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XJR vs VIOV

iShares ESG Select Screened S&P Small-Cap ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Vanguard

Annual cost

0.10%

Fund size

$1.8B

Key differences

  • VIOV is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XJRVIOV
Annual cost (TER)0.12%0.10%
Fund size (AUM)$138M$1.8B
Since20202010
Dividend yield1.00%1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.9%+41.8%
CAGR 3Y+15.8%+15.7%
CAGR 5Y+6.3%+6.7%
Sharpe 3Y0.640.62
Volatility 1Y17.99%18.61%
Max drawdown-27.14%-47.36%

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

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