iShares ESG Select Screened S&P 500 ETF (XVV) Fund Overview

iShares ESG Select Screened S&P 500 ETF (XVV) Financial Services Profile

iShares ESG Select Screened S&P 500 ETF (XVV) offers investors exposure to large-cap U.S. equities while adhering to specific ESG criteria, screening out companies involved in controversial activities. As an index-tracking ETF, XVV provides diversified exposure with a focus on ESG-conscious investing within the broader asset management landscape.

What Is the Investment Thesis for XVV?

XVV's value proposition lies in its ability to provide diversified market exposure with a focus on socially responsible investing. The ETF's growth is tied to the increasing demand for ESG-focused investment products, driven by growing investor awareness of environmental and social issues. A key value driver is the ETF's ability to track the performance of the underlying index while implementing ESG screens. The ETF's expense ratio and tracking error are important considerations for investors, as they can impact the overall returns. As of 2026-03-17, the ETF has a market cap of $0.47 billion and a beta of 1.05.

Based on FMP financials and quantitative analysis

XVV Key Highlights

Market Cap: $0.47 billion, indicating the ETF's size and scale within the asset management industry.

• Beta: 1.05, suggesting the ETF's volatility is slightly higher than the overall market.
• ESG Screening: The ETF applies screens for company involvement in controversies and controversial business activities, aligning with socially responsible investing principles.
• Index Tracking: The ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities, providing diversified market exposure.
• No Dividend Yield: The ETF does not distribute dividends, which may be a consideration for income-seeking investors.

Who Are XVV's Competitors?

XVV is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are XVV's Key Strengths?

Strong brand recognition (iShares).

• Large asset base providing economies of scale.
• Accurate index tracking.
• ESG screening process aligns with socially responsible investing principles.

What Are XVV's Weaknesses?

Dependence on the performance of the U.S. stock market.

• Potential for tracking error compared to the underlying index.
• Management fees can impact overall returns.
• No dividend yield may not appeal to income-seeking investors.

What Are the Key Risks for XVV?

Economic downturns can negatively impact the performance of the U.S. stock market.

• Increased competition from other ESG ETFs and mutual funds.
• Changes in ESG regulations and standards.
• Geopolitical risks can disrupt global supply chains and impact ESG performance.
• Tracking error compared to the underlying index.

What Are XVV's Competitive Advantages?

• Brand recognition: iShares is a well-known and respected brand in the ETF industry.
• Scale: The ETF benefits from economies of scale due to its large asset base.
• Index tracking: The ETF's ability to accurately track the underlying index provides a competitive advantage.

What Does XVV Do?

The iShares ESG Select Screened S&P 500 ETF (XVV) is designed to mirror the performance of an index composed of large-capitalization U.S. equities, with the added layer of environmental, social, and governance (ESG) screening. This screening process excludes companies involved in controversies and controversial business activities, providing investors with an opportunity to align their investments with their values. The ETF operates within the asset management industry, offering a passively managed investment vehicle that tracks a specific index. This approach aims to deliver returns that closely match the index's performance, net of fees and expenses. XVV provides a diversified portfolio of large-cap U.S. stocks, making it suitable for investors seeking broad market exposure with an ESG focus. The fund's investment strategy involves selecting companies that meet specific ESG criteria, such as environmental sustainability, social responsibility, and good governance practices. By excluding companies involved in controversial activities, XVV aims to provide investors with a socially responsible investment option. The ETF's performance is influenced by the overall performance of the U.S. stock market, as well as the specific ESG factors considered in its screening process. XVV's investment objective is to provide long-term capital appreciation by tracking the performance of the underlying index. The fund's expense ratio reflects the cost of managing the ETF, including the costs of tracking the index and implementing the ESG screening process.

What Products and Services Does XVV Offer?

• Tracks the investment results of an index composed of large-capitalization U.S. equities.
• Applies screens for company involvement in controversies.
• Applies screens for company involvement in controversial business activities.
• Provides investors with exposure to a diversified portfolio of large-cap U.S. stocks.
• Offers a passively managed investment vehicle that tracks a specific index.
• Aims to deliver returns that closely match the index's performance, net of fees and expenses.
• Provides a socially responsible investment option.

How Does XVV Make Money?

• Generates revenue through management fees charged to investors.
• Fees are based on a percentage of the ETF's assets under management (AUM).
• The ETF's profitability is dependent on its ability to attract and retain assets.

What Industry Does XVV Operate In?

The iShares ESG Select Screened S&P 500 ETF (XVV) operates within the asset management industry, which is experiencing significant growth in ESG-focused investment products. The increasing demand for socially responsible investing is driving the adoption of ESG strategies among both institutional and retail investors. Competitors in this space include other ESG ETFs and mutual funds that offer similar investment objectives and screening criteria. The ETF's performance is influenced by the overall performance of the U.S. stock market, as well as the specific ESG factors considered in its screening process.

Who Are XVV's Key Customers?

• Retail investors seeking ESG-focused investment options.
• Institutional investors looking to incorporate ESG factors into their portfolios.
• Financial advisors who recommend ESG investments to their clients.

XVV Financials

XVV Latest News

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XVV Analyst Consensus

XVV MoonshotScore

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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