EFIV ETF ANALYSIS

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EFIV ETF FUNDAMENTALS
EFIV ETF PERFORMANCE

EFIV ISSUER

The issuer of the EFIV (Name of ETF) is State Street Global Advisors (SSGA), one of the world's leading investment management firms. Established as SSGA Funds Management, Inc., SSGA serves as the investment adviser to the EFIV ETF. This ETF seeks to track the performance of the S&P 500 ESG Index, which incorporates environmental, social, and governance (ESG) criteria in its selection of constituent companies. SSGA employs a sampling strategy, allowing flexibility in the selection of securities to replicate the risk and return characteristics of the index. EFIV aims to provide investors with a responsible investment option while maintaining exposure to the broader equity market.

EFIV DIVIDEND

The distribution of dividends for the EFIV ETF, which seeks to track the performance of the S&P 500 ESG Index, follows a unique approach. The ETF employs a sampling strategy, which means it does not necessarily purchase all the securities in the index but aims to maintain similar risk and return characteristics. The dividend eligibility and distribution depend on the underlying securities' dividend policies and performances, with a focus on companies meeting certain sustainability criteria (related to ESG factors). EFIV's dividend distributions typically align with the dividend policies of the companies included in the index, and investors can expect distributions based on the performance of these socially responsible and environmentally conscious companies.

EFIV TRACKING

Tracking the S&P 500 ESG Index is at the heart of the EFIV (FlexShares STOXX US ESG Impact Index Fund) ETF's investment strategy. EFIV employs a sampling strategy, allowing it to hold a subset of the securities in the Index that have similar risk and return characteristics, rather than purchasing all Index constituents. This approach is influenced by factors such as the fund's asset size and is determined by SSGA Funds Management, Inc., the fund's investment adviser. EFIV's portfolio typically consists of a high percentage of Index securities, complemented by equity securities outside the Index, cash equivalents, and money market instruments. The S&P 500 ESG Index focuses on sustainability criteria (related to ESG factors) while maintaining industry group weights similar to the S&P 500 Index, excluding companies involved in various controversial activities and those not meeting ESG standards. The Index is reconstituted and rebalanced annually, with ongoing exclusions for non-compliant companies and those involved in certain negative activities. As of August 31, 2022, EFIV had a significant exposure to the technology and healthcare sectors, and the Index comprised 307 stocks. The Index is sponsored by S&P Dow Jones Indices LLC, independent of the Fund and its Adviser.

EFIV CORRELATION

The correlation aspect of the ESG FlexShares ETF (EFIV) is instrumental in understanding its behavior in relation to ESG-focused investment strategies. EFIV seeks to track the performance of the S&P 500 ESG Index, which comprises companies meeting certain sustainability criteria. The ETF's correlation with ESG-focused investments is expected to be strong, as it aims to replicate the ESG Index's performance. This strong correlation makes EFIV an effective tool for investors looking to align their portfolios with socially responsible investing principles. To delve deeper into EFIV's correlations with other assets and sectors, investors can utilize the ETF Insider web app, which provides comprehensive data and visualization tools, enabling them to make informed decisions and identify areas of overlap within the ESG investment landscape.

EFIV SECTOR

The EFIV (SPDR S&P 500 ESG ETF) is primarily focused on investing in companies that meet certain sustainability criteria, particularly related to environmental, social, and governance (ESG) factors. This ETF aims to track the performance of the S&P 500 ESG Index, which includes companies that demonstrate responsible business practices and exclude those involved in controversial industries like tobacco, weapons manufacturing, thermal coal, and others. As of August 31, 2022, EFIV had a significant portion of its assets invested in the technology and healthcare sectors, providing investors with exposure to companies committed to ESG principles within these industries. The fund's approach promotes sustainability and ethical investing, aligning with the growing demand for socially responsible investment options.

EFIV EXPOSURE

The exposure characteristic of the Global X S&P 500® ESG Index ETF (EFIV) reflects its commitment to environmental, social, and governance (ESG) principles in its investment approach. EFIV aims to track the performance of the S&P 500 ESG Index by employing a sampling strategy. This means the fund may hold a subset of securities from the Index, striving to maintain similar risk and return characteristics. The S&P 500 ESG Index consists of companies that meet specific sustainability criteria, including exclusions related to controversial weapons, tobacco, thermal coal, and non-compliance with the United Nations Global Compact principles. As of August 31, 2022, the ETF was heavily weighted towards the technology and healthcare sectors, offering investors an opportunity to align their investments with ESG values while maintaining broad exposure to the U.S. stock market.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of EFIV with the U.S. equity market?
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How does EFIV provide exposure to the equity market?
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How does EFIV's dividend strategy compare to other funds?
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How does EFIV track its underlying index?
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What is the dividend aspect of EFIV?
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What is the sector composition of EFIV?
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