Screener
XOEF vs XJR
iShares S&P 500 ex S&P 100 ETF vs iShares ESG Select Screened S&P Small-Cap ETF
Key differences
- XJR costs 0.08% less per year.
- XJR is significantly larger than XOEF — larger funds tend to be more liquid and less likely to close.
- XJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XOEF | XJR | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.12% |
| Fund size (AUM) | $20M | $138M |
| Since | 2025 | 2020 |
| Dividend yield | — | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +32.9% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | — | 17.99% |
| Max drawdown | -7.66% | -27.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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