EFIV vs IYY: holdings overlap, shared companies and scores
As of October 9, 2026, EFIV and IYY overlap 56.7% by weight. State Street SPDR S&P 500 ESG ETF (EFIV): S&P 500 ESG stocks. iShares Dow Jones U.S. ETF (IYY): U.S. large- and mid-cap stocks.
Updated October 9, 2026
Where EFIV and IYY trade against their own history
EFIV trades at 23.5 times earnings, against its own median of 25.8, and is cheaper than 72% of its own last 6 years.
IYY trades at 24.5 times earnings, against its own median of 22.4, and is more expensive than 63% of its own last 9 years.
What moved EFIV and IYY this week
EFIV rose 0.9% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Alphabet (+2.4%) and Visa (+6.9%); Nvidia (−2.0%) pushed the other way.
IYY rose 1.1% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do EFIV and IYY each hold?
What's inside EFIV: Tech 49%, Magnificent 7 32%.
43% of EFIV is its ten largest holdings.
What's inside IYY: Tech 45%, Magnificent 7 33%.
37% of IYY is its ten largest holdings.
How much do EFIV and IYY overlap? 56.7% by weight
As of October 9, 2026, EFIV and IYY overlap 56.7% by weight.
100% of EFIV is already inside IYY.
57% of IYY is already inside EFIV.
EFIV holds 324 companies and IYY holds 941; 324 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score EFIV and IYY? 7.9 and 6.7 out of 10
As of October 9, 2026, ETF Copilot scores EFIV 7.9 out of 10 and IYY 6.7 out of 10.
They differ most on Value: EFIV 7.6 and IYY 2.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | EFIV | IYY |
|---|---|---|
| Growth | 8.1 | 7.5 |
| Value | 7.6 | 2.9 |
| Risk | 6.7 | 6.4 |
| Quality | 9.2 | 8.1 |
| Return | 7.8 | 7.8 |
EFIV is the cheaper of the two at 0.10% a year
As of October 9, 2026, EFIV charges 0.10% a year, yields 0.98% and holds $1.0B in assets across 324 positions.
As of October 9, 2026, IYY charges 0.20% a year, yields 0.85% and holds $3.1B in assets across 941 positions.
| Measure | EFIV | IYY |
|---|---|---|
| Expense ratio | 0.10% | 0.20% |
| Dividend yield | 0.98% | 0.85% |
| Assets under management | $1.0B | $3.1B |
| Holdings | 324 | 941 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “EFIV vs IYY holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/efiv-vs-iyy
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