SPMD vs. XJH ETF Comparison

Comparison of SPDR Portfolio Mid Cap ETF (SPMD) to iShares ESG Screened S&P Mid-Cap ETF (XJH)

SPMD

SPDR Portfolio Mid Cap ETF

SPMD Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1000 Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small- and mid-capitalization segments of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$54.13

Average Daily Volume

1,039,963

Number of Holdings ^*

390

* 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

$41.64

Average Daily Volume

17,687

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

Performance

Period	SPMD	XJH
30 Days	1.79%	-0.40%
60 Days	5.24%	-0.25%
90 Days	7.03%	6.35%
12 Months	28.56%	26.46%

346 Overlapping Holdings

Symbol	Grade	Weight in SPMD	Weight in XJH	Overlap
AA	B	0.35%	0.4%	0.35%
AAON	B	0.25%	0.28%	0.25%
ACHC	F	0.24%	0.27%	0.24%
ACM	A	0.48%	0.54%	0.48%
ADC	B	0.26%	0.29%	0.26%
AFG	B	0.34%	0.38%	0.34%
AGCO	D	0.21%	0.24%	0.21%
AIT	B	0.29%	0.33%	0.29%
ALGM	F	0.13%	0.14%	0.13%
ALLY	F	0.33%	0.37%	0.33%
ALTR	C	0.19%	0.22%	0.19%
ALV	F	0.23%	0.26%	0.23%
AM	A	0.17%	0.2%	0.17%
AMED	D	0.11%	0.12%	0.11%
AMG	B	0.18%	0.2%	0.18%
AMH	D	0.42%	0.47%	0.42%
AMKR	F	0.12%	0.14%	0.12%
AN	D	0.16%	0.18%	0.16%
ANF	F	0.24%	0.27%	0.24%
APPF	C	0.19%	0.21%	0.19%
ARMK	B	0.35%	0.4%	0.35%
ARW	C	0.25%	0.28%	0.25%
ARWR	F	0.08%	0.09%	0.08%
ASB	F	0.11%	0.13%	0.11%
ASGN	D	0.15%	0.16%	0.15%
ASH	F	0.15%	0.17%	0.15%
ATR	A	0.36%	0.41%	0.36%
AVNT	C	0.16%	0.18%	0.16%
AVT	C	0.17%	0.19%	0.17%
AVTR	D	0.61%	0.69%	0.61%
AXTA	C	0.28%	0.32%	0.28%
AYI	A	0.29%	0.32%	0.29%
AZTA	F	0.08%	0.09%	0.08%
BC	D	0.19%	0.22%	0.19%
BCO	C	0.17%	0.19%	0.17%
BDC	B	0.16%	0.19%	0.16%
BERY	C	0.27%	0.31%	0.27%
BHF	F	0.09%	0.1%	0.09%
BJ	C	0.38%	0.43%	0.38%
BLD	D	0.41%	0.47%	0.41%
BLKB	C	0.12%	0.13%	0.12%
BMRN	F	0.46%	0.52%	0.46%
BRBR	A	0.27%	0.31%	0.27%
BRKR	D	0.27%	0.3%	0.27%
BRX	C	0.28%	0.32%	0.28%
BURL	D	0.6%	0.68%	0.6%
BYD	C	0.15%	0.17%	0.15%
CADE	D	0.2%	0.18%	0.18%
CAR	F	0.05%	0.06%	0.05%
CASY	D	0.48%	0.54%	0.48%
CBSH	D	0.24%	0.27%	0.24%
CBT	C	0.21%	0.24%	0.21%
CCK	C	0.39%	0.44%	0.39%
CELH	F	0.17%	0.19%	0.17%
CFR	D	0.25%	0.28%	0.25%
CGNX	F	0.24%	0.27%	0.24%
CHDN	D	0.34%	0.38%	0.34%
CHE	C	0.31%	0.35%	0.31%
CHH	C	0.1%	0.12%	0.1%
CHX	C	0.19%	0.22%	0.19%
CIEN	A	0.31%	0.35%	0.31%
CLF	F	0.21%	0.23%	0.21%
