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iShares ESG Screened S&P 500 ETF

XVV

Market cap $679M

58.51 USD

+0.58

1%

At close Updated Sep 11, 4:00 PM EDT

1 day

1%

5 days

-1.27%

1 month

-0.88%

3 months

4.15%

6 months

13.61%

Year to date

11.13%

1 year

15%

5 years

70.09%

10 years

136.12%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 0%

Neutral 0%

Negative 0%

XVV: Low-Fee Strategy With ESG Screening Worth Shortlisting

iShares ESG Select Screened S&P 500 ETF has a strategy based on the S&P 500 Sustainability Screened Index. It has an ultra-low expense ratio of 8 bps. Incepted in September 2020, XVV has outperformed ESGU, though it has trailed IVV and EFIV. Compared to IVV, XVV has mostly stronger growth and quality characteristics, in part because of its larger exposure to NVDA.

XVV: Low-Fee Strategy With ESG Screening Worth Shortlisting

XVV: ESG Screening Without Sacrificing S&P 500 Tracking

XVV offers a conservative ESG screen, closely tracking the S&P 500 with minor alpha in certain market conditions, making it ideal for passive ESG investors. The ETF removes sectors like tobacco, fossil fuels, and controversial weapons, resulting in a tech-heavy, growth-aligned portfolio with minimal deviation from the S&P 500. XVV's expense ratio is competitive at 0.08%, and while yield is slightly lower than the S&P 500, tracking error and risk remain minimal.

XVV: ESG Screening Without Sacrificing S&P 500 Tracking

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