ETF Copilot
ESG

Is XVV a good investment?

Updated October 9, 2026

iShares ESG Select Screened S&P 500 ETF (XVV) is a ESG ETF. As of October 9, 2026, ETF Copilot scores XVV 7.2 out of 10 — highest on Quality (9.2), lowest on Risk (5.6). It trades at 24.8 times earnings, against its own median of 25.6. Its ten largest holdings are 43% of the fund.

What stands out in XVV's data

Sustainable large-cap U.S. stocks screened for environmental, social, and governance criteria.

Earns more on its capital than most ESG peers — a sign of real efficiency in the companies it holds.

Return on invested capital of 29.8% sits ahead of most peers and above the category median of 24.8%.

A focused exposure to high-efficiency U.S. large-cap companies within an ESG-aligned framework.

Why did XVV move this week? It rose 1.0% in the week to October 9, 2026 — Microsoft and Alphabet drove it

XVV rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Alphabet (+2.4%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.

How is XVV rated? ETF Copilot scores iShares ESG Select Screened S&P 500 ETF (XVV) 7.2 out of 10

As of October 9, 2026, ETF Copilot scores iShares ESG Select Screened S&P 500 ETF (XVV) 7.2 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 7.2 / 10
  • Growth: 7.7 / 10
  • Value: 6.0 / 10
  • Risk: 5.6 / 10
  • Quality: 9.2 / 10
  • Return: 7.3 / 10

Is XVV expensive right now? It trades at 24.8 times earnings, against its own median of 25.6

As of October 9, 2026, XVV is cheaper than 68% of its own last 6 years.

Trailing 12 months, built from XVV's holdings. How we calculate this →

What's inside XVV? 52% Tech

What's inside XVV: Size (Large 95%, Mid 5%, Small 0%); Geography (International 3%, US 97%); Tech 52.4%; Magnificent 7 34.5%; AI 24.0%; Semiconductors 20.7%; Memory 17.7%.

What are XVV's top holdings? The ten largest are 43% of the fund

Nvidia, Apple, Microsoft, Alphabet, Broadcom, Micron Technology, Tesla, Berkshire Hathaway and Eli Lilly are XVV's largest holdings, in that order.

More concentrated than 67% of ESG ETFs.

Half of XVV's weight sits in its 17 largest positions, and once those weights are taken into account it behaves like 34 equally weighted holdings.

What is XVV's expense ratio? 0.08% a year

As of October 9, 2026, XVV charges 0.08% a year, yields 0.93% and holds $691M in assets across 439 positions.

iShares ESG Select Screened S&P 500 ETF (XVV) — cost, income and size
MeasureXVV
Expense ratio0.08%
Dividend yield0.93%
Assets under management$691M
Holdings439

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “iShares ESG Select Screened S&P 500 ETF (XVV) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/xvv

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