XJH vs. SMMD ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares Russell 2500 ETF (SMMD)
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

$39.15

Average Daily Volume

20,784

Number of Holdings *

356

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

iShares Russell 2500 ETF

SMMD Description The investment seeks to track the investment results of the Russell 2500TM Index. The fund generally will invest at least 90% of its assets in the component securities, including indirect investments through the underlying fund, of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the small- to mid-capitalization sector of the U.S. equity market, as defined by FTSE Russell.

Grade (RS Rating)

Last Trade

$61.92

Average Daily Volume

123,258

Number of Holdings *

501

* may have additional holdings in another (foreign) market
Performance
Period XJH SMMD
30 Days -1.78% -2.24%
60 Days -1.76% -2.61%
90 Days -2.71% -3.30%
12 Months 12.32% 9.87%
263 Overlapping Holdings
Symbol Grade Weight in XJH Weight in SMMD Overlap
AA B 0.31% 0.12% 0.12%
AAON B 0.25% 0.1% 0.1%
ACHC F 0.27% 0.1% 0.1%
ADC B 0.25% 0.1% 0.1%
AFG D 0.37% 0.15% 0.15%
AGCO F 0.26% 0.1% 0.1%
ALGM C 0.08% 0.04% 0.04%
ALLY B 0.47% 0.19% 0.19%
AM B 0.22% 0.09% 0.09%
AMED A 0.12% 0.05% 0.05%
AMG D 0.2% 0.09% 0.09%
AMH A 0.51% 0.21% 0.21%
AMKR B 0.18% 0.08% 0.08%
AN D 0.17% 0.07% 0.07%
APPF B 0.22% 0.09% 0.09%
ARMK C 0.39% 0.15% 0.15%
ARW D 0.28% 0.11% 0.11%
ASH D 0.2% 0.08% 0.08%
ATR D 0.4% 0.16% 0.16%
AVT D 0.21% 0.08% 0.08%
AXTA D 0.33% 0.13% 0.13%
AYI D 0.32% 0.13% 0.13%
AZPN D 0.24% 0.09% 0.09%
AZTA D 0.12% 0.05% 0.05%
BC F 0.21% 0.08% 0.08%
BERY D 0.3% 0.12% 0.12%
BHF F 0.13% 0.05% 0.05%
BJ B 0.51% 0.2% 0.2%
BLD D 0.53% 0.21% 0.21%
BRBR B 0.32% 0.13% 0.13%
BRKR F 0.27% 0.11% 0.11%
BRX B 0.3% 0.12% 0.12%
BYD C 0.16% 0.06% 0.06%
CAR F 0.08% 0.03% 0.03%
CASY B 0.6% 0.24% 0.24%
CBSH C 0.28% 0.11% 0.11%
CCK F 0.38% 0.15% 0.15%
CELH F 0.36% 0.17% 0.17%
CFR D 0.28% 0.1% 0.1%
CG C 0.38% 0.16% 0.16%
CGNX B 0.34% 0.14% 0.14%
CHDN B 0.4% 0.17% 0.17%
CHE D 0.34% 0.14% 0.14%
CHH B 0.12% 0.06% 0.06%
CIEN F 0.3% 0.12% 0.12%
CLF D 0.32% 0.12% 0.12%
CLH B 0.5% 0.2% 0.2%
CNM D 0.36% 0.14% 0.14%
CNXC C 0.13% 0.05% 0.05%
COHR B 0.41% 0.16% 0.16%
COKE B 0.22% 0.11% 0.11%
COLB D 0.18% 0.07% 0.07%
COLM D 0.11% 0.04% 0.04%
COTY F 0.16% 0.07% 0.07%
CPRI D 0.17% 0.06% 0.06%
