VFMV vs. XJR ETF Comparison

Comparison of Vanguard U.S. Minimum Volatility ETF (VFMV) to iShares ESG Screened S&P Small-Cap ETF (XJR)
VFMV

Vanguard U.S. Minimum Volatility ETF

VFMV Description

The investment seeks to provide long-term capital appreciation with lower volatility relative to the broad U.S. equity market. The fund invests primarily in a group of U.S. common stocks that together are deemed by the advisor to have the potential to generate lower volatility relative to the broad U.S. equity market. The portfolio will include a diverse mix of companies representing many different market sectors and industry groups. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.

Grade (RS Rating)

Last Trade

$123.89

Average Daily Volume

6,823

Number of Holdings *

165

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

iShares ESG Screened S&P Small-Cap ETF

XJR Description The investment seeks to track the investment results of an index composed of small-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 SmallCap 600 Sustainability Screened Index, which measures the performance of the small-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

$43.19

Average Daily Volume

6,517

Number of Holdings *

541

* may have additional holdings in another (foreign) market
Performance
Period VFMV XJR
30 Days 0.60% 2.11%
60 Days 2.41% 3.52%
90 Days 3.66% 6.42%
12 Months 25.48% 27.23%
19 Overlapping Holdings
Symbol Grade Weight in VFMV Weight in XJR Overlap
AMSF B 0.21% 0.09% 0.09%
CNXN D 0.07% 0.07% 0.07%
CTRE C 0.65% 0.41% 0.41%
EIG B 0.03% 0.0% 0.0%
FDP B 0.15% 0.09% 0.09%
HSTM A 0.84% 0.06% 0.06%
IDCC B 1.06% 0.37% 0.37%
JBSS F 0.24% 0.06% 0.06%
JJSF C 0.19% 0.21% 0.19%
LRN A 0.97% 0.34% 0.34%
MATX B 0.45% 0.45% 0.45%
NABL F 0.51% 0.06% 0.06%
NSIT F 0.56% 0.34% 0.34%
OSIS A 0.06% 0.19% 0.06%
PBH A 0.42% 0.33% 0.33%
QNST C 0.18% 0.09% 0.09%
SAFT B 0.67% 0.1% 0.1%
VECO F 0.78% 0.12% 0.12%
YELP C 0.52% 0.2% 0.2%
VFMV Overweight 146 Positions Relative to XJR
Symbol Grade Weight
IBM C 1.52%
MCK A 1.52%
ADI D 1.5%
DOX D 1.5%
EQC A 1.49%
JNJ D 1.49%
ABT A 1.49%
PGR B 1.48%
PG C 1.48%
TXN C 1.48%
COR B 1.48%
LMT D 1.47%
MRK F 1.46%
ED C 1.44%
