XJH vs. KBE ETF Comparison
Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to SPDR S&P Bank ETF (KBE)
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
KBE
SPDR S&P Bank ETF
KBE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded national money centers and leading regional banks. In seeking to track the performance of the S&P Banks Select Industry 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 represents the banks industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$54.61
Average Daily Volume
2,240,940
Number of Holdings
*
90
* may have additional holdings in another (foreign) market
Performance
| Period | XJH | KBE |
|---|---|---|
| 30 Days | 4.38% | 7.31% |
| 60 Days | 4.26% | 4.98% |
| 90 Days | 7.64% | 22.80% |
| 12 Months | 23.56% | 49.72% |
30 Overlapping Holdings
| Symbol | Grade | Weight in XJH | Weight in KBE | Overlap | |
|---|---|---|---|---|---|
| ASB | D | 1.0% | 1.03% | 1.0% | |
| CADE | C | 1.0% | 1.14% | 1.0% | |
| CBSH | C | 1.0% | 1.13% | 1.0% | |
| CFR | C | 1.0% | 1.12% | 1.0% | |
| COLB | B | 1.0% | 1.29% | 1.0% | |
| EQH | C | 1.0% | 0.99% | 0.99% | |
| ESNT | B | 1.0% | 1.13% | 1.0% | |
| EWBC | D | 1.0% | 1.11% | 1.0% | |
| FFIN | B | 1.0% | 1.29% | 1.0% | |
| FHN | D | 1.0% | 1.07% | 1.0% | |
| FNB | C | 1.0% | 1.07% | 1.0% | |
| GBCI | B | 1.0% | 1.22% | 1.0% | |
| HOMB | B | 1.0% | 1.14% | 1.0% | |
| HWC | D | 1.0% | 1.1% | 1.0% | |
| IBOC | D | 1.0% | 1.05% | 1.0% | |
| MTG | B | 1.0% | 1.2% | 1.0% | |
| ONB | C | 1.0% | 1.15% | 1.0% | |
| OZK | D | 1.0% | 1.07% | 1.0% | |
| PB | B | 1.0% | 1.22% | 1.0% | |
| PNFP | B | 1.0% | 1.22% | 1.0% | |
| SNV | C | 1.0% | 1.18% | 1.0% | |
| SSB | B | 1.0% | 1.32% | 1.0% | |
| TCBI | B | 1.0% | 1.2% | 1.0% | |
| UBSI | B | 1.0% | 1.16% | 1.0% | |
| UMBF | B | 1.0% | 1.27% | 1.0% | |
| VLY | C | 1.0% | 1.29% | 1.0% | |
| VOYA | B | 1.0% | 1.04% | 1.0% | |
| WBS | D | 1.0% | 1.1% | 1.0% | |
| WTFC | B | 1.0% | 1.12% | 1.0% | |
| ZION | D | 1.0% | 1.1% | 1.0% |
XJH Overweight 325 Positions Relative to KBE
| 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% | |
| PK | D | 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% | |
| IRDM | D | 1.0% | |
| POWI | F | 1.0% | |
| COTY | F | 1.0% | |
| CDP | B | 1.0% | |
| CNXC | F | 1.0% | |
| NSA | B | 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% | |
| LANC | D | 1.0% | |
| MSM | D | 1.0% | |
| EPR | B | 1.0% | |
| KMPR | D | 1.0% | |
| KRC | B | 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% | |
| EEFT | D | 1.0% | |
| ASGN | D | 1.0% | |
| KNF | B | 1.0% | |
| CUZ | B | 1.0% | |
| CPRI | D | 1.0% | |
| WLK | D | 1.0% | |
| DOCS | B | 1.0% | |
| GTLS | F | 1.0% | |
| QLYS | F | 1.0% | |
| FLO | C | 1.0% | |
| IRT | B | 1.0% | |
| SLM | D | 1.0% | |
| NJR | B | 1.0% | |
| FIVE | D | 1.0% | |
| AVT | C | 1.0% | |
| APPF | D | 1.0% | |
| GATX | D | 1.0% | |
| BCO | B | 1.0% | |
| JHG | B | 1.0% | |
| CELH | F | 1.0% | |
| AM | C | 1.0% | |
| VNT | F | 1.0% | |
| POR | C | 1.0% | |
| UGI | C | 1.0% | |
| VVV | D | 1.0% | |
| HXL | F | 1.0% | |
| BC | C | 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% | |
| VNO | B | 1.0% | |
| SON | 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% | |
| KRG | B | 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% | |
| 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% | |
| G | C | 1.0% | |
| WFRD | F | 1.0% | |
| CGNX | F | 1.0% | |
| H | C | 1.0% | |
| HQY | C | 1.0% | |
| CNM | F | 1.0% | |
| KEX | C | 1.0% | |
| WCC | D | 1.0% | |
| MKSI | F | 1.0% | |
| GNTX | F | 1.0% | |
| ARW | C | 1.0% | |
| TMHC | A | 1.0% | |
| SEIC | C | 1.0% | |
| JAZZ | D | 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% | |
| TREX | D | 1.0% | |
| MIDD | D | 1.0% | |
| DINO | F | 1.0% | |
| X | F | 1.0% | |
| CRUS | D | 1.0% | |
| ACHC | C | 1.0% | |
| UFPI | C | 1.0% | |
| PLNT | B | 1.0% | |
| CR | C | 1.0% | |
| LAD | D | 1.0% | |
| STAG | C | 1.0% | |
| DTM | B | 1.0% | |
