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EVX vs XJR

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

EVX

VanEck Environmental Services ETF

VanEck

Annual cost

0.55%

Fund size

$98M

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • XJR costs 0.43% less per year.
  • Over the last 3 years, XJR has delivered higher annualized returns.
  • EVX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVXXJR
Annual cost (TER)0.55%0.12%
Fund size (AUM)$98M$138M
Since20062020
Dividend yield0.18%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+29.5%
CAGR 3Y+10.3%+15.1%
CAGR 5Y+7.1%+5.5%
Sharpe 3Y0.490.61
Volatility 1Y13.59%17.92%
Max drawdown-41.01%-27.14%

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

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