CHD A 1.44%
TMUS B 1.43%
DUK C 1.42%
T A 1.41%
KO D 1.4%
SO C 1.38%
CVLT B 1.38%
NTAP C 1.37%
ROP C 1.33%
MSFT D 1.3%
TJX A 1.27%
CSCO B 1.25%
XOM B 1.23%
RSG A 1.2%
NOC D 1.17%
EA A 1.16%
GD D 1.14%
CME A 1.14%
MUSA B 1.13%
REGN F 1.12%
ORLY B 1.11%
IDT B 1.1%
WMT A 1.08%
RTX D 1.06%
WM B 1.06%
KEX B 1.05%
CL D 1.05%
CBOE C 1.04%
GIS F 1.0%
VZ C 1.0%
FCN F 0.98%
HPQ B 0.96%
WTW B 0.93%
CVX A 0.9%
MGEE A 0.89%
GILD C 0.83%
MCD D 0.79%
DLB F 0.78%
FE C 0.77%
BSX A 0.75%
UNH C 0.75%
TYL B 0.74%
ABBV F 0.74%
TKO A 0.73%
CHE F 0.69%
SPOT B 0.68%
BLKB B 0.66%
CRUS F 0.64%
AVGO C 0.64%
GOOGL B 0.64%
CAH B 0.64%
WTM A 0.54%
AAPL C 0.54%
GOOG B 0.48%
META C 0.47%
GDDY A 0.46%
WEC A 0.45%
NEU D 0.4%
FLO D 0.38%
TRV A 0.38%
INSW F 0.37%
WMB A 0.37%
HOLX D 0.36%
HSY F 0.36%
V A 0.35%
DTM A 0.35%
AJG B 0.35%
PPC B 0.34%
AZO C 0.34%
LAUR A 0.34%
NVEC D 0.33%
THFF B 0.33%
PFE F 0.32%
LLY F 0.32%
BRK.A B 0.31%
VERX A 0.3%
FANG D 0.3%
RLI A 0.3%
MDLZ F 0.28%
QRVO F 0.28%
OLLI D 0.26%
ATR B 0.25%
QCOM F 0.25%
LIN D 0.24%
MO A 0.24%
ROL B 0.23%
MCS B 0.22%
EXEL B 0.21%
LOPE B 0.2%
MTSI B 0.2%
DECK A 0.2%
IMMR F 0.2%
KMI A 0.2%
ACN C 0.2%
EBF D 0.2%
CASS B 0.19%
AEE A 0.19%
HQY A 0.18%
SPOK B 0.15%
AMGN D 0.14%
OLED F 0.14%
HCKT B 0.14%
SPNS F 0.14%
TW A 0.13%
PI D 0.12%
CI D 0.11%
PSX C 0.1%
DGICA A 0.1%
TNK F 0.09%
DJCO B 0.09%
AMAT F 0.08%
KLAC F 0.07%
CB C 0.07%
UNM A 0.06%
CTSH C 0.06%
JPM A 0.05%
AKAM F 0.04%
CNA C 0.04%
PEBK B 0.04%
LANC D 0.04%
CLBK C 0.04%
GLRE B 0.04%
PEP F 0.04%
CMS C 0.03%
NBIX C 0.03%
MSI B 0.03%
BCAL A 0.03%
VRTX D 0.03%
DTE C 0.03%
MRAM D 0.02%
FFNW D 0.02%
MU D 0.02%
VFMV Underweight 522 Positions Relative to XJR
Symbol Grade Weight
MLI B -0.82%
LUMN C -0.71%
CRS A -0.69%
RHI C -0.62%
SPXC A -0.61%
GKOS A -0.61%
ATI C -0.56%
ALK A -0.54%
SPSC F -0.54%
AWI B -0.54%
VFC C -0.54%
MTH D -0.53%
BMI C -0.52%
COOP B -0.5%
MARA C -0.49%
MMSI A -0.47%
AVAV C -0.46%
BCPC B -0.46%
ACIW B -0.46%
FSS B -0.45%
EPRT A -0.45%
BCC C -0.44%
RDNT B -0.43%
ITRI B -0.43%
DY C -0.43%
GPI B -0.43%
RDN D -0.42%
EAT A -0.42%
ABG B -0.42%
PIPR B -0.42%
ACA A -0.41%
AL B -0.41%
CORT C -0.41%
SLG B -0.4%
SHAK C -0.4%
BOX B -0.4%
IBP F -0.39%
