iShares ESG Screened S&P 500 ETF (XVV)
XVV is a passive ETF by iShares tracking the investment results of the S&P 500 Sustainablility Screened Index. XVV launched on Sep 22, 2020 and has a 0.08% expense ratio.
ETF Info
Sep 22, 2020
North America (U.S.)
1x
S&P 500 Sustainablility Screened Index
Large-Cap
Blend
Expense Ratio
XVV has an expense ratio of 0.08%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares ESG Screened S&P 500 ETF (XVV) returned 1.16% year-to-date (YTD) and 13.77% over the past 12 months.
XVV
1.16%
13.70%
1.80%
13.77%
N/A
N/A
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of XVV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.78% | -1.91% | -6.09% | -0.40% | 7.27% | 1.16% | |||||||
| 2024 | 2.12% | 5.57% | 2.97% | -4.30% | 4.86% | 4.25% | 0.87% | 2.27% | 2.26% | -0.82% | 5.93% | -2.21% | 25.87% |
| 2023 | 7.05% | -1.92% | 3.90% | 1.31% | 1.46% | 6.70% | 2.98% | -1.36% | -5.16% | -2.12% | 9.88% | 4.68% | 29.79% |
| 2022 | -5.88% | -3.53% | 3.46% | -9.54% | -0.16% | -8.31% | 9.55% | -4.37% | -9.38% | 7.16% | 5.66% | -6.07% | -21.46% |
| 2021 | -0.95% | 2.85% | 4.07% | 5.37% | 0.54% | 2.62% | 2.45% | 3.38% | -4.81% | 7.08% | -0.37% | 4.21% | 29.19% |
| 2020 | 3.97% | -3.09% | 10.88% | 3.95% | 16.13% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XVV is 68, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares ESG Screened S&P 500 ETF provided a 1.05% dividend yield over the last twelve months, with an annual payout of $0.48 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.48 | $0.46 | $0.45 | $0.30 | $0.09 |
Dividend yield | 1.05% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | |||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.48 |
| 2023 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.12 | $0.46 |
| 2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.45 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.30 |
| 2020 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 3.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.2% | Dec 30, 2021 | 198 | Oct 12, 2022 | 296 | Dec 15, 2023 | 494 |
| -19.59% | Feb 20, 2025 | 34 | Apr 8, 2025 | — | — | — |
| -9.16% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.74% | Oct 13, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.88% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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