XVV vs IBMP
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP, ETF).
5-Year PerformanceXVV has outperformed IBMP, delivering a return of +12.6% compared to +0.5%
XVV vs IBMP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$645M
IBMP
$643M
Expense Ratio
Winner
XVV
0.08%
IBMP
0.18%
Max Drawdown
XVV
27.99%
Winner
IBMP
15.24%
Sharpe Ratio
Winner
XVV
1.10
IBMP
-1.13
5Y Beta
XVV
1.02
Winner
IBMP
0.01
P/E Ratio
XVV
28.97
IBMP
N/A
Forward P/E
XVV
20.93
IBMP
N/A
5Y Dividends CAGR
Winner
XVV
25.81%
IBMP
18.82%
5Y EPS CAGR
XVV
29.73%
IBMP
N/A
Debt to Equity
XVV
37.47%
IBMP
N/A
P/S Ratio
XVV
3.86
IBMP
N/A
P/B Ratio
XVV
5.91
IBMP
N/A
XVV vs IBMP - Holdings Comparison
XVV and IBMP have 1 common holdings. Overlap is -0.51%
XVV's top 25 holdings weight is 53.73%. IBMP's top 25 holdings weight is 19.50%.
| Rank | XVV | IBMP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.84% | CALIFORNIA ST 5% (n/a) - 2.53% |
| #2 | APPLE INC (AAPL) - 7.97% | ILLINOIS ST 5% (n/a) - 1.58% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | NEW YORK N Y 5% (n/a) - 1.45% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.15% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.63% | MASSACHUSETTS ST 5% (n/a) - 0.85% |
| #6 | BROADCOM INC (AVGO) - 3.18% | n/a (n/a) - 0.76% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.91% | WASHINGTON ST 5% (n/a) - 0.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.50% | MARYLAND ST DEPT TRANSN CONS TRANSN 5% (n/a) - 0.71% |
| #9 | TESLA INC (TSLA) - 1.92% | MISSISSIPPI ST 5% (n/a) - 0.70% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.91% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.65% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.58% | DISTRICT COLUMBIA INCOME TAX REV 5% (n/a) - 0.63% |
| #12 | ELI LILLY AND CO (LLY) - 1.57% | MARYLAND ST 5% (n/a) - 0.62% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% | n/a (n/a) - 0.62% |
| #14 | VISA INC CLASS A (V) - 1.02% | LOUISIANA ST 5% (n/a) - 0.60% |
| #15 | INTEL CORP (INTC) - 0.88% | CONNECTICUT ST 5% (n/a) - 0.59% |
| #16 | APPLIED MATERIALS INC (AMAT) - 0.82% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.59% |
| #17 | CISCO SYSTEMS INC (CSCO) - 0.80% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.57% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.75% | n/a (n/a) - 0.54% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.75% | MICHIGAN ST 5% (n/a) - 0.53% |
| #20 | CATERPILLAR INC (CAT) - 0.74% | GEORGIA ST 5% (n/a) - 0.53% |
| #21 | CHARLES SCHWAB CORP (SCHW) - 0.28% | KENTUCKY ST PPTY & BLDGS COMMN REVS 5% (n/a) - 0.53% |
| #22 | ABBOTT LABORATORIES (ABT) - 0.27% | n/a (n/a) - 0.52% |
| #23 | BLACKROCK INC (BLK) - 0.25% | UNIVERSITY CALIF REVS 5% (n/a) - 0.52% |
| #24 | DEERE & CO (DE) - 0.25% | NEW JERSEY ST 5% (n/a) - 0.51% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.25% | MINNESOTA ST 5% (n/a) - 0.50% |
| Total Holdings | 406 | 700 |
XVV vs IBMP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XVV
+0.83%
IBMP
+0.30%
3M
Winner
XVV
+6.39%
IBMP
+0.63%
6M
Winner
XVV
+9.20%
IBMP
+0.95%
1Y
Winner
XVV
+19.10%
IBMP
+2.62%
5Y(CAGR)
Winner
XVV
+12.63%
IBMP
+0.53%
Max(CAGR)
Winner
XVV
+16.76%
IBMP
+1.92%
XVV vs IBMP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | XVV | IBMP |
|---|---|---|
| 2026 | +9.01% | +1.25% |
| 2025 | +17.90% | +3.36% |
| 2024 | +26.84% | +1.36% |
| 2023 | +30.13% | +3.22% |
| 2022 | -21.90% | -5.93% |
| 2021 | +31.27% | -0.14% |
| 2020 | +16.13% | +6.10% |
| 2019 | N/A | +4.88% |
XVV vs IBMP Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for IBMP was -15.24%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current XVV drawdown is -1.27%. The current IBMP drawdown is -0.07%.
| Rank | XVV | IBMP |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -15.24% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -10.10% Feb 11, 2021 - Aug 1, 2025 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -2.24% Aug 15, 2019 - Jan 10, 2020 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -1.27% Aug 7, 2020 - Nov 20, 2020 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -0.59% Sep 18, 2025 - Dec 19, 2025 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -0.55% Mar 2, 2026 - Jun 4, 2026 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -0.44% Jan 6, 2021 - Jan 27, 2021 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -0.42% Jan 31, 2020 - Feb 19, 2020 |
| #9 | -4.67% Jun 2, 2026 - Jun 10, 2026 | -0.32% Apr 11, 2019 - Apr 24, 2019 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -0.25% Feb 27, 2020 - Mar 6, 2020 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -0.24% Jun 3, 2019 - Jun 19, 2019 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -0.21% Jul 2, 2019 - Jul 9, 2019 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -0.20% Aug 8, 2019 - Aug 13, 2019 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -0.20% Jan 9, 2026 - Jan 20, 2026 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -0.16% Jun 19, 2019 - Jun 27, 2019 |
Correlation
Correlation between XVV and IBMP is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2019 - 2026)
XVV vs IBMP dividend yield comparison.
| Year | XVV | IBMP |
|---|---|---|
| 2026 | 0.44% | 1.26% |
| 2025 | 0.94% | 2.47% |
| 2024 | 1.05% | 2.35% |
| 2023 | 1.25% | 2.05% |
| 2022 | 1.57% | 1.26% |
| 2021 | 0.81% | 0.86% |
| 2020 | 0.31% | 1.16% |
| 2019 | 0.00% | 1.06% |
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