EBI vs XVV
Comparison between LONGVIEW ADVANTAGE ETF (EBI, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
EBI vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EBI
$640M
XVV
$636M
Expense Ratio
EBI
0.24%
Winner
XVV
0.08%
Max Drawdown
Winner
EBI
17.05%
XVV
27.99%
Sharpe Ratio
Winner
EBI
1.98
XVV
1.44
5Y Beta
Winner
EBI
0.94
XVV
1.02
P/E Ratio
Winner
EBI
19.78
XVV
29.62
Forward P/E
Winner
EBI
15.23
XVV
22.87
5Y Dividends CAGR
EBI
N/A
XVV
46.97%
5Y EPS CAGR
EBI
25.68%
Winner
XVV
29.57%
Debt to Equity
EBI
N/A
XVV
39.47%
P/S Ratio
Winner
EBI
1.68
XVV
3.82
P/B Ratio
Winner
EBI
3.32
XVV
5.93
EBI vs XVV - Holdings Comparison
EBI and XVV have 314 common holdings. Overlap is 39.07%
EBI's top 25 holdings weight is 41.13%. XVV's top 25 holdings weight is 54.57%.
| Rank | EBI | XVV |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.95% | NVIDIA CORP (NVDA) - 9.10% |
| #2 | NVIDIA CORP (NVDA) - 5.48% | APPLE INC (AAPL) - 7.88% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.44% | MICROSOFT CORP (MSFT) - 5.40% |
| #4 | MICROSOFT CORP (MSFT) - 3.09% | AMAZON.COM INC (AMZN) - 4.52% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.82% | ALPHABET INC CLASS A (GOOGL) - 3.88% |
| #6 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 2.44% | BROADCOM INC (AVGO) - 3.41% |
| #7 | BROADCOM INC (AVGO) - 2.12% | ALPHABET INC CLASS C (GOOG) - 3.08% |
| #8 | AMAZON.COM INC (AMZN) - 1.96% | META PLATFORMS INC CLASS A (META) - 2.32% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.24% | TESLA INC (TSLA) - 2.08% |
| #10 | MERCK & CO INC (MRK) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% |
| #11 | ALPHABET INC CLASS C (GOOG) - 0.95% | MICRON TECHNOLOGY INC (MU) - 1.47% |
| #12 | NEWMONT CORP (NEM) - 0.94% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | JPMORGAN CHASE & CO (JPM) - 1.44% |
| #14 | JPMORGAN CHASE & CO (JPM) - 0.87% | INTEL CORP (INTC) - 0.98% |
| #15 | CONOCOPHILLIPS (COP) - 0.82% | VISA INC CLASS A (V) - 0.96% |
| #16 | AT&T INC (T) - 0.79% | CISCO SYSTEMS INC (CSCO) - 0.83% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.79% |
| #18 | EXXON MOBIL CORP (XOM) - 0.74% | CATERPILLAR INC (CAT) - 0.71% |
| #19 | FEDEX CORP (FDX) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.72% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #21 | PFIZER INC (PFE) - 0.71% | INTUITIVE SURGICAL INC (ISRG) - 0.27% |
| #22 | CATERPILLAR INC (CAT) - 0.66% | BLACKROCK INC (BLK) - 0.27% |
| #23 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.64% | UNION PACIFIC CORP (UNP) - 0.27% |
| #24 | CF INDUSTRIES HOLDINGS INC (CF) - 0.64% | PFIZER INC (PFE) - 0.26% |
| #25 | DEVON ENERGY CORP (DVN) - 0.63% | CHARLES SCHWAB CORP (SCHW) - 0.26% |
| Total Holdings | 1504 | 405 |
EBI vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
EBI
+1.29%
Winner
XVV
+1.81%
3M
EBI
+7.21%
Winner
XVV
+8.43%
6M
Winner
EBI
+12.59%
XVV
+6.50%
1Y
Winner
EBI
+31.57%
XVV
+24.53%
5Y(CAGR)
EBI
N/A
XVV
+13.05%
Max(CAGR)
Winner
EBI
+23.20%
XVV
+16.79%
EBI vs XVV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EBI | XVV |
|---|---|---|
| 2026 | +11.52% | +7.08% |
| 2025 | +15.81% | +17.90% |
| 2024 | N/A | +26.84% |
| 2023 | N/A | +30.13% |
| 2022 | N/A | -21.90% |
| 2021 | N/A | +31.27% |
| 2020 | N/A | +16.13% |
EBI vs XVV Drawdown Comparison
The maximum drawdown for EBI was -17.05%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current EBI drawdown is -2.30%. The current XVV drawdown is -3.02%.
| Rank | EBI | XVV |
|---|---|---|
| #1 | -17.05% Feb 28, 2025 - Jun 24, 2025 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -7.09% Feb 11, 2026 - Apr 16, 2026 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -4.44% Nov 12, 2025 - Nov 26, 2025 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -3.68% Oct 3, 2025 - Oct 24, 2025 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -2.78% Jul 25, 2025 - Aug 12, 2025 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -2.47% Dec 11, 2025 - Jan 5, 2026 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -2.30% Jun 2, 2026 - Jun 5, 2026 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -1.96% Jan 15, 2026 - Jan 22, 2026 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -1.82% Oct 27, 2025 - Nov 11, 2025 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #10 | -1.69% May 14, 2026 - May 22, 2026 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #11 | -1.50% Jul 3, 2025 - Jul 10, 2025 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #12 | -1.42% Aug 13, 2025 - Aug 22, 2025 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #13 | -1.30% Jul 10, 2025 - Jul 23, 2025 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #14 | -1.08% Sep 22, 2025 - Sep 30, 2025 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
| #15 | -1.07% Aug 28, 2025 - Sep 4, 2025 | -3.02% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between EBI and XVV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
EBI vs XVV dividend yield comparison.
| Year | EBI | XVV |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 1.05% | 0.94% |
| 2024 | 0.00% | 1.05% |
| 2023 | 0.00% | 1.25% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 0.81% |
| 2020 | 0.00% | 0.31% |
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