XVV vs PRN
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and Invesco Dorsey Wright Industrials Momentum ETF (PRN, ETF).
5-Year PerformancePRN has outperformed XVV, delivering a return of +18.6% compared to +12.6%
XVV vs PRN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XVV
$645M
PRN
$644M
Expense Ratio
Winner
XVV
0.08%
PRN
0.60%
Max Drawdown
Winner
XVV
27.99%
PRN
60.33%
Sharpe Ratio
XVV
1.10
Winner
PRN
1.12
5Y Beta
Winner
XVV
1.02
PRN
1.34
P/E Ratio
Winner
XVV
28.97
PRN
79.35
Forward P/E
Winner
XVV
20.93
PRN
22.30
PEG Ratio
XVV
N/A
PRN
0.89
5Y Dividends CAGR
Winner
XVV
25.81%
PRN
19.04%
5Y EPS CAGR
Winner
XVV
29.73%
PRN
23.64%
Debt to Equity
XVV
37.47%
Winner
PRN
6.88%
P/S Ratio
XVV
3.86
Winner
PRN
2.58
P/B Ratio
Winner
XVV
5.91
PRN
7.25
XVV vs PRN - Holdings Comparison
XVV and PRN have 9 common holdings. Overlap is 1.55%
XVV's top 25 holdings weight is 53.73%. PRN's top 25 holdings weight is 70.09%.
| Rank | XVV | PRN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.84% | COMFORT SYSTEMS USA INC (FIX) - 4.63% |
| #2 | APPLE INC (AAPL) - 7.97% | HOWMET AEROSPACE INC (HWM) - 4.31% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | QUANTA SERVICES INC (PWR) - 4.14% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | STERLING INFRASTRUCTURE INC (STRL) - 3.94% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.63% | JABIL INC (JBL) - 3.48% |
| #6 | BROADCOM INC (AVGO) - 3.18% | EMCOR GROUP INC (EME) - 3.40% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.91% | CATERPILLAR INC (CAT) - 3.24% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.50% | TTM TECHNOLOGIES INC (TTMI) - 3.07% |
| #9 | TESLA INC (TSLA) - 1.92% | MKS INC (MKSI) - 2.96% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.91% | BEL FUSE INC CLASS B (BELFB) - 2.78% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.58% | CURTISS-WRIGHT CORP (CW) - 2.73% |
| #12 | ELI LILLY AND CO (LLY) - 1.57% | SANMINA CORP (SANM) - 2.57% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% | XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 2.56% |
| #14 | VISA INC CLASS A (V) - 1.02% | POWELL INDUSTRIES INC (POWL) - 2.53% |
| #15 | INTEL CORP (INTC) - 0.88% | CLEAN HARBORS INC (CLH) - 2.41% |
| #16 | APPLIED MATERIALS INC (AMAT) - 0.82% | DYCOM INDUSTRIES INC (DY) - 2.40% |
| #17 | CISCO SYSTEMS INC (CSCO) - 0.80% | IRON MOUNTAIN INC (IRM) - 2.31% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.75% | IES HOLDINGS INC (IESC) - 2.30% |
| #19 | MASTERCARD INC CLASS A (MA) - 0.75% | WOODWARD INC (WWD) - 2.23% |
| #20 | CATERPILLAR INC (CAT) - 0.74% | CUMMINS INC (CMI) - 2.15% |
| #21 | CHARLES SCHWAB CORP (SCHW) - 0.28% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.09% |
| #22 | ABBOTT LABORATORIES (ABT) - 0.27% | ASTRONICS CORP (ATRO) - 2.01% |
| #23 | BLACKROCK INC (BLK) - 0.25% | PITNEY BOWES INC (PBI) - 2.00% |
| #24 | DEERE & CO (DE) - 0.25% | RYDER SYSTEM INC (R) - 1.98% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.25% | AVIS BUDGET GROUP INC (CAR) - 1.87% |
| Total Holdings | 406 | 47 |
XVV vs PRN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XVV
+0.83%
PRN
-12.52%
3M
Winner
XVV
