XVV vs. VTSAX
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
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. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
XVV vs. VTSAX - Performance Comparison
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XVV vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | -6.38% | 17.53% | 25.87% | 29.78% | -21.46% | 29.19% | 16.13% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -6.75% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 18.96% |
Returns By Period
In the year-to-date period, XVV achieves a -6.38% return, which is significantly higher than VTSAX's -6.75% return.
XVV
- 1D
- 2.93%
- 1M
- -5.54%
- YTD
- -6.38%
- 6M
- -3.96%
- 1Y
- 16.21%
- 3Y*
- 18.11%
- 5Y*
- 11.25%
- 10Y*
- —
VTSAX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.75%
- 6M
- -4.47%
- 1Y
- 14.76%
- 3Y*
- 16.69%
- 5Y*
- 10.11%
- 10Y*
- 13.27%
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XVV vs. VTSAX - Expense Ratio Comparison
XVV has a 0.08% expense ratio, which is higher than VTSAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XVV vs. VTSAX — Risk / Return Rank
XVV
VTSAX
XVV vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
| XVV | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.84 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.29 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.05 | +0.31 |
Martin ratioReturn relative to average drawdown | 5.89 | 5.08 | +0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XVV | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.84 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.59 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.43 | +0.41 |
Correlation
The correlation between XVV and VTSAX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XVV vs. VTSAX - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.03%, less than VTSAX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.03% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
XVV vs. VTSAX - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for XVV and VTSAX.
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Drawdown Indicators
| XVV | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.20% | -55.33% | +28.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.41% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | -25.36% | -1.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.97% | — |
Current DrawdownCurrent decline from peak | -7.97% | -8.92% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -9.06% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.56% | +0.30% |
Volatility
XVV vs. VTSAX - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 5.63% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.39%. This indicates that XVV's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XVV | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 4.39% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 9.33% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 18.42% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 17.32% | +0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 18.37% | -0.90% |