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XVV vs IVV

iShares ESG Select Screened S&P 500 ETF vs iShares Core S&P 500 ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.05% less per year.
  • IVV is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XVVIVV
Annual cost (TER)0.08%0.03%
Fund size (AUM)$636M$797.5B
Since20202000
Dividend yield0.92%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.8%+31.2%
CAGR 3Y+23.1%+23.2%
CAGR 5Y+14.1%+14.4%
Sharpe 3Y1.171.24
Volatility 1Y12.83%11.95%
Max drawdown-27.20%-33.90%

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

Similar to XVV and IVV