ALKS C -0.38%
PECO A -0.38%
AGO A -0.37%
KTB A -0.37%
SFBS B -0.37%
SKYW B -0.36%
ITGR B -0.36%
FUN C -0.35%
SIG C -0.35%
WHD B -0.35%
GVA A -0.34%
PLXS B -0.34%
FELE B -0.34%
ICUI D -0.34%
AEIS B -0.34%
MHO D -0.34%
SANM B -0.34%
FTDR B -0.34%
KFY B -0.33%
BOOT D -0.33%
STEP B -0.33%
FUL F -0.33%
MAC A -0.33%
DXC D -0.32%
SEM B -0.32%
AROC A -0.32%
OGN F -0.32%
TPH D -0.32%
GMS B -0.32%
RUSHA B -0.31%
PJT B -0.31%
WDFC B -0.31%
SITM B -0.31%
CVCO A -0.31%
VRRM F -0.31%
SKT A -0.31%
CALM A -0.3%
DORM B -0.3%
MSGS B -0.3%
REZI A -0.3%
NWL B -0.3%
JBT A -0.3%
SMTC C -0.29%
GEO A -0.29%
ESE B -0.29%
CNK A -0.28%
NPO A -0.28%
WD D -0.28%
FHB B -0.28%
ABM B -0.28%
APLE B -0.28%
SXT C -0.27%
OTTR C -0.27%
IAC D -0.27%
BGC C -0.27%
HIW D -0.27%
SMPL B -0.27%
SHOO D -0.26%
ATGE B -0.26%
HASI F -0.26%
AEO F -0.26%
CCOI B -0.26%
BRC C -0.26%
IOSP C -0.25%
FORM F -0.25%
TRN A -0.25%
HUBG A -0.25%
AWR A -0.25%
BL C -0.25%
PENN C -0.25%
CARG B -0.25%
CRVL A -0.25%
BXMT C -0.25%
GFF B -0.25%
WAFD B -0.24%
IIPR F -0.24%
PATK D -0.24%
ALRM C -0.24%
CWT C -0.24%
UNF B -0.24%
NMIH D -0.24%
TDS B -0.24%
PRK B -0.23%
POWL C -0.23%
VSCO A -0.23%
DV C -0.23%
CPK A -0.23%
PRGS B -0.23%
GSHD B -0.23%
VIRT A -0.23%
CVBF B -0.23%
SLVM C -0.23%
LCII D -0.23%
AGYS A -0.22%
CNS B -0.22%
SNEX B -0.22%
LXP D -0.22%
PLMR A -0.22%
HBI B -0.22%
UE A -0.22%
DIOD F -0.21%
MPW F -0.21%
TDW F -0.21%
ACLS F -0.21%
AKR A -0.21%
OUT A -0.21%
VCEL A -0.21%
FCPT C -0.21%
HNI B -0.21%
EPAC B -0.21%
MTX C -0.21%
ARCB C -0.21%
SATS C -0.21%
ENVA B -0.21%
CCS F -0.2%
DOCN D -0.2%
MTRN C -0.2%
BANF B -0.2%
TTMI B -0.2%
RUN F -0.2%
AAP D -0.2%
NARI C -0.2%
MYRG C -0.2%
KLIC C -0.2%
WERN B -0.2%
AZZ A -0.2%
IBTX B -0.19%
KWR D -0.19%
STRA C -0.19%
IPAR C -0.19%
AIR B -0.19%
HI C -0.19%
HWKN B -0.19%
PINC B -0.19%
SXI B -0.19%
PTGX D -0.19%
CPRX C -0.19%
WLY B -0.18%
ADUS D -0.18%
ROCK D -0.18%
TFIN B -0.18%
CNMD C -0.18%
EVTC B -0.18%
ROIC A -0.18%
ENR B -0.18%
URBN C -0.18%
PSMT D -0.18%
PRVA C -0.18%
VIAV C -0.18%
KMT C -0.18%
HAYW B -0.18%
BANC B -0.18%
CAKE B -0.18%
QDEL F -0.18%
CURB D -0.18%
UFPT C -0.18%
CWEN C -0.18%
MRCY C -0.17%
GBX B -0.17%
SHO D -0.17%
LMAT A -0.17%
KSS F -0.17%
