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XJH vs XVV

iShares ESG Select Screened S&P Mid-Cap ETF vs iShares ESG Select Screened S&P 500 ETF

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XJHXVV
Annual cost (TER)0.12%0.08%
Fund size (AUM)$372M$636M
Since20202020
Dividend yield1.14%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+27.7%
CAGR 3Y+15.6%+23.1%
CAGR 5Y+7.1%+13.6%
Sharpe 3Y0.691.18
Volatility 1Y16.42%12.84%
Max drawdown-25.07%-27.20%

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

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