CR C 0.31% 0.12% 0.12%
CRI F 0.09% 0.04% 0.04%
CROX C 0.38% 0.15% 0.15%
CRUS A 0.3% 0.12% 0.12%
CUBE B 0.43% 0.17% 0.17%
CUZ D 0.15% 0.06% 0.06%
CW C 0.44% 0.18% 0.18%
CXT D 0.13% 0.05% 0.05%
DAR F 0.25% 0.1% 0.1%
DBX D 0.24% 0.1% 0.1%
DCI D 0.36% 0.15% 0.15%
DINO D 0.35% 0.15% 0.15%
DLB D 0.2% 0.08% 0.08%
DOCS B 0.15% 0.06% 0.06%
DT F 0.46% 0.2% 0.2%
DTM B 0.29% 0.12% 0.12%
DUOL F 0.33% 0.13% 0.13%
EEFT D 0.2% 0.08% 0.08%
EGP B 0.34% 0.14% 0.14%
EHC B 0.37% 0.15% 0.15%
ELF C 0.5% 0.19% 0.19%
ELS C 0.52% 0.21% 0.21%
EME D 0.74% 0.29% 0.29%
ENOV F 0.1% 0.04% 0.04%
EPR C 0.14% 0.05% 0.05%
ESAB D 0.23% 0.09% 0.09%
EVR A 0.32% 0.13% 0.13%
EWBC D 0.45% 0.18% 0.18%
EXEL C 0.28% 0.11% 0.11%
EXP D 0.32% 0.13% 0.13%
FAF D 0.24% 0.09% 0.09%
FBIN F 0.35% 0.14% 0.14%
FCN D 0.32% 0.13% 0.13%
FHN C 0.37% 0.15% 0.15%
FIVE F 0.25% 0.1% 0.1%
FIX D 0.46% 0.18% 0.18%
FLO D 0.18% 0.07% 0.07%
FLS D 0.27% 0.11% 0.11%
FNB C 0.23% 0.08% 0.08%
FND F 0.46% 0.18% 0.18%
FR C 0.26% 0.11% 0.11%
FYBR B 0.25% 0.11% 0.11%
G D 0.23% 0.1% 0.1%
GGG D 0.58% 0.23% 0.23%
GLPI B 0.58% 0.2% 0.2%
GME C 0.29% 0.11% 0.11%
GMED B 0.33% 0.13% 0.13%
GNTX D 0.33% 0.13% 0.13%
GPK D 0.35% 0.14% 0.14%
GPS C 0.22% 0.08% 0.08%
GXO F 0.26% 0.1% 0.1%
H C 0.3% 0.11% 0.11%
HLI A 0.3% 0.12% 0.12%
HOG F 0.18% 0.07% 0.07%
HR B 0.27% 0.11% 0.11%
HRB B 0.33% 0.13% 0.13%
HXL D 0.22% 0.09% 0.09%
INGR D 0.33% 0.13% 0.13%
IPGP D 0.1% 0.04% 0.04%
IRDM D 0.14% 0.05% 0.05%
ITT D 0.45% 0.18% 0.18%
JAZZ F 0.29% 0.11% 0.11%
JHG B 0.2% 0.08% 0.08%
JLL B 0.42% 0.17% 0.17%
JWN B 0.09% 0.04% 0.04%
KD C 0.26% 0.1% 0.1%
KEX B 0.3% 0.12% 0.12%
KMPR C 0.16% 0.06% 0.06%
KNSL F 0.37% 0.15% 0.15%
KNX C 0.34% 0.13% 0.13%
KRC F 0.14% 0.06% 0.06%
LAD F 0.3% 0.12% 0.12%
LAMR B 0.45% 0.18% 0.18%
LEA F 0.28% 0.11% 0.11%
LECO F 0.46% 0.18% 0.18%
LFUS C 0.27% 0.11% 0.11%
LII B 0.74% 0.29% 0.29%
LITE B 0.15% 0.06% 0.06%
LNW B 0.41% 0.16% 0.16%
LOPE C 0.17% 0.07% 0.07%
LPX D 0.23% 0.09% 0.09%
LSCC D 0.34% 0.13% 0.13%
LSTR D 0.27% 0.11% 0.11%
M C 0.23% 0.09% 0.09%
MAN D 0.15% 0.06% 0.06%
MANH B 0.65% 0.26% 0.26%
MASI F 0.24% 0.09% 0.09%
MDU C 0.23% 0.09% 0.09%
MEDP C 0.42% 0.18% 0.18%
MIDD F 0.28% 0.11% 0.11%
MKSI B 0.36% 0.15% 0.15%
MP D 0.07% 0.03% 0.03%
MSA C 0.3% 0.12% 0.12%
MSM F 0.15% 0.06% 0.06%
MTG B 0.27% 0.1% 0.1%
MTN F 0.29% 0.12% 0.12%
MTSI A 0.26% 0.11% 0.11%
MTZ C 0.28% 0.11% 0.11%
MUSA C 0.38% 0.15% 0.15%
