EFIV vs SUSL: Grades, Fees and Holdings Compared

State Street SPDR S&P 500 ESG ETF

EFIVANYSE Arca

iShares ESG MSCI USA Leaders ETF

SUSLANasdaq

Overlap

71.6%by weight

Expense ratio

EFIV0.10%SUSL0.10%

Avg volume · 30D

EFIV 2.6×the volume

EFIV57.1KSUSL21.9K

5Y return · a year

EFIV +0.6pt

EFIV+12.0%SUSL+11.4%

EFIV vs SUSL Performance

Nov 2, 2021 – Nov 2, 2026

+76.6%EFIV+71.4%SUSL

Expense ratio: EFIV 0.10%; SUSL 0.10%
Fund size: EFIV $1.06B; SUSL $1.2B
1Y total return: EFIV +12.0%, better; SUSL +11.7%
Yield (12M): EFIV 1.02%, better; SUSL 0.94%
Holdings: EFIV 326; SUSL 253
Avg volume (30D): EFIV 57.1K sh, better; SUSL 21.9K sh
NAV per share: EFIV $74.02; SUSL $134.38
52W range

ETF.net Grade

Pillar letters and Scores for EFIV, SUSL, with each pillar’s weight
Pillar	EFIV	SUSL
Cost30% weight	A86	A86
Mission25% weight	A100Higher	A96
Risk15% weight	C53Higher	C46
Tradability15% weight	A84Higher	A73
Holdings10% weight	C43Higher	D28
Durability5% weight	A71	A72Higher

Rank among US ESG & Values Index funds

How we build Categories ›

Same Category. EFIV and SUSL 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 SUSL 5th 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 2ASNPEXtrackers S&P 500 Scored & Screened ETFScore 79
Rank 5ADFSUDimensional US Sustainability Core 1 ETFScore 74
Rank 5ASUSLiShares ESG MSCI USA Leaders ETFScore 74
Rank 5AXVViShares ESG Select Screened S&P 500 ETFScore 74

Our read on each fund

ETF.net Research

EFIVAState Street SPDR S&P 500 ESG ETF

SUSLAiShares ESG MSCI USA Leaders 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.

SUSL ESG with a tighter filter: roughly 300 U.S. large and mid caps that out-score their own sector rivals on ESG, wrapped in an iShares index fund charging one tenth of one percent a year.

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.

SUSL The fund tracks an index of U.S. large- and mid-cap companies selected for high ESG characteristics relative to sector peers, providing exposure to higher ESG-rated companies across sectors.

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.

SUSL 0.10% a year, well under half the typical fee among U.S. ESG stock funds. Strict screening at plain-index pricing.
Best-in-class build: names are picked for ESG strength against their own sector peers, so the fund keeps broad sector shape instead of dropping whole industries.ishares.com
Sits in the upper half of its ESG cohort, and the portfolio hews tightly to the strict mandate on the tin rather than drifting toward the plain market.

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.

SUSL Thinly traded next to the headline ESG funds, so spreads can run wider. Order size and timing matter more here.
Sector-relative scoring means no industry is barred outright: an energy or mining name can qualify by out-scoring its own peers.
A few peers undercut the fee, including XVV at 0.08% and ESGV at 0.09%.

Full EFIV profile⁠

Full SUSL profile⁠

EFIV vs SUSL Holdings

How EFIV and SUSL differ

Overlap by weight

71.6%

Shared holdings make up 82.1% of SUSL and 71.7% of EFIV.

Level by level

Holdings183 in both71.6%
Asset classEquity100%
Countryby domicile99.6%

Sector

No Sector split for EFIV.

Country, concentration and asset class

Country by domicile

Country weights in EFIV and SUSL, widest gap first
Country	More in EFIVMore in SUSL	EFIV	SUSL
United States	SUSL +0.2 points	99.4%	99.6%
Switzerland	EFIV +0.2 points	0.3%	0.1%
Brazil	SUSL +0.2 points	0.0%	0.2%
China	EFIV +0.2 points	0.2%	0.0%
Ireland	Same weight	0.1%	0.1%
United Kingdom	EFIV +0.1 points	0.1%	0.0%

