XJR vs. ESIX ETF Comparison

Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to SPDR S&P SmallCap 600 ESG ETF (ESIX)
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

$44.63

Average Daily Volume

6,427

Number of Holdings *

541

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

SPDR S&P SmallCap 600 ESG ETF

ESIX Description SPDR S&P SmallCap 600 ESG ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 ESG Index, by using representative sampling technique. SPDR S&P SmallCap 600 ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$33.88

Average Daily Volume

1,577

Number of Holdings *

367

* may have additional holdings in another (foreign) market
Performance
Period XJR ESIX
30 Days 9.37% 9.04%
60 Days 6.87% 7.59%
90 Days 7.42% 7.67%
12 Months 31.98% 33.05%
360 Overlapping Holdings
Symbol Grade Weight in XJR Weight in ESIX Overlap
AAP C 0.2% 0.28% 0.2%
AAT B 0.1% 0.14% 0.1%
ABCB B 0.0% 0.5% 0.0%
ABM B 0.28% 0.39% 0.28%
ACA A 0.41% 0.57% 0.41%
ACIW B 0.46% 0.64% 0.46%
ACLS F 0.21% 0.29% 0.21%
ADUS D 0.18% 0.25% 0.18%
AEIS B 0.34% 0.47% 0.34%
AEO F 0.26% 0.36% 0.26%
AGO B 0.37% 0.5% 0.37%
AGYS A 0.22% 0.3% 0.22%
AKR B 0.21% 0.28% 0.21%
AL B 0.41% 0.57% 0.41%
ALEX C 0.11% 0.15% 0.11%
ALG B 0.16% 0.23% 0.16%
ALGT B 0.09% 0.13% 0.09%
ALK C 0.54% 0.75% 0.54%
ALKS B 0.38% 0.52% 0.38%
AMBC C 0.05% 0.07% 0.05%
AMN F 0.07% 0.1% 0.07%
AMPH D 0.14% 0.19% 0.14%
AMSF B 0.09% 0.12% 0.09%
AMWD C 0.12% 0.17% 0.12%
ANDE D 0.12% 0.17% 0.12%
AORT B 0.08% 0.12% 0.08%
APAM B 0.0% 0.38% 0.0%
APLE B 0.28% 0.39% 0.28%
APOG B 0.15% 0.2% 0.15%
ARCB C 0.21% 0.29% 0.21%
ARLO C 0.09% 0.13% 0.09%
AROC B 0.32% 0.44% 0.32%
ASIX A 0.06% 0.09% 0.06%
ATGE B 0.26% 0.35% 0.26%
ATI D 0.56% 0.78% 0.56%
AUB B 0.0% 0.43% 0.0%
AVNS F 0.07% 0.09% 0.07%
AWI A 0.54% 0.75% 0.54%
AWR B 0.25% 0.35% 0.25%
AXL C 0.06% 0.08% 0.06%
AZZ B 0.2% 0.28% 0.2%
B B 0.17% 0.24% 0.17%
BANC A 0.18% 0.25% 0.18%
BANF B 0.2% 0.27% 0.2%
BANR B 0.0% 0.29% 0.0%
BCC B 0.44% 0.61% 0.44%
BCPC B 0.46% 0.64% 0.46%
BDN C 0.07% 0.1% 0.07%
BFH B 0.1% 0.32% 0.1%
BGS F 0.04% 0.05% 0.04%
BHE B 0.14% 0.19% 0.14%
BHLB B 0.0% 0.14% 0.0%
BJRI B 0.07% 0.09% 0.07%
BKU A 0.0% 0.34% 0.0%
BL B 0.25% 0.35% 0.25%
