iShares ESG Screened S&P 500 ETF (XVV) Performance
XVV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.8% since Dec 31, 2025
- 1 year
- +12.9% total return
- 5 years
- +12.0% a year
- Since first price
- +16.3% a year since 2020
XVV trailing returns vs SPY, QQQ, AGG
| Period | XVV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.9% | −0.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.4% | +3.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.7% | +7.2% | +7.8% | +8.4% | −1.5% |
| YTD | +10.8% | +10.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.9% | +11.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +87.4%+23.3%/yr | +81.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +76.2%+12.0%/yr | +66.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 24, 2020 | +150.7%+16.3%/yr | +134.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XVV vs SPY
From Sep 24, 2020: XVV grew to $25,067, SPY to $25,471.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XVV returns by calendar year
4 of 5 full years positive. Best 2023 (+29.8%), worst 2022 (−21.5%). 2026 is year to date.
XVV annual returns table
| Year | XVV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.8% | −10.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.5% | −19.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +25.9% | −9.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +29.8% | −10.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.5% | −27.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +29.2% | −5.5% | +28.7% | +27.4% | −1.8% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XVV largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 29, 2021 | −27.2% | Oct 12, 2022 | Dec 15, 2023 | 9 months | 2.0 years |
| Feb 19, 2025 | −19.6% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
| Jan 9, 2026 | −10.6% | Mar 30, 2026 | Apr 15, 2026 | 3 months | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
XVV risk statistics
| Statistic | 3 years | 5 years | Since 2020 |
|---|---|---|---|
| Annualized return | +22.9% | +13.3% | +15.9% |
| Volatility (annualized) | 13.3% | 16.4% | 16.0% |
| Sharpe ratio | 1.30 | 0.63 | 0.82 |
| Sortino ratio | 2.67 | 1.00 | 1.36 |
| Best month | +11.5% | +11.5% | +11.5% |
| Worst month | −6.1% | −9.5% | −9.5% |
| Best 12 months | +39.8% | +39.8% | +43.4% |
| Worst 12 months | +7.4% | −21.5% | −21.5% |
| Positive months | 69% | 62% | 64% |
| Beta vs S&P 500 | 1.07 | 1.04 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XVV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 62 | −21.5% | +16.8% | +43.4% | 81% |
| 3-year (a year) | 38 | +7.8% | +12.5% | +25.8% | 100% |
| 5-year (a year) | 14 | +11.5% | +13.5% | +17.5% | 100% |
Every holding period starting at a month-end since 2020. Returns for 3 years and longer are annualized.
XVV performance overview
iShares ESG Screened S&P 500 ETF (XVV) returned +12.9% over the past year and +12.0% a year over five years, with distributions reinvested. Since its first recorded price in 2020 it has returned +16.3% a year, turning $10,000 into about $25,067. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −27.2%, from Dec 29, 2021 to Oct 12, 2022, and it took 1.2 years to get back to the old high. XVV finished 4 of its 5 full calendar years with a gain; the best year was 2023 (+29.8%) and the worst 2022 (−21.5%). Volatility has been 16.0% a year.
Related: XVV chart, XVV holdings, XVV dividends, XVV valuation. See the XVV overview for the latest quote and fund facts.
XVV performance FAQ
What is the XVV return over the past year?
XVV returned +12.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.8%.
What is the average annual return of XVV?
XVV has returned +12.0% a year over 5 years, +16.3% a year since September 24, 2020 (total return, distributions reinvested).
How much would $10,000 invested in XVV be worth?
$10,000 invested in XVV at its first recorded close on September 24, 2020 would be worth about $25,067 on October 23, 2026 with distributions reinvested.
What was the worst year for XVV?
The worst calendar year was 2022, with a total return of −21.5%. The best was 2023 at +29.8%.
What is the biggest drawdown of XVV?
The largest peak-to-trough decline was −27.2% between December 29, 2021 and October 12, 2022. It recovered to the old high on December 15, 2023, 1.2 years after the bottom.
How volatile is XVV?
Over the past 3 years XVV had an annualized volatility of 13.3% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).