XJH vs. XMVM ETF Comparison
Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Invesco S&P MidCap Value with Momentum ETF (XMVM)
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
$42.22
Average Daily Volume
17,731
Number of Holdings
*
355
* may have additional holdings in another (foreign) market
XMVM
Invesco S&P MidCap Value with Momentum ETF
XMVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$55.52
Average Daily Volume
20,919
Number of Holdings
*
80
* may have additional holdings in another (foreign) market
Performance
| Period | XJH | XMVM |
|---|---|---|
| 30 Days | 4.38% | 4.29% |
| 60 Days | 4.26% | 3.39% |
| 90 Days | 7.64% | 9.31% |
| 12 Months | 23.56% | 22.30% |
69 Overlapping Holdings
| Symbol | Grade | Weight in XJH | Weight in XMVM | Overlap | |
|---|---|---|---|---|---|
| ALLY | F | 1.0% | 0.92% | 0.92% | |
| AMG | C | 1.0% | 1.16% | 1.0% | |
| AMKR | F | 1.0% | 0.65% | 0.65% | |
| AN | D | 1.0% | 1.75% | 1.0% | |
| ARMK | B | 1.0% | 1.37% | 1.0% | |
| ARW | C | 1.0% | 2.0% | 1.0% | |
| ASB | D | 1.0% | 1.15% | 1.0% | |
| ASGN | D | 1.0% | 0.76% | 0.76% | |
| AVT | C | 1.0% | 2.23% | 1.0% | |
| CADE | C | 1.0% | 1.37% | 1.0% | |
| CMC | D | 1.0% | 1.24% | 1.0% | |
| CNO | B | 1.0% | 1.75% | 1.0% | |
| DINO | F | 1.0% | 1.86% | 1.0% | |
| DTM | B | 1.0% | 0.82% | 0.82% | |
| ENS | D | 1.0% | 0.69% | 0.69% | |
| ESNT | B | 1.0% | 1.32% | 1.0% | |
| EWBC | D | 1.0% | 1.12% | 1.0% | |
| FNB | C | 1.0% | 1.42% | 1.0% | |
| FNF | B | 1.0% | 1.07% | 1.0% | |
| GAP | F | 1.0% | 0.58% | 0.58% | |
| GHC | B | 1.0% | 1.66% | 1.0% | |
| HWC | D | 1.0% | 1.25% | 1.0% | |
| IBOC | D | 1.0% | 1.18% | 1.0% | |
| INGR | B | 1.0% | 1.18% | 1.0% | |
| JHG | B | 1.0% | 1.14% | 1.0% | |
| JLL | B | 1.0% | 1.47% | 1.0% | |
| KBH | A | 1.0% | 1.56% | 1.0% | |
| LAD | D | 1.0% | 2.49% | 1.0% | |
| MDU | C | 1.0% | 1.09% | 1.0% | |
| MTG | B | 1.0% | 1.49% | 1.0% | |
| MUSA | D | 1.0% | 0.97% | 0.97% | |
| ONB | C | 1.0% | 1.53% | 1.0% | |
| ORI | B | 1.0% | 1.29% | 1.0% | |
| OSK | F | 1.0% | 1.04% | 1.0% | |
| OZK | D | 1.0% | 1.53% | 1.0% | |
| PAG | D | 1.0% | 1.58% | 1.0% | |
| PBF | F | 1.0% | 1.9% | 1.0% | |
| PK | D | 1.0% | 1.03% | 1.0% | |
| PNFP | B | 1.0% | 1.39% | 1.0% | |
| POST | C | 1.0% | 1.1% | 1.0% | |
| PPC | D | 1.0% | 1.32% | 1.0% | |
| PVH | F | 1.0% | 1.05% | 1.0% | |
| R | A | 1.0% | 1.46% | 1.0% | |
| RGA | C | 1.0% | 1.2% | 1.0% | |
| RS | D | 1.0% | 0.85% | 0.85% | |
| SF | A | 1.0% | 0.8% | 0.8% | |
| SLM | D | 1.0% | 1.06% | 1.0% | |
| SNX | D | 1.0% | 1.61% | 1.0% | |
| STWD | B | 1.0% | 1.11% | 1.0% | |
| SWX | C | 1.0% | 0.79% | 0.79% | |
| TCBI | B | 1.0% | 1.22% | 1.0% | |
| TEX | F | 1.0% | 1.15% | 1.0% | |
| THC | A | 1.0% | 1.45% | 1.0% | |
| THO | D | 1.0% | 1.3% | 1.0% | |
| TKR | D | 1.0% | 0.73% | 0.73% | |
| TMHC | A | 1.0% | 1.76% | 1.0% | |
| TNL | D | 1.0% | 0.83% | 0.83% | |
| TOL | B | 1.0% | 1.34% | 1.0% | |
| UFPI | C | 1.0% | 0.86% | 0.86% | |
| UMBF | B | 1.0% | 1.34% | 1.0% | |
| UNM | B | 1.0% | 1.77% | 1.0% | |
| USFD | B | 1.0% | 1.34% | 1.0% | |
| VNO | B | 1.0% | 1.12% | 1.0% | |
| VSH | F | 1.0% | 0.84% | 0.84% | |
| WBS | D | 1.0% | 1.47% | 1.0% | |
| WTFC | B | 1.0% | 1.23% | 1.0% | |
| WU | F | 1.0% | 0.87% | 0.87% | |
| X | F | 1.0% | 1.74% | 1.0% | |
| ZION | D | 1.0% | 1.21% | 1.0% |
XJH Overweight 286 Positions Relative to XMVM
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| CHH | C | 1.0% | |
