XVV vs. SDG
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and iShares MSCI Global Impact ETF (SDG).
XVV and SDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDG is a passively managed fund by iShares that tracks the performance of the MSCI ACWI Sustainable Impact Index. It was launched on Apr 20, 2016. Both XVV and SDG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XVV or SDG.
Correlation
The correlation between XVV and SDG is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XVV vs. SDG - Performance Comparison
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Key characteristics
XVV:
0.48
SDG:
-0.40
XVV:
0.84
SDG:
-0.41
XVV:
1.12
SDG:
0.95
XVV:
0.52
SDG:
-0.22
XVV:
1.98
SDG:
-0.64
XVV:
5.16%
SDG:
10.39%
XVV:
20.26%
SDG:
17.87%
XVV:
-27.20%
SDG:
-30.35%
XVV:
-8.21%
SDG:
-22.50%
Returns By Period
In the year-to-date period, XVV achieves a -4.17% return, which is significantly lower than SDG's 2.10% return.
XVV
-4.17%
7.69%
-5.63%
9.44%
N/A
N/A
SDG
2.10%
7.20%
-4.90%
-7.08%
4.93%
N/A
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XVV vs. SDG - Expense Ratio Comparison
XVV has a 0.08% expense ratio, which is lower than SDG's 0.49% expense ratio.
Risk-Adjusted Performance
XVV vs. SDG — Risk-Adjusted Performance Rank
XVV
SDG
XVV vs. SDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and iShares MSCI Global Impact ETF (SDG). 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.
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Dividends
XVV vs. SDG - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.11%, less than SDG's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.11% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
SDG iShares MSCI Global Impact ETF | 1.91% | 1.95% | 1.77% | 1.82% | 1.66% | 0.97% | 1.39% | 2.47% | 2.54% | 1.34% |
Drawdowns
XVV vs. SDG - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum SDG drawdown of -30.35%. Use the drawdown chart below to compare losses from any high point for XVV and SDG. For additional features, visit the drawdowns tool.
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Volatility
XVV vs. SDG - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 7.11% compared to iShares MSCI Global Impact ETF (SDG) at 5.25%. This indicates that XVV's price experiences larger fluctuations and is considered to be riskier than SDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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