Screener
XJH vs IWS
iShares ESG Select Screened S&P Mid-Cap ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- XJH costs 0.11% less per year.
- IWS is significantly larger than XJH — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWS has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XJH | IWS | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.23% |
| Fund size (AUM) | $372M | $14.9B |
| Since | 2020 | 2001 |
| Dividend yield | 1.14% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.4% | +28.0% |
| CAGR 3Y | +16.2% | +17.2% |
| CAGR 5Y | +7.8% | +8.8% |
| Sharpe 3Y | 0.71 | 0.88 |
| Volatility 1Y | 16.49% | 13.33% |
| Max drawdown | -25.07% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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