RWR vs. XJH ETF Comparison

Comparison of SPDR DJ Wilshire REIT ETF (RWR) to iShares ESG Screened S&P Mid-Cap ETF (XJH)
RWR

SPDR DJ Wilshire REIT ETF

RWR Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index. In seeking to track the performance of the Dow Jones U.S. Select REIT Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to provide a measure of real estate securities that serve as proxies for direct real estate investing, in part by excluding securities whose value is not always closely tied to the value of the underlying real estate. It is non-diversified.

Grade (RS Rating)

Last Trade

$107.74

Average Daily Volume

228,185

Number of Holdings *

95

* 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 RWR XJH
30 Days 6.44% 4.38%
60 Days 9.71% 4.26%
90 Days 17.26% 7.64%
12 Months 26.35% 23.56%
20 Overlapping Holdings
Symbol Grade Weight in RWR Weight in XJH Overlap
ADC C 0.69% 1.0% 0.69%
AMH C 1.19% 1.0% 1.0%
BRX B 0.75% 1.0% 0.75%
CUBE B 1.09% 1.0% 1.0%
CUZ B 0.4% 1.0% 0.4%
EGP B 0.8% 1.0% 0.8%
ELS C 1.27% 1.0% 1.0%
EPR B 0.33% 1.0% 0.33%
FR B 0.67% 1.0% 0.67%
IRT B 0.42% 1.0% 0.42%
KRC B 0.34% 1.0% 0.34%
KRG B 0.53% 1.0% 0.53%
NNN C 0.8% 1.0% 0.8%
NSA B 0.32% 1.0% 0.32%
OHI B 0.89% 1.0% 0.89%
PK D 0.25% 1.0% 0.25%
REXR C 0.96% 1.0% 0.96%
STAG C 0.66% 1.0% 0.66%
VNO B 0.52% 1.0% 0.52%
WPC C 1.21% 1.0% 1.0%
RWR Overweight 75 Positions Relative to XJH
Symbol Grade Weight
PLD C 10.06%
EQIX C 6.81%
WELL C 6.36%
PSA B 4.82%
O C 4.59%
SPG B 4.5%
DLR B 4.47%
EXR B 3.31%
AVB B 2.9%
VTR C 2.36%
EQR B 2.34%
INVH C 1.84%
ESS B 1.74%
MAA B 1.72%
ARE C 1.71%
SUI B 1.62%
KIM C 1.42%
DOC C 1.4%
UDR C 1.27%
CPT B 1.17%
REG C 1.13%
HST C 1.09%
BXP B 1.02%
FRT C 0.8%
COLD D 0.69%
TRNO C 0.59%
RHP C 0.55%
EPRT B 0.52%
PECO B 0.44%
CTRE C 0.4%
SLG B 0.39%
NHI C 0.33%
MAC B 0.32%
SKT B 0.32%
IIPR B 0.32%
BNL B 0.31%
MPW C 0.3%
HIW B 0.3%
APLE D 0.28%
LXP B 0.26%
FCPT C 0.25%
DEI B 0.24%
UE B 0.23%
AKR B 0.21%
EQC C 0.2%
SHO C 0.19%
ROIC B 0.18%
DRH C 0.16%
JBGS C 0.14%
GTY B 0.14%
GNL C 0.14%
PEB D 0.14%
RLJ D 0.13%
ESRT B 0.13%
XHR B 0.13%
DEA B 0.11%
AIV B 0.11%
NTST D 0.11%
AAT B 0.11%
UMH C 0.11%
PDM B 0.1%
CSR B 0.09%
PLYM D 0.08%
NXRT C 0.08%
DHC B 0.07%
PGRE C 0.07%
SVC D 0.06%
INN A 0.06%
BDN B 0.06%
UHT B 0.05%
GMRE C 0.05%
HPP D 0.05%
CHCT F 0.03%
CLDT D 0.03%
OPI F 0.01%
RWR Underweight 335 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%
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%
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%
KMPR D -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%
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%
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%
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%
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%
SEIC C -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%
DTM B -1.0%
SSD D -1.0%
CBSH C -1.0%
VOYA 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%
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%
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%
EQH C -1.0%
RGLD C -1.0%
INGR B -1.0%
ALLY F -1.0%
PRI B -1.0%
SF A -1.0%
ONTO D -1.0%
ORI B -1.0%
AFG 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%
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%
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%
CLH A -1.0%
JLL B -1.0%
DT C -1.0%
TTEK C -1.0%
ERIE B -1.0%
USFD B -1.0%
IBKR B -1.0%
RNR C -1.0%
OC D -1.0%
GGG C -1.0%
CASY D -1.0%
RGA C -1.0%
PSTG F -1.0%
GLPI C -1.0%
FNF B -1.0%
WSO C -1.0%
TOL B -1.0%
THC A -1.0%
UTHR C -1.0%
RPM B -1.0%
RS D -1.0%
MANH B -1.0%
WSM D -1.0%
BURL B -1.0%
EME B -1.0%
LII B -1.0%
CSL B -1.0%
Compare ETFs