XJH vs. FTHI ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to First Trust High Income ETF (FTHI)

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

$41.53

Average Daily Volume

17,798

Number of Holdings ^*

354

* may have additional holdings in another (foreign) market

FTHI

First Trust High Income ETF

FTHI Description

The investment seeks current income; capital appreciation is a secondary objective. The fund will pursue its objectives by investing in large cap equity securities listed on U.S. exchanges and by utilizing an "option strategy" consisting of writing (selling) U.S. exchange-traded covered call options on the Standard & Poor's 500(c) Index (the "index"). The market value of the option strategy may be up to 20% of the fund's overall net asset value. The equity securities in which the fund will invest and the options which the fund will write will be limited to U.S. exchange-traded securities and options. It is non-diversified.

Grade (RS Rating)

Last Trade

$22.88

Average Daily Volume

200,153

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

Performance

Period	XJH	FTHI
30 Days	0.08%	1.08%
60 Days	0.23%	4.33%
90 Days	6.32%	1.84%
12 Months	27.92%	19.93%

30 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in FTHI	Overlap
AM	A	0.2%	0.4%	0.2%
AMH	D	0.47%	0.24%	0.24%
ATR	A	0.41%	0.24%	0.24%
BRBR	C	0.31%	0.66%	0.31%
CVLT	C	0.26%	0.45%	0.26%
DTM	A	0.29%	0.37%	0.29%
EHC	B	0.38%	0.38%	0.38%
EWBC	D	0.44%	0.35%	0.35%
EXP	C	0.37%	0.46%	0.37%
FLO	D	0.18%	0.23%	0.18%
FNF	A	0.61%	0.37%	0.37%
GAP	F	0.18%	0.3%	0.18%
GGG	B	0.57%	0.28%	0.28%
HLI	C	0.33%	0.39%	0.33%
INGR	A	0.35%	0.62%	0.35%
KNSL	D	0.39%	0.36%	0.36%
KRC	C	0.16%	0.32%	0.16%
LANC	F	0.13%	0.37%	0.13%
LOPE	D	0.16%	0.27%	0.16%
MEDP	F	0.32%	0.46%	0.32%
MUSA	D	0.36%	0.18%	0.18%
NEU	F	0.17%	0.18%	0.17%
PPC	B	0.07%	0.39%	0.07%
SBRA	C	0.17%	0.32%	0.17%
SFM	A	0.42%	0.37%	0.37%
SLM	C	0.19%	0.48%	0.19%
TOL	A	0.6%	0.48%	0.48%
UMBF	C	0.18%	0.38%	0.18%
USFD	C	0.6%	0.38%	0.38%
WSO	C	0.68%	0.33%	0.33%

XJH Overweight 324 Positions Relative to FTHI

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

XJH Underweight 135 Positions Relative to FTHI

Symbol	Grade	Weight
MSFT	D	-6.96%
AAPL	C	-6.07%
NVDA	C	-5.73%
AMZN	C	-3.65%
META	A	-2.64%
GOOGL	B	-2.16%
GOOG	B	-1.83%
BRK.A	C	-1.78%
AVGO	C	-1.72%
BXMT	C	-1.72%
LLY	D	-1.47%
SLG	C	-1.39%
JPM	D	-1.28%
TSLA	C	-1.21%
UL	C	-1.12%
UNH	B	-1.11%
JXN	A	-1.04%
CCEP	C	-1.03%
XOM	A	-1.0%
V	C	-0.95%
HD	A	-0.92%
LADR	D	-0.91%
CRNX	C	-0.89%
VST	A	-0.87%
MA	A	-0.87%
MO	D	-0.87%
PG	C	-0.86%
COST	C	-0.84%
ABBV	A	-0.76%
WMT	A	-0.68%
CCI	C	-0.66%
CALM	B	-0.65%
PTVE	D	-0.64%
NFLX	A	-0.63%
MRK	F	-0.62%
AMD	D	-0.58%
KO	C	-0.58%
NVS	D	-0.58%
CRM	B	-0.57%
IDA	C	-0.55%
STNG	D	-0.54%
BAC	D	-0.51%
ORCL	B	-0.5%
MDT	B	-0.5%
PEP	D	-0.49%
ADBE	F	-0.48%
TMO	C	-0.48%
INSM	D	-0.47%
GILD	A	-0.45%
LIN	B	-0.45%
BMY	B	-0.44%
ALSN	A	-0.44%
MMC	D	-0.44%
CAT	A	-0.43%
DELL	C	-0.42%
SCCO	B	-0.42%
ITW	A	-0.41%
ARES	A	-0.4%
DHR	C	-0.4%
WFC	D	-0.4%
INTU	F	-0.4%
VZ	A	-0.4%
GE	C	-0.39%
IBM	B	-0.39%
DECK	B	-0.39%
NOW	C	-0.38%
TXN	C	-0.38%
CME	A	-0.38%
IIPR	C	-0.38%
SLVM	C	-0.37%
PM	C	-0.37%
AMAT	B	-0.37%
QCOM	D	-0.37%
T	A	-0.37%
AMT	C	-0.37%
ISRG	A	-0.36%
IDCC	A	-0.36%
HESM	D	-0.36%
PSA	C	-0.35%
SPGI	C	-0.35%
RTX	A	-0.35%
AMGN	D	-0.35%
BAH	A	-0.34%
DUK	A	-0.34%
UNP	D	-0.33%
TJX	C	-0.33%
FTI	B	-0.33%
ADP	A	-0.32%
LOW	A	-0.32%
REYN	D	-0.32%
PFE	D	-0.31%
NVO	F	-0.31%
BKNG	C	-0.31%
VEEV	C	-0.3%
DHT	B	-0.3%
SBLK	B	-0.3%
HON	C	-0.29%
MGEE	C	-0.29%
GS	C	-0.29%
O	A	-0.29%
LMT	A	-0.29%
NEE	A	-0.28%
BKU	D	-0.28%
TMUS	A	-0.27%
MATX	C	-0.27%
CVX	B	-0.25%
CL	D	-0.24%
CNA	D	-0.24%
COP	D	-0.24%
SO	A	-0.22%
OTTR	F	-0.22%
OGN	F	-0.22%
BLK	A	-0.22%
PFGC	A	-0.21%
EQIX	B	-0.21%
PAYX	A	-0.2%
XEL	A	-0.19%
EXR	C	-0.16%
MSI	A	-0.16%
WEC	A	-0.16%
CVBF	B	-0.16%
GEV	B	-0.14%
ELV	F	-0.13%
SFNC	C	-0.13%
NHI	C	-0.13%
KAR	D	-0.13%
TGT	C	-0.12%
BX	C	-0.12%
D	A	-0.09%
GIS	C	-0.09%
MDLZ	C	-0.09%
BDX	B	-0.08%
AJG	D	-0.05%
SPG	A	-0.05%
SYK	C	-0.05%