, Inc.0.16%
Royal Caribbean Group0.16%
American Electric Power Inc0.15%
Howmet Aerospace Inc.0.15%
General Motors Company0.15%
Elevance Health Inc0.15%
Synopsys Inc.0.15%
Ross Stores Inc0.15%
Cheniere Energy, Inc.0.14%
Sherwin-Williams Co0.14%
Airbnb Inc.0.14%
Northrop Grumman Corp0.14%
Honeywell International Inc0.13%
Hewlett Packard Enterprise Co0.13%
Dominion Energy Inc0.12%
Fedex Corporation0.12%
Nucor Corporation0.12%
Crh Public Limited Company0.11%

Weight gaps

The 100 widest of 239 Holdings in both funds.

Holding weights in EFIV and JUST, widest gap first
Holding	More in EFIVMore in JUST	EFIV	JUST
NVIDIA CorpNVDA	EFIV +4.70 points	12.79%	8.09%
Microsoft CorpMSFT	EFIV +3.34 points	9.74%	6.40%
Alphabet Inc Class AGOOGL	EFIV +1.43 points	4.12%	2.69%
Alphabet Inc Class CGOOG	EFIV +1.14 points	3.32%	2.18%
Eli Lilly & CoLLY	EFIV +0.95 points	2.73%	1.78%
Micron Technology IncMU	EFIV +0.91 points	2.62%	1.71%
Visa Inc Class A SharesV	EFIV +0.45 points	1.73%	1.28%
Intel CorpINTC	EFIV +0.45 points	1.13%	0.68%
AbbVie IncABBV	EFIV +0.44 points	1.27%	0.83%
Mastercard Inc AMA	EFIV +0.32 points	1.27%	0.95%
UnitedHealth Group IncUNH	EFIV +0.31 points	0.91%	0.60%
Merck & Co. Inc.MRK	EFIV +0.31 points	0.90%	0.59%
Applied Materials IncAMAT	EFIV +0.29 points	0.83%	0.54%
Walmart IncWMT	EFIV +0.28 points	1.34%	1.06%
Lam Research CorpLRCX	EFIV +0.27 points	0.79%	0.52%
Palo Alto Networks IncPANW	EFIV +0.27 points	0.77%	0.50%
Texas Instruments IncTXN	EFIV +0.24 points	0.70%	0.46%
Thermo Fisher Scientific IncTMO	EFIV +0.22 points	0.65%	0.43%
Cisco Systems IncCSCO	EFIV +0.22 points	1.06%	0.84%
Amgen IncAMGN	EFIV +0.22 points	0.62%	0.40%
Costco Wholesale CorpCOST	EFIV +0.22 points	1.10%	0.88%
General ElectricGE	EFIV +0.21 points	0.81%	0.60%
Caterpillar IncCAT	EFIV +0.20 points	0.74%	0.54%
Kla CorpKLAC	EFIV +0.18 points	0.54%	0.36%
Coca Cola Co/TheKO	EFIV +0.18 points	0.89%	0.71%
Analog Devices IncADI	EFIV +0.18 points	0.52%	0.34%
Gilead Sciences IncGILD	EFIV +0.18 points	0.51%	0.33%
Qualcomm IncQCOM	EFIV +0.17 points	0.49%	0.32%
Salesforce IncCRM	EFIV +0.17 points	0.47%	0.30%
Home Depot IncHD	EFIV +0.15 points	0.81%	0.66%
Abbott LaboratoriesABT	EFIV +0.16 points	0.45%	0.29%
Ge Vernova IncGEV	EFIV +0.15 points	0.59%	0.44%
Pfizer IncPFE	EFIV +0.14 points	0.42%	0.28%
Western Digital CorpWDC	EFIV +0.13 points	0.35%	0.22%
Danaher CorpDHR	EFIV +0.13 points	0.37%	0.24%
Netflix IncNFLX	EFIV +0.13 points	0.64%	0.51%
Dell Technologies CDELL	EFIV +0.12 points	0.35%	0.23%
Union Pacific CorpUNP	EFIV +0.11 points	0.44%	0.33%
Deere & CoDE	EFIV +0.11 points	0.41%	0.30%
Bank of America CorpBAC	EFIV +0.11 points	0.82%	0.71%
American Express CoAXP	EFIV +0.11 points	0.42%	0.31%
Bristol Myers Squibb CoBMY	EFIV +0.11 points	0.31%	0.20%
Morgan StanleyMS	EFIV +0.10 points	0.56%	0.46%
Servicenow IncNOW	EFIV +0.10 points	0.28%	0.18%
Goldman Sachs Group IncGS	EFIV +0.09 points	0.67%	0.58%
Pepsico IncPEP	EFIV +0.09 points	0.45%	0.36%
Walt Disney Co/TheDIS	EFIV +0.09 points	0.48%	0.39%
Corning IncGLW	EFIV +0.08 points	0.25%	0.17%
Capital One Financial CorpCOF	EFIV +0.09 points	0.32%	0.23%
Adobe IncADBE	EFIV +0.08 points	0.24%	0.16%
McDonald’s CorpMCD	EFIV +0.08 points	0.45%	0.37%
Cadence Design Sys IncCDNS	EFIV +0.08 points	0.23%	0.15%
Intuit IncINTU	EFIV +0.08 points	0.23%	0.15%
Fortinet IncFTNT	EFIV +0.07 points	0.21%	0.14%
Moderna IncMRNA	EFIV +0.07 points	0.20%	0.13%
Citigroup IncC	EFIV +0.07 points	0.52%	0.45%
The Cigna GroupCI	EFIV +0.07 points	0.20%	0.13%
Regeneron PharmaceuticalsREGN	EFIV +0.07 points	0.20%	0.13%
ConocophillipsCOP	EFIV +0.07 points	0.45%	0.38%
Quanta Services IncPWR	EFIV +0.07 points	0.24%	0.17%
Lumentum Holdings IncLITE	EFIV +0.06 points	0.20%	0.14%
Emerson Electric CoEMR	EFIV +0.06 points	0.24%	0.18%
Starbucks CorpSBUX	EFIV +0.06 points	0.30%	0.24%
Trane Technologies PLCTT	EFIV +0.06 points	0.24%	0.18%
Newmont CorpNEM	EFIV +0.06 points	0.29%	0.23%
Cvs Health CorpCVS	EFIV +0.06 points	0.29%	0.23%
Lowe’s Cos IncLOW	EFIV +0.06 points	0.29%	0.23%
S+p Global IncSPGI	EFIV +0.06 points	0.35%	0.29%
Boston Scientific CorpBSX	EFIV +0.05 points	0.15%	0.10%
Cintas CorpCTAS	EFIV +0.05 points	0.19%	0.14%
Booking Holdings IncBKNG	EFIV +0.05 points	0.28%	0.23%
Freeport Mcmoran IncFCX	EFIV +0.04 points	0.23%	0.19%
Edwards Lifesciences CorpEW	EFIV +0.04 points	0.13%	0.09%
United Rentals IncURI	EFIV +0.04 points	0.18%	0.14%
Cummins IncCMI	EFIV +0.05 points	0.18%	0.13%
Schwab (Charles) CorpSCHW	EFIV +0.05 points	0.36%	0.31%
Agilent Technologies IncA	EFIV +0.05 points	0.13%	0.08%
Autodesk IncADSK	EFIV +0.05 points	0.13%	0.08%
Valero Energy CorpVLO	EFIV +0.04 points	0.27%	0.23%
Coherent CorpCOHR	EFIV +0.04 points	0.11%	0.07%
Phillips 66PSX	EFIV +0.04 points	0.27%	0.23%
Humana IncHUM	EFIV +0.04 points	0.12%	0.08%
Hilton Worldwide Holdings InHLT	EFIV +0.04 points	0.20%	0.16%
Waters CorpWAT	EFIV +0.04 points	0.12%	0.08%
Motorola Solutions IncMSI	EFIV +0.04 points	0.20%	0.16%
Ecolab IncECL	EFIV +0.04 points	0.19%	0.15%
Idexx Laboratories IncIDXX	EFIV +0.04 points	0.11%	0.07%
Mondelez International Inc AMDLZ	EFIV +0.04 points	0.20%	0.16%
Ww Grainger IncGWW	EFIV +0.04 points	0.15%	0.11%
Ametek IncAME	EFIV +0.03 points	0.14%	0.11%
T Mobile Us IncTMUS	EFIV +0.04 points	0.18%	0.14%
Marriott International Class AMAR	EFIV +0.04 points	0.21%	0.17%
Colgate Palmolive CoCL	EFIV +0.03 points	0.18%	0.15%
Keysight Technologies InKEYS	EFIV +0.04 points	0.14%	0.10%
Williams Cos IncWMB	EFIV +0.04 points	0.23%	0.19%
Cme Group IncCME	EFIV +0.03 points	0.26%	0.23%
Netapp IncNTAP	EFIV +0.04 points	0.11%	0.07%
Workday Inc Class AWDAY	EFIV +0.04 points	0.10%	0.06%
BlackRock IncBLK	EFIV +0.04 points	0.42%	0.38%
Air Products & Chemicals IncAPD	EFIV +0.03 points	0.17%	0.14%

