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XJH vs SMLF

iShares ESG Select Screened S&P Mid-Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

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

Side-by-side comparison

XJHSMLF
Annual cost (TER)0.12%0.15%
Fund size (AUM)$372M$3.6B
Since20202015
Dividend yield1.14%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+33.9%
CAGR 3Y+16.2%+20.8%
CAGR 5Y+7.8%+11.4%
Sharpe 3Y0.710.87
Volatility 1Y16.49%17.37%
Max drawdown-25.07%-41.89%

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

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