XJH vs. USMV ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares MSCI USA Minimum Volatility ETF (USMV)
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

$42.01

Average Daily Volume

17,617

Number of Holdings *

354

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

iShares MSCI USA Minimum Volatility ETF

USMV Description The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.10

Average Daily Volume

2,232,096

Number of Holdings *

170

* may have additional holdings in another (foreign) market
Performance
Period XJH USMV
30 Days 3.21% 0.70%
60 Days 8.28% 7.72%
90 Days 7.30% 8.91%
12 Months 27.82% 29.23%
6 Overlapping Holdings
Symbol Grade Weight in XJH Weight in USMV Overlap
AFG A 0.38% 0.34% 0.34%
AZPN A 0.24% 0.22% 0.22%
BMRN F 0.52% 0.25% 0.25%
KNX D 0.33% 0.06% 0.06%
NBIX F 0.46% 0.31% 0.31%
UTHR C 0.62% 0.14% 0.14%
XJH Overweight 348 Positions Relative to USMV
Symbol Grade Weight
ILMN B 0.82%
CSL A 0.8%
EME B 0.78%
LII C 0.77%
WSM C 0.76%
AVTR D 0.69%
BURL C 0.68%
WSO C 0.68%
MANH A 0.67%
RS D 0.62%
RPM A 0.62%
PSTG F 0.61%
FNF C 0.61%
DT B 0.61%
THC D 0.61%
USFD C 0.6%
TOL C 0.6%
OC C 0.59%
IBKR A 0.58%
GGG C 0.57%
RGA B 0.56%
FIX A 0.55%
COHR B 0.55%
WPC C 0.54%
ACM A 0.54%
CASY D 0.54%
GLPI C 0.54%
RNR A 0.54%
ELS D 0.52%
XPO F 0.51%
JLL C 0.5%
FND C 0.5%
TTEK A 0.49%
WING C 0.49%
ITT C 0.48%
CLH B 0.48%
CW A 0.48%
CUBE C 0.47%
BLD D 0.47%
AMH D 0.47%
NVT C 0.46%
TXRH A 0.46%
SRPT F 0.46%
SAIA D 0.45%
LAMR C 0.45%
EWBC B 0.44%
RRX B 0.44%
CCK C 0.44%
SCI D 0.44%
BJ B 0.43%
LECO D 0.43%
ONTO B 0.43%
REXR D 0.43%
WMS D 0.43%
SFM A 0.42%
FBIN C 0.42%
DUOL B 0.41%
OHI C 0.41%
ATR A 0.41%
ARMK C 0.4%
AA B 0.4%
WWD C 0.4%
NLY C 0.4%
JEF A 0.39%
KNSL B 0.39%
EHC C 0.38%
CHDN C 0.38%
EQH B 0.38%
TPX C 0.37%
SF A 0.37%
ALLY F 0.37%
EXP C 0.37%
RGLD C 0.37%
WTRG D 0.37%
EVR C 0.36%
OLED B 0.36%
SKX B 0.36%
MUSA D 0.36%
NNN C 0.35%
HRB C 0.35%
DCI B 0.35%
INGR B 0.35%
CHE D 0.35%
PRI A 0.35%
CIEN A 0.35%
SNX C 0.35%
NYT C 0.35%
TTC F 0.35%
EGP D 0.35%
GME D 0.34%
CNM F 0.34%
CROX C 0.34%
GPK D 0.34%
HLI A 0.33%
ORI A 0.33%
LAD C 0.33%
WEX C 0.33%
AIT B 0.33%
X F 0.32%
AXTA C 0.32%
BRX C 0.32%
MEDP F 0.32%
AYI A 0.32%
LNW F 0.32%
FHN D 0.32%
BRBR A 0.31%
UFPI C 0.31%
WBS D 0.31%
BERY C 0.31%
FYBR C 0.31%
SSD B 0.31%
GMED B 0.31%
FCN C 0.31%
COKE C 0.3%
MKSI F 0.3%
MIDD D 0.3%
RGEN F 0.3%
VOYA A 0.3%
CR A 0.3%
WCC D 0.3%
BRKR D 0.3%
FR D 0.29%
SSB C 0.29%
DINO F 0.29%
ADC C 0.29%
PEN D 0.29%
PNFP B 0.29%
LSCC D 0.29%