| SSD | D | 1.0% | |
| FR | 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% | |
| ADC | C | 1.0% | |
| EXEL | C | 1.0% | |
| CIEN | C | 1.0% | |
| AYI | B | 1.0% | |
| FCN | D | 1.0% | |
| MEDP | F | 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% | |
| BRX | B | 1.0% | |
| TPX | C | 1.0% | |
| DCI | C | 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% | |
| EGP | B | 1.0% | |
| RGLD | C | 1.0% | |
| INGR | B | 1.0% | |
| ALLY | F | 1.0% | |
| PRI | B | 1.0% | |
| NNN | C | 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% | |
| OHI | B | 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% | |
| REXR | C | 1.0% | |
| SAIA | D | 1.0% | |
| WING | B | 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% | |
| CUBE | B | 1.0% | |
| CLH | A | 1.0% | |
| JLL | B | 1.0% | |
| DT | C | 1.0% | |
| TTEK | C | 1.0% | |
| ERIE | B | 1.0% | |
| AMH | C | 1.0% | |
| USFD | B | 1.0% | |
| IBKR | B | 1.0% | |
| RNR | C | 1.0% | |
| WPC | C | 1.0% | |
| OC | D | 1.0% | |
| GGG | C | 1.0% | |
| CASY | D | 1.0% | |
| RGA | C | 1.0% | |
| ELS | 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% |
XJH Underweight 60 Positions Relative to KBE
| Symbol | Grade | Weight | |
|---|---|---|---|
| TBBK | B | -1.52% | |
| WAL | B | -1.35% | |
| BKU | C | -1.3% | |
| ABCB | B | -1.27% | |
| INDB | C | -1.26% | |
| NMIH | B | -1.26% | |
| PFSI | C | -1.23% | |
| CBU | C | -1.21% | |
| AX | D | -1.19% | |
| CMA | B | -1.19% | |
| JXN | A | -1.18% | |
| BK | B | -1.17% | |
| MTB | B | -1.17% | |
| KEY | B | -1.17% | |
| FITB | B | -1.16% | |
| UCBI | B | -1.16% | |
| WAFD | C | -1.16% | |
| FIBK | B | -1.16% | |
| TFC | C | -1.15% | |
| CFG | C | -1.15% | |
| FHB | D | -1.15% | |
| RF | B | -1.15% | |
| BOKF | B | -1.15% | |
| PNC | B | -1.15% | |
| FBP | C | -1.14% | |
| HBAN | B | -1.14% | |
| CATY | C | -1.14% | |
| RDN | C | -1.14% | |
| BPOP | C | -1.13% | |
| COOP | C | -1.12% | |
| USB | B | -1.11% | |
| FULT | D | -1.11% | |
| BOH | D | -1.11% | |
| WD | A | -1.1% | |
| FCNCA | D | -1.1% | |
| IBTX | B | -1.1% | |
| AUB | D | -1.07% | |
| BANC | B | -1.07% | |
| NTRS | A | -1.06% | |
| CVBF | D | -1.05% | |
| PPBI | D | -1.04% | |
| EBC | B | -1.04% | |
| JPM | D | -1.03% | |
| SFBS | B | -1.02% | |
| WSFS | D | -0.97% | |
| APO | C | -0.97% | |
| BAC | D | -0.96% | |
| C | C | -0.95% | |
| CRBG | D | -0.92% | |
| WFC | D | -0.9% | |
| SBCF | C | -0.85% | |
| BANR | B | -0.8% | |
| SFNC | B | -0.77% | |
| FRME | D | -0.74% | |
| FFBC | D | -0.66% | |
| HTH | C | -0.64% | |
| TRMK | C | -0.64% | |
| RNST | D | -0.55% | |
| LKFN | C | -0.52% | |
| WSBC | D | -0.47% |
XJH: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Biotechnology
Semiconductors
Building Materials
Business Services
Packaging & Containers
REIT - Diversified
Apparel Manufacturing
Asset Management
Medical Care
Packaged Foods
REIT - Industrial
Scientific & Technical Instruments
Specialty Chemicals
Specialty Retail
Auto Parts
Insurance - Property & Casualty
REIT - Retail
Keywords:
Bank
Banking
Real Estate Investment Trust
Chemical
Mining
Insurance
Electronics
Aerospace
Semiconductor
Beverage
Construction
Deposit Products
Supply Chain Management
Computing
Telecommunications
Commercial Banking
Insurance Products
Building Materials
Individual Retirement Account
Medicine
KBE: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Banks - Global
Specialty Finance
Insurance - Specialty
Savings & Cooperative Banks
Banks - Regional
Insurance - Diversified
Insurance - Property & Casualty
Keywords:
Bank
Banking
Deposit Products
Commercial Banking
Commercial Bank
Real Estate Loans
Cash Management
Trust Services
Investment Bank
Investment Management
Individual Retirement Account
S&P 500
Cash Management Services
Financial Products
Investment Services
Banking Services
Retail Banking
Deposit Services
Internet Banking
Treasury Management Services
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