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SNPE vs XJR

Xtrackers S&P 500 Scored & Screened ETF vs iShares ESG Select Screened S&P Small-Cap ETF

SNPE

Xtrackers S&P 500 Scored & Screened ETF

Xtrackers

Annual cost

0.10%

Fund size

$3.0B

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

  • SNPE is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SNPE has delivered higher annualized returns.

Side-by-side comparison

SNPEXJR
Annual cost (TER)0.10%0.12%
Fund size (AUM)$3.0B$138M
Since20192020
Dividend yield0.95%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.2%+29.5%
CAGR 3Y+22.7%+15.1%
CAGR 5Y+15.0%+5.5%
Sharpe 3Y1.200.61
Volatility 1Y12.17%17.92%
Max drawdown-33.38%-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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