XJH vs. SMDY ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Syntax Stratified MidCap ETF (SMDY)
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

$41.01

Average Daily Volume

19,528

Number of Holdings *

10

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

Syntax Stratified MidCap ETF

SMDY Description The investment seeks to provide investment results that, before expenses, correspond generally to the total return performance of publicly traded equity securities of companies comprising the Syntax Stratified MidCap Index. Under normal market conditions, the fund generally invests substantially all, and at least 95%, of its total assets in the securities comprising the index. The index, which was created by Syntax LLC, an affiliate of the fund's investment adviser, is the stratified-weight version of the widely used S&P MidCap 400® Index and holds the same constituents as the S&P MidCap 400 Index.

Grade (RS Rating)

Last Trade

$44.18

Average Daily Volume

264

Number of Holdings *

390

* may have additional holdings in another (foreign) market
Performance
Period XJH SMDY
30 Days 5.48% 3.98%
60 Days 3.68% 3.29%
90 Days 7.14% 7.44%
12 Months 13.30% 11.07%
10 Overlapping Holdings
Symbol Grade Weight in XJH Weight in SMDY Overlap
BURL B 0.66% 0.32% 0.32%
CSL C 0.83% 0.08% 0.08%
EME D 0.74% 0.13% 0.13%
LII B 0.74% 0.16% 0.16%
MANH B 0.65% 0.29% 0.29%
OC B 0.65% 0.08% 0.08%
PSTG D 0.84% 0.51% 0.51%
RS C 0.71% 0.17% 0.17%
WSM C 0.78% 0.22% 0.22%
WSO C 0.63% 0.07% 0.07%
XJH Overweight 0 Positions Relative to SMDY
Symbol Grade Weight
XJH Underweight 380 Positions Relative to SMDY
Symbol Grade Weight
SMG B -1.77%
COTY F -1.72%
LITE C -1.33%
CIEN B -1.22%
FYBR A -1.21%
IRDM C -1.11%
DOCS C -1.09%
ZD F -1.01%
QLYS D -0.79%
DT F -0.73%
AMKR F -0.67%
SBRA B -0.66%
OHI A -0.64%
LNW A -0.63%
TXRH A -0.59%
DLB F -0.58%
WEN C -0.58%
ACHC D -0.57%
ARMK B -0.57%
WING D -0.55%
THC B -0.55%
CRUS C -0.51%
RMBS F -0.5%
SRPT C -0.49%
COKE A -0.48%
UTHR B -0.48%
ALGM F -0.47%
ARWR D -0.46%
POWI F -0.46%
PAG B -0.46%
POST A -0.46%
MTSI D -0.46%
WBS C -0.46%
MKSI D -0.45%
AN B -0.45%
HALO B -0.45%
SLAB F -0.45%
SYNA F -0.45%
LAD B -0.44%
CYTK D -0.44%
ASB C -0.44%
NBIX A -0.44%
TMHC B -0.44%
KBH B -0.44%
LSCC F -0.44%
CAR F -0.43%
EXEL A -0.43%
ONTO F -0.43%
MEDP D -0.42%
ILMN B -0.42%
BMRN C -0.42%
TOL B -0.42%
GMED B -0.42%
PRGO C -0.42%
JAZZ C -0.4%
HAE C -0.4%
AZTA B -0.4%
ENOV C -0.39%
LIVN F -0.39%
RGEN B -0.39%
BRBR D -0.39%
SF B -0.39%
BHF B -0.38%
IBKR D -0.38%
PRI A -0.37%
CNO B -0.37%
APPF D -0.36%
KMPR B -0.36%
ERIE A -0.36%
UNM A -0.36%
TGNA C -0.35%
NVST F -0.35%
TEX C -0.34%
CG B -0.34%
NXST B -0.34%
CELH F -0.34%
EQH B -0.34%
MTG B -0.33%
CVLT B -0.33%
AMG B -0.33%
DBX D -0.33%
GHC C -0.32%
LECO C -0.32%
HRB A -0.32%
PPC B -0.32%
NSP C -0.31%
WEX D -0.31%
BLKB C -0.31%
MORN B -0.31%
ESAB C -0.31%
MSA C -0.31%
SFM A -0.31%
JHG B -0.31%
LOPE A -0.31%
PCTY C -0.31%
FHI C -0.31%
CGNX D -0.31%
ESNT B -0.31%
NYT B -0.31%
FNF A -0.31%
INGR A -0.3%
WU D -0.3%
JWN B -0.3%
BJ C -0.3%
DAR C -0.3%
RGA A -0.3%
MIDD B -0.3%
MMS B -0.3%
IPGP F -0.3%
CPRI D -0.3%
FAF B -0.3%
USFD C -0.29%
TDC F -0.29%
ALTR D -0.29%
VOYA F -0.29%
WMG F -0.29%
ST D -0.29%
SEIC B -0.29%
SLM C -0.29%
RNR A -0.29%
OSK D -0.29%
VNT F -0.29%
COLM D -0.28%
AGCO F -0.28%
LANC B -0.28%
PFGC D -0.28%
