XVVvsSGLCETF Comparison
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iShares ESG Select Screened S&P 500 ETF (XVV) and SGI U.S. Large Cap Core ETF (SGLC) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. XVV is less expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.85% for SGLC. XVV is up 4.15% year-to-date (YTD) with +$14M in YTD flows. SGLC performs better with 7.31% YTD performance, and +$54M in YTD flows. Run a side-by-side ETF comparison of XVV and SGLC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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XVV vs SGLC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XVV SGLC | +14.08%+14.35% | +2.83%+2.81% | +4.15%+7.31% | +30.87%+35.10% | +82.25%+74.03% | +81.19%n/a |
| Flows | XVV SGLC | -$42M-$154K | -$79M+$46M | +$14M+$54M | +$223M+$67M | +$313M+$84M | +$413M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XVV SGLC | +16.72%+17.66% | +13.32%+13.57% | +15.71%+15.58% | +17.77%n/a |
| Max drawdown | XVV SGLC | -10.19%-10.17% | -10.60%-10.17% | -19.53%-19.49% | -27.18%n/a |
| Max drawdown duration | XVV SGLC | 77d74d | 92d74d | 126d174d | 709dn/a |
Trading data
XVV | SGLC | |
Last sale 4/29/2026 at 4:51 PM | $54.21 | $41.14 |
| Previous close 04/28/2026 | $54.42 | $41.38 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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SGLC
is actively managed and doesn’t replicate an indexXVV | SGLC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/29/2026 at 4:51 PM
Live
Closed
XVV | SGLC | |
|---|---|---|
| Last price | $54.21 | $41.14 |
| 1D performance | -0.39% | -0.58% |
| AuM | $634.59 M | $178.55 M |
| E/R | 0.08% | 0.85% |
Characteristics
XVV | SGLC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Summit Global Investments |
| Benchmark | S&P 500 Sustainability Screened Index | - |
| N° of holdings | 421 | 116 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | March 31, 2023 |
| ESG | Yes | No |
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Exposure
Countries
XVV
USA
96.56%
Other
3.44%
SGLC
USA
95.42%
Other
4.58%
Sectors
XVV
Information Techn.
36.69%
Financials
11.65%
Communication Ser.
11.44%
Consumer Discreti.
11.17%
Health Care
9.27%
Other
19.79%
SGLC
Information Techn.
32.23%
Financials
12.32%
Communication Ser.
11.24%
Consumer Discreti.
10.74%
Health Care
9.74%
Other
23.74%
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Diversification
XVV
Total weight of top 15 holdings out of 15
46.65%
SGLC
Total weight of top 15 holdings out of 15
53.12%
Top 15 holdings
Data as of March 31, 2026
XVV
NVIDIA
8.49%
APPLE
7.47%
MICROSOFT-T
5.51%
AMAZON.COM INC
4.08%
ALPHABET INC-CL
3.35%
BROADCOM LIMITED
2.94%
ALPHABET INC-CL
2.69%
META PLATFORMS
2.51%
TESLA
2.09%
BERKSHIRE HATHWAY
1.76%
JPMORGAN CHASE
1.59%
LILLY
1.46%
VISA INCORPORATION
1.02%
COSTCO WHOLESALE
0.89%
MASTERCARD
0.82%
SGLC
NVIDIA
8.54%
APPLE
6.69%
MICROSOFT-T
5.98%
ALPHABET INC-CL
5.88%
AMAZON.COM INC
3.48%
META PLATFORMS
3.08%
REGENERON PHARMACEUTICALS
2.50%
MICRON TECHNOLOGY
2.36%
BERKSHIRE HATHWAY
2.32%
BOOKING HOLDINGS
2.27%
BROADCOM LIMITED
2.17%
COCA-COLA
2.01%
EMCOR GROUP
1.99%
LILLY
1.98%
BK OF AMERICA CO
1.89%
Frequently asked questions about XVV and SGLC
How have the XVV and SGLC ETFs performed in 2026?
As of April 27, 2026, XVV is up 4.15% year-to-date (YTD), while SGLC has returned 7.31%. That puts SGLC better performer ahead so far this year.
Which ETF is attracting more investor money: XVV or SGLC?
Year-to-date, the XVV ETF saw +$14M in flows, compared to +$54M for SGLC.
Which ETF is more volatile: XVV or SGLC?
Over the past year, XVV had a volatility of 13.32%, while SGLC experienced 13.57%.
Which ETF is bigger: XVV or SGLC?
As of April 27, 2026, XVV holds $634.59 M in assets under management (AUM), while SGLC manages $178.55 M.
What sectors do the XVV and SGLC ETFs invest in?
XVV leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SGLC focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the XVV ETF and SGLC ETF?
XVV top holdings include NVIDIA, APPLE and MICROSOFT-T. SGLC holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: XVV or SGLC?
XVV holds 442 securities with 46.65% of its assets in the top 15. SGLC has 118 securities and a top 15 weight of 53.12%.
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