XVV vs IBMQ
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF).
5-Year PerformanceXVV has outperformed IBMQ, delivering a return of +13.0% compared to +0.5%
XVV vs IBMQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$636M
IBMQ
$636M
Expense Ratio
Winner
XVV
0.08%
IBMQ
0.18%
Max Drawdown
XVV
27.99%
Winner
IBMQ
15.85%
Sharpe Ratio
Winner
XVV
1.44
IBMQ
-0.13
5Y Beta
XVV
1.02
Winner
IBMQ
0.03
P/E Ratio
XVV
29.62
IBMQ
N/A
Forward P/E
XVV
22.87
IBMQ
N/A
5Y Dividends CAGR
Winner
XVV
46.97%
IBMQ
14.79%
5Y EPS CAGR
XVV
29.57%
IBMQ
N/A
Debt to Equity
XVV
39.47%
IBMQ
N/A
P/S Ratio
XVV
3.82
IBMQ
N/A
P/B Ratio
XVV
5.93
IBMQ
N/A
XVV vs IBMQ - Holdings Comparison
XVV and IBMQ have 1 common holdings. Overlap is -0.03%
XVV's top 25 holdings weight is 54.57%. IBMQ's top 25 holdings weight is 23.45%.
| Rank | XVV | IBMQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.10% | CALIFORNIA ST 5% (n/a) - 2.43% |
| #2 | APPLE INC (AAPL) - 7.88% | n/a (n/a) - 2.01% |
| #3 | MICROSOFT CORP (MSFT) - 5.40% | NEW YORK N Y 5% (n/a) - 1.90% |
| #4 | AMAZON.COM INC (AMZN) - 4.52% | ILLINOIS ST 5% (n/a) - 1.36% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.88% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.24% |
| #6 | BROADCOM INC (AVGO) - 3.41% | PENNSYLVANIA ST 5% (n/a) - 1.21% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.08% | NEW JERSEY ECONOMIC DEV AUTH REV 5% (n/a) - 1.06% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.32% | MARYLAND ST 5% (n/a) - 0.91% |
| #9 | TESLA INC (TSLA) - 2.08% | n/a (n/a) - 0.89% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% | n/a (n/a) - 0.86% |
| #11 | MICRON TECHNOLOGY INC (MU) - 1.47% | MINNESOTA ST 5% (n/a) - 0.79% |
| #12 | ELI LILLY AND CO (LLY) - 1.47% | WASHINGTON ST 5% (n/a) - 0.73% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.44% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.69% |
| #14 | INTEL CORP (INTC) - 0.98% | DALLAS TEX 5% (n/a) - 0.68% |
| #15 | VISA INC CLASS A (V) - 0.96% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.68% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.83% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 0.67% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.79% | NEW JERSEY ST TRANSN TR FD AUTH 5% (n/a) - 0.66% |
| #18 | CATERPILLAR INC (CAT) - 0.71% | OHIO ST 5% (n/a) - 0.63% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.71% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.62% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.66% | CONNECTICUT ST 5% (n/a) - 0.59% |
| #21 | INTUITIVE SURGICAL INC (ISRG) - 0.27% | NEW MEXICO FIN AUTH REV 5% (n/a) - 0.58% |
| #22 | BLACKROCK INC (BLK) - 0.27% | n/a (n/a) - 0.57% |
| #23 | UNION PACIFIC CORP (UNP) - 0.27% | n/a (n/a) - 0.57% |
| #24 | PFIZER INC (PFE) - 0.26% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.57% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 0.26% | n/a (n/a) - 0.55% |
| Total Holdings | 405 | 785 |
XVV vs IBMQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XVV
+1.81%
IBMQ
+0.28%
3M
Winner
XVV
+8.43%
IBMQ
+0.18%
6M
Winner
XVV
+6.50%
IBMQ
+1.23%
1Y
Winner
XVV
+24.53%
IBMQ
+3.44%
5Y(CAGR)
Winner
XVV
+13.05%
IBMQ
+0.50%
Max(CAGR)
Winner
XVV
+16.79%
IBMQ
+2.00%
XVV vs IBMQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | XVV | IBMQ |
|---|---|---|
| 2026 | +7.08% | +0.75% |
| 2025 | +17.90% | +3.96% |
| 2024 | +26.84% | +0.83% |
| 2023 | +30.13% | +3.77% |
| 2022 | -21.90% | -6.60% |
| 2021 | +31.27% | -0.23% |
| 2020 | +16.13% | +6.79% |
| 2019 | N/A | +5.39% |
XVV vs IBMQ Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.
The current XVV drawdown is -3.02%. The current IBMQ drawdown is -0.25%.
| Rank | XVV | IBMQ |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -15.85% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -11.60% Feb 11, 2021 - Sep 4, 2025 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -2.44% Aug 28, 2019 - Jan 14, 2020 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -1.87% Aug 7, 2020 - Dec 10, 2020 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -1.13% Feb 27, 2026 - Mar 24, 2026 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -0.87% Sep 18, 2025 - Jan 5, 2026 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -0.56% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -0.40% Jan 6, 2021 - Jan 27, 2021 |
| #9 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -0.38% Aug 15, 2019 - Aug 28, 2019 |
| #10 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -0.26% Jun 3, 2019 - Jun 18, 2019 |
| #11 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -0.26% Feb 27, 2020 - Mar 6, 2020 |
| #12 | -4.16% May 7, 2021 - Jun 10, 2021 | -0.23% Aug 12, 2019 - Aug 14, 2019 |
| #13 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -0.22% May 17, 2019 - May 23, 2019 |
| #14 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -0.20% May 7, 2019 - May 9, 2019 |
| #15 | -3.02% Jun 2, 2026 - Jun 5, 2026 | -0.19% Jul 3, 2019 - Jul 9, 2019 |
Correlation
Correlation between XVV and IBMQ is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2019 - 2026)
XVV vs IBMQ dividend yield comparison.
| Year | XVV | IBMQ |
|---|---|---|
| 2026 | 0.21% | 1.02% |
| 2025 | 0.94% | 2.43% |
| 2024 | 1.05% | 2.33% |
| 2023 | 1.25% | 1.93% |
| 2022 | 1.57% | 1.25% |
| 2021 | 0.81% | 1.05% |
| 2020 | 0.31% | 1.24% |
| 2019 | 0.00% | 1.03% |
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