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IJH vs XJR

iShares Core S&P Mid-Cap ETF vs iShares ESG Select Screened S&P Small-Cap ETF

IJH

iShares Core S&P Mid-Cap ETF

iShares

Annual cost

0.05%

Fund size

$115.7B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • IJH costs 0.07% less per year.
  • IJH is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • IJH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IJHXJR
Annual cost (TER)0.05%0.12%
Fund size (AUM)$115.7B$138M
Since20002020
Dividend yield1.22%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.5%+32.9%
CAGR 3Y+16.5%+15.8%
CAGR 5Y+8.4%+6.3%
Sharpe 3Y0.740.64
Volatility 1Y15.73%17.99%
Max drawdown-42.18%-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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