CLH	C	0.43%	0.48%	0.43%
CMC	D	0.22%	0.25%	0.22%
CNM	F	0.3%	0.34%	0.3%
CNO	C	0.13%	0.14%	0.13%
CNXC	F	0.08%	0.09%	0.08%
COHR	A	0.49%	0.55%	0.49%
COKE	C	0.26%	0.3%	0.26%
COLB	C	0.19%	0.21%	0.19%
COLM	D	0.09%	0.1%	0.09%
COTY	F	0.12%	0.14%	0.12%
CPRI	B	0.16%	0.18%	0.16%
CR	C	0.27%	0.3%	0.27%
CRI	D	0.08%	0.09%	0.08%
CROX	C	0.3%	0.34%	0.3%
CRUS	D	0.22%	0.25%	0.22%
CSL	A	0.71%	0.8%	0.71%
CUBE	C	0.41%	0.47%	0.41%
CUZ	C	0.15%	0.18%	0.15%
CVLT	C	0.23%	0.26%	0.23%
CW	A	0.43%	0.48%	0.43%
CXT	F	0.1%	0.11%	0.1%
CYTK	D	0.21%	0.24%	0.21%
DAR	F	0.2%	0.23%	0.2%
DBX	B	0.2%	0.23%	0.2%
DCI	C	0.31%	0.35%	0.31%
DINO	D	0.25%	0.29%	0.25%
DLB	C	0.16%	0.18%	0.16%
DOCS	A	0.18%	0.21%	0.18%
DT	B	0.54%	0.61%	0.54%
DTM	A	0.26%	0.29%	0.26%
DUOL	B	0.36%	0.41%	0.36%
EEFT	F	0.14%	0.17%	0.14%
EGP	D	0.31%	0.35%	0.31%
EHC	B	0.34%	0.38%	0.34%
ELF	F	0.22%	0.25%	0.22%
ELS	D	0.46%	0.52%	0.46%
EME	C	0.69%	0.78%	0.69%
ENOV	F	0.08%	0.09%	0.08%
ENS	D	0.14%	0.16%	0.14%
EPR	C	0.13%	0.14%	0.13%
EQH	C	0.46%	0.38%	0.38%
ESAB	C	0.21%	0.24%	0.21%
ESNT	C	0.23%	0.26%	0.23%
EVR	C	0.32%	0.36%	0.32%
EWBC	D	0.39%	0.44%	0.39%
EXEL	B	0.26%	0.29%	0.26%
EXLS	A	0.21%	0.24%	0.21%
EXP	B	0.33%	0.37%	0.33%
EXPO	A	0.2%	0.22%	0.2%
FAF	C	0.23%	0.26%	0.23%
FCN	C	0.28%	0.31%	0.28%
FFIN	D	0.16%	0.19%	0.16%
FHI	C	0.1%	0.11%	0.1%
FHN	D	0.28%	0.32%	0.28%
FIVE	D	0.18%	0.2%	0.18%
FIX	B	0.49%	0.55%	0.49%
FLO	D	0.16%	0.18%	0.16%
FLS	B	0.24%	0.27%	0.24%
FNB	D	0.17%	0.19%	0.17%
FND	C	0.45%	0.5%	0.45%
FNF	B	0.54%	0.61%	0.54%
FR	D	0.25%	0.29%	0.25%
FYBR	C	0.27%	0.31%	0.27%
G	A	0.22%	0.25%	0.22%
GAP	F	0.16%	0.18%	0.16%
GATX	F	0.16%	0.19%	0.16%
GBCI	C	0.18%	0.2%	0.18%
GEF	D	0.06%	0.06%	0.06%
GGG	C	0.51%	0.57%	0.51%
GHC	C	0.1%	0.11%	0.1%
GLPI	A	0.48%	0.54%	0.48%
GME	D	0.3%	0.34%	0.3%
GMED	D	0.27%	0.31%	0.27%
GNTX	D	0.25%	0.28%	0.25%
GPK	D	0.31%	0.34%	0.31%
GT	F	0.08%	0.09%	0.08%
GTLS	F	0.18%	0.2%	0.18%
GXO	D	0.21%	0.24%	0.21%
H	C	0.24%	0.28%	0.24%
HAE	D	0.14%	0.15%	0.14%
HALO	C	0.25%	0.28%	0.25%
HGV	F	0.08%	0.09%	0.08%
HLI	B	0.29%	0.33%	0.29%
HOG	D	0.16%	0.18%	0.16%
HOMB	D	0.17%	0.19%	0.17%
HQY	C	0.24%	0.27%	0.24%
HRB	C	0.31%	0.35%	0.31%
HWC	D	0.15%	0.17%	0.15%
HXL	F	0.17%	0.2%	0.17%
IBKR	A	0.51%	0.58%	0.51%
IBOC	D	0.11%	0.12%	0.11%
ILMN	B	0.73%	0.82%	0.73%
INGR	B	0.31%	0.35%	0.31%
IPGP	D	0.07%	0.08%	0.07%
