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XVV vs XJH

iShares ESG Select Screened S&P 500 ETF vs iShares ESG Select Screened S&P Mid-Cap ETF

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

XJH

iShares ESG Select Screened S&P Mid-Cap ETF

iShares

Annual cost

0.12%

Fund size

$372M

Key differences

  • Over the last 3 years, XVV has delivered higher annualized returns.

Side-by-side comparison

XVVXJH
Annual cost (TER)0.08%0.12%
Fund size (AUM)$636M$372M
Since20202020
Dividend yield0.92%1.14%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.7%+25.1%
CAGR 3Y+23.1%+15.6%
CAGR 5Y+13.6%+7.1%
Sharpe 3Y1.180.69
Volatility 1Y12.84%16.42%
Max drawdown-27.20%-25.07%

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

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