QUAL vs. XJH ETF Comparison

Comparison of iShares MSCI USA Quality Factor ETF (QUAL) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
QUAL

iShares MSCI USA Quality Factor ETF

QUAL Description

The investment seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund seeks to track the investment results of the MSCI USA Quality Index (the "underlying index"), which is based on a traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks. It generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$178.98

Average Daily Volume

951,366

Number of Holdings *

123

* may have additional holdings in another (foreign) market
XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$42.45

Average Daily Volume

17,731

Number of Holdings *

355

* may have additional holdings in another (foreign) market
Performance
Period QUAL XJH
30 Days 1.77% 4.38%
60 Days 4.79% 4.26%
90 Days 3.98% 7.64%
12 Months 34.19% 23.56%
10 Overlapping Holdings
Symbol Grade Weight in QUAL Weight in XJH Overlap
AFG B 1.0% 1.0% 1.0%
EME B 1.0% 1.0% 1.0%
ERIE B 1.0% 1.0% 1.0%
GGG C 1.0% 1.0% 1.0%
MANH B 1.0% 1.0% 1.0%
RS D 1.0% 1.0% 1.0%
SEIC C 1.0% 1.0% 1.0%
UTHR C 1.0% 1.0% 1.0%
WSM D 1.0% 1.0% 1.0%
WSO C 1.0% 1.0% 1.0%
QUAL Overweight 113 Positions Relative to XJH
Symbol Grade Weight
WBA F 1.0%
SOLV C 1.0%
IPG C 1.0%
PAYC D 1.0%
AOS D 1.0%
MKTX C 1.0%
AVY C 1.0%
PKG B 1.0%
JKHY B 1.0%
ENPH D 1.0%
OMC B 1.0%
FDS C 1.0%
MOH D 1.0%
LPLA D 1.0%
WST D 1.0%
ROL C 1.0%
WAT C 1.0%
EXPD C 1.0%
SMCI F 1.0%
CBOE C 1.0%
PPG D 1.0%
KEYS C 1.0%
VEEV C 1.0%
TROW D 1.0%
EQT D 1.0%
HSY C 1.0%
EA D 1.0%
RMD C 1.0%
EQR B 1.0%
ROK D 1.0%
APA F 1.0%
MNST D 1.0%
NTAP D 1.0%
POOL C 1.0%
A C 1.0%
VLTO C 1.0%
AVB B 1.0%
EW F 1.0%
AMP A 1.0%
FERG D 1.0%
MPWR C 1.0%
ACGL C 1.0%
CSGP D 1.0%
ODFL D 1.0%
BBY C 1.0%
APD B 1.0%
CBRE A 1.0%
ULTA D 1.0%
TPL B 1.0%
IDXX C 1.0%
FAST C 1.0%
ATO B 1.0%
AFL C 1.0%
GRMN D 1.0%
DECK C 1.0%
TSCO C 1.0%
APH D 1.0%
PHM B 1.0%
PAYX C 1.0%
SNPS D 1.0%
GWW B 1.0%
CME C 1.0%
MMM B 1.0%
NVR B 1.0%
ED C 1.0%
LULU D 1.0%
MCO B 1.0%
CDNS D 1.0%
ZTS C 1.0%
SHW B 1.0%
CTAS B 1.0%
PSA B 1.0%
VRTX D 1.0%
PEG B 1.0%
ITW C 1.0%
ANET B 1.0%
MMC C 1.0%
LRCX F 1.0%
DHI B 1.0%
PLD C 1.0%
SLB F 1.0%
SRE C 1.0%
BLK B 1.0%
KLAC D 1.0%
LMT C 1.0%
QCOM D 1.0%
LIN B 1.0%
CMG C 1.0%
PEP C 1.0%