IRDM	B	0.12%	0.14%	0.12%
IRT	D	0.16%	0.18%	0.16%
ITT	C	0.42%	0.48%	0.42%
JAZZ	F	0.23%	0.27%	0.23%
JEF	A	0.34%	0.39%	0.34%
JHG	B	0.17%	0.19%	0.17%
JLL	C	0.45%	0.5%	0.45%
JWN	D	0.07%	0.09%	0.07%
KBH	C	0.21%	0.24%	0.21%
KD	D	0.18%	0.21%	0.18%
KEX	C	0.25%	0.28%	0.25%
KMPR	D	0.13%	0.14%	0.13%
KNF	C	0.17%	0.2%	0.17%
KNSL	C	0.34%	0.39%	0.34%
KNX	D	0.29%	0.33%	0.29%
KRC	C	0.14%	0.16%	0.14%
KRG	C	0.2%	0.22%	0.2%
LAD	C	0.29%	0.33%	0.29%
LAMR	C	0.4%	0.45%	0.4%
LANC	F	0.12%	0.13%	0.12%
LEA	F	0.21%	0.24%	0.21%
LECO	F	0.38%	0.43%	0.38%
LFUS	D	0.23%	0.26%	0.23%
LII	C	0.68%	0.77%	0.68%
LITE	A	0.15%	0.17%	0.15%
LIVN	B	0.1%	0.11%	0.1%
LNTH	C	0.25%	0.28%	0.25%
LNW	F	0.29%	0.32%	0.29%
LOPE	D	0.14%	0.16%	0.14%
LPX	C	0.23%	0.26%	0.23%
LSCC	D	0.26%	0.29%	0.26%
LSTR	F	0.23%	0.25%	0.23%
M	F	0.15%	0.16%	0.15%
MAN	D	0.12%	0.14%	0.12%
MANH	C	0.6%	0.67%	0.6%
MASI	B	0.2%	0.23%	0.2%
MDU	C	0.19%	0.22%	0.19%
MEDP	F	0.29%	0.32%	0.29%
MIDD	D	0.26%	0.3%	0.26%
MKSI	F	0.26%	0.3%	0.26%
MMS	C	0.19%	0.22%	0.19%
MSA	F	0.24%	0.27%	0.24%
MSM	D	0.13%	0.15%	0.13%
MTG	B	0.23%	0.26%	0.23%
MTN	D	0.24%	0.27%	0.24%
MTSI	C	0.23%	0.26%	0.23%
MTZ	A	0.26%	0.29%	0.26%
MUSA	D	0.32%	0.36%	0.32%
NBIX	F	0.4%	0.46%	0.4%
NEOG	F	0.11%	0.13%	0.11%
NEU	F	0.15%	0.17%	0.15%
NJR	C	0.16%	0.18%	0.16%
NNN	A	0.3%	0.35%	0.3%
NOV	F	0.22%	0.24%	0.22%
NOVT	D	0.22%	0.25%	0.22%
NSA	C	0.11%	0.13%	0.11%
NSP	F	0.11%	0.12%	0.11%
NVST	D	0.11%	0.13%	0.11%
NVT	D	0.41%	0.46%	0.41%
NXST	F	0.17%	0.19%	0.17%
NYT	C	0.31%	0.35%	0.31%
OC	C	0.52%	0.59%	0.52%
OGS	C	0.14%	0.16%	0.14%
OHI	C	0.36%	0.41%	0.36%
OLED	C	0.32%	0.36%	0.32%
OLLI	C	0.21%	0.24%	0.21%
ONB	D	0.2%	0.23%	0.2%
ONTO	C	0.38%	0.43%	0.38%
OPCH	F	0.18%	0.21%	0.18%
ORA	C	0.14%	0.16%	0.14%
ORI	B	0.29%	0.33%	0.29%
OSK	F	0.22%	0.25%	0.22%
OZK	D	0.15%	0.17%	0.15%
PAG	D	0.1%	0.12%	0.1%
PB	D	0.23%	0.26%	0.23%
PBF	F	0.11%	0.12%	0.11%
PCH	C	0.11%	0.13%	0.11%
PCTY	B	0.24%	0.28%	0.24%
PEN	D	0.26%	0.29%	0.26%
PII	D	0.15%	0.17%	0.15%
PK	D	0.11%	0.12%	0.11%
PLNT	B	0.24%	0.27%	0.24%
PNFP	D	0.25%	0.29%	0.25%
POST	D	0.19%	0.22%	0.19%
POWI	F	0.12%	0.14%	0.12%
PPC	D	0.06%	0.07%	0.06%
PRI	A	0.31%	0.35%	0.31%
PSTG	F	0.54%	0.61%	0.54%
PVH	F	0.19%	0.21%	0.19%
QLYS	F	0.16%	0.18%	0.16%
R	C	0.22%	0.24%	0.22%
RCM	B	0.08%	0.09%	0.08%
REXR	D	0.38%	0.43%	0.38%
RGA	C	0.5%	0.56%	0.5%
RGEN	F	0.26%	0.3%	0.26%
