XVV
iShares ESG Screened S&P 500 ETFXVV Fund Description
XVV tracks a market-cap weighted index of US large-caps caps screened for sustainability and excluding those with exposure to certain controversial business activities.
XVV Factset Analytics Insight
XVV launched as perhaps an indication of changing times. Twenty years after the launch of their flagship core equity funds, iShares is providing an ESG screen to the same indexes. XVV starts with the S&P 500 and screens out companies over a certain threshold level of involvement in tobacco, controversial weapons, and involvement with fossil-fuels. Companies are evaluated based on their involvement in certain controversial business activities. Excluded are those holding reserves of coal, oil, natural gas or shale, and companies deemed non-compliant with the United Nations’ Global Compact. Companies are also evaluated for governance controversies, such as economic crime, corruption, fraud, human rights abuses, labor disputes, workplace safety, catastrophic accidents and environmental disasters. Those flagged on any of these issues, they may be removed from the index, and remain ineligible for reentry for up to one year. Exclusions are reviewed at each quarterly rebalance.
XVV MSCI ESG Analytics Insight
iShares ESG Screened S&P 500 ETF has an MSCI ESG Fund Rating of A based on a score of 6.25 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares ESG Screened S&P 500 ETF ranks in the 47th percentile within its peer group and in the 43th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XVV Summary Data
XVV Portfolio Data
XVV Index Data
XVV Portfolio Management
XVV Tax Exposures
XVV Fund Structure
XVV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XVV. XVV is rated a N/A out of 5.
XVV Tradability
XVV Top 10 Holdings[View All]
XVV Countries
XVV
XVV Regions
XVV
XVV Economic Development
XVV
XVV Performance Statistics
XVV MSCI ESG Ratings
XVV Benchmark Comparison Summary
XVV
XVV Benchmark Comparison Market Cap Size
XVV
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.