XVV - ETF AI Analysis
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iShares ESG Screened S&P 500 ETF (XVV)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several major positions like Nvidia, Amazon, Alphabet, and Broadcom have shown strong recent performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, with meaningful exposure to technology, financials, communication services, consumer companies, and health care, which helps reduce reliance on any single industry.
Low Expense Ratio
The ETF charges a relatively low fee, so less of your investment return is lost to ongoing costs.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some of the largest positions, including Apple, Microsoft, Tesla, and Berkshire Hathaway, have shown weaker recent performance, which can drag on the fund’s results.
Very High U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
XVV vs. SPDR S&P 500 ETF (SPY)
AUM648.83M
RegionNorth America
Expense Ratio0.08%
Beta1.04
IssueriShares
Inception DateSep 22, 2020
Dividend Yield0.93%
Asset ClassEquity
Index TrackedS&P 500 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,674
30 Day Avg. Volume36,926
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
69.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering442
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XVV Summary
The iShares ESG Screened S&P 500 ETF (XVV) follows the S&P 500 Sustainability Screened Index, which means it invests in many of the largest U.S. companies while excluding certain businesses that don’t meet its environmental, social, and governance (ESG) standards. It holds big names like Apple and Nvidia, giving investors broad exposure to leading U.S. stocks in one fund, with a tilt toward technology and other major sectors. Someone might invest in XVV for long-term growth and diversification while trying to align with responsible business practices. A key risk is that it can rise or fall with the overall U.S. stock market and is heavily influenced by tech stocks.
How much will it cost me?The iShares ESG Screened S&P 500 ETF (XVV) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking strategies.
What would affect this ETF?The XVV ETF, with its focus on large-cap U.S. companies and ESG principles, could benefit from growing investor interest in sustainable investing and the strong performance of its top holdings in technology, such as Nvidia and Apple. However, it may face challenges if regulatory changes or economic conditions negatively impact the technology sector, which makes up a significant portion of its portfolio. Additionally, broader market downturns or shifts away from ESG-focused strategies could affect its appeal to investors.
XVV Top 10 Holdings
XVV is riding a tech-heavy wave, with U.S. giants firmly at the helm. Nvidia and Broadcom are key engines, benefiting from the AI boom even after some recent choppiness, while Micron has been the surprise rocket, surging on optimism around advanced memory for AI. Apple and Alphabet are still solid pillars, though their momentum has cooled a bit. On the flip side, Microsoft, Meta, and Tesla have been losing steam lately, quietly tugging on returns. Overall, this is a U.S.-centric, Big Tech–dominated ESG play with performance largely dictated by the semiconductor story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.56% | $55.20M | $4.91T | 18.61% | 76 Outperform | |
| Apple | 8.54% | $55.08M | $4.90T | 53.70% | 79 Outperform | |
| Microsoft | 5.10% | $32.87M | $2.93T | -21.13% | 79 Outperform | |
| Amazon | 4.22% | $27.20M | $2.66T | 9.02% | 71 Outperform | |
| Alphabet Class A | 3.54% | $22.85M | $4.22T | 85.16% | 85 Outperform | |
| Broadcom | 3.06% | $19.73M | $1.76T | 31.21% | 76 Outperform | |
| Alphabet Class C | 2.85% | $18.38M | $4.22T | 83.82% | 82 Outperform | |
| Meta Platforms | 2.47% | $15.94M | $1.64T | -9.41% | 76 Outperform | |
| Tesla | 1.87% | $12.05M | $1.43T | 12.50% | 73 Outperform | |
| Micron | 1.67% | $10.76M | $958.80B | 664.34% | 79 Outperform |
XVV Technical Analysis
Positive
―
Price Trends
56.76
Positive
54.35
Positive
53.24
Positive
Market Momentum
0.20
Positive
51.71
Neutral
30.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XVV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.88, equal to the 50-day MA of 56.76, and equal to the 200-day MA of 53.24, indicating a bullish trend. The MACD of 0.20 indicates Positive momentum. The RSI at 51.71 is Neutral, neither overbought nor oversold. The STOCH value of 30.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XVV.
XVV Peer Comparison
Comparison Results
Performance Comparison
XVV
iShares ESG Screened S&P 500 ETF
57.01
8.69
17.98%
EFIV
SPDR S&P 500 ESG ETF
―
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QLC
FlexShares US Quality Large Cap Index Fund
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SPHB
Invesco S&P 500 High Beta ETF
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―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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―
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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