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ORBX vs XJR

Global X Space Tech ETF vs iShares ESG Select Screened S&P Small-Cap ETF

ORBX

Global X Space Tech ETF

Global X Funds

Annual cost

0.50%

Fund size

$13M

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • XJR costs 0.38% less per year.
  • XJR is significantly larger than ORBX — larger funds tend to be more liquid and less likely to close.
  • XJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ORBXXJR
Annual cost (TER)0.50%0.12%
Fund size (AUM)$13M$138M
Since20262020
Dividend yield1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+32.9%
CAGR 3YN/A+15.8%
CAGR 5YN/A+6.3%
Sharpe 3YN/A0.64
Volatility 1Y17.99%
Max drawdown-13.96%-27.14%

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

Similar to ORBX and XJR