Concentration

Weight in the 10 largest Holdings

EFIV40.9%
SUSL47.8%

Securities held

EFIV324
SUSL250

Asset class

EFIV: Equity
SUSL: Equity

Holdings

Only in EFIV141
In both183
Only in SUSL67

Only in EFIV

141 securities, 28.2% of EFIV by weight

Micron Technology Inc2.62%
Walmart Inc1.34%
AbbVie Inc1.27%
Intel Corp1.13%
Cisco Systems Inc1.06%
UnitedHealth Group Inc0.91%
Bank of America Corp0.82%
Texas Instruments Inc0.70%
Goldman Sachs Group Inc0.67%
Thermo Fisher Scientific Inc0.65%
Netflix Inc0.64%
Wells Fargo & Co0.64%
Kla Corp0.54%
Citigroup Inc0.52%
Qualcomm Inc0.49%
Abbott Laboratories0.45%
Conocophillips0.45%
Nextera Energy Inc0.42%
Pfizer Inc0.42%
Dell Technologies C0.35%
Uber Technologies Inc0.33%
Chubb Ltd0.32%
Medtronic PLC0.31%
Starbucks Corp0.30%
Cvs Health Corp0.29%
Cme Group Inc0.26%
Corning Inc0.25%
Emerson Electric Co0.24%
Freeport Mcmoran Inc0.23%
Williams Cos Inc0.23%
Constellation Energy0.22%
Fortinet Inc0.21%
Waste Management Inc0.21%
Eog Resources Inc0.21%
Marriott International Class A0.21%
Moderna Inc0.20%
Motorola Solutions Inc0.20%
Lumentum Holdings Inc0.20%
Regeneron Pharmaceuticals0.20%
Mondelez International Inc A0.20%
Norfolk Southern Corp0.19%
Cintas Corp0.19%
Illinois Tool Works0.18%
T Mobile Us Inc0.18%
Air Products & Chemicals Inc0.17%
Arthur J Gallagher & Co0.17%
Aon PLC Class A0.17%
Kinder Morgan Inc0.17%
Te Connectivity PLC0.16%
Boston Scientific Corp0.15%

Only in SUSL

67 securities, 17.7% of SUSL by weight

Tesla Inc3.35%
Advanced Micro Devices2.41%
Johnson & Johnson1.93%
Procter & Gamble1.10%
International Business Machines Co0.71%
Verizon Communications Inc0.55%
Marvell Technology0.49%
Vertex Pharmaceuticals0.42%
Progressive0.40%
Automatic Data Processing Inc0.34%
3M0.27%
Pnc Financial Services Group0.27%
Synopsys0.25%
Comcast Class A0.24%
Travelers Companies0.24%
Mercadolibre0.22%
Hewlett Packard Enterprise0.21%
Oreilly Automotive Inc0.21%
Ross Stores Inc0.21%
Cheniere Energy0.20%
Monster Beverage0.20%
Nucor0.18%
Ferguson Enterprises0.14%
Veeva Systems Class A0.13%
Garmin0.13%
Iqvia Holdings Inc0.13%
Carvana Class A0.13%
Crown Castle Inc0.11%
Kenvue0.11%
Paychex0.11%
Steel Dynamics Inc0.10%
Axon Enterprise0.10%
Martin Marietta Materials0.10%
Old Dominion Freight Line0.09%
Atlassian Corp Class A0.09%
Emcor Group0.09%
Twilio Class A0.09%
Dollar General Corp0.09%
West Pharmaceutical Services0.09%
Atmos Energy0.08%
Technipfmc PLC0.08%
Royalty Pharma PLC Class A0.08%
Expeditors International of Washin0.08%
Zscaler0.07%
Pultegroup0.07%
Lpl Financial Holdings0.07%
Edison International0.07%
Steris0.06%
Alnylam Pharmaceuticals0.06%
Xpo0.06%

Weight gaps

The 100 widest of 183 Holdings in both funds.