| NVST | 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% | |
| PCH | C | 1.0% | |
| SLAB | D | 1.0% | |
| VAL | 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 | B | 1.0% | |
| PRGO | D | 1.0% | |
| RH | B | 1.0% | |
| HAE | F | 1.0% | |
| ORA | C | 1.0% | |
| SR | B | 1.0% | |
| OGS | B | 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% | |
| PII | D | 1.0% | |
| DLB | D | 1.0% | |
| RYN | C | 1.0% | |
| ASH | D | 1.0% | |
| RMBS | F | 1.0% | |
| HOG | C | 1.0% | |
| EEFT | 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% | |
| UBSI | B | 1.0% | |
| NJR | B | 1.0% | |
| FIVE | D | 1.0% | |
| FFIN | B | 1.0% | |
| APPF | D | 1.0% | |
| GATX | D | 1.0% | |
| BCO | 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% | |
| MASI | F | 1.0% | |
| CLF | F | 1.0% | |
| WTS | C | 1.0% | |
| ST | D | 1.0% | |
| XRAY | D | 1.0% | |
| MMS | C | 1.0% | |
| KD | D | 1.0% | |
| EXPO | A | 1.0% | |
| MTSI | D | 1.0% | |
| THG | B | 1.0% | |
| WHR | D | 1.0% | |
| CHX | F | 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% | |
| KRG | B | 1.0% | |
| OLLI | C | 1.0% | |
| SRCL | A | 1.0% | |
| EXLS | B | 1.0% | |
| GXO | D | 1.0% | |
| LSCC | D | 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% | |
| 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% | |
| 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% | |
| KEX | C | 1.0% | |
| WCC | D | 1.0% | |
| MKSI | F | 1.0% | |
| GNTX | F | 1.0% | |
| SEIC | C | 1.0% | |
| JAZZ | D | 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% | |
| CFR | C | 1.0% | |
| TREX | D | 1.0% | |
| MIDD | D | 1.0% | |
| CRUS | D | 1.0% | |
| ACHC | C | 1.0% | |
| PB | B | 1.0% | |
| PLNT | B | 1.0% | |
| CR | C | 1.0% | |
| SSB | B | 1.0% | |
| STAG | C | 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 | 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% | |
| FHN | D | 1.0% | |
| OLED | C | 1.0% | |
| NYT | C | 1.0% | |
| SKX | D | 1.0% | |
| EXP | B | 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% | |
| PRI | B | 1.0% | |
| NNN | C | 1.0% | |
| ONTO | D | 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% | |
| WWD | D | 1.0% | |
| WTRG | D | 1.0% | |
| OHI | 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% | |
| DT | C | 1.0% | |
| TTEK | C | 1.0% | |
| ERIE | B | 1.0% | |
| AMH | C | 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% | |
| ELS | C | 1.0% | |
| PSTG | F | 1.0% | |
| GLPI | C | 1.0% | |
| WSO | C | 1.0% | |
| UTHR | C | 1.0% | |
| RPM | B | 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: 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
XMVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Auto & Truck Dealerships
Packaged Foods
Residential Construction
Steel
Credit Services
Food Distribution
Insurance - Life
Insurance - Specialty
Oil & Gas Refining & Marketing
Semiconductors
Specialty Finance
Apparel Manufacturing
Apparel Stores
Banks - Global
Building Materials
Business Services
Capital Markets
Keywords:
Bank
Natural Gas
Banking
Deposit Products
Commercial Banking
Insurance
Insurance Products
Mining
Investment Product
Wealth Management Services
Individual Retirement Account
Semiconductor
Banking Services
Commercial Bank
Health Insurance
Investment Bank
Investment Banking
Investment Management Services
Investment Services
Life Insurance
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