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XJR vs VSGX

iShares ESG Select Screened S&P Small-Cap ETF vs Vanguard ESG International Stock ETF

XJR

iShares ESG Select Screened S&P Small-Cap ETF

iShares

Annual cost

0.12%

Fund size

$138M

VSGX

Vanguard ESG International Stock ETF

Vanguard

Annual cost

0.10%

Fund size

$6.3B

Key differences

  • VSGX is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
  • XJR covers north america markets; VSGX covers global ex us.
  • Over the last 3 years, VSGX has delivered higher annualized returns.

Side-by-side comparison

XJRVSGX
Annual cost (TER)0.12%0.10%
Fund size (AUM)$138M$6.3B
Since20202018
Dividend yield1.00%3.02%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+30.8%
CAGR 3Y+15.1%+18.5%
CAGR 5Y+5.5%+8.1%
Sharpe 3Y0.610.95
Volatility 1Y17.92%16.25%
Max drawdown-27.14%-33.09%

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

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