Screener
XVV vs SVAL
iShares ESG Select Screened S&P 500 ETF vs iShares US Small Cap Value Factor ETF
Key differences
- XVV costs 0.12% less per year.
- XVV is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XVV has delivered higher annualized returns.
Side-by-side comparison
| XVV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.20% |
| Fund size (AUM) | $636M | $188M |
| Since | 2020 | 2020 |
| Dividend yield | 0.92% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.8% | +39.2% |
| CAGR 3Y | +23.1% | +19.4% |
| CAGR 5Y | +14.1% | +7.2% |
| Sharpe 3Y | 1.17 | 0.75 |
| Volatility 1Y | 12.83% | 18.06% |
| Max drawdown | -27.20% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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