iShares ESG Select Screened S&P 500 ETF (XVV) Stock Analysis

Why this analysis is different

• A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

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?

The iShares ESG Select Screened S&P 500 ETF (XVV) presents a compelling investment option for investors seeking exposure to large-cap U.S. equities while adhering to ESG principles. 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 $537M 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 Could Drive XVV Stock Higher?

Increasing investor demand for ESG-focused investment products.

• Growing awareness of environmental and social issues.
• Potential for new ESG regulations and standards to drive further adoption of ESG investing.
• Expansion of ESG screening criteria to include additional factors.

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 the Growth Opportunities for XVV?

• Increased Adoption of ESG Investing: The growing awareness of environmental and social issues is driving increased adoption of ESG investing among both institutional and retail investors. This trend is expected to continue in the coming years, creating a significant growth opportunity for ESG-focused ETFs like XVV.
• Expansion of ESG Screening Criteria: The ETF has the opportunity to expand its ESG screening criteria to include additional factors, such as diversity and inclusion, human rights, and supply chain sustainability. This would allow the ETF to appeal to a broader range of investors who are seeking to align their investments with their values. The timeline for implementing these expanded screening criteria is estimated to be within the next 2-3 years.
• Development of New ESG Products: The ETF provider, iShares, has the opportunity to develop new ESG products that cater to specific investment needs and preferences. This could include thematic ESG ETFs that focus on specific sectors or industries, as well as customized ESG portfolios for institutional investors. The market for customized ESG solutions is growing rapidly, providing a significant opportunity for iShares to expand its product offerings.
• Partnerships with ESG Data Providers: The ETF provider can strengthen its ESG screening process by partnering with leading ESG data providers. These partnerships would provide access to more comprehensive and accurate ESG data, allowing the ETF to make more informed investment decisions. The timeline for establishing these partnerships is estimated to be within the next 1-2 years.
• Increased Marketing and Education Efforts: The ETF provider can increase its marketing and education efforts to raise awareness of the ETF's ESG investment strategy and benefits. This could include targeted advertising campaigns, educational webinars, and partnerships with financial advisors. The goal is to educate investors about the importance of ESG investing and the role that XVV can play in their portfolios.

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 Valuation & Market Position

With a $537M market cap, iShares ESG Select Screened S&P 500 ETF sits in the small-cap segment of the market. Relative to its peer group, XVV's quantitative score of 44/100 is roughly in line with the peer average of 46/100.

Return on equity for iShares ESG Select Screened S&P 500 ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. XVV trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

XVV Financials

XVV Latest News

No recent news available for XVV.

XVV Analyst Consensus

XVV MoonshotScore

Common Questions About XVV (Financial Services)

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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