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XJR vs DMXF

iShares ESG Select Screened S&P Small-Cap ETF vs iShares ESG Advanced MSCI EAFE Index ETF

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

DMXF

iShares ESG Advanced MSCI EAFE Index ETF

iShares

Annual cost

0.12%

Fund size

$992M

Key differences

  • DMXF is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • XJR covers north america markets; DMXF covers global.

Side-by-side comparison

XJRDMXF
Annual cost (TER)0.12%0.12%
Fund size (AUM)$138M$992M
Since20202020
Dividend yield1.00%4.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+19.3%
CAGR 3Y+15.1%+14.5%
CAGR 5Y+5.5%+7.3%
Sharpe 3Y0.610.70
Volatility 1Y17.92%16.16%
Max drawdown-27.14%-34.52%

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

Similar to XJR and DMXF