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XVV vs VSGX

iShares ESG Select Screened S&P 500 ETF vs Vanguard ESG International Stock ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

VSGX

Vanguard ESG International Stock ETF

Vanguard

Annual cost

0.10%

Fund size

$6.3B

Key differences

  • VSGX is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • XVV covers north america markets; VSGX covers global ex us.
  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XVVVSGX
Annual cost (TER)0.08%0.10%
Fund size (AUM)$636M$6.3B
Since20202018
Dividend yield0.92%3.02%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+30.8%
CAGR 3Y+23.1%+18.5%
CAGR 5Y+13.6%+8.1%
Sharpe 3Y1.180.95
Volatility 1Y12.84%16.25%
Max drawdown-27.20%-33.09%

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

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