XVViShares ESG Select Screened S&P 500 ETF
Tracks the investment results of the S&P 500 Sustainability Screened Index.
By iShares · Launched 2020
Annual Cost
0.08%
#275 of 5,861 · low cost
Fund Size
$645M
#1,420 of 5,861 · large
Return (1Y)Goal
+17.9%
Track Record
5 years
#2,145 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,829+18.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
S&P 500 Sustainability Screened Index
What it actually holds
By weightConcentration
Top 10 holdings = 40.9% of fundmoderately concentrated
NVIDIA Corp.
8.5%
Apple Inc.
7.5%
Microsoft Corp.
5.5%
Amazon.com, Inc.
4.1%
Alphabet Inc.
3.4%
Broadcom Inc
2.9%
Alphabet Inc.
2.7%
Meta Platforms Inc
2.5%
Tesla Inc
2.1%
Berkshire Hathaway Inc.
1.8%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
39.9%
Financial Services
13.0%
Communication
11.1%
Consumer Cyclical
10.7%
Healthcare
8.9%
Industrials
6.8%
Consumer Defensive
3.5%
Real Estate
2.1%
Other
4.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.6%Moderate
Year-on-year price swings
Max drawdown
-27.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.97Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the S&P 500 Sustainability Screened Index.
- Strategy
- Seeks to track large-capitalization U.S. equities while applying sustainability screens. Invests primarily in the S&P 500 Sustainability Screened Index, focusing on financials and technology sectors.
- Inception date
- September 22, 2020
- Fund family
- iShares
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Data updated on 2026-08-04