BMI B 0.52% 0.72% 0.52%
BOH B 0.0% 0.35% 0.0%
BOX B 0.4% 0.56% 0.4%
BRC D 0.26% 0.36% 0.26%
BXMT C 0.25% 0.36% 0.25%
CAKE C 0.18% 0.26% 0.18%
CAL D 0.09% 0.12% 0.09%
CALM A 0.3% 0.41% 0.3%
CARG C 0.25% 0.35% 0.25%
CARS B 0.09% 0.13% 0.09%
CASH A 0.0% 0.22% 0.0%
CATY B 0.0% 0.42% 0.0%
CBRL C 0.09% 0.12% 0.09%
CBU B 0.0% 0.41% 0.0%
CCS D 0.2% 0.27% 0.2%
CENT C 0.03% 0.04% 0.03%
CENTA C 0.13% 0.19% 0.13%
CENX B 0.09% 0.12% 0.09%
CERT F 0.09% 0.13% 0.09%
CHCO B 0.0% 0.21% 0.0%
CLB B 0.08% 0.1% 0.08%
CNMD C 0.18% 0.25% 0.18%
CNSL C 0.03% 0.04% 0.03%
COHU C 0.1% 0.13% 0.1%
COLL F 0.08% 0.11% 0.08%
COOP B 0.5% 0.7% 0.5%
CPF A 0.0% 0.09% 0.0%
CPRX C 0.19% 0.27% 0.19%
CRSR C 0.03% 0.03% 0.03%
CSGS B 0.12% 0.17% 0.12%
CSR B 0.09% 0.12% 0.09%
CTRE D 0.41% 0.56% 0.41%
CUBI C 0.13% 0.18% 0.13%
CVCO A 0.31% 0.43% 0.31%
CWEN C 0.07% 0.25% 0.07%
CWEN C 0.18% 0.1% 0.1%
CWEN C 0.07% 0.1% 0.07%
CWEN C 0.18% 0.25% 0.18%
CWK B 0.15% 0.36% 0.15%
CWT D 0.24% 0.33% 0.24%
DAN D 0.09% 0.12% 0.09%
DCOM A 0.09% 0.14% 0.09%
DEA D 0.1% 0.14% 0.1%
DEI B 0.0% 0.35% 0.0%
DFIN D 0.13% 0.18% 0.13%
DIOD D 0.21% 0.29% 0.21%
DNOW B 0.13% 0.17% 0.13%
DORM B 0.3% 0.41% 0.3%
DRH B 0.15% 0.21% 0.15%
DV C 0.23% 0.31% 0.23%
DVAX C 0.13% 0.18% 0.13%
DXC B 0.32% 0.44% 0.32%
DY D 0.43% 0.6% 0.43%
EAT A 0.42% 0.58% 0.42%
ECPG B 0.09% 0.13% 0.09%
EGBN B 0.0% 0.1% 0.0%
EIG B 0.0% 0.15% 0.0%
ELME D 0.12% 0.16% 0.12%
ENR B 0.18% 0.24% 0.18%
EPAC B 0.21% 0.3% 0.21%
EPC D 0.14% 0.19% 0.14%
EVTC B 0.18% 0.25% 0.18%
EXTR B 0.17% 0.24% 0.17%
EYE C 0.07% 0.09% 0.07%
FBK B 0.16% 0.22% 0.16%
FBP B 0.0% 0.38% 0.0%
FBRT C 0.09% 0.12% 0.09%
FCF A 0.0% 0.21% 0.0%
FDP B 0.09% 0.13% 0.09%
FELE B 0.34% 0.47% 0.34%
FFBC A 0.0% 0.31% 0.0%
FHB A 0.28% 0.39% 0.28%
FL F 0.16% 0.22% 0.16%
FLGT F 0.03% 0.04% 0.03%
FORM D 0.25% 0.34% 0.25%
FSS B 0.45% 0.62% 0.45%
FTDR A 0.34% 0.47% 0.34%
FUL F 0.33% 0.46% 0.33%
FULT A 0.0% 0.43% 0.0%
FWRD D 0.06% 0.08% 0.06%
GBX A 0.17% 0.22% 0.17%
GDOT D 0.01% 0.06% 0.01%
GEO B 0.29% 0.4% 0.29%
GES F 0.04% 0.06% 0.04%
GFF A 0.25% 0.36% 0.25%
GKOS B 0.61% 0.85% 0.61%
GNW A 0.0% 0.35% 0.0%
GOGO C 0.04% 0.05% 0.04%
GPI A 0.43% 0.6% 0.43%
GPRE F 0.0% 0.08% 0.0%
GVA A 0.34% 0.47% 0.34%
HAFC A 0.0% 0.08% 0.0%
