XJH vs. IYR ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares U.S. Real Estate ETF (IYR)

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

$44.30

Average Daily Volume

13,025

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

IYR

iShares U.S. Real Estate ETF

IYR Description

The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").

Grade (RS Rating)

Last Trade

$100.00

Average Daily Volume

5,414,134

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XJH	IYR
30 Days	4.58%	-0.39%
60 Days	5.23%	-1.91%
90 Days	5.65%	1.18%
12 Months	28.94%	24.24%

24 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in IYR	Overlap
ADC	A	0.29%	0.57%	0.29%
AMH	C	0.45%	0.89%	0.45%
BRX	A	0.33%	0.65%	0.33%
CUBE	C	0.41%	0.82%	0.41%
CUZ	B	0.18%	0.35%	0.18%
EGP	D	0.31%	0.63%	0.31%
ELS	C	0.5%	0.99%	0.5%
FR	D	0.26%	0.52%	0.26%
GLPI	C	0.5%	1.01%	0.5%
HR	B	0.24%	0.48%	0.24%
JLL	D	0.47%	0.93%	0.47%
KRC	B	0.16%	0.31%	0.16%
LAMR	C	0.42%	0.83%	0.42%
NLY	C	0.37%	0.74%	0.37%
NNN	C	0.29%	0.58%	0.29%
OHI	C	0.39%	0.77%	0.39%
PCH	F	0.11%	0.23%	0.11%
REXR	F	0.34%	0.69%	0.34%
RYN	D	0.15%	0.3%	0.15%
SBRA	C	0.16%	0.32%	0.16%
STAG	D	0.25%	0.5%	0.25%
STWD	C	0.23%	0.46%	0.23%
VNO	C	0.26%	0.51%	0.26%
WPC	C	0.45%	0.91%	0.45%

