XJH vs. REZ ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares Residential Real Estate Capped ETF (REZ)
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

$42.42

Average Daily Volume

17,551

Number of Holdings *

355

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

iShares Residential Real Estate Capped ETF

REZ Description The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. 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. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$89.57

Average Daily Volume

112,574

Number of Holdings *

38

* may have additional holdings in another (foreign) market
Performance
Period XJH REZ
30 Days 4.30% 7.09%
60 Days 4.17% 12.07%
90 Days 7.56% 17.38%
12 Months 23.47% 32.02%
8 Overlapping Holdings
Symbol Grade Weight in XJH Weight in REZ Overlap
AMH C 1.0% 2.82% 1.0%
CUBE C 1.0% 2.51% 1.0%
ELS C 1.0% 2.85% 1.0%
HR C 1.0% 1.43% 1.0%
IRT B 1.0% 0.97% 0.97%
NSA B 1.0% 0.72% 0.72%
OHI B 1.0% 2.08% 1.0%
SBRA C 1.0% 0.9% 0.9%
XJH Overweight 347 Positions Relative to REZ
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%
TCBI B 1.0%
IRDM D 1.0%
POWI F 1.0%
COTY F 1.0%
CDP B 1.0%
CNXC F 1.0%
ASB D 1.0%
IBOC D 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%
VLY C 1.0%
LANC D 1.0%
MSM D 1.0%
EPR B 1.0%
KMPR D 1.0%
KRC C 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%
ROIV C 1.0%
AVNT B 1.0%
CNO B 1.0%
PII D 1.0%
DLB F 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%
OZK D 1.0%
EEFT D 1.0%
ASGN D 1.0%
HWC D 1.0%
CADE C 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%
UMBF B 1.0%
FLO C 1.0%
UBSI B 1.0%
SLM D 1.0%
NJR B 1.0%
FIVE D 1.0%
AVT C 1.0%
FFIN B 1.0%
APPF D 1.0%
GATX D 1.0%
BCO B 1.0%
JHG B 1.0%
CELH F 1.0%
GBCI B 1.0%
AM C 1.0%
VNT F 1.0%
POR C 1.0%
UGI C 1.0%
COLB B 1.0%
VVV D 1.0%
HXL F 1.0%
BC C 1.0%
HOMB B 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 B 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 C 1.0%
SON C 1.0%
FNB 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%
ONB C 1.0%
COKE C 1.0%
NOVT D 1.0%
STWD A 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%
SNV C 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%
WTFC C 1.0%
KEX C 1.0%
WCC D 1.0%
MKSI F 1.0%
GNTX F 1.0%
ARW C 1.0%
MTG B 1.0%
TMHC A 1.0%
ZION D 1.0%
SEIC C 1.0%
JAZZ D 1.0%
ESNT B 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%
CFR 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%
PB B 1.0%
UFPI C 1.0%
PNFP B 1.0%
PLNT B 1.0%
CR C 1.0%
SSB B 1.0%
LAD D 1.0%
STAG C 1.0%
DTM B 1.0%
SSD D 1.0%
CBSH C 1.0%
VOYA B 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 D 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%
WBS D 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%
FHN D 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%
EQH C 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%
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%
EWBC D 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%
CLH A 1.0%
JLL B 1.0%
DT C 1.0%
TTEK C 1.0%
ERIE B 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%
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 30 Positions Relative to REZ
Symbol Grade Weight
WELL C -15.18%
PSA B -11.38%
EXR B -7.52%
AVB B -6.59%
EQR B -5.88%
VTR C -4.91%
ESS B -4.13%
ARE C -4.1%
MAA B -3.95%
INVH C -3.91%
SUI B -3.7%
DOC C -3.23%
UDR C -3.16%
CPT B -2.66%
CTRE C -0.87%
MPW C -0.77%
NHI C -0.73%
AHR B -0.33%
ELME B -0.33%
LTC C -0.33%
VRE B -0.29%
AIV B -0.27%
UMH C -0.26%
CSR B -0.23%
NXRT C -0.21%
DHC B -0.17%
GMRE C -0.13%
UHT B -0.12%
CHCT F -0.1%
BRT C -0.04%
Compare ETFs