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SNPG vs XJR

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

SNPG

Xtrackers S&P 500 Growth Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$15M

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

Key differences

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

Side-by-side comparison

SNPGXJR
Annual cost (TER)0.15%0.12%
Fund size (AUM)$15M$138M
Since20222020
Dividend yield0.51%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.2%+29.5%
CAGR 3Y+25.7%+15.1%
CAGR 5YN/A+5.5%
Sharpe 3Y1.190.61
Volatility 1Y14.18%17.92%
Max drawdown-21.69%-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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