Screener
XVV vs XJR
iShares ESG Select Screened S&P 500 ETF vs iShares ESG Select Screened S&P Small-Cap ETF
Key differences
- XVV is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XVV has delivered higher annualized returns.
Side-by-side comparison
| XVV | XJR | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.12% |
| Fund size (AUM) | $636M | $138M |
| Since | 2020 | 2020 |
| Dividend yield | 0.92% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.7% | +29.5% |
| CAGR 3Y | +23.1% | +15.1% |
| CAGR 5Y | +13.6% | +5.5% |
| Sharpe 3Y | 1.18 | 0.61 |
| Volatility 1Y | 12.84% | 17.92% |
| Max drawdown | -27.20% | -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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