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EVX vs XJH

VanEck Environmental Services ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

EVX

VanEck Environmental Services ETF

VanEck

Annual cost

0.55%

Fund size

$98M

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • XJH costs 0.43% less per year.
  • XJH is significantly larger than EVX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, XJH has delivered higher annualized returns.
  • EVX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVXXJH
Annual cost (TER)0.55%0.12%
Fund size (AUM)$98M$372M
Since20062020
Dividend yield0.18%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+25.1%
CAGR 3Y+10.3%+15.6%
CAGR 5Y+7.1%+7.1%
Sharpe 3Y0.490.69
Volatility 1Y13.59%16.42%
Max drawdown-41.01%-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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