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XVViShares ESG Select Screened S&P 500 ETF

Grow my money#446 of 2944 for Grow my money

Seeks to track the investment results of an index composed of large-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities.

iShares · Since 2020 (5 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$611M

#1296 out of 5,332 ETFs

Dividend Yield

1.03%

Track Record

5 years

#2239 out of 5,332 ETFs

Performance

1 Year

+30.2%

3 Years

+23.1%

5 Years

+12.7%

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
36.0%
Financial Services
13.9%
Communication
11.7%
Consumer Cyclical
11.2%
Healthcare
9.4%
Industrials
6.8%
Consumer Defensive
4.0%
Real Estate
2.2%
Other
4.9%

Top holdings

NVIDIA CorpNVDA8.5%
Apple IncAAPL7.5%
Microsoft CorpMSFT5.5%
Amazon.com IncAMZN4.1%
Alphabet Inc Class AGOOGL3.4%
Broadcom IncAVGO2.9%
Alphabet Inc Class CGOOG2.7%
Meta Platforms Inc Class AMETA2.5%
Tesla IncTSLA2.1%
Berkshire Hathaway Inc Class BBRK-B1.8%

Risk profile

Volatility (1Y)

13.3%

Moderate

Max drawdown

-27.2%

Worst peak-to-trough loss

Sharpe (3Y)

1.17

Excellent risk-adjusted returns

Sortino (3Y)

1.75

Good downside protection

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Data updated on 2026-05-05