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ESML vs XJH

iShares ESG Aware MSCI USA Small-Cap ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • XJH costs 0.05% less per year.
  • ESML is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESML has delivered higher annualized returns.

Side-by-side comparison

ESMLXJH
Annual cost (TER)0.17%0.12%
Fund size (AUM)$2.3B$372M
Since20182020
Dividend yield0.99%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.4%+25.1%
CAGR 3Y+17.5%+15.6%
CAGR 5Y+7.1%+7.1%
Sharpe 3Y0.740.69
Volatility 1Y16.76%16.42%
Max drawdown-41.97%-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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