SAM F -0.28%
ZI F -0.28%
FLO C -0.28%
TTC C -0.28%
TKO C -0.28%
POR A -0.27%
ALLY B -0.27%
CRI F -0.27%
EEFT F -0.27%
M D -0.26%
HQY D -0.26%
OGE A -0.26%
NWE B -0.26%
PNM A -0.26%
DKS D -0.26%
ELF D -0.25%
ORA A -0.25%
GPS D -0.25%
GME D -0.25%
ALE A -0.25%
DUOL F -0.25%
SKX D -0.25%
OPCH C -0.25%
PVH F -0.25%
IDA A -0.25%
DTM A -0.24%
SR B -0.24%
OGS B -0.24%
OLLI B -0.24%
AMED A -0.24%
CROX D -0.24%
ENS B -0.23%
NFG A -0.23%
PLNT C -0.23%
UGI A -0.23%
PII D -0.23%
KEX C -0.23%
EHC A -0.23%
PGNY D -0.23%
NJR A -0.23%
HOG B -0.23%
MUSA A -0.23%
WTRG A -0.23%
THO C -0.23%
BKH A -0.23%
SWX B -0.22%
LNTH C -0.22%
CASY B -0.22%
VC C -0.22%
AYI D -0.22%
CNXC C -0.22%
EXLS C -0.22%
LFUS B -0.22%
SCI B -0.22%
BC C -0.22%
AM C -0.22%
CHE B -0.22%
CUBE B -0.21%
NVT D -0.21%
GNTX F -0.21%
AMH C -0.2%
PEN F -0.2%
DINO D -0.2%
CHX C -0.2%
FIVE F -0.2%
WFRD C -0.2%
IRT A -0.2%
JEF B -0.2%
ELS A -0.2%
KD C -0.2%
NSA C -0.2%
G B -0.2%
SAIC C -0.2%
XPO B -0.19%
PBF F -0.19%
RYAN A -0.19%
CMC B -0.19%
SAIA F -0.19%
BCO B -0.19%
XRAY C -0.19%
ANF D -0.19%
SHC B -0.19%
GXO C -0.19%
CACI A -0.19%
LSTR B -0.18%
ORI A -0.18%
WHR C -0.18%
THG A -0.18%
RGLD A -0.18%
KNX B -0.18%
NOV B -0.18%
VAL C -0.18%
FLR C -0.18%
CLF F -0.17%
BLD C -0.17%
MAT B -0.17%
MP F -0.17%
RH B -0.17%
X B -0.17%
EVR B -0.17%
RBA C -0.17%
SRCL A -0.17%
CLH A -0.17%
GATX C -0.16%
EXPO B -0.16%
R B -0.16%
HLI B -0.16%
RLI A -0.16%
JLL B -0.16%
TPX C -0.16%
AFG B -0.16%
ASGN D -0.16%
ACM B -0.15%
YETI D -0.15%
AA F -0.15%
NEOG B -0.15%
SIGI D -0.15%
TREX D -0.15%
BRKR D -0.15%
RCM B -0.15%
KBR B -0.15%
KNSL B -0.15%
FCN C -0.15%
MDU B -0.14%
HWC C -0.14%
BYD C -0.14%
GLPI B -0.14%
UA D -0.14%
TTEK A -0.14%
UAA D -0.14%
KNF C -0.14%
MAN B -0.14%
MTZ D -0.14%
FIX C -0.14%
COHR C -0.13%
TCBI C -0.13%
WTFC C -0.13%
CHDN B -0.13%
UMBF B -0.13%
CBSH B -0.13%
CFR C -0.13%
EXP B -0.13%
PCH C -0.13%
VSH C -0.13%
OLED C -0.13%
NOVT C -0.13%
BDC A -0.12%
MASI F -0.12%
RYN B -0.12%
FND F -0.12%
FHN C -0.12%
LPX B -0.12%
ADNT F -0.11%
TNL C -0.11%
VNO B -0.11%
GTLS C -0.11%
LEA C -0.11%
GT F -0.11%
DCI B -0.1%
CBT C -0.1%
RPM B -0.1%
VAC F -0.1%
PK F -0.1%
ASH D -0.1%
H C -0.1%
GGG C -0.1%
AXTA A -0.1%
WOLF F -0.1%
WH C -0.1%
HXL D -0.1%
AVNT B -0.1%
CUZ A -0.1%
FLS B -0.1%
HGV D -0.1%
KRC C -0.1%
WTS B -0.1%
VVV B -0.1%
CHH B -0.1%
STAG A -0.09%
HELE F -0.09%
RBC B -0.09%
NEU B -0.09%
SSD C -0.09%
OLN F -0.09%
WMS C -0.09%
CC F -0.09%
WLK D -0.09%
ALV D -0.09%
MTN D -0.09%
PR F -0.08%
AIT C -0.08%
RRX B -0.08%
PNFP B -0.08%
CHRD D -0.08%
COLB C -0.08%
SSB B -0.08%
CIVI D -0.08%
CR B -0.08%
ITT B -0.08%
MSM C -0.08%
FFIN C -0.08%
MTDR D -0.08%
WPC C -0.08%
AAON C -0.08%
BWXT C -0.08%
VMI B -0.08%
REXR B -0.08%
EGP A -0.08%
ATR A -0.08%
TKR B -0.08%
FR A -0.08%
AR D -0.07%
SNX D -0.07%
CHK F -0.07%
LAMR B -0.07%
SWN F -0.07%
RRC F -0.07%
ADC A -0.07%
KRG A -0.07%
FNB B -0.07%
EWBC C -0.07%
EPR B -0.07%
NNN A -0.07%
BRX B -0.07%
ARW C -0.07%
CADE C -0.07%
WCC F -0.07%
CACC D -0.07%
PB B -0.07%
UBSI B -0.07%
OZK C -0.07%
HOMB B -0.07%
ZION C -0.07%
OVV F -0.07%
IBOC C -0.07%
WWD D -0.07%
TPL B -0.07%
AVT D -0.07%
CNM C -0.07%
VLY C -0.07%
GBCI C -0.07%
SNV B -0.07%
CW A -0.07%
ONB B -0.07%
CNX B -0.07%
MUR F -0.07%
BERY B -0.06%
UFPI B -0.06%
STWD B -0.06%
SON D -0.05%
CCK B -0.05%
GEF B -0.05%
GPK B -0.05%
SLGN A -0.05%
Compare ETFs