XJH Overweight 329 Positions Relative to IYR

Symbol	Grade	Weight
EME	A	0.88%
ILMN	C	0.85%
CSL	C	0.78%
LII	A	0.75%
IBKR	A	0.73%
WSO	A	0.69%
RPM	A	0.66%
MANH	D	0.65%
UTHR	C	0.65%
XPO	B	0.65%
OC	A	0.64%
BURL	B	0.64%
RS	B	0.64%
WSM	C	0.63%
DT	D	0.61%
USFD	A	0.61%
TOL	B	0.6%
THC	D	0.59%
FIX	A	0.59%
FNF	B	0.59%
COHR	B	0.58%
PSTG	D	0.58%
GGG	B	0.57%
CASY	A	0.57%
RGA	A	0.57%
SFM	A	0.54%
EWBC	A	0.54%
ACM	B	0.54%
AVTR	F	0.54%
SAIA	B	0.54%
CW	C	0.52%
RNR	C	0.51%
TXRH	B	0.5%
CLH	C	0.48%
ITT	A	0.47%
NBIX	C	0.47%
BMRN	F	0.47%
DUOL	A	0.46%
SCI	B	0.46%
NVT	B	0.46%
EQH	C	0.45%
UNM	A	0.45%
SF	B	0.45%
JEF	A	0.45%
ATR	B	0.44%
BJ	A	0.44%
LECO	C	0.44%
RRX	B	0.43%
FHN	A	0.41%
BLD	D	0.41%
TTEK	F	0.41%
FND	D	0.41%
KNSL	B	0.4%
GME	C	0.4%
AA	A	0.4%
EVR	B	0.4%
CCK	D	0.4%
EHC	B	0.39%
ARMK	B	0.39%
AFG	A	0.39%
WBS	A	0.39%
EXP	B	0.39%
WWD	C	0.39%
CHDN	B	0.39%
AIT	B	0.39%
SRPT	F	0.39%
LAD	A	0.38%
EXEL	B	0.38%
PRI	B	0.38%
CIEN	C	0.38%
AYI	B	0.38%
WING	D	0.37%
INGR	C	0.37%
HLI	A	0.37%
MUSA	B	0.37%
ALLY	C	0.37%
PNFP	B	0.36%
TPX	B	0.36%
WTRG	B	0.36%
DTM	A	0.36%
GMED	A	0.35%
WMS	F	0.35%
RGLD	C	0.35%
DCI	B	0.35%
WCC	B	0.35%
FBIN	D	0.35%
BRBR	A	0.35%
PCTY	C	0.34%
AXTA	B	0.34%
AAON	B	0.34%
CFR	B	0.34%
KNX	C	0.34%
PEN	B	0.34%
WTFC	A	0.33%
SNX	D	0.33%
ZION	B	0.33%
NYT	D	0.33%
ORI	A	0.33%
CBSH	B	0.32%
CHE	D	0.32%
CR	A	0.32%
MTZ	B	0.32%
GPK	C	0.32%
TTC	C	0.32%
MEDP	D	0.32%
CNM	D	0.31%
SSB	B	0.31%
ONTO	F	0.31%
PLNT	A	0.31%
X	B	0.31%
SKX	D	0.31%
LNW	F	0.31%
HRB	D	0.31%
HQY	A	0.31%
PB	B	0.3%
VOYA	B	0.3%
SEIC	B	0.3%
SNV	C	0.3%
UFPI	C	0.3%
BERY	C	0.29%
MKSI	C	0.29%
WH	B	0.29%
JAZZ	B	0.29%
FYBR	C	0.29%
TREX	C	0.29%
SSD	F	0.29%
FLS	B	0.29%
RLI	A	0.28%
MIDD	C	0.28%
TMHC	C	0.28%
EXLS	B	0.28%
MTSI	B	0.28%
OLED	F	0.28%
ANF	F	0.28%
G	B	0.28%
RGEN	D	0.28%
WEX	D	0.28%
CVLT	B	0.28%
KEX	B	0.28%
LPX	B	0.27%
MASI	B	0.27%
H	B	0.27%
GTLS	A	0.27%
GXO	B	0.27%
ALV	C	0.27%
COKE	C	0.27%
R	B	0.27%
ESAB	C	0.27%
RYAN	A	0.27%
OSK	C	0.27%
MSA	F	0.26%
HALO	F	0.26%
CMC	B	0.26%
VMI	B	0.26%
DINO	D	0.26%
FCN	F	0.26%
CGNX	D	0.26%
ELF	C	0.26%
ONB	C	0.26%
LSCC	D	0.26%
GNTX	C	0.26%
DOCS	C	0.25%
COLB	B	0.25%
DAR	C	0.25%
KD	B	0.25%
AZPN	A	0.25%
DBX	B	0.25%
LSTR	D	0.25%
FAF	A	0.25%
MTN	C	0.25%
WHR	B	0.24%
NOV	C	0.24%
GBCI	B	0.24%
MTG	C	0.24%
CYTK	F	0.24%
CBT	D	0.23%
VNT	C	0.23%
BRKR	D	0.23%
SIGI	C	0.23%
NOVT	D	0.23%
ARW	D	0.23%
WFRD	D	0.23%
LFUS	D	0.23%
ALTR	B	0.23%
UBSI	B	0.22%
HOMB	A	0.22%
AGCO	D	0.22%
RMBS	B	0.22%
LITE	B	0.22%
JHG	B	0.22%
WTS	B	0.22%
PVH	C	0.22%
THO	B	0.22%
THG	A	0.22%
KRG	B	0.22%
CHX	C	0.22%
ESNT	F	0.22%
CROX	D	0.22%
FNB	A	0.22%
CRUS	D	0.21%
CADE	B	0.21%
UMBF	B	0.21%
QLYS	B	0.21%
CLF	F	0.21%
VVV	D	0.21%
AMG	B	0.21%
LNTH	D	0.21%
ALTM	B	0.21%
OLLI	D	0.21%
KBH	D	0.21%
SLM	A	0.2%
FFIN	B	0.2%
KNF	B	0.2%
BC	C	0.2%
APPF	B	0.2%
GATX	A	0.2%
LEA	F	0.2%
BDC	C	0.19%
GAP	C	0.19%
HXL	F	0.19%
ST	F	0.19%
SON	F	0.19%
UGI	C	0.19%
EXPO	D	0.19%
BYD	B	0.19%
NXST	C	0.19%
ROIV	C	0.19%
AM	A	0.19%
OZK	B	0.19%
HWC	B	0.19%
POST	C	0.19%
HAE	C	0.18%
AVT	C	0.18%
AVNT	B	0.18%
IRT	A	0.18%
NJR	A	0.18%
WMG	D	0.18%
VLY	B	0.18%
LOPE	C	0.18%
TKR	D	0.18%
RH	C	0.18%
FIVE	F	0.18%
MMS	F	0.18%
AN	C	0.17%
EEFT	B	0.17%
DLB	B	0.17%
SLGN	A	0.17%
SWX	B	0.17%
TCBI	C	0.16%
ASGN	F	0.16%
BCO	F	0.16%
NEU	D	0.16%
CELH	F	0.16%
OGS	A	0.16%
WLK	D	0.16%
KMPR	A	0.16%
ORA	B	0.16%
FLO	D	0.16%
M	F	0.16%
IBOC	B	0.15%
MSM	C	0.15%
HOG	D	0.15%
ENS	F	0.15%
ASB	B	0.15%
CNO	B	0.15%
XRAY	F	0.14%
ACHC	F	0.14%
TNL	A	0.14%
OPCH	D	0.14%
ASH	F	0.14%
SR	A	0.14%
FHI	B	0.13%
EPR	C	0.13%
VAL	F	0.13%
BLKB	B	0.13%
CDP	C	0.13%
SLAB	F	0.13%
NVST	B	0.13%
TEX	F	0.13%
IRDM	D	0.13%
PII	F	0.13%
POWI	F	0.13%
LANC	C	0.13%
ZI	D	0.12%
PK	C	0.12%
PAG	B	0.12%
ALGM	D	0.12%
PBF	D	0.12%
BHF	C	0.12%
WEN	D	0.12%
SMG	C	0.12%
GHC	B	0.12%
FLG	D	0.12%
CHH	A	0.12%
YETI	D	0.12%
COLM	C	0.11%
COTY	F	0.11%
LIVN	F	0.11%
SAM	C	0.11%
TDC	D	0.11%
NEOG	F	0.11%
AMKR	D	0.11%
AMED	F	0.11%
NSA	C	0.11%
SYNA	C	0.11%
VAC	C	0.11%
MAN	F	0.11%
WU	F	0.1%
ENOV	C	0.1%
VC	F	0.1%
ARWR	D	0.1%
GT	C	0.1%
NSP	F	0.1%
CXT	C	0.1%
HGV	C	0.1%
CPRI	F	0.09%
PPC	C	0.08%
IPGP	D	0.08%
AZTA	D	0.08%
JWN	D	0.08%
RCM	A	0.08%
GEF	A	0.07%
CAR	C	0.07%
VSH	F	0.07%
UAA	C	0.07%
CNXC	F	0.07%
CRI	F	0.07%
UA	C	0.05%
MAGN	D	0.01%