+6.39%
PRN
+3.27%
6M
XVV
+9.20%
Winner
PRN
+16.41%
1Y
XVV
+19.10%
Winner
PRN
+44.18%
5Y(CAGR)
XVV
+12.63%
Winner
PRN
+18.63%
10Y(CAGR)
XVV
N/A
PRN
+17.19%
Max(CAGR)
Winner
XVV
+16.76%
PRN
+12.40%
XVV vs PRN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XVV | PRN |
|---|---|---|
| 2026 | +9.01% | +27.34% |
| 2025 | +17.90% | +13.79% |
| 2024 | +26.84% | +32.57% |
| 2023 | +30.13% | +38.50% |
| 2022 | -21.90% | -23.49% |
| 2021 | +31.27% | +28.09% |
| 2020 | +16.13% | +34.87% |
| 2019 | N/A | +35.00% |
| 2018 | N/A | -16.19% |
| 2017 | N/A | +22.35% |
| 2016 | N/A | +15.32% |
| 2015 | N/A | -5.11% |
| 2014 | N/A | +0.90% |
| 2013 | N/A | +45.64% |
| 2012 | N/A | +17.41% |
| 2011 | N/A | -7.85% |
| 2010 | N/A | +31.10% |
| 2009 | N/A | +12.94% |
| 2008 | N/A | -34.15% |
| 2007 | N/A | +16.22% |
| 2006 | N/A | +4.49% |
XVV vs PRN Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for PRN was -59.88%, occurring on Mar 9, 2009. Recovery took 934 trading sessions.
The current XVV drawdown is -1.27%. The current PRN drawdown is -12.52%.
| Rank | XVV | PRN |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -59.88% Jul 19, 2007 - Apr 1, 2011 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -36.27% Feb 19, 2020 - Aug 5, 2020 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -34.84% Nov 24, 2021 - Jan 29, 2024 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -30.78% Nov 29, 2024 - Oct 8, 2025 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -30.55% Apr 6, 2011 - Dec 18, 2012 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -28.12% Sep 14, 2018 - Jun 20, 2019 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -20.82% Feb 24, 2015 - Jul 11, 2016 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -16.38% Mar 7, 2014 - Feb 20, 2015 |
| #9 | -4.67% Jun 2, 2026 - Jun 10, 2026 | -15.91% Jun 22, 2026 - Jul 16, 2026 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -14.82% Jul 26, 2019 - Jan 9, 2020 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -14.15% Oct 29, 2025 - Jan 12, 2026 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -13.25% Feb 20, 2026 - Apr 9, 2026 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -12.67% Feb 9, 2021 - Oct 25, 2021 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -11.36% Jan 26, 2018 - Aug 27, 2018 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -9.73% Oct 9, 2020 - Nov 11, 2020 |
Correlation
Correlation between XVV and PRN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
XVV vs PRN dividend yield comparison.
| Year | XVV | PRN |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 0.94% | 0.17% |
| 2024 | 1.05% | 0.39% |
| 2023 | 1.25% | 0.52% |
| 2022 | 1.57% | 0.82% |
| 2021 | 0.81% | 0.11% |
| 2020 | 0.31% | 0.10% |
| 2019 | 0.00% | 0.42% |
| 2018 | 0.00% | 0.29% |
| 2017 | 0.00% | 0.60% |
| 2016 | 0.00% | 0.57% |
| 2015 | 0.00% | 0.44% |
| 2014 | 0.00% | 0.35% |
| 2013 | 0.00% | 0.35% |
| 2012 | 0.00% | 2.31% |
| 2011 | 0.00% | 0.54% |
| 2010 | 0.00% | 0.71% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.21% |
| 2007 | 0.00% | 0.32% |
| 2006 | 0.00% | 0.05% |
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