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ETFs

iShares ESG Screened S&P 500 ETF

XVV
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 22 2020
Expense Ratio
0.08%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$1,206,408
AUM
$177,597,073
Associated Index
S&P 500 Sustainability Screened Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

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Apple Inc
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GOOG
Alphabet Inc - Ordinary Shares - Class C
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BRK/B
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META
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UNH
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1.42%
Invest with XVV

What is XVV?

The Fund seeks to track the investment results of the S&P 500 Sustainability Screened Index (the UnderlyingIndex ), which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved incontroversial business activities and controversies, as determined by S&PDow Jones Indices LLC (the IndexProvider or SPDJI ). The Underlying Index is a float-adjusted market capitalization-weighted equity index.The Index Provider constructs the Underlying Index starting with the S&P 500 and based on its eligibility criteria excludes companies with specific levels of involvement in the business of tobacco (both production and retail), controversial weapons, manufacturers and major retailers of small arms and companies involved in certain fossil-fuel related activity.

ETFs related toXVV

ETFs correlated to XVV include IQSU, IWL, PBUS

XVV
iShares Trust - iShares ESG Screened S&P 500 ETF
IQSU
IndexIQ ETF Trust - IQ Candriam U.S. Large Cap Equity ETF
IWL
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 ETF
PBUS
Invesco Capital Management LLC - Invesco MSCI USA ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
MGC
Vanguard Group, Inc. - Vanguard Mega Cap 300 Index ETF
GSUS
Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
VV
Vanguard Group, Inc. - Vanguard Large Cap ETF
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF
BBUS
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SCHX
Schwab Strategic Trust - Schwab U.S. Large-Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toXVV

#SPYMIN

SPY minimum drawdown

Category

Community

Risk Rating

Aggressive

#BUFF

Copy Warren Buffett

Category

Classic, Copy the Greats

Risk Rating

Aggressive

Create your own algorithmic trading strategy with XVV using Composer

FAQ

XVV is a US Equities ETF. The Fund seeks to track the investment results of the S&P 500 Sustainability Screened Index (the UnderlyingIndex ), which measures the performance of the large-capitalization sector of the U.S. equity market while excluding companies involved incontroversial business activities and controversies, as determined by S&PDow Jones Indices LLC (the IndexProvider or SPDJI ). The Underlying Index is a float-adjusted market capitalization-weighted equity index.The Index Provider constructs the Underlying Index starting with the S&P 500 and based on its eligibility criteria excludes companies with specific levels of involvement in the business of tobacco (both production and retail), controversial weapons, manufacturers and major retailers of small arms and companies involved in certain fossil-fuel related activity.

XVV tracks the S&P 500 Sustainability Screened Index.

No, XVV is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, XVV is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on XVV is -0.0269%. This is the percent change in the value of XVV over the most recent 1-month period. The 3-month return on XVV is -0.0064%. This is the percent change in the value of XVV over the most recent 3-month period.

The standard deviation of XVV for the past year is 0.1768%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to XVV include PRF, DSI, and USMV.

ETFs correlated to XVV include IQSU, IWL, and PBUS.

ETFs that are inversely correlated to XVV include SPXS, SDS, and SPDN.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.