RGLD	C	0.33%	0.37%	0.33%
RH	C	0.17%	0.2%	0.17%
RLI	A	0.22%	0.25%	0.22%
RMBS	F	0.16%	0.18%	0.16%
RNR	A	0.48%	0.54%	0.48%
RPM	B	0.55%	0.62%	0.55%
RRX	C	0.39%	0.44%	0.39%
RS	D	0.55%	0.62%	0.55%
RYAN	A	0.23%	0.27%	0.23%
RYN	C	0.15%	0.17%	0.15%
SAIA	D	0.4%	0.45%	0.4%
SAM	C	0.08%	0.09%	0.08%
SBRA	C	0.15%	0.17%	0.15%
SCI	D	0.39%	0.44%	0.39%
SEIC	B	0.23%	0.26%	0.23%
SF	A	0.33%	0.37%	0.33%
SFM	A	0.37%	0.42%	0.37%
SIGI	D	0.19%	0.22%	0.19%
SKX	D	0.32%	0.36%	0.32%
SLAB	D	0.13%	0.15%	0.13%
SLGN	C	0.15%	0.16%	0.15%
SLM	C	0.17%	0.19%	0.17%
SMG	B	0.12%	0.14%	0.12%
SNV	D	0.22%	0.24%	0.22%
SNX	D	0.31%	0.35%	0.31%
SON	D	0.18%	0.21%	0.18%
SR	D	0.13%	0.15%	0.13%
SRCL	A	0.2%	0.22%	0.2%
SRPT	F	0.41%	0.46%	0.41%
SSB	C	0.25%	0.29%	0.25%
SSD	B	0.28%	0.31%	0.28%
ST	F	0.19%	0.21%	0.19%
STAG	D	0.25%	0.28%	0.25%
STWD	C	0.23%	0.26%	0.23%
SWX	C	0.15%	0.17%	0.15%
SYNA	F	0.11%	0.12%	0.11%
TCBI	C	0.11%	0.13%	0.11%
TDC	D	0.1%	0.11%	0.1%
TEX	F	0.12%	0.14%	0.12%
THC	D	0.55%	0.61%	0.55%
THG	C	0.18%	0.21%	0.18%
THO	C	0.2%	0.23%	0.2%
TKR	D	0.19%	0.21%	0.19%
TMHC	C	0.25%	0.28%	0.25%
TNL	C	0.11%	0.12%	0.11%
TOL	A	0.53%	0.6%	0.53%
TPX	C	0.32%	0.37%	0.32%
TREX	D	0.25%	0.28%	0.25%
TTC	D	0.31%	0.35%	0.31%
TTEK	A	0.43%	0.49%	0.43%
TXRH	C	0.41%	0.46%	0.41%
UA	B	0.04%	0.04%	0.04%
UAA	B	0.06%	0.06%	0.06%
UBSI	D	0.17%	0.19%	0.17%
UFPI	C	0.27%	0.31%	0.27%
UGI	C	0.18%	0.21%	0.18%
UMBF	C	0.16%	0.18%	0.16%
UNM	A	0.34%	0.29%	0.29%
USFD	C	0.53%	0.6%	0.53%
UTHR	C	0.55%	0.62%	0.55%
VAC	D	0.08%	0.1%	0.08%
VAL	F	0.12%	0.14%	0.12%
VC	F	0.09%	0.1%	0.09%
VLY	C	0.13%	0.15%	0.13%
VMI	B	0.2%	0.23%	0.2%
VNO	A	0.22%	0.25%	0.22%
VNT	F	0.18%	0.2%	0.18%
VOYA	A	0.27%	0.3%	0.27%
VSH	F	0.07%	0.08%	0.07%
VVV	F	0.19%	0.21%	0.19%
WBS	D	0.27%	0.31%	0.27%
WCC	D	0.26%	0.3%	0.26%
WEN	D	0.1%	0.12%	0.1%
WEX	C	0.29%	0.33%	0.29%
WFRD	F	0.21%	0.24%	0.21%
WH	C	0.22%	0.25%	0.22%
WHR	C	0.2%	0.23%	0.2%
WING	C	0.43%	0.49%	0.43%
WLK	C	0.17%	0.19%	0.17%
WMG	C	0.15%	0.17%	0.15%
WMS	D	0.38%	0.43%	0.38%
WPC	C	0.47%	0.54%	0.47%
WSM	B	0.67%	0.76%	0.67%
WSO	C	0.6%	0.68%	0.6%
WTFC	C	0.25%	0.28%	0.25%
WTRG	D	0.33%	0.37%	0.33%
WTS	C	0.2%	0.22%	0.2%
WU	D	0.14%	0.12%	0.12%
WWD	C	0.35%	0.4%	0.35%
X	F	0.28%	0.32%	0.28%
XPO	F	0.45%	0.51%	0.45%
XRAY	D	0.19%	0.21%	0.19%
YETI	C	0.12%	0.13%	0.12%
ZI	D	0.1%	0.12%	0.1%
ZION	D	0.24%	0.27%	0.24%