NBIX C 0.61% 0.23% 0.23%
NEU D 0.15% 0.06% 0.06%
NLY C 0.43% 0.17% 0.17%
NNN B 0.33% 0.13% 0.13%
NOV D 0.33% 0.13% 0.13%
NSA B 0.12% 0.05% 0.05%
NVST F 0.12% 0.05% 0.05%
NVT D 0.57% 0.22% 0.22%
NXST B 0.23% 0.09% 0.09%
NYT A 0.36% 0.14% 0.14%
OC D 0.65% 0.26% 0.26%
OHI B 0.36% 0.14% 0.14%
OLED A 0.39% 0.17% 0.17%
OLLI B 0.25% 0.1% 0.1%
ONTO B 0.46% 0.18% 0.18%
ORI D 0.35% 0.14% 0.14%
OSK D 0.3% 0.12% 0.12%
OZK D 0.19% 0.08% 0.08%
PAG D 0.12% 0.05% 0.05%
PB D 0.25% 0.09% 0.09%
PCTY F 0.24% 0.1% 0.1%
PEN D 0.3% 0.11% 0.11%
PII F 0.18% 0.07% 0.07%
PK D 0.14% 0.05% 0.05%
PLNT B 0.28% 0.11% 0.11%
PNFP D 0.27% 0.1% 0.1%
POST C 0.23% 0.09% 0.09%
PPC B 0.07% 0.03% 0.03%
PRGO F 0.15% 0.06% 0.06%
PRI C 0.37% 0.14% 0.14%
PSTG B 0.84% 0.32% 0.32%
PVH F 0.26% 0.1% 0.1%
QDEL F 0.07% 0.03% 0.03%
R B 0.24% 0.09% 0.09%
RCM F 0.11% 0.03% 0.03%
REXR C 0.41% 0.16% 0.16%
RGA C 0.6% 0.23% 0.23%
RGEN F 0.28% 0.12% 0.12%
RGLD B 0.35% 0.14% 0.14%
RH D 0.16% 0.06% 0.06%
RLI D 0.23% 0.1% 0.1%
RNR D 0.51% 0.2% 0.2%
ROIV D 0.15% 0.06% 0.06%
RPM D 0.6% 0.23% 0.23%
RRX F 0.39% 0.15% 0.15%
RS D 0.7% 0.28% 0.28%
RYN D 0.17% 0.07% 0.07%
SAIA C 0.54% 0.21% 0.21%
SAM C 0.12% 0.05% 0.05%
SCI C 0.45% 0.17% 0.17%
SEIC D 0.27% 0.11% 0.11%
SF B 0.39% 0.14% 0.14%
SKX C 0.39% 0.16% 0.16%
SLGN D 0.15% 0.06% 0.06%
SLM D 0.21% 0.08% 0.08%
SMG D 0.12% 0.05% 0.05%
SNV B 0.26% 0.1% 0.1%
SNX D 0.39% 0.15% 0.15%
SON F 0.22% 0.08% 0.08%
SRCL B 0.23% 0.09% 0.09%
SSD F 0.3% 0.12% 0.12%
ST C 0.24% 0.1% 0.1%
STAG B 0.27% 0.11% 0.11%
STWD D 0.26% 0.1% 0.1%
TDC C 0.15% 0.06% 0.06%
THC C 0.57% 0.22% 0.22%
THG D 0.2% 0.08% 0.08%
THO D 0.22% 0.08% 0.08%
TKR D 0.22% 0.09% 0.09%
TNL D 0.15% 0.05% 0.05%
TOL D 0.54% 0.2% 0.2%
TPX D 0.36% 0.14% 0.14%
TREX F 0.34% 0.14% 0.14%
TTC C 0.42% 0.17% 0.17%
TTEK D 0.47% 0.19% 0.19%
TXRH B 0.49% 0.2% 0.2%
UA F 0.05% 0.02% 0.02%
UAA F 0.06% 0.02% 0.02%
UGI D 0.21% 0.08% 0.08%
UNM D 0.3% 0.16% 0.16%
USFD C 0.53% 0.21% 0.21%
UTHR B 0.61% 0.24% 0.24%
VAC F 0.12% 0.05% 0.05%
VMI C 0.24% 0.09% 0.09%
VNO C 0.18% 0.08% 0.08%
VNT D 0.25% 0.1% 0.1%
VOYA D 0.38% 0.13% 0.13%
VVV B 0.24% 0.1% 0.1%
WBS D 0.33% 0.13% 0.13%
WCC D 0.3% 0.12% 0.12%
WEN F 0.12% 0.05% 0.05%
WEX D 0.33% 0.13% 0.13%
WFRD B 0.39% 0.15% 0.15%
WH C 0.26% 0.1% 0.1%
WHR C 0.24% 0.09% 0.09%
WING B 0.54% 0.21% 0.21%
WMS D 0.48% 0.18% 0.18%
WOLF F 0.12% 0.05% 0.05%
WSO B 0.63% 0.27% 0.27%
