FIIG vs XVV

Comparison between FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (FIIG, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).

FIIG vs XVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIIG(ETF)	XVV(ETF)
Net Assets	$646M	$648M
Expense Ratio	0.49%	0.08%
Max Drawdown	6.62%	27.99%
Sharpe Ratio	-0.33	1.07
5Y Beta	0.10	1.01
P/E Ratio	N/A	25.82
Forward P/E	N/A	20.56
PEG Ratio	N/A	0.36
5Y Dividends CAGR	N/A	25.81%
5Y EPS CAGR	N/A	30.15%
Debt to Equity	N/A	61.23%
P/S Ratio	N/A	3.79
P/B Ratio	N/A	5.79

Net Assets

FIIG

$646M

Winner

XVV

$648M

Expense Ratio

FIIG

0.49%

Winner

XVV

0.08%

Max Drawdown

Winner

FIIG

6.62%

XVV

27.99%

Sharpe Ratio

FIIG

-0.33

Winner

XVV

1.07

5Y Beta

Winner

FIIG

0.10

XVV

1.01

P/E Ratio

FIIG

N/A

XVV

25.82

Forward P/E

FIIG

N/A

XVV

20.56

PEG Ratio

FIIG

N/A

XVV

0.36

5Y Dividends CAGR

FIIG

N/A

XVV

25.81%

5Y EPS CAGR

FIIG

N/A

XVV

30.15%

Debt to Equity

FIIG

N/A

XVV

61.23%

P/S Ratio

FIIG

N/A

XVV

3.79

P/B Ratio

FIIG

N/A

XVV

5.79

FIIG vs XVV - Historical Returns

Returns include dividend reinvestment.

Period	FIIG	XVV
1 month	+1.04%	+4.30%
3 months	+0.41%	+2.64%
6 months	-1.03%	+11.51%
1 year	+2.25%	+19.22%
5 years(CAGR)	N/A	+12.46%
Max(CAGR)	+5.67%	+16.99%

FIIG

+1.04%

Winner

XVV

+4.30%

FIIG

+0.41%

Winner

XVV

+2.64%

FIIG

-1.03%

Winner

XVV

+11.51%

FIIG

+2.25%

Winner

XVV

+19.22%

5Y(CAGR)

FIIG

N/A

XVV

+12.46%

Max(CAGR)

FIIG

+5.67%

Winner

XVV

+16.99%

FIIG vs XVV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FIIG	XVV
2026	-0.06%	+11.92%
2025	+8.59%	+17.90%
2024	+2.74%	+26.84%
2023	+6.83%	+30.13%
2022	N/A	-21.90%
2021	N/A	+31.27%
2020	N/A	+16.13%

FIIG vs XVV Drawdown Comparison

The maximum drawdown for FIIG was -5.50%, occurring on Oct 19, 2023. Recovery took 73 trading sessions.

The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.

The current FIIG drawdown is -1.22%. The current XVV drawdown is -1.57%.

Rank	FIIG	XVV
#1	-5.50% Aug 8, 2023 - Nov 20, 2023	-27.20% Dec 29, 2021 - Dec 15, 2023
#2	-5.23% Sep 24, 2024 - Jun 24, 2025	-19.59% Feb 19, 2025 - Jun 26, 2025
#3	-3.69% Dec 27, 2023 - Jun 13, 2024	-10.59% Jan 9, 2026 - Apr 15, 2026
#4	-3.15% Feb 26, 2026 - Mar 27, 2026	-9.16% Jul 16, 2024 - Sep 19, 2024
#5	-1.68% Oct 22, 2025 - Feb 10, 2026	-7.74% Oct 12, 2020 - Nov 9, 2020
#6	-1.38% Jun 25, 2024 - Jul 5, 2024	-5.88% Mar 28, 2024 - May 15, 2024
#7	-1.23% Aug 2, 2024 - Aug 14, 2024	-5.51% Sep 3, 2021 - Oct 21, 2021
#8	-1.14% Jul 1, 2025 - Jul 29, 2025	-5.19% Oct 28, 2025 - Dec 10, 2025
#9	-0.89% Sep 15, 2025 - Oct 14, 2025	-4.67% Jun 2, 2026 - Aug 3, 2026
#10	-0.81% Jul 16, 2024 - Jul 31, 2024	-4.47% Feb 12, 2021 - Mar 15, 2021
#11	-0.66% Aug 23, 2024 - Sep 4, 2024	-4.25% Dec 11, 2024 - Jan 22, 2025
#12	-0.61% Nov 29, 2023 - Dec 1, 2023	-4.19% Nov 19, 2021 - Dec 10, 2021
#13	-0.52% Aug 27, 2025 - Sep 4, 2025	-4.16% May 7, 2021 - Jun 10, 2021
#14	-0.49% Dec 7, 2023 - Dec 13, 2023	-3.33% Jan 21, 2021 - Feb 4, 2021
#15	-0.44% Sep 13, 2024 - Sep 24, 2024	-3.05% Dec 10, 2021 - Dec 23, 2021