Screener
ERET vs XJH
Ishares Environmentally Aware Real Estate ETF vs iShares ESG Select Screened S&P Mid-Cap ETF
Key differences
- XJH costs 0.18% less per year.
- XJH is significantly larger than ERET — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XJH has delivered higher annualized returns.
Side-by-side comparison
| ERET | XJH | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.12% |
| Fund size (AUM) | $14M | $372M |
| Since | 2022 | 2020 |
| Dividend yield | 3.49% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.1% | +27.4% |
| CAGR 3Y | +10.2% | +16.2% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | 0.48 | 0.71 |
| Volatility 1Y | 11.94% | 16.49% |
| Max drawdown | -20.29% | -25.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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