The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares® ESG Screened S&P 500 ETF XVV
Morningstar’s Analysis XVV
Will XVV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.69 | 18.3 Mil | Technology |
Apple Inc | 6.77 | 16.1 Mil | Technology |
NVIDIA Corp | 5.73 | 13.6 Mil | Technology |
Amazon.com Inc | 4.13 | 9.8 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.56 | 6.1 Mil | Communication Services |
Alphabet Inc Class A | 2.52 | 6.0 Mil | Communication Services |
Alphabet Inc Class C | 2.13 | 5.1 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.85 | 4.4 Mil | Financial Services |
Broadcom Inc | 1.53 | 3.6 Mil | Technology |
Eli Lilly and Co | 1.51 | 3.6 Mil | Healthcare |