XVV
iShares ESG Select Screened S&P 500 ETF
📎 Investment Objective
The iShares ESG Select Screened S&P 500 ETF (XVV) seeks to track the investment results of an index composed of large-capitalization U.S. companies that have been selected based on environmental, social and governance (ESG) criteria.
Overview
ETF tracking iShares ESG Select Screened S&P 500 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares ESG Select Screened S&P 500 ETF (XVV) seeks to track the investment results of an index composed of large-capitalization U.S. companies that have been selected based on environmental, social and governance (ESG) criteria.
🎯 Investment Strategy
The ETF seeks to replicate the performance of the S&P 500 ESG Select Screened Index, which is designed to provide exposure to companies in the S&P 500 Index that have been screened for positive ESG characteristics. The index excludes companies involved in certain business activities or with low ESG ratings.
✨ Key Features
- Provides exposure to large-cap U.S. stocks with strong ESG profiles
- Tracks an index that screens for positive ESG characteristics
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the stock market
- ESG screening risk: The ESG criteria used may not always be effective in identifying companies with positive ESG characteristics
- Concentration risk: The fund is concentrated in the large-cap U.S. equity market
- Lack of performance history: With limited track record, the fund's long-term performance is uncertain
👤 Best For
This ETF may be suitable for investors seeking large-cap U.S. equity exposure with a focus on companies with strong environmental, social and governance practices. It may be appropriate for investors with a long-term investment horizon and a moderate risk tolerance.