EFIV Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $1.06B

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $61.10 - $76.28

6.2 Year EFIV Performance Metrics:

Total Return (with DRIP): 170.1% (17.38% CAGR)

Total Return (no DRIP): 161.6% (16.78% CAGR)

Share Price: 148.6% (15.82% CAGR)

Yield on Cost (with DRIP): 2.91%

Total Invested: $10,000

Total Value (with DRIP): $27,010

Total Return $ (with DRIP): $17,010

Dividend Increase: 51.8% (7.19% CAGR)

Dividend Yield (FWD): 1.08% ($0.81)

EFIV 6.2-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

EFIV Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

EFIV Price CAGR:1Y: 16.23%2Y: 14.88%5Y: 11.81%10Y: 15.74%

EFIV Dividend Payments & Yield

Dividend Payments & Yield

EFIV Dividend CAGR:1Y: 22.63%2Y: 8.62%5Y: 9.16%10Y: 15.86%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

Unlock All Reports & Research Dividend Stocks like a BOSS!

Get 3 Months Free with Annual Plan

PRO

$171/yr ($14.25/mo)

7-day free trial

Unlimited Portfolio Tracker
Portfolio - Lots/Sales/Dividends
Portfolio Auto-DRIP
Buy/Sell Signals Dashboard
Stock Fundamentals
Compare Stocks Side-by-Side
Revenue & EPS Estimates
DCF Valuation Modeling

Try it free for 7 days

You save $57/yr (25%)

EFIV Dividends Info:

Annual Dividend: $0.80512

Forward Yield: 1.08%

Ex-Dividend Date: 2026-09-21

Lifetime Dividends / Share: $3.92

EFIV Dividend History: Dates, Payments & Yield list

Below is a schedule of all EFIV dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
09/21/2026	09/23/2026	$0.201	1.08%	1.09%	$74.10
06/22/2026	06/24/2026	$0.195	1.07%	1.09%	$71.44
03/23/2026	03/25/2026	$0.163	1.03%	1.03%	$63.58
12/22/2025	12/24/2025	$0.178	1.08%	1.07%	$66.78
09/22/2025	09/24/2025	$0.164	1.03%	1.04%	$62.97
06/23/2025	06/25/2025	$0.174	1.23%	1.21%	$57.52
03/24/2025	03/26/2025	$0.164	1.2%	1.21%	$54.22
12/20/2024	12/24/2024	$0.184	1.3%	1.27%	$57.96
09/20/2024	09/24/2024	$0.171	1.24%	1.23%	$55.33
06/21/2024	06/25/2024	$0.175	1.31%	1.31%	$53.30
03/15/2024	03/20/2024	$0.148	1.2%	1.18%	$50.35
12/15/2023	12/20/2023	$0.171	1.5%	1.5%	$45.46
09/15/2023	09/20/2023	$0.150	1.39%	1.41%	$42.61
06/16/2023	06/22/2023	$0.159	1.49%	1.5%	$42.47
03/17/2023	03/22/2023	$0.155	1.65%	1.64%	$37.84
12/16/2022	12/21/2022	$0.173	1.88%	1.87%	$37.01
09/16/2022	09/21/2022	$0.144	1.57%	1.6%	$35.92
06/17/2022	06/23/2022	$0.149	1.69%	1.64%	$36.37
03/18/2022	03/23/2022	$0.137	1.29%	1.28%	$42.68
12/17/2021	12/22/2021	$0.149	1.36%	1.34%	$44.65
09/17/2021	09/22/2021	$0.130	1.25%	1.26%	$41.09
06/18/2021	06/23/2021	$0.130	1.33%	1.31%	$39.58
03/19/2021	03/24/2021	$0.128	1.42%	1.42%	$36.14
12/18/2020	12/24/2020	$0.144	1.67%	1.67%	$34.40
09/18/2020	09/23/2020	$0.083	1.07%	1.1%	$30.27

Projected Future Returns & Dividends for EFIV

Based on past 6.2-year performance, here are EFIV growth metrics:

Share price CAGR of +15.82%
Dividend CAGR of +15.89%

Using EFIV CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	EFIV (DRIP)	EFIV - No DRIP
Current Price	$74.75	$74.75
Start Shares	133.78	133.78
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	149.01	133.78
Dividends Payment	$0.88	$0.88
Annual Dividends	$524	$470
Yield on cost	5.24%	4.70%
Share Price	$324.70	$324.70
Total Dividends	$2,438	$2,284
Final Value	$48,384	$45,721

Estimated Future Value + Dividends - EFIV

NOTE: Above numbers are our estimate based on EFIV's Dividend and Price CAGR over past 6.2 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

Get the best Dividend Stock Research Tools:

Get 3 Months Free with Annual Plan

PRO

$171/yr ($14.25/mo)

7-day free trial

Unlimited Portfolio Tracker
Portfolio - Lots/Sales/Dividends
Portfolio Auto-DRIP
Buy/Sell Signals Dashboard
Stock Fundamentals
Compare Stocks Side-by-Side
Revenue & EPS Estimates
DCF Valuation Modeling

Try it free for 7 days

You save $57/yr (25%)

Company Info

State Street SPDR S&P 500 ESG ETF (EFIV) had its IPO on 2020-07-29, and is traded on AMEX stock exchange.

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.

EFIV website: https://www.ssga.com/us/en/institutional/etfs/state-street-spdr-sp-500-esg-etf-efiv