VYX C -0.17%
EXTR C -0.17%
LGND C -0.17%
JBLU F -0.17%
KAR A -0.17%
B A -0.17%
OMCL C -0.17%
PLUS F -0.17%
GRBK D -0.17%
LGIH F -0.17%
MCY B -0.16%
FL F -0.16%
FBK B -0.16%
SUPN B -0.16%
ALG C -0.16%
PRG C -0.16%
NEO C -0.16%
OI D -0.16%
LZB B -0.15%
APOG B -0.15%
DRH B -0.15%
TNDM F -0.15%
CABO C -0.15%
RAMP C -0.15%
CWK C -0.15%
JOE F -0.15%
MLKN F -0.14%
AMPH F -0.14%
EPC F -0.14%
BHE B -0.14%
ASTH F -0.14%
TRUP B -0.14%
ROG D -0.14%
WGO D -0.14%
WWW A -0.14%
CALX D -0.14%
GO C -0.14%
THS F -0.13%
IART C -0.13%
DNOW B -0.13%
PLAB D -0.13%
GTY A -0.13%
NHC B -0.13%
NWN A -0.13%
UCTT F -0.13%
LEG F -0.13%
UPBD C -0.13%
CUBI C -0.13%
TRIP F -0.13%
HOPE B -0.13%
NTCT C -0.13%
PZZA F -0.13%
SJW F -0.13%
SCL D -0.13%
VRTS B -0.13%
KN B -0.13%
DFIN D -0.13%
DVAX C -0.13%
CENTA C -0.13%
CTS C -0.13%
NGVT C -0.13%
WKC D -0.13%
TNC F -0.13%
LTC B -0.13%
SONO C -0.13%
PEB F -0.12%
CHEF B -0.12%
SNDR B -0.12%
HLIT D -0.12%
GNL D -0.12%
NX C -0.12%
ELME D -0.12%
BKE B -0.12%
XNCR B -0.12%
VRE A -0.12%
HLX C -0.12%
WABC B -0.12%
TILE B -0.12%
HTH B -0.12%
ANDE F -0.12%
XHR B -0.12%
AMWD C -0.12%
PDCO F -0.12%
CSGS B -0.12%
UNIT B -0.11%
WT A -0.11%
JBGS F -0.11%
STAA F -0.11%
USPH C -0.11%
FOXF F -0.11%
LNN B -0.11%
THRM F -0.11%
TGI A -0.11%
ALEX B -0.11%
SBH B -0.11%
STEL B -0.11%
SPNT A -0.11%
MYGN F -0.11%
SABR B -0.11%
MODG F -0.1%
DEA D -0.1%
RC D -0.1%
COHU D -0.1%
NAVI F -0.1%
TWO D -0.1%
VICR C -0.1%
GIII D -0.1%
ATEN A -0.1%
PLAY D -0.1%
HRMY F -0.1%
MD C -0.1%
WOR F -0.1%
ADEA C -0.1%
UNFI B -0.1%
KW B -0.1%
KALU C -0.1%
AAT A -0.1%
BFH B -0.1%
FBRT C -0.09%
EFC C -0.09%
CAL F -0.09%
INVA C -0.09%
AHCO D -0.09%
MCRI A -0.09%
ICHR C -0.09%
DAN F -0.09%
CBRL C -0.09%
CENX B -0.09%
ALGT C -0.09%
CSR A -0.09%
SCSC B -0.09%
PMT D -0.09%
MXL C -0.09%
SDGR C -0.09%
ARLO C -0.09%
OXM F -0.09%
FIZZ C -0.09%
CARS C -0.09%
MSEX B -0.09%
CERT F -0.09%
ECPG C -0.09%
DGII B -0.09%
DCOM A -0.09%
ARI C -0.09%
NVEE F -0.09%
EXPI C -0.09%
CXM C -0.08%
CLB C -0.08%
TMP B -0.08%
HSII B -0.08%
SAH B -0.08%
VVI B -0.08%
UTL C -0.08%
PRLB C -0.08%
PDFS D -0.08%
HCI C -0.08%
XRX F -0.08%
ANIP D -0.08%
COLL F -0.08%
PARR F -0.08%
MMI B -0.08%
SBSI B -0.08%
LPG F -0.08%