CAT B 1.0%
AMAT D 1.0%
TXN C 1.0%
GOOG D 1.0%
NKE D 1.0%
NFLX B 1.0%
CSCO C 1.0%
COP D 1.0%
GOOGL D 1.0%
ADP B 1.0%
ACN C 1.0%
KO C 1.0%
TJX B 1.0%
ADBE F 1.0%
JNJ C 1.0%
COST B 1.0%
UNH C 1.0%
META B 1.0%
MA B 1.0%
V C 1.0%
LLY C 1.0%
MSFT C 1.0%
AAPL C 1.0%
NVDA D 1.0%
QUAL Underweight 345 Positions Relative to XJH
Symbol Grade Weight
WOLF F -1.0%
UA D -1.0%
CAR F -1.0%
HELE D -1.0%
UAA C -1.0%
GEF D -1.0%
PPC D -1.0%
IPGP F -1.0%
MP D -1.0%
ADNT F -1.0%
PGNY F -1.0%
ALGM F -1.0%
ENOV D -1.0%
GT F -1.0%
JWN C -1.0%
ZD D -1.0%
VSH F -1.0%
VAC F -1.0%
ALTM F -1.0%
HGV F -1.0%
TGNA D -1.0%
SAM F -1.0%
AZTA F -1.0%
CRI D -1.0%
LIVN D -1.0%
VC F -1.0%
NYCB D -1.0%
GHC B -1.0%
ARWR F -1.0%
TDC F -1.0%
BHF F -1.0%
COLM C -1.0%
CXT D -1.0%
ZI D -1.0%
WEN C -1.0%
SYNA F -1.0%
RCM C -1.0%
FHI A -1.0%
SMG C -1.0%
WU F -1.0%
CHH C -1.0%
PK D -1.0%
PAG D -1.0%
NVST D -1.0%
AMKR F -1.0%
TNL D -1.0%
NEOG D -1.0%
YETI D -1.0%
AMED C -1.0%
NSP F -1.0%
TCBI B -1.0%
IRDM D -1.0%
POWI F -1.0%
COTY F -1.0%
CDP B -1.0%
CNXC F -1.0%
ASB D -1.0%
IBOC D -1.0%
NSA B -1.0%
BLKB C -1.0%
TEX F -1.0%
PCH C -1.0%
SLAB D -1.0%
VAL F -1.0%
PBF F -1.0%
MAN C -1.0%
LITE B -1.0%
VLY C -1.0%
LANC D -1.0%
MSM D -1.0%
EPR B -1.0%
KMPR D -1.0%
KRC B -1.0%
PRGO D -1.0%
RH B -1.0%
HAE F -1.0%
ORA C -1.0%
SR B -1.0%
ENS D -1.0%
OGS B -1.0%
AN D -1.0%
NEU D -1.0%
M F -1.0%
LOPE D -1.0%
BYD C -1.0%
BDC B -1.0%
SLGN B -1.0%
SBRA C -1.0%
ROIV C -1.0%
AVNT B -1.0%
CNO B -1.0%
PII D -1.0%
DLB D -1.0%
RYN C -1.0%
GAP F -1.0%
ASH D -1.0%
RMBS F -1.0%
SWX C -1.0%
HOG C -1.0%
OZK D -1.0%
EEFT D -1.0%
ASGN D -1.0%
HWC D -1.0%
CADE C -1.0%
KNF B -1.0%
CUZ B -1.0%
CPRI D -1.0%
WLK D -1.0%
DOCS B -1.0%
GTLS F -1.0%
QLYS F -1.0%
UMBF B -1.0%
FLO C -1.0%
IRT B -1.0%
UBSI B -1.0%
SLM D -1.0%
NJR B -1.0%
FIVE D -1.0%
AVT C -1.0%
FFIN B -1.0%
APPF D -1.0%
GATX D -1.0%
BCO B -1.0%
JHG B -1.0%
CELH F -1.0%
GBCI B -1.0%
AM C -1.0%
VNT F -1.0%
POR C -1.0%
UGI C -1.0%
COLB B -1.0%
VVV D -1.0%
HXL F -1.0%
BC C -1.0%
HOMB B -1.0%
NXST D -1.0%
TKR D -1.0%
MASI F -1.0%
MDU C -1.0%
CLF F -1.0%
WTS C -1.0%
ST D -1.0%
XRAY D -1.0%
MMS C -1.0%
THO D -1.0%
KD D -1.0%
EXPO A -1.0%
MTSI D -1.0%
PVH F -1.0%
THG B -1.0%
WHR D -1.0%
AMG C -1.0%
CHX F -1.0%
VNO B -1.0%
SON C -1.0%
FNB C -1.0%
VMI D -1.0%
ESAB C -1.0%
SIGI D -1.0%
DAR F -1.0%