SPMD Overweight 44 Positions Relative to XJH

Symbol	Grade	Weight
TPL	A	0.57%
RBA	D	0.51%
DKS	D	0.43%
PFGC	A	0.42%
CACI	A	0.38%
OVV	D	0.34%
BWXT	A	0.34%
CNH	D	0.34%
WAL	C	0.32%
CHK	D	0.31%
CG	B	0.31%
MORN	C	0.3%
FN	B	0.3%
KBR	B	0.3%
RBC	C	0.3%
PR	D	0.29%
AR	B	0.28%
FLR	C	0.28%
OGE	A	0.28%
TKO	A	0.28%
SWN	D	0.27%
AAL	D	0.27%
CHRD	F	0.27%
RRC	B	0.25%
SAIC	A	0.24%
HLNE	A	0.23%
BIO	B	0.22%
MAT	D	0.22%
OLN	C	0.2%
NFG	A	0.19%
IDA	D	0.19%
MTDR	F	0.19%
PSN	A	0.17%
POR	D	0.17%
CNX	A	0.16%
MUR	F	0.16%
BKH	C	0.15%
CIVI	F	0.15%
ALE	A	0.13%
PNM	B	0.13%
NWE	B	0.12%
PRGO	F	0.12%
CC	D	0.11%
SHC	C	0.09%

SPMD Underweight 8 Positions Relative to XJH

Symbol	Grade	Weight
FBIN	B	-0.42%
NLY	C	-0.4%
HR	D	-0.26%
AZPN	B	-0.24%
ROIV	D	-0.2%
CDP	A	-0.13%
NYCB	D	-0.13%
ALTM	D	-0.12%