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XVV vs ESGU

iShares ESG Select Screened S&P 500 ETF vs iShares ESG Aware MSCI USA ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • XVV costs 0.07% less per year.
  • ESGU is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

XVVESGU
Annual cost (TER)0.08%0.15%
Fund size (AUM)$636M$16.6B
Since20202016
Dividend yield0.92%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+28.9%
CAGR 3Y+23.1%+22.7%
CAGR 5Y+13.6%+12.9%
Sharpe 3Y1.181.19
Volatility 1Y12.84%12.31%
Max drawdown-27.20%-33.87%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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