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XJR vs ESML

iShares ESG Select Screened S&P Small-Cap ETF vs iShares ESG Aware MSCI USA Small-Cap ETF

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

ESML

iShares ESG Aware MSCI USA Small-Cap ETF

iShares

Annual cost

0.17%

Fund size

$2.3B

Key differences

  • XJR costs 0.05% less per year.
  • ESML is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESML has delivered higher annualized returns.

Side-by-side comparison

XJRESML
Annual cost (TER)0.12%0.17%
Fund size (AUM)$138M$2.3B
Since20202018
Dividend yield1.00%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+34.4%
CAGR 3Y+15.1%+17.5%
CAGR 5Y+5.5%+7.1%
Sharpe 3Y0.610.74
Volatility 1Y17.92%16.76%
Max drawdown-27.14%-41.97%

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

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