XJH Underweight 40 Positions Relative to IYR

Symbol	Grade	Weight
PLD	F	-7.78%
AMT	C	-6.8%
EQIX	A	-6.31%
WELL	A	-4.84%
SPG	A	-4.14%
DLR	B	-4.14%
PSA	C	-3.95%
O	C	-3.69%
CCI	C	-3.38%
CBRE	B	-2.94%
EXR	C	-2.61%
IRM	C	-2.52%
VICI	C	-2.48%
AVB	B	-2.44%
CSGP	D	-2.19%
VTR	B	-1.97%
EQR	C	-1.88%
SBAC	D	-1.78%
WY	F	-1.69%
ESS	B	-1.45%
INVH	D	-1.44%
MAA	B	-1.38%
KIM	A	-1.26%
ARE	F	-1.23%
SUI	C	-1.1%
DOC	C	-1.1%
UDR	B	-1.0%
CPT	B	-0.96%
HST	C	-0.91%
REG	A	-0.9%
BXP	C	-0.86%
Z	A	-0.82%
FRT	B	-0.64%
AGNC	C	-0.56%
COLD	D	-0.43%
RITM	C	-0.42%
ZG	A	-0.29%
LINE	F	-0.28%
HHH	B	-0.18%
SEG	B	-0.02%