Holding weights in EFIV and SUSL, widest gap first
Holding	More in EFIVMore in SUSL	EFIV	SUSL
Microsoft CorpMSFT	SUSL +1.06 points	9.74%	10.80%
NVIDIA CorpNVDA	SUSL +1.01 points	12.79%	13.80%
Alphabet Inc Class AGOOGL	SUSL +0.70 points	4.12%	4.82%
Eli Lilly & CoLLY	SUSL +0.60 points	2.73%	3.33%
Alphabet Inc Class CGOOG	SUSL +0.49 points	3.32%	3.81%
Visa Inc Class A SharesV	SUSL +0.28 points	1.73%	2.01%
Mastercard Inc AMA	SUSL +0.25 points	1.27%	1.52%
Costco Wholesale CorpCOST	SUSL +0.22 points	1.10%	1.32%
Merck & Co. Inc.MRK	SUSL +0.18 points	0.90%	1.08%
Coca Cola Co/TheKO	SUSL +0.18 points	0.89%	1.07%
Home Depot IncHD	SUSL +0.15 points	0.81%	0.96%
Linde PLCLIN	SUSL +0.12 points	0.58%	0.70%
Amgen IncAMGN	SUSL +0.12 points	0.62%	0.74%
General ElectricGE	SUSL +0.11 points	0.81%	0.92%
Gilead Sciences IncGILD	SUSL +0.11 points	0.51%	0.62%
Palo Alto Networks IncPANW	SUSL +0.10 points	0.77%	0.87%
Caterpillar IncCAT	SUSL +0.10 points	0.74%	0.84%
Pepsico IncPEP	SUSL +0.10 points	0.45%	0.55%
Walt Disney Co/TheDIS	SUSL +0.09 points	0.48%	0.57%
Accenture PLC Class AACN	SUSL +0.09 points	0.37%	0.46%
Ge Vernova IncGEV	SUSL +0.09 points	0.59%	0.68%
Lam Research CorpLRCX	SUSL +0.09 points	0.79%	0.88%
McDonald’s CorpMCD	SUSL +0.09 points	0.45%	0.54%
Union Pacific CorpUNP	SUSL +0.09 points	0.44%	0.53%
Delta Air Lines IncDAL	EFIV +0.08 points	0.12%	0.04%
Marathon Petroleum CorpMPC	SUSL +0.08 points	0.30%	0.38%
At+t IncT	SUSL +0.08 points	0.36%	0.44%
Applied Materials IncAMAT	SUSL +0.08 points	0.83%	0.91%
Morgan StanleyMS	SUSL +0.08 points	0.56%	0.64%
BlackRock IncBLK	SUSL +0.07 points	0.42%	0.49%
Valero Energy CorpVLO	SUSL +0.08 points	0.27%	0.35%
Analog Devices IncADI	SUSL +0.08 points	0.52%	0.60%
American Express CoAXP	SUSL +0.08 points	0.42%	0.50%
S+p Global IncSPGI	SUSL +0.07 points	0.35%	0.41%
Deere & CoDE	SUSL +0.07 points	0.41%	0.48%
Welltower IncWELL	SUSL +0.07 points	0.42%	0.49%
Salesforce IncCRM	SUSL +0.07 points	0.47%	0.54%
Tjx Companies IncTJX	SUSL +0.06 points	0.39%	0.45%
Schwab (Charles) CorpSCHW	SUSL +0.07 points	0.36%	0.43%
Danaher CorpDHR	SUSL +0.06 points	0.37%	0.43%
Bristol Myers Squibb CoBMY	SUSL +0.06 points	0.31%	0.37%
Phillips 66PSX	SUSL +0.06 points	0.27%	0.33%
Booking Holdings IncBKNG	SUSL +0.06 points	0.28%	0.34%
Lowe’s Cos IncLOW	SUSL +0.05 points	0.29%	0.34%
Intercontinental Exchange InICE	SUSL +0.05 points	0.23%	0.28%
Marsh & Mclennan CosMRSH	SUSL +0.05 points	0.23%	0.28%
Prologis IncPLD	SUSL +0.05 points	0.30%	0.35%
Intuit IncINTU	SUSL +0.04 points	0.23%	0.27%
Adobe IncADBE	SUSL +0.05 points	0.24%	0.29%
Csx CorpCSX	SUSL +0.04 points	0.24%	0.28%
Eaton Corp PLCETN	SUSL +0.04 points	0.38%	0.42%
American Tower CorpAMT	SUSL +0.05 points	0.21%	0.26%
Bank of New York Mellon CorpBNY	SUSL +0.04 points	0.25%	0.29%
Elevance Health IncELV	SUSL +0.04 points	0.23%	0.27%
Hilton Worldwide Holdings InHLT	SUSL +0.04 points	0.20%	0.24%
Newmont CorpNEM	SUSL +0.04 points	0.29%	0.33%
Equinix IncEQIX	SUSL +0.03 points	0.26%	0.29%
Royal Caribbean Cruises LtdRCL	SUSL +0.04 points	0.19%	0.23%
Slb LtdSLB	SUSL +0.04 points	0.20%	0.24%
Quanta Services IncPWR	SUSL +0.03 points	0.24%	0.27%
Allstate CorpALL	SUSL +0.04 points	0.16%	0.20%
Us BancorpUSB	SUSL +0.04 points	0.23%	0.27%
Ecolab IncECL	SUSL +0.04 points	0.19%	0.23%
Digital Realty Trust IncDLR	SUSL +0.04 points	0.16%	0.20%
Servicenow IncNOW	SUSL +0.04 points	0.28%	0.32%
Moody’s CorpMCO	SUSL +0.04 points	0.18%	0.22%
The Cigna GroupCI	SUSL +0.03 points	0.20%	0.23%
Target CorpTGT	SUSL +0.04 points	0.17%	0.21%
Capital One Financial CorpCOF	SUSL +0.03 points	0.32%	0.35%
United Rentals IncURI	SUSL +0.03 points	0.18%	0.21%
Cadence Design Sys IncCDNS	SUSL +0.04 points	0.23%	0.27%
Trane Technologies PLCTT	SUSL +0.03 points	0.24%	0.27%
Oneok IncOKE	SUSL +0.03 points	0.15%	0.18%
Aflac IncAFL	SUSL +0.03 points	0.14%	0.17%
Johnson Controls InternationJCI	SUSL +0.03 points	0.24%	0.27%
Colgate Palmolive CoCL	SUSL +0.03 points	0.18%	0.21%
Targa Resources CorpTRGP	SUSL +0.02 points	0.17%	0.19%
Crh PLCCRH	SUSL +0.03 points	0.15%	0.18%
Autodesk IncADSK	SUSL +0.02 points	0.13%	0.15%
Metlife IncMET	SUSL +0.03 points	0.13%	0.16%
Ww Grainger IncGWW	SUSL +0.02 points	0.15%	0.17%
Baker Hughes CoBKR	SUSL +0.03 points	0.13%	0.16%
SempraSRE	SUSL +0.03 points	0.14%	0.17%
Cummins IncCMI	SUSL +0.02 points	0.18%	0.20%
Nxp Semiconductors NVNXPI	SUSL +0.02 points	0.17%	0.19%
Stryker CorpSYK	SUSL +0.03 points	0.27%	0.30%
Truist Financial CorpTFC	SUSL +0.02 points	0.15%	0.17%
Autozone IncAZO	SUSL +0.02 points	0.13%	0.15%
Keurig Dr Pepper IncKDP	SUSL +0.02 points	0.12%	0.14%
Seagate Technology HoldingsSTX	SUSL +0.03 points	0.39%	0.42%
Ingersoll Rand IncIR	SUSL +0.02 points	0.07%	0.09%
Nasdaq IncNDAQ	SUSL +0.02 points	0.12%	0.14%
Cboe Global Markets IncCBOE	SUSL +0.02 points	0.08%	0.10%
Cencora IncCOR	SUSL +0.02 points	0.16%	0.18%
Humana IncHUM	SUSL +0.03 points	0.12%	0.15%
Chipotle Mexican Grill IncCMG	SUSL +0.02 points	0.10%	0.12%
Exelon CorpEXC	SUSL +0.02 points	0.12%	0.14%
Fifth Third BancorpFITB	SUSL +0.02 points	0.12%	0.14%
Ameriprise Financial IncAMP	SUSL +0.02 points	0.11%	0.13%
Edwards Lifesciences CorpEW	SUSL +0.03 points	0.13%	0.16%

