The portfolio maintains a sizable 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 38.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.65 | 19.0 Mil | Technology |
NVIDIA Corp | 7.25 | 18.0 Mil | Technology |
Apple Inc | 6.94 | 17.3 Mil | Technology |
Amazon.com Inc | 4.09 | 10.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.63 | 6.6 Mil | Communication Services |
Alphabet Inc Class A | 2.50 | 6.2 Mil | Communication Services |
Alphabet Inc Class C | 2.11 | 5.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 1.83 | 4.5 Mil | Financial Services |
Eli Lilly and Co | 1.65 | 4.1 Mil | Healthcare |
Broadcom Inc | 1.50 | 3.7 Mil | Technology |