The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest 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 39.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.98 | 20.3 Mil | Technology |
NVIDIA Corp | 7.39 | 18.8 Mil | Technology |
Apple Inc | 7.18 | 18.3 Mil | Technology |
Amazon.com Inc | 4.06 | 10.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.66 | 6.8 Mil | Communication Services |
Alphabet Inc Class A | 2.57 | 6.6 Mil | Communication Services |
Alphabet Inc Class C | 2.16 | 5.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.77 | 4.5 Mil | Financial Services |
Eli Lilly and Co | 1.72 | 4.4 Mil | Healthcare |
Broadcom Inc | 1.64 | 4.2 Mil | Technology |