WTFC D 0.27% 0.1% 0.1%
WTRG C 0.4% 0.16% 0.16%
WU D 0.14% 0.06% 0.06%
WWD D 0.46% 0.18% 0.18%
X C 0.36% 0.14% 0.14%
XPO C 0.53% 0.21% 0.21%
XRAY F 0.22% 0.09% 0.09%
YETI F 0.14% 0.06% 0.06%
ZI F 0.16% 0.07% 0.07%
ZION C 0.27% 0.11% 0.11%
XJH Overweight 93 Positions Relative to SMMD
Symbol Grade Weight
CSL C 0.83%
WSM D 0.78%
BURL B 0.66%
IBKR B 0.58%
WPC D 0.54%
FNF D 0.49%
ERIE C 0.39%
SFM B 0.36%
ALV D 0.33%
AIT C 0.32%
HQY B 0.32%
UFPI D 0.3%
HALO B 0.29%
ESNT C 0.28%
CYTK D 0.27%
RMBS B 0.27%
CHX C 0.27%
CMC D 0.27%
GTLS D 0.26%
NOVT C 0.25%
SSB D 0.25%
TMHC D 0.24%
LNTH C 0.24%
ONB B 0.24%
ETRN D 0.24%
SIGI F 0.24%
MMS B 0.23%
CVLT B 0.23%
CBT D 0.22%
QLYS D 0.22%
WTS D 0.21%
KRG B 0.21%
PBF F 0.21%
WLK D 0.21%
EXLS B 0.21%
KBH D 0.21%
VAL B 0.2%
EXPO C 0.2%
OPCH F 0.2%
BCO B 0.2%
GATX B 0.2%
UBSI D 0.19%
POR D 0.19%
HOMB D 0.19%
AVNT D 0.18%
IRT B 0.18%
HAE C 0.18%
HWC C 0.18%
ENS C 0.18%
NJR D 0.18%
GBCI D 0.18%
SWX D 0.18%
ASGN D 0.18%
CADE D 0.17%
KNF C 0.17%
TEX D 0.16%
FFIN D 0.16%
LANC B 0.16%
UMBF C 0.16%
ORA C 0.16%
POWI D 0.16%
BDC C 0.16%
ALTM F 0.15%
SR C 0.15%
SLAB D 0.15%
SYNA F 0.15%
SBRA A 0.15%
OGS C 0.15%
CNO B 0.14%
ARWR C 0.14%
GT F 0.14%
ASB D 0.14%
NSP F 0.14%
LIVN D 0.13%
PCH F 0.13%
IBOC C 0.13%
VLY F 0.13%
NEOG C 0.13%
BLKB D 0.13%
VSH D 0.12%
HGV D 0.12%
VC D 0.12%
TCBI C 0.12%
ZD F 0.11%
GHC D 0.11%
NYCB D 0.11%
CDP B 0.11%
FHI C 0.11%
PGNY D 0.1%
ADNT F 0.1%
TGNA D 0.1%
HELE F 0.09%
GEF F 0.07%
XJH Underweight 238 Positions Relative to SMMD
Symbol Grade Weight
AVY D -0.3%
PKG C -0.28%
EQT D -0.28%
TXT D -0.28%
EG D -0.28%
NRG D -0.28%
FDS C -0.27%
HOOD B -0.26%
TPL B -0.24%
NTNX C -0.24%
GEN B -0.24%
SRPT C -0.24%
EQH B -0.23%
SNA F -0.23%
CVNA B -0.23%
PNR D -0.22%
JBL F -0.22%
KIM B -0.22%
WRK C -0.22%
NI B -0.22%
NDSN D -0.22%
JKHY C -0.21%
DKS C -0.21%
NTRA B -0.21%
HST D -0.21%
OVV D -0.21%
TOST B -0.2%
REG B -0.2%
POOL F -0.2%
JNPR B -0.2%
ACM D -0.2%
IPG F -0.19%
RIVN C -0.19%
TECH D -0.19%
QRVO B -0.19%
FTI B -0.19%
GWRE A -0.19%
CPT B -0.19%
CTLT B -0.18%
ALLE D -0.18%
CHRD C -0.18%
NWSA B -0.18%
CRL F -0.18%
APA F -0.18%
UHS C -0.18%
CHK D -0.18%
BXP C -0.17%
HII D -0.17%
TPR C -0.17%
AOS D -0.17%
TFX C -0.17%
FFIV C -0.17%
PFGC D -0.17%
CHRW C -0.17%
PR C -0.17%
QGEN D -0.16%
WYNN D -0.16%
MOS F -0.16%
JEF B -0.16%
ESTC B -0.16%
AR D -0.16%
CACI B -0.16%
TKO B -0.15%
KBR D -0.15%
CZR C -0.15%
