XJRiShares ESG Select Screened S&P Small-Cap ETF
Tracks the investment results of the S&P SmallCap 600 Sustainability Screened Index.
By iShares · Launched 2020
Annual Cost
0.12%
#474 of 5,861 · low cost
Fund Size
$161M
#2,540 of 5,861 · mid-size
Return (1Y)Goal
+29.6%
Track Record
5 years
#2,145 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,123+31.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Focus
ESG
Index tracked
S&P SmallCap 600 Sustainability Screened Index
What it actually holds
By weightConcentration
Top 10 holdings = 9.1% of fund✓ well diversified
BLACKROCK GLOBAL
2.8%
BLACKROCK CASH FUNDS
1.8%
Element Solutions Inc
0.6%
Primoris Services Corp.
0.6%
Viavi Solutions Inc
0.6%
Formfactor Inc
0.6%
LKQ Corporation
0.6%
ESCO Technologies Inc.
0.5%
Celanese Corporation
0.5%
Semtech Corporation
0.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
17.7%
Technology
16.2%
Industrials
15.8%
Consumer Cyclical
13.9%
Healthcare
12.6%
Real Estate
7.7%
Basic Materials
4.5%
Consumer Defensive
3.6%
Other
7.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.7%Moderate
Year-on-year price swings
Max drawdown
-27.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.54Decent risk-adjusted returns
Sortino (3Y)
0.82Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the S&P SmallCap 600 Sustainability Screened Index.
- Strategy
- Invests primarily in small-capitalization U.S. equities while applying sustainability screens to exclude companies involved in controversial business activities. The Fund seeks to track the S&P SmallCap 600 Sustainability Screened Index, which is constructed by excluding companies based on specific criteria related to controversies and business involvement.
- Inception date
- September 22, 2020
- Fund family
- iShares
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Data updated on 2026-08-04