NXRT A -0.08%
MRTN C -0.08%
BLMN F -0.08%
AORT B -0.08%
XPEL C -0.08%
DLX B -0.08%
SXC A -0.08%
CFFN B -0.07%
BSIG A -0.07%
ODP F -0.07%
BJRI C -0.07%
ASTE C -0.07%
RCUS F -0.07%
WNC D -0.07%
EYE C -0.07%
MNRO C -0.07%
HCSG C -0.07%
AVNS F -0.07%
CWEN C -0.07%
JACK D -0.07%
BDN C -0.07%
DXPE B -0.07%
OMI F -0.07%
VTOL B -0.07%
AMN F -0.07%
PRAA C -0.07%
ARR D -0.07%
SAFE F -0.07%
RWT D -0.07%
FWRD D -0.06%
SMP C -0.06%
GDEN B -0.06%
MGPI F -0.06%
AOSL C -0.06%
REX D -0.06%
MATW C -0.06%
SWI B -0.06%
SEDG F -0.06%
AHH D -0.06%
AXL C -0.06%
SITC D -0.06%
MCW C -0.06%
TTGT B -0.06%
PCRX C -0.06%
KOP C -0.06%
SSTK F -0.06%
HAYN A -0.06%
BLFS C -0.06%
VIR F -0.06%
ASIX C -0.06%
MTUS D -0.05%
MLAB F -0.05%
LQDT A -0.05%
NVRI F -0.05%
AMBC C -0.05%
IRWD F -0.05%
HZO F -0.05%
IIIN D -0.05%
SHEN F -0.05%
SNCY C -0.05%
SPTN F -0.05%
HAIN D -0.05%
WSR A -0.05%
SCHL F -0.05%
CVI D -0.05%
SCVL F -0.05%
VSAT F -0.05%
MATV F -0.05%
CEVA B -0.05%
ETD D -0.05%
INN D -0.05%
KREF D -0.05%
NBR D -0.05%
CTKB C -0.05%
JXN C -0.05%
MYE F -0.04%
USNA C -0.04%
SVC F -0.04%
BFS C -0.04%
THRY F -0.04%
GES F -0.04%
GOGO C -0.04%
SLP F -0.04%
KELYA F -0.04%
BGS F -0.04%
HTZ C -0.04%
PAHC B -0.04%
RGNX D -0.04%
LESL C -0.04%
UHT D -0.04%
HTLD B -0.04%
TR B -0.04%
NYMT C -0.04%
HPP F -0.04%
UFCS A -0.04%
INVX C -0.04%
CRSR D -0.03%
TWI F -0.03%
FLGT F -0.03%
CNSL B -0.03%
CENT C -0.03%
WRLD D -0.03%
GDOT D -0.01%
HAFC B -0.0%
TRST B -0.0%
GPRE F -0.0%
PFBC B -0.0%
CPF B -0.0%
PBI B -0.0%
PRA B -0.0%
EGBN B -0.0%
HFWA B -0.0%
BRKL B -0.0%
BHLB B -0.0%
VBTX B -0.0%
PRDO B -0.0%
STBA B -0.0%
HMN B -0.0%
NBHC B -0.0%
NWBI B -0.0%
LKFN B -0.0%
STC B -0.0%
CHCO B -0.0%
FCF B -0.0%
FBNC B -0.0%
ENV B -0.0%
CASH B -0.0%
OFG B -0.0%
ABR B -0.0%
NBTB B -0.0%
RNST B -0.0%
TRMK B -0.0%
PFS B -0.0%
BANR B -0.0%
SBCF B -0.0%
TBBK B -0.0%
PAYO A -0.0%
PPBI B -0.0%
DEI B -0.0%
FFBC B -0.0%
SFNC B -0.0%
BKU A -0.0%
INDB B -0.0%
BOH B -0.0%
GNW A -0.0%
FBP B -0.0%
APAM B -0.0%
WSFS B -0.0%
CATY B -0.0%
CBU B -0.0%
FULT B -0.0%
AUB B -0.0%
UCB A -0.0%
MC B -0.0%
AX B -0.0%
ABCB B -0.0%
SEE D -0.0%
GTES A -0.0%
LNC B -0.0%
CMA B -0.0%
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