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CTEC vs XJR

Global X ClimateTech ETF vs iShares ESG Select Screened S&P Small-Cap ETF

CTEC

Global X ClimateTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$30M

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • XJR costs 0.38% less per year.
  • XJR is significantly larger than CTEC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XJR has delivered higher annualized returns.

Side-by-side comparison

CTECXJR
Annual cost (TER)0.50%0.12%
Fund size (AUM)$30M$138M
Since20202020
Dividend yield0.59%1.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+124.6%+29.5%
CAGR 3Y+1.3%+15.1%
CAGR 5Y-2.6%+5.5%
Sharpe 3Y0.110.61
Volatility 1Y34.99%17.92%
Max drawdown-81.58%-27.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CTEC and XJR