EXEL B 0.29%
UNM A 0.29%
DTM A 0.29%
MTZ A 0.29%
PCTY C 0.28%
GNTX D 0.28%
H B 0.28%
WTFC B 0.28%
ARW C 0.28%
STAG D 0.28%
KEX C 0.28%
TMHC C 0.28%
AAON A 0.28%
CFR B 0.28%
HALO D 0.28%
LNTH C 0.28%
TREX D 0.28%
JAZZ F 0.27%
RYAN A 0.27%
ZION D 0.27%
HQY B 0.27%
CGNX F 0.27%
FLS A 0.27%
PLNT B 0.27%
ACHC F 0.27%
CBSH D 0.27%
MTN D 0.27%
ANF D 0.27%
MSA F 0.27%
MTSI B 0.26%
STWD C 0.26%
HR D 0.26%
LFUS C 0.26%
MTG A 0.26%
FAF C 0.26%
CVLT B 0.26%
LPX C 0.26%
ALV F 0.26%
ESNT A 0.26%
PB D 0.26%
SEIC B 0.26%
ELF F 0.25%
CMC D 0.25%
NOVT C 0.25%
RLI A 0.25%
WH C 0.25%
G A 0.25%
VNO B 0.25%
OSK F 0.25%
CRUS D 0.25%
LSTR F 0.25%
AGCO D 0.24%
OLLI C 0.24%
KBH D 0.24%
ESAB C 0.24%
EXLS B 0.24%
CBT B 0.24%
GXO D 0.24%
WFRD F 0.24%
CYTK D 0.24%
NOV F 0.24%
R C 0.24%
LEA F 0.24%
SNV D 0.24%
THO C 0.23%
DAR F 0.23%
VMI B 0.23%
WHR C 0.23%
MASI B 0.23%
ONB D 0.23%
DBX C 0.23%
CLF D 0.23%
BC C 0.22%
POST C 0.22%
MMS C 0.22%
SIGI D 0.22%
MDU C 0.22%
SRCL B 0.22%
CHX C 0.22%
ALTR B 0.22%
WTS C 0.22%
EXPO A 0.22%
KRG C 0.22%
UGI C 0.21%
THG A 0.21%
DOCS A 0.21%
OPCH F 0.21%
KD D 0.21%
SON D 0.21%
XRAY D 0.21%
TKR B 0.21%
APPF C 0.21%
VVV D 0.21%
COLB C 0.21%
PVH D 0.21%
ST F 0.21%
HXL F 0.2%
KNF B 0.2%
ROIV D 0.2%
RH C 0.2%
AM A 0.2%
VNT F 0.2%
GBCI B 0.2%
FIVE D 0.2%
GTLS D 0.2%
AMG B 0.2%
GATX F 0.19%
FFIN D 0.19%
BDC A 0.19%
AVT B 0.19%
SLM B 0.19%
JHG A 0.19%
CELH F 0.19%
HOMB D 0.19%
UBSI D 0.19%
BCO C 0.19%
NXST D 0.19%
WLK C 0.19%
FNB D 0.19%
CUZ C 0.18%
DLB D 0.18%
FLO D 0.18%
HOG D 0.18%
RMBS F 0.18%
CPRI C 0.18%
IRT D 0.18%
AVNT C 0.18%
AN D 0.18%
NJR C 0.18%
UMBF C 0.18%
QLYS F 0.18%
CADE B 0.18%
GAP F 0.18%
ASH F 0.17%
EEFT F 0.17%
RYN C 0.17%
NEU F 0.17%
SBRA C 0.17%
LITE A 0.17%
HWC D 0.17%
WMG D 0.17%
BYD B 0.17%
SWX C 0.17%
PII D 0.17%
OZK D 0.17%
ENS B 0.16%
LOPE D 0.16%
KRC C 0.16%
ORA C 0.16%
OGS C 0.16%
ASGN D 0.16%
SLGN B 0.16%
M D 0.16%
VLY C 0.15%
SLAB D 0.15%
SR D 0.15%
MSM D 0.15%
HAE F 0.15%
TEX F 0.14%
COTY F 0.14%
MAN D 0.14%
IRDM C 0.14%
SMG C 0.14%
VAL F 0.14%
POWI F 0.14%
CNO B 0.14%
AMKR F 0.14%
EPR C 0.14%
ALGM F 0.14%
KMPR D 0.14%
PCH C 0.13%
TCBI B 0.13%
ASB D 0.13%
NSA D 0.13%
NEOG F 0.13%
NVST D 0.13%
BLKB C 0.13%
YETI C 0.13%
CDP A 0.13%
NYCB D 0.13%
LANC F 0.13%
ZI F 0.12%
CHH A 0.12%
WU D 0.12%
ALTM D 0.12%
WEN B 0.12%
PAG D 0.12%
NSP F 0.12%
PK D 0.12%
SYNA F 0.12%
PBF F 0.12%
AMED D 0.12%
TNL B 0.12%
IBOC D 0.12%
CXT F 0.11%
GHC A 0.11%
LIVN C 0.11%
FHI A 0.11%
TDC D 0.11%
VAC D 0.1%
COLM B 0.1%
VC F 0.1%
