XVV vs. FNV
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and Franco-Nevada Corporation (FNV).
XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XVV or FNV.
Correlation
The correlation between XVV and FNV is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XVV vs. FNV - Performance Comparison
Key characteristics
XVV:
0.50
FNV:
1.54
XVV:
0.83
FNV:
2.01
XVV:
1.12
FNV:
1.28
XVV:
0.52
FNV:
1.44
XVV:
2.09
FNV:
6.55
XVV:
4.85%
FNV:
6.75%
XVV:
20.35%
FNV:
28.72%
XVV:
-27.20%
FNV:
-58.76%
XVV:
-10.43%
FNV:
-1.78%
Returns By Period
In the year-to-date period, XVV achieves a -6.50% return, which is significantly lower than FNV's 45.02% return.
XVV
-6.50%
-2.83%
-4.78%
9.45%
N/A
N/A
FNV
45.02%
8.17%
26.11%
39.97%
5.69%
14.03%
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Risk-Adjusted Performance
XVV vs. FNV — Risk-Adjusted Performance Rank
XVV
FNV
XVV vs. FNV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and Franco-Nevada Corporation (FNV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
XVV vs. FNV - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.14%, more than FNV's 0.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.14% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNV Franco-Nevada Corporation | 0.86% | 1.22% | 1.23% | 0.94% | 0.84% | 0.82% | 0.72% | 1.35% | 1.14% | 1.46% | 1.81% | 1.59% |
Drawdowns
XVV vs. FNV - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum FNV drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for XVV and FNV. For additional features, visit the drawdowns tool.
Volatility
XVV vs. FNV - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 14.57% compared to Franco-Nevada Corporation (FNV) at 13.67%. This indicates that XVV's price experiences larger fluctuations and is considered to be riskier than FNV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.