AGCO D -1.0%
CBT B -1.0%
OPCH C -1.0%
DBX D -1.0%
CMC D -1.0%
KRG B -1.0%
OLLI C -1.0%
SRCL A -1.0%
EXLS B -1.0%
GXO D -1.0%
POST C -1.0%
R A -1.0%
LSCC D -1.0%
KBH A -1.0%
LEA F -1.0%
FLS D -1.0%
LPX B -1.0%
AAON B -1.0%
ONB C -1.0%
COKE C -1.0%
NOVT D -1.0%
STWD B -1.0%
LFUS C -1.0%
RLI B -1.0%
ELF F -1.0%
BRKR D -1.0%
CYTK F -1.0%
WH B -1.0%
CVLT B -1.0%
MTZ B -1.0%
GME F -1.0%
MSA D -1.0%
NOV F -1.0%
AZPN B -1.0%
LSTR D -1.0%
OSK F -1.0%
SNV C -1.0%
G C -1.0%
WFRD F -1.0%
CGNX F -1.0%
H C -1.0%
HQY C -1.0%
CNM F -1.0%
WTFC B -1.0%
KEX C -1.0%
WCC D -1.0%
MKSI F -1.0%
GNTX F -1.0%
ARW C -1.0%
MTG B -1.0%
TMHC A -1.0%
ZION D -1.0%
JAZZ D -1.0%
ESNT B -1.0%
UNM B -1.0%
AA D -1.0%
MTN D -1.0%
FAF B -1.0%
ALV F -1.0%
PCTY C -1.0%
LNTH D -1.0%
HR C -1.0%
CFR C -1.0%
TREX D -1.0%
MIDD D -1.0%
DINO F -1.0%
X F -1.0%
CRUS D -1.0%
ACHC C -1.0%
PB B -1.0%
UFPI C -1.0%
PNFP B -1.0%
PLNT B -1.0%
CR C -1.0%
SSB B -1.0%
LAD D -1.0%
STAG C -1.0%
DTM B -1.0%
SSD D -1.0%
CBSH C -1.0%
VOYA B -1.0%
FR B -1.0%
BRBR C -1.0%
AXTA B -1.0%
BERY B -1.0%
HALO C -1.0%
CROX D -1.0%
AIT A -1.0%
RGEN F -1.0%
ADC C -1.0%
EXEL C -1.0%
CIEN C -1.0%
AYI B -1.0%
FCN D -1.0%
MEDP F -1.0%
WBS D -1.0%
GMED D -1.0%
PEN D -1.0%
FYBR C -1.0%
DUOL B -1.0%
HLI B -1.0%
WEX C -1.0%
KNX C -1.0%
CG D -1.0%
EVR A -1.0%
BRX B -1.0%
TPX C -1.0%
DCI C -1.0%
FHN D -1.0%
OLED C -1.0%
NYT C -1.0%
SKX D -1.0%
EXP B -1.0%
SNX D -1.0%
CHE C -1.0%
TTC D -1.0%
HRB C -1.0%
EGP B -1.0%
EQH C -1.0%
RGLD C -1.0%
INGR B -1.0%
ALLY F -1.0%
PRI B -1.0%
NNN C -1.0%
SF A -1.0%
ONTO D -1.0%
ORI B -1.0%
GPK B -1.0%
EHC C -1.0%
CHDN C -1.0%
COHR C -1.0%
WMS D -1.0%
LNW B -1.0%
RRX C -1.0%
LECO F -1.0%
MUSA D -1.0%
WWD D -1.0%
WTRG D -1.0%
OHI B -1.0%
ARMK B -1.0%
FBIN B -1.0%
ATR B -1.0%
SFM B -1.0%
KNSL C -1.0%
NLY B -1.0%
NVT D -1.0%
BJ D -1.0%
TXRH C -1.0%
CCK A -1.0%
ITT B -1.0%
LAMR B -1.0%
REXR C -1.0%
SAIA D -1.0%
WING B -1.0%
EWBC D -1.0%
FIX B -1.0%
FND C -1.0%
CW B -1.0%
BLD D -1.0%
SCI B -1.0%
XPO D -1.0%
NBIX F -1.0%
CUBE B -1.0%
CLH A -1.0%
JLL B -1.0%
DT C -1.0%
TTEK C -1.0%
AMH C -1.0%
USFD B -1.0%
IBKR B -1.0%
RNR C -1.0%
WPC C -1.0%
OC D -1.0%
CASY D -1.0%
RGA C -1.0%
ELS C -1.0%
PSTG F -1.0%
GLPI C -1.0%
FNF B -1.0%
TOL B -1.0%
THC A -1.0%
RPM B -1.0%
BURL B -1.0%
LII B -1.0%
CSL B -1.0%
Compare ETFs