BHF D 0.1%
JWN D 0.09%
RCM B 0.09%
GT F 0.09%
CRI D 0.09%
AZTA F 0.09%
SAM D 0.09%
ENOV F 0.09%
HGV F 0.09%
ARWR F 0.09%
CNXC F 0.09%
IPGP D 0.08%
VSH F 0.08%
PPC C 0.07%
CAR D 0.06%
UAA B 0.06%
GEF B 0.06%
UA B 0.04%
XJH Underweight 164 Positions Relative to USMV
Symbol Grade Weight
IBM A -1.74%
TMUS A -1.72%
PGR B -1.67%
MSI A -1.67%
WMT A -1.67%
NOC B -1.58%
DUK C -1.53%
BRK.A B -1.52%
LLY D -1.51%
CB A -1.51%
WCN D -1.48%
RSG D -1.48%
VZ C -1.46%
TXN C -1.39%
SO A -1.39%
WM B -1.37%
UNH B -1.36%
CSCO A -1.36%
MSFT D -1.35%
MCD A -1.3%
ROP D -1.3%
APH D -1.29%
ACN B -1.28%
PG D -1.25%
JNJ D -1.25%
AJG C -1.24%
ED C -1.23%
ABBV C -1.23%
MRK F -1.21%
AVGO B -1.2%
ORCL A -1.16%
MMC D -1.12%
PEP F -1.11%
MCK F -1.1%
TRV B -1.04%
AZO D -1.0%
AAPL C -0.98%
LMT A -0.94%
GILD A -0.9%
CBOE B -0.87%
REGN D -0.83%
GDDY B -0.82%
K B -0.81%
ACGL A -0.81%
V B -0.8%
GIS C -0.78%
CTSH B -0.76%
WEC B -0.76%
EA D -0.76%
T B -0.73%
FCNCA D -0.73%
VRTX D -0.72%
KDP C -0.7%
AMGN D -0.68%
MA A -0.67%
VRSN C -0.67%
ELV F -0.67%
TSN D -0.67%
ORLY A -0.65%
NOW B -0.64%
COR F -0.62%
BDX C -0.61%
FI A -0.59%
KR C -0.59%
NEM C -0.58%
MPC D -0.57%
KEYS B -0.56%
TDY A -0.54%
ERIE A -0.54%
FANG D -0.54%
CME A -0.53%
YUM C -0.53%
NVDA B -0.53%
FFIV B -0.51%
INCY B -0.51%
FICO C -0.5%
JNPR C -0.5%
MDLZ D -0.5%
AON A -0.49%
UBER C -0.48%
PTC B -0.48%
BAH C -0.46%
XOM A -0.46%
EG A -0.46%
CL D -0.45%
AKAM D -0.45%
TJX D -0.44%
CDW D -0.44%
BMY A -0.44%
KHC F -0.43%
XEL C -0.43%
AEP C -0.41%
WDAY D -0.4%
VRSK D -0.4%
HUM F -0.4%
CMCSA B -0.38%
WTW C -0.37%
CPB D -0.37%
ROL C -0.37%
CHD D -0.37%
CTVA A -0.37%
IT A -0.34%
GEN A -0.33%
HSY D -0.33%
CVX B -0.32%
MKL B -0.32%
FWONK D -0.3%
GLW C -0.3%
HD A -0.3%
ICE A -0.29%
ANET A -0.29%
AIZ B -0.29%
WRB C -0.29%
L C -0.27%
GRMN D -0.27%
ALNY C -0.25%
WMB A -0.24%
ADI B -0.24%
AEE A -0.23%
D A -0.23%
PFE D -0.23%
NTAP D -0.22%
HRL F -0.22%
MOH F -0.22%
KMB D -0.22%
HON C -0.22%
CI D -0.22%
DTE B -0.21%
CMS A -0.2%
HUBS D -0.19%
MELI D -0.19%
STX C -0.18%
PKG B -0.18%
TW A -0.18%
DPZ D -0.18%
HOLX D -0.17%
SNPS F -0.17%
LIN C -0.17%
CDNS D -0.16%
EOG B -0.16%
CRWD D -0.15%
GOOG B -0.15%
MDT C -0.14%
OXY D -0.13%
HIG A -0.12%
AMZN C -0.12%
KO C -0.11%
LNT B -0.1%
DELL C -0.1%
DGX D -0.1%
ABT C -0.09%
RTX A -0.09%
FSLR C -0.08%
ADP A -0.08%
TEL D -0.07%
OTIS A -0.07%
PSX D -0.06%
GD C -0.06%
ULTA D -0.05%
VLO F -0.05%
BR B -0.05%
CVS D -0.05%
ATO A -0.05%
CRM B -0.04%
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