iShares ESG Select Screened S&P 500 ETF

Frequently Asked Questions About XVV

What does XVV invest in?

The iShares ESG Select Screened S&P 500 ETF endeavors to match the investment performance of an index consisting of major U.S. equities. This is accomplished by carefully screening for and excluding companies linked to controversies or contentious business practices.

What is the expense ratio of XVV?

iShares ESG Select Screened S&P 500 ETF (XVV) charges an expense ratio of 0.08%. This is the annual fee deducted from fund assets to cover management and operations.

How big is XVV?

iShares ESG Select Screened S&P 500 ETF (XVV) manages $890.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is XVV actively managed or an index fund?

XVV is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (XVV's is 0.08%) because there's no security selection cost.

When was XVV launched?

iShares ESG Select Screened S&P 500 ETF (XVV) launched in September 2020 and is managed by IShares.

How has XVV performed?

XVV's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.