XVV vs FTNY
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and Putnam ETF Trust Franklin New York Municipal Income (FTNY, ETF).
XVV vs FTNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XVV
$636M
Winner
FTNY
$639M
Expense Ratio
Winner
XVV
0.08%
FTNY
0.36%
Max Drawdown
XVV
27.99%
Winner
FTNY
3.37%
Sharpe Ratio
Winner
XVV
1.44
FTNY
0.05
5Y Beta
XVV
1.02
Winner
FTNY
0.10
P/E Ratio
XVV
29.62
FTNY
N/A
Forward P/E
XVV
22.87
FTNY
N/A
5Y Dividends CAGR
XVV
46.97%
FTNY
N/A
5Y EPS CAGR
XVV
29.57%
FTNY
N/A
Debt to Equity
XVV
39.47%
FTNY
N/A
P/S Ratio
XVV
3.82
FTNY
N/A
P/B Ratio
XVV
5.93
FTNY
N/A
XVV vs FTNY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XVV
+1.81%
FTNY
+0.76%
3M
Winner
XVV
+8.43%
FTNY
+0.86%
6M
Winner
XVV
+6.50%
FTNY
+2.92%
1Y
XVV
+24.53%
FTNY
N/A
5Y(CAGR)
XVV
+13.05%
FTNY
N/A
Max(CAGR)
Winner
XVV
+16.79%
FTNY
+3.79%
XVV vs FTNY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XVV | FTNY |
|---|---|---|
| 2026 | +7.08% | +2.30% |
| 2025 | +17.90% | -0.24% |
| 2024 | +26.84% | N/A |
| 2023 | +30.13% | N/A |
| 2022 | -21.90% | N/A |
| 2021 | +31.27% | N/A |
| 2020 | +16.13% | N/A |
XVV vs FTNY Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for FTNY was -3.08%, occurring on Mar 24, 2026. Recovery took 65 trading sessions.
The current XVV drawdown is -3.02%. The current FTNY drawdown is -0.13%.
| Rank | XVV | FTNY |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -3.08% Feb 27, 2026 - Jun 2, 2026 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -0.94% Oct 27, 2025 - Jan 5, 2026 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -0.51% Jan 9, 2026 - Feb 2, 2026 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -0.25% Feb 5, 2026 - Feb 13, 2026 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -0.19% Jun 2, 2026 - Jun 4, 2026 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -0.13% Jun 4, 2026 - Jun 5, 2026 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -0.13% Feb 20, 2026 - Feb 24, 2026 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -0.12% Feb 24, 2026 - Feb 27, 2026 |
| #9 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -0.06% Feb 3, 2026 - Feb 5, 2026 |
| #10 | -4.25% Dec 11, 2024 - Jan 22, 2025 | N/A |
| #11 | -4.19% Nov 19, 2021 - Dec 10, 2021 | N/A |
| #12 | -4.16% May 7, 2021 - Jun 10, 2021 | N/A |
| #13 | -3.33% Jan 21, 2021 - Feb 4, 2021 | N/A |
| #14 | -3.05% Dec 10, 2021 - Dec 23, 2021 | N/A |
| #15 | -3.02% Jun 2, 2026 - Jun 5, 2026 | N/A |
Correlation
Correlation between XVV and FTNY is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2020 - 2026)
XVV vs FTNY dividend yield comparison.
| Year | XVV | FTNY |
|---|---|---|
| 2026 | 0.21% | 1.53% |
| 2025 | 0.94% | 0.72% |
| 2024 | 1.05% | 0.00% |
| 2023 | 1.25% | 0.00% |
| 2022 | 1.57% | 0.00% |
| 2021 | 0.81% | 0.00% |
| 2020 | 0.31% | 0.00% |
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