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SLYV vs XJR

State Street SPDR S&P 600 Small Cap Value ETF vs iShares ESG Select Screened S&P Small-Cap ETF

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

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

Side-by-side comparison

SLYVXJR
Annual cost (TER)0.15%0.12%
Fund size (AUM)$4.6B$138M
Since20002020
Dividend yield1.84%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+38.7%+32.9%
CAGR 3Y+14.8%+15.8%
CAGR 5Y+5.8%+6.3%
Sharpe 3Y0.590.64
Volatility 1Y18.43%17.99%
Max drawdown-47.73%-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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