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XJR vs EMXF

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

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

EMXF

iShares ESG Advanced MSCI EM ETF

iShares

Annual cost

0.16%

Fund size

$148M

Key differences

  • XJR covers north america markets; EMXF covers emerging markets.
  • Over the last 3 years, EMXF has delivered higher annualized returns.

Side-by-side comparison

XJREMXF
Annual cost (TER)0.12%0.16%
Fund size (AUM)$138M$148M
Since20202020
Dividend yield1.00%3.03%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+32.9%+45.9%
CAGR 3Y+15.8%+21.6%
CAGR 5Y+6.3%+8.2%
Sharpe 3Y0.641.01
Volatility 1Y17.99%18.54%
Max drawdown-27.14%-33.13%

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

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