Screener
XJR vs EFIV
iShares ESG Select Screened S&P Small-Cap ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, EFIV has delivered higher annualized returns.
Side-by-side comparison
| XJR | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.10% |
| Fund size (AUM) | $138M | $1.2B |
| Since | 2020 | 2020 |
| Dividend yield | 1.00% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +32.0% |
| CAGR 3Y | +15.1% | +22.8% |
| CAGR 5Y | +5.5% | +14.6% |
| Sharpe 3Y | 0.61 | 1.22 |
| Volatility 1Y | 17.92% | 11.91% |
| Max drawdown | -27.14% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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