iShares ESG Screened S&P 500 ETF (XVV)

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The chart shows the growth of an initial investment of $10,000 in iShares ESG Screened S&P 500 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares ESG Screened S&P 500 ETF (XVV) has returned -6.38% so far this year and 16.21% over the past 12 months.

Based on dividend-adjusted daily data since Sep 24, 2020, XVV's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +10.9%, while the worst month was Apr 2022 at -9.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, XVV closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.9%, while the worst single day was Apr 4, 2025 at -5.7%.

iShares ESG Screened S&P 500 ETF has an annualized alpha of 0.68%, beta of 1.03, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since September 25, 2020.

• This ETF captured 105.68% of S&P 500 Index gains and 101.81% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.03 and R² of 0.98, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

XVV has an expense ratio of 0.08%, which is considered low.

XVV ranks 50 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and compare them to a chosen benchmark (S&P 500 Index).

iShares ESG Screened S&P 500 ETF provided a 1.03% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for iShares ESG Screened S&P 500 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares ESG Screened S&P 500 ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares ESG Screened S&P 500 ETF was 27.20%, occurring on Oct 12, 2022. Recovery took 296 trading sessions.

The current iShares ESG Screened S&P 500 ETF drawdown is 7.97%.

The chart below shows the rolling one-month volatility.