All 324 EFIV holdings⁠All 250 SUSL 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 SUSL Cost

Same expense ratio

$2,106

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

EFIV 0.10%
$2,106
SUSL 0.10%
$2,106

Amount$10,000

Years30 years

Cost over time

EFIV 0.10%
SUSL 0.10%

Year by year

Year	EFIV	SUSL
10	$183	$183
20	$717	$717
30	$2,106	$2,106

Expense ratio

0.10%EFIV
0.10%SUSL

EFIV0.10%SUSL0.10%

0.08%0.95%

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

EFIV 7th cheapest of 47 funds

SUSL 7th cheapest of 47 funds

EFIV vs SUSL Dividends

Last 12 months to Nov 2, 2026

Yield (12M): EFIV 1.02%, better; SUSL 0.94%
Payout (12M): EFIV $0.74; SUSL $1.26
Last payment: EFIV $0.20; SUSL $0.33
Ex-dividend: EFIV Sep 21, 2026; SUSL Sep 15, 2026
Paid on: EFIV Sep 23, 2026; SUSL Sep 18, 2026
Frequency: EFIV Quarterly; SUSL Quarterly

Distribution history

Per share, 2019 to 2026, same scale for both

EFIVQuarterly · 25 paymentsAll EFIV payments⁠

SUSLQuarterly · 31 paymentsAll SUSL payments⁠

EFIV vs SUSL Risk

Fall from peak · 5 years

EFIV
SUSL

Risk facts

VolatilityStd dev, 3 years: EFIV 12.3%, betterSUSL 13.7%
Return per unit of riskSharpe ratio, 3 years: EFIV 1.39, betterSUSL 1.30
Worst fallMax drawdown, 5 years: EFIV −24.5%, betterSUSL −27.0%
Market sensitivityBeta, 5 years: EFIV 1.01SUSL 1.05; Market = 1

EFIV and SUSL 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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EFIV vs SUSL

In short

Stated mandate

Why people hold it

Worth knowing

How EFIV and SUSL differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in EFIV

Only in SUSL

Weight gaps

Cost over time

Year by year

Distribution history

Fall from peak · 5 years

Risk facts

AllianceBernstein's AB US Research Advanced ETF began trading on Nasdaq Monday

How EFIV and SUSL differ

Level by level

Sector

Country, concentration and asset class

Country by domicile

Concentration

Asset class

Holdings

Only in EFIV

Only in SUSL

Weight gaps