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State Street Investment ManagementForeign Large BlendEFAX · NYSE Arca

State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX)

Price
$54.97
11 Sept 2026
Assets
$513.1M
Total net assets
Expense ratio
0.20%
Category 0.85%
Yield
3.06%
Trailing distributions
3Y CAGR
17.7%-0.6%
Category 18.3%
5Y CAGR
8.0%-0.6%
Category 8.6%
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State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.2%+2.3%+12.4%+10.6%+15.3%+17.7%+8.0%+9.3%
Foreign Large Blend average-1.3%2.6%12.4%13.3%18.9%18.3%8.6%9.4%12.6%
Difference-0.9%-0.3%0.0%-2.7%-3.6%-0.6%-0.6%-3.3%

Holdings

The 10 largest positions make up 14.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ASML.ASASML Holding NV3.16%
HSBA.LHSBC Holdings PLC1.73%
ROP.SWRoche Holding AG Ordinary Shares new1.48%
NOVN.SWNovartis AG Registered Shares1.34%
NESN.SWNestle SA1.21%
AZN.LAstraZeneca PLC1.19%
SIE.DESiemens AG1.19%
8306.TMitsubishi UFJ Financial Group Inc1.18%
SAP.DESAP SE1.11%
SAN.MCBanco Santander SA1.01%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
19.1
P/B
2.4
P/S
2.1
P/CF
12.8

Sector allocation

Share of the equity the fund holds.

28.3%Financial services11 sectors
  1. Financial services28.3%
  2. Industrials18.6%
  3. Technology12.1%
  4. Health care11.0%
  5. Consumer discretionary8.1%
  6. Consumer staples7.1%
  7. Communication services5.2%
  8. Materials4.8%
  9. Utilities2.9%
  10. Real estate1.8%
  11. Energy0.1%

Asset mix

  • Stocks99.7%
  • Other0.2%
  • Cash0.2%

ETF details

Issuer
State Street Investment Management
Category
Equity · Foreign Large Blend
Ticker
EFAX
Exchange
NYSE Arca
Inception
24 Oct 2016 (9.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.20% (category 0.85%)
Holdings turnover
4% (category 45%)
Distribution yield
3.06%
Beta, 3 years
0.99
Total net assets
$513.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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