XVV vs FIIG

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

XVV vs FIIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

XVV

$648M

FIIG

$646M

Expense Ratio

Winner

XVV

0.08%

FIIG

0.49%

Max Drawdown

XVV

27.99%

Winner

FIIG

6.62%

Sharpe Ratio

Winner

XVV

1.07

FIIG

-0.33

5Y Beta

XVV

1.01

Winner

FIIG

0.10

P/E Ratio

XVV

25.82

FIIG

N/A

Forward P/E

XVV

20.56

FIIG

N/A

PEG Ratio

XVV

0.36

FIIG

N/A

5Y Dividends CAGR

XVV

25.81%

FIIG

N/A

5Y EPS CAGR

XVV

30.15%

FIIG

N/A

Debt to Equity

XVV

61.23%

FIIG

N/A

P/S Ratio

XVV

3.79

FIIG

N/A

P/B Ratio

XVV

5.79

FIIG

N/A

XVV vs FIIG - Historical Returns

Returns include dividend reinvestment.

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

Winner

XVV

+4.30%

FIIG

+1.04%

Winner

XVV

+2.64%

FIIG

+0.41%

Winner

XVV

+11.51%

FIIG

-1.03%

Winner

XVV

+19.22%

FIIG

+2.25%

5Y(CAGR)

XVV

+12.46%

FIIG

N/A

Max(CAGR)

Winner

XVV

+16.99%

FIIG

+5.67%

XVV vs FIIG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

XVV vs FIIG Drawdown Comparison

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

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

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

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