All 324 EFIV holdings⁠All 459 JUST holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

EFIV vs JUST Cost

Overpaying JUST vs EFIV

$2,049

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

EFIV 0.10%
$2,106
JUST 0.20%
$4,155

Amount$10,000

Years30 years

Cost over time

EFIV 0.10%
JUST 0.20%
Overpaying

Year by year

Year	EFIV	JUST	Overpaying
10	$183	$365	$182
20	$717	$1,421	$704
30	$2,106	$4,155	$2,049

Expense ratio

0.10%EFIV, cheaper
0.20%JUST

EFIV0.10%JUST0.20%

0.08%0.95%

Middle half of US ESG & Values Index funds
Median 0.25%

EFIV 7th cheapest of 47 funds

JUST 21st cheapest of 47 funds

EFIV vs JUST Dividends

Last 12 months to Oct 30, 2026

Yield (12M): EFIV 1.01%, better; JUST 0.95%
Payout (12M): EFIV $0.74; JUST $1.03
Last payment: EFIV $0.20; JUST $0.25
Ex-dividend: EFIV Sep 21, 2026; JUST Sep 24, 2026
Paid on: EFIV Sep 23, 2026; JUST Sep 30, 2026
Frequency: EFIV Quarterly; JUST Quarterly

Distribution history

Per share, 2018 to 2026, same scale for both

EFIVQuarterly · 25 paymentsAll EFIV payments⁠

JUSTQuarterly · 33 paymentsAll JUST payments⁠

EFIV vs JUST Risk

Fall from peak · 5 years

EFIV
JUST

Risk facts

VolatilityStd dev, 3 years: EFIV 12.3%, betterJUST 12.4%
Return per unit of riskSharpe ratio, 3 years: EFIV 1.39JUST 1.40, better
Worst fallMax drawdown, 5 years: EFIV −24.5%, betterJUST −24.7%
Market sensitivityBeta, 5 years: EFIV 1.01JUST 1.01; Market = 1

EFIV and JUST in the news

All news⁠

Filings Digest
AllianceBernstein's AB US Research Advanced ETF began trading on Nasdaq Monday
Oct 27, 2026EFIV

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