XVV vs ISCF
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF (ISCF, ETF).
5-Year PerformanceXVV has outperformed ISCF, delivering a return of +13.1% compared to +7.8%
XVV vs ISCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$653M
ISCF
$652M
Expense Ratio
Winner
XVV
0.08%
ISCF
0.24%
Max Drawdown
Winner
XVV
27.99%
ISCF
43.64%
Sharpe Ratio
Winner
XVV
1.35
ISCF
1.08
5Y Beta
XVV
1.02
Winner
ISCF
0.71
P/E Ratio
XVV
27.75
ISCF
N/A
Forward P/E
XVV
22.20
ISCF
N/A
5Y Dividends CAGR
Winner
XVV
25.81%
ISCF
14.89%
5Y EPS CAGR
XVV
26.76%
ISCF
N/A
Debt to Equity
XVV
27.43%
ISCF
N/A
P/S Ratio
XVV
3.82
ISCF
N/A
P/B Ratio
XVV
5.73
ISCF
N/A
XVV vs ISCF - Holdings Comparison
XVV and ISCF have 1 common holdings. Overlap is -0.03%
XVV's top 25 holdings weight is 56.00%. ISCF's top 25 holdings weight is 11.07%.
| Rank | XVV | ISCF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.91% | ABN AMRO BANK NV (n/a) - 1.00% |
| #2 | APPLE INC (AAPL) - 7.78% | BANCO DE SABADELL SA (n/a) - 0.71% |
| #3 | MICROSOFT CORP (MSFT) - 5.37% | BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 0.64% |
| #4 | AMAZON.COM INC (AMZN) - 4.21% | FINNING INTERNATIONAL INC (FINGF) - 0.60% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.74% | LOGITECH INTERNATIONAL SA (n/a) - 0.56% |
| #6 | BROADCOM INC (AVGO) - 3.30% | n/a (n/a) - 0.49% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.00% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.47% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.25% | ACERINOX SA (n/a) - 0.47% |
| #9 | TESLA INC (TSLA) - 2.02% | ISS AS (n/a) - 0.46% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.88% | VAT GROUP AG (n/a) - 0.45% |
| #11 | ELI LILLY AND CO (LLY) - 1.60% | NKT AS (n/a) - 0.42% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.57% | CENTERRA GOLD INC (n/a) - 0.41% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.47% | ACCIONA SA (n/a) - 0.40% |
| #14 | VISA INC CLASS A (V) - 0.94% | SEIKOH GIKEN CO LTD (n/a) - 0.40% |
| #15 | INTEL CORP (INTC) - 0.91% | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.40% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.86% | ASR NEDERLAND NV (n/a) - 0.39% |
| #17 | COSTCO WHOLESALE CORP (COST) - 0.76% | SANKI ENGINEERING CO LTD (n/a) - 0.39% |
| #18 | CATERPILLAR INC (CAT) - 0.75% | HELVETIA BALOISE HOLDING AG (n/a) - 0.38% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.71% | MACMAHON HOLDINGS LTD (n/a) - 0.37% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.69% | KLEPIERRE (n/a) - 0.36% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.69% | IG GROUP HOLDINGS PLC (n/a) - 0.26% |
| #22 | ABBVIE INC (ABBV) - 0.69% | HELIA GROUP LTD (n/a) - 0.26% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.65% | SALZGITTER AG (n/a) - 0.26% |
| #24 | ORACLE CORP (ORCL) - 0.63% | GECINA NOM (n/a) - 0.26% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.62% | KITZ CORP (n/a) - 0.26% |
| Total Holdings | 444 | 1098 |
XVV vs ISCF - Historical Returns
Returns include dividend reinvestment.
1M
XVV
+0.02%
Winner
ISCF
+0.12%
3M
Winner
XVV
+10.87%
ISCF
+4.88%
6M
XVV
+9.29%
Winner
ISCF
+9.91%
1Y
Winner
XVV
+23.99%
ISCF
+21.65%
5Y(CAGR)
Winner
XVV
+13.08%
ISCF
+7.83%
10Y(CAGR)
XVV
N/A
ISCF
+9.59%
Max(CAGR)
Winner
XVV
+16.74%
ISCF
+8.50%
XVV vs ISCF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | XVV | ISCF |
|---|---|---|
| 2026 | +7.33% | +6.73% |
| 2025 | +17.90% | +34.44% |
| 2024 | +26.84% | +6.29% |
| 2023 | +30.13% | +11.76% |
| 2022 | -21.90% | -15.12% |
| 2021 | +31.27% | +12.61% |
| 2020 | +16.13% | +6.63% |
| 2019 | N/A | +26.29% |
| 2018 | N/A | -19.49% |
| 2017 | N/A | +37.47% |
| 2016 | N/A | -1.26% |
| 2015 | N/A | +1.67% |
XVV vs ISCF Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for ISCF was -40.80%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current XVV drawdown is -2.79%. The current ISCF drawdown is -2.34%.
| Rank | XVV | ISCF |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -40.80% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -30.65% Sep 3, 2021 - Sep 19, 2024 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -17.18% Jul 9, 2015 - Sep 26, 2016 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -13.25% Mar 19, 2025 - Apr 24, 2025 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -11.34% Feb 26, 2026 - Mar 27, 2026 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -9.19% Sep 26, 2024 - Mar 17, 2025 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -7.97% Sep 28, 2016 - Feb 3, 2017 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -6.33% Oct 6, 2025 - Dec 11, 2025 |
| #9 | -4.67% Jun 2, 2026 - Jun 10, 2026 | -6.17% May 22, 2015 - Jul 9, 2015 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -4.82% Feb 16, 2021 - Mar 17, 2021 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -4.11% Jun 14, 2021 - Jul 26, 2021 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -3.92% May 7, 2021 - May 28, 2021 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -3.53% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -3.10% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -3.09% Aug 3, 2021 - Aug 30, 2021 |
Correlation
Correlation between XVV and ISCF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
XVV vs ISCF dividend yield comparison.
| Year | XVV | ISCF |
|---|---|---|
| 2026 | 0.45% | 1.87% |
| 2025 | 0.94% | 3.76% |
| 2024 | 1.05% | 4.29% |
| 2023 | 1.25% | 3.94% |
| 2022 | 1.57% | 2.73% |
| 2021 | 0.81% | 3.93% |
| 2020 | 0.31% | 2.30% |
| 2019 | 0.00% | 2.87% |
| 2018 | 0.00% | 2.14% |
| 2017 | 0.00% | 1.97% |
| 2016 | 0.00% | 2.89% |
| 2015 | 0.00% | 1.46% |
Select Stocks to Compare
Popular: XVV vs SPYISCF vs SPY
More Comparisons
Compare with similar stocks