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DMXF vs XJR

iShares ESG Advanced MSCI EAFE Index ETF vs iShares ESG Select Screened S&P Small-Cap ETF

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • DMXF is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • DMXF covers global markets; XJR covers north america.

Side-by-side comparison

DMXFXJR
Annual cost (TER)0.12%0.12%
Fund size (AUM)$992M$138M
Since20202020
Dividend yield4.52%1.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.3%+29.5%
CAGR 3Y+14.5%+15.1%
CAGR 5Y+7.3%+5.5%
Sharpe 3Y0.700.61
Volatility 1Y16.16%17.92%
Max drawdown-34.52%-27.14%

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

Similar to DMXF and XJR