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XVV - ETF AI Analysis
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iShares ESG Screened S&P 500 ETF (XVV)
Rating:75Outperform
Price Target:
$59.00
Positive Factors
Strong Top Holdings
Several key positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving the fund’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Technology Sector Strength
With significant exposure to the technology sector, the fund benefits from the strong performance of leading tech companies.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward technology, which increases risk if the sector faces a downturn.
Limited Geographic Diversification
The fund is almost entirely focused on U.S. companies, offering little exposure to international markets.
Underperforming Holdings
Some top holdings, like Amazon, have shown weaker year-to-date performance, which could drag on overall returns.
XVV vs. SPDR S&P 500 ETF (SPY)
AUM490.32M
RegionNorth America
Expense Ratio0.08%
Beta1.03
IssueriShares
Inception DateSep 22, 2020
Dividend Yield0.91%
Asset ClassEquity
Index TrackedS&P 500 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,849
30 Day Avg. Volume44,425
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
60.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering440
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XVV Summary
The iShares ESG Screened S&P 500 ETF (XVV) is designed for investors who want to invest in large U.S. companies while supporting sustainable and ethical practices. It follows the S&P 500 Sustainability Screened Index, which includes companies that meet Environmental, Social, and Governance (ESG) criteria. Some of its top holdings are well-known names like Apple and Nvidia, making it a great option for those seeking growth and diversification in the U.S. stock market. However, since it focuses heavily on technology companies, its performance can be affected by changes in the tech industry.
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
The XVV ETF leans heavily into technology, with giants like Nvidia and Apple driving its performance thanks to their strong positioning in AI and innovation. Nvidia, in particular, continues to rise on the back of its dominance in AI infrastructure, while Apple shows steady growth despite valuation concerns. Microsoft adds stability with its cloud and AI advancements, though premium pricing tempers enthusiasm. On the flip side, Amazon has been lagging due to mixed technical indicators and challenges in its AWS margins. With nearly 40% of the fund concentrated in tech, this ETF is riding the wave of innovation but remains vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.34% | $45.79M | $5.03T | 52.06% | 85 Outperform | |
| Apple | 7.59% | $37.18M | $3.98T | 21.19% | 80 Outperform | |
| Microsoft | 7.28% | $35.67M | $3.84T | 26.58% | 82 Outperform | |
| Amazon | 4.48% | $21.97M | $2.72T | 29.74% | 76 Outperform | |
| Broadcom | 3.29% | $16.11M | $1.71T | 115.10% | 76 Outperform | |
| Alphabet Class A | 3.09% | $15.16M | $3.43T | 67.64% | 80 Outperform | |
| Meta Platforms | 2.66% | $13.03M | $1.61T | 13.74% | 71 Outperform | |
| Alphabet Class C | 2.49% | $12.20M | $3.43T | 66.46% | 80 Outperform | |
| Tesla | 2.42% | $11.87M | $1.56T | 92.87% | 73 Outperform | |
| Berkshire Hathaway B | 1.66% | $8.12M | $1.03T | 7.55% | 66 Neutral |
XVV Technical Analysis
Positive
―
Price Trends
51.20
Positive
49.64
Positive
46.82
Positive
Market Momentum
0.49
Negative
62.45
Neutral
69.46
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 51.94, equal to the 50-day MA of 51.20, and equal to the 200-day MA of 46.82, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 62.45 is Neutral, neither overbought nor oversold. The STOCH value of 69.46 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
52.82
7.73
17.14%
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
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VOTE
Engine No. 1 Transform 500 ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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ONEY
SPDR Russell 1000 Yield Focus ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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.
Disclaimer
This 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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