XJR vs. AGOX ETF Comparison
Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to Adaptive Growth Opportunities ETF (AGOX)
XJR
iShares ESG Screened S&P Small-Cap ETF
XJR Description
The investment seeks to track the investment results of an index composed of small-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 SmallCap 600 Sustainability Screened Index, which measures the performance of the small-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
$41.22
Average Daily Volume
5,333
9
AGOX
Adaptive Growth Opportunities ETF
AGOX Description
The investment seeks capital appreciation. The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The manager primarily utilizes ETFs and equities but may also use fixed income securities to diversify its asset classes. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.Grade (RS Rating)
Last Trade
$29.02
Average Daily Volume
37,866
76
Performance
| Period | XJR | AGOX |
|---|---|---|
| 30 Days | 2.17% | 4.73% |
| 60 Days | 8.06% | 9.10% |
| 90 Days | 10.11% | 2.39% |
| 12 Months | 27.75% | 29.44% |
XJR Underweight 74 Positions Relative to AGOX
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | D | -9.22% | |
| AMZN | C | -7.25% | |
| QQQ | B | -6.61% | |
| XLC | A | -3.53% | |
| AVGO | B | -2.86% | |
| NVDA | B | -2.53% | |
| HWM | A | -2.03% | |
| AAPL | C | -1.96% | |
| BSX | A | -1.86% | |
| MSFT | D | -1.59% | |
| SMH | B | -1.47% | |
| CRM | B | -1.4% | |
| PGR | B | -1.3% | |
| GE | B | -1.24% | |
| VRTX | D | -1.05% | |
| VRSK | D | -1.04% | |
| DECK | B | -1.04% | |
| KCE | A | -1.02% | |
| VRT | B | -0.98% | |
| FICO | C | -0.95% | |
| CEG | A | -0.88% | |
| NVO | F | -0.87% | |
| BMI | A | -0.86% | |
| GWW | B | -0.86% | |
| APPF | C | -0.84% | |
| TDG | A | -0.83% | |
| REGN | D | -0.82% | |
| CPRT | B | -0.81% | |
| T | B | -0.8% | |
| ETN | B | -0.79% | |
| INTC | D | -0.75% | |
| XAR | A | -0.67% | |
| SNPS | F | -0.66% | |
| MMS | C | -0.65% | |
| CBOE | B | -0.59% | |
| SMCI | F | -0.54% | |
| ARGT | C | -0.47% | |
| ANF | D | -0.45% | |
| CDNS | D | -0.45% | |
| AMD | C | -0.43% | |
| PTGX | C | -0.42% | |
| IR | A | -0.42% | |
| BKNG | B | -0.39% | |
| AMP | A | -0.38% | |
| MOG.A | C | -0.37% | |
| IESC | A | -0.34% | |
| RJF | B | -0.3% | |
| FSS | D | -0.3% | |
| ECL | C | -0.29% | |
| GRBK | C | -0.29% | |
| TYL | D | -0.28% | |
| TPH | C | -0.28% | |
| AI | D | -0.26% | |
| HUBB | A | -0.25% | |
| MDGL | F | -0.24% | |
| META | A | -0.23% | |
| SWKS | F | -0.22% | |
| BAC | B | -0.21% | |
| AROC | B | -0.2% | |
| WCC | D | -0.2% | |
| MANH | A | -0.2% | |
| WINA | C | -0.2% | |
| SCHW | D | -0.19% | |
| TEX | F | -0.18% | |
| PWR | A | -0.12% | |
| ACLS | F | -0.05% | |
| TSLA | C | -0.05% | |
| SAGE | F | -0.03% | |
| ELF | F | -0.03% | |
| ADI | B | -0.01% | |
| MPC | D | -0.01% | |
| XOM | A | -0.01% | |
| BIO | B | -0.0% | |
| OGIG | A | -0.0% |
XJR: Top Represented Industries & Keywords
AGOX: Top Represented Industries & Keywords
Compare ETFs