APG C -0.15%
BWXT B -0.15%
PNW C -0.15%
BBWI F -0.15%
AIZ D -0.15%
DOX D -0.15%
RRC D -0.14%
MTCH F -0.14%
NCLH C -0.14%
GL D -0.14%
HAS D -0.14%
ACI F -0.14%
HSIC D -0.14%
FRT C -0.14%
MORN B -0.14%
DAY F -0.13%
Z C -0.13%
SWN D -0.13%
BWA F -0.13%
AAL F -0.13%
GLOB C -0.13%
MKTX C -0.13%
ROKU C -0.13%
RBC C -0.13%
XP F -0.13%
GNRC C -0.13%
EXAS D -0.13%
RL C -0.12%
WAL B -0.12%
CMA C -0.12%
ATI C -0.12%
SOFI F -0.12%
ETSY F -0.12%
CIVI D -0.12%
IONS B -0.12%
BSY D -0.12%
WSC F -0.12%
PCOR C -0.12%
CAVA B -0.12%
MTDR D -0.12%
AFRM F -0.12%
DVA C -0.12%
OGE C -0.12%
CFLT C -0.12%
ITCI C -0.12%
FMC F -0.12%
ELAN D -0.12%
COLD C -0.12%
BFAM C -0.11%
BPOP D -0.11%
RHI F -0.11%
ALSN D -0.11%
AGNC A -0.11%
MAT F -0.1%
VKTX D -0.1%
SMAR B -0.1%
OLN F -0.1%
GTLB C -0.1%
RYAN B -0.1%
SAIC D -0.1%
UHAL D -0.1%
FRPT A -0.1%
MHK D -0.1%
AZEK D -0.1%
LBRDK C -0.1%
ESI B -0.1%
PARA C -0.1%
LNC C -0.09%
ALK F -0.09%
LYFT F -0.09%
BIO D -0.09%
SEE F -0.09%
RITM D -0.09%
OGN C -0.09%
BILL F -0.09%
SITE F -0.09%
IVZ D -0.09%
OMF D -0.09%
AXS C -0.09%
CART C -0.09%
FOUR B -0.08%
WTM D -0.08%
CCCS D -0.08%
IDA D -0.08%
VFC D -0.08%
S C -0.08%
U F -0.08%
W D -0.08%
AWI D -0.08%
PATH D -0.08%
NFG D -0.08%
AL C -0.08%
SN C -0.08%
SPR B -0.07%
BEPC D -0.07%
INSP F -0.07%
APLS F -0.07%
AGO D -0.07%
LAZ C -0.07%
NWS B -0.06%
FIVN D -0.06%
GTES D -0.06%
HCP A -0.06%
CACC B -0.06%
LSXMK C -0.06%
CC F -0.06%
VNOM B -0.06%
DXC C -0.06%
IAC F -0.06%
MSGS B -0.06%
TPG D -0.06%
RARE D -0.06%
HUN F -0.06%
PSN C -0.06%
AAP F -0.06%
BROS B -0.06%
NWL F -0.05%
FHB C -0.05%
PEGA D -0.05%
HIW C -0.05%
DNB F -0.05%
CERE C -0.05%
DV D -0.05%
LBTYA B -0.05%
PENN C -0.05%
LBTYK C -0.05%
ZG C -0.04%
BOKF D -0.04%
GO D -0.04%
ADT B -0.04%
PINC F -0.04%
LCID D -0.04%
RNG F -0.04%
CLVT F -0.04%
SPB D -0.04%
KSS F -0.04%
MPW F -0.04%
NCNO B -0.04%
NFE F -0.03%
SHC C -0.03%
REYN D -0.03%
AS F -0.03%
LEG F -0.03%
LSXMA C -0.03%
VSTS F -0.03%
CERT D -0.03%
LLYVK C -0.03%
QS F -0.03%
HAYW F -0.03%
DJT F -0.03%
VIRT C -0.03%
TRIP F -0.03%
INFA B -0.03%
HHH D -0.03%
CWEN D -0.03%
TXG F -0.03%
LBRDA C -0.02%
PYCR D -0.02%
SNDR B -0.02%
ALAB D -0.02%
DDS D -0.02%
BIRK B -0.02%
UHAL D -0.01%
PLTK F -0.01%
LOAR D -0.01%
UI B -0.01%
TFSL D -0.01%
UWMC D -0.01%
LLYVA C -0.01%
CWEN D -0.01%
SEB F -0.01%
PARAA C -0.0%
FTRE D -0.0%
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