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XJH vs ESGV

iShares ESG Select Screened S&P Mid-Cap ETF vs Vanguard ESG U.S. Stock ETF

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

ESGV

Vanguard ESG U.S. Stock ETF

Vanguard

Annual cost

0.09%

Fund size

$12.5B

Key differences

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

Side-by-side comparison

XJHESGV
Annual cost (TER)0.12%0.09%
Fund size (AUM)$372M$12.5B
Since20202018
Dividend yield1.14%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+28.9%
CAGR 3Y+16.2%+23.1%
CAGR 5Y+7.8%+12.7%
Sharpe 3Y0.711.15
Volatility 1Y16.49%13.48%
Max drawdown-25.07%-33.66%

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

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