HAIN C 0.05% 0.07% 0.05%
HASI D 0.26% 0.36% 0.26%
HAYN C 0.06% 0.09% 0.06%
HAYW B 0.18% 0.25% 0.18%
HBI B 0.22% 0.31% 0.22%
HFWA B 0.0% 0.1% 0.0%
HI C 0.19% 0.26% 0.19%
HIW D 0.27% 0.38% 0.27%
HLIT D 0.12% 0.16% 0.12%
HLX B 0.12% 0.16% 0.12%
HMN B 0.0% 0.18% 0.0%
HNI B 0.21% 0.29% 0.21%
HOPE B 0.13% 0.18% 0.13%
HPP F 0.04% 0.06% 0.04%
HRMY D 0.1% 0.14% 0.1%
HSII B 0.08% 0.1% 0.08%
HTH B 0.12% 0.16% 0.12%
HUBG A 0.25% 0.34% 0.25%
IBP D 0.39% 0.54% 0.39%
IBTX B 0.19% 0.26% 0.19%
ICUI D 0.34% 0.47% 0.34%
IDCC A 0.37% 0.51% 0.37%
INDB B 0.0% 0.34% 0.0%
INN D 0.05% 0.07% 0.05%
IOSP B 0.25% 0.34% 0.25%
IRWD F 0.05% 0.06% 0.05%
ITGR B 0.36% 0.51% 0.36%
ITRI B 0.43% 0.59% 0.43%
JACK D 0.07% 0.1% 0.07%
JBGS D 0.11% 0.15% 0.11%
JBLU F 0.17% 0.24% 0.17%
JBSS D 0.06% 0.09% 0.06%
JBT B 0.3% 0.42% 0.3%
JXN C 0.05% 0.84% 0.05%
KALU C 0.1% 0.14% 0.1%
KELYA F 0.04% 0.05% 0.04%
KFY B 0.33% 0.45% 0.33%
KLIC B 0.2% 0.27% 0.2%
KMT B 0.18% 0.25% 0.18%
KN B 0.13% 0.18% 0.13%
KOP C 0.06% 0.09% 0.06%
KSS F 0.17% 0.23% 0.17%
KW B 0.1% 0.15% 0.1%
KWR C 0.19% 0.26% 0.19%
LCII C 0.23% 0.32% 0.23%
LESL C 0.04% 0.05% 0.04%
LGND B 0.17% 0.24% 0.17%
LKFN B 0.0% 0.2% 0.0%
LNC B 0.0% 0.66% 0.0%
LNN B 0.11% 0.15% 0.11%
LPG F 0.08% 0.11% 0.08%
LRN A 0.34% 0.48% 0.34%
LTC B 0.13% 0.18% 0.13%
LUMN C 0.71% 0.98% 0.71%
LXP D 0.22% 0.31% 0.22%
LZB B 0.15% 0.21% 0.15%
MAC B 0.33% 0.47% 0.33%
MATW C 0.06% 0.08% 0.06%
MATX C 0.45% 0.62% 0.45%
MD B 0.1% 0.14% 0.1%
MGPI F 0.06% 0.08% 0.06%
MHO D 0.34% 0.47% 0.34%
MLI C 0.82% 1.14% 0.82%
MLKN D 0.14% 0.19% 0.14%
MMI B 0.08% 0.11% 0.08%
MMSI B 0.47% 0.66% 0.47%
MNRO D 0.07% 0.09% 0.07%
MSEX B 0.09% 0.13% 0.09%
MTH D 0.53% 0.73% 0.53%
MTUS C 0.05% 0.06% 0.05%
MTX B 0.21% 0.29% 0.21%
MYGN F 0.11% 0.16% 0.11%
MYRG B 0.2% 0.27% 0.2%
NAVI C 0.1% 0.13% 0.1%
NBHC B 0.0% 0.21% 0.0%
NBR C 0.05% 0.07% 0.05%
NGVT B 0.13% 0.18% 0.13%
NMIH D 0.24% 0.34% 0.24%
NPO A 0.28% 0.39% 0.28%
NSIT F 0.34% 0.48% 0.34%
NTCT C 0.13% 0.18% 0.13%
NVEE F 0.09% 0.13% 0.09%
NVRI F 0.05% 0.06% 0.05%
NWL B 0.3% 0.42% 0.3%
NWN A 0.13% 0.18% 0.13%
NX C 0.12% 0.16% 0.12%
ODP F 0.07% 0.1% 0.07%
OFG B 0.0% 0.23% 0.0%
OGN D 0.32% 0.44% 0.32%
OI C 0.16% 0.23% 0.16%
OMCL C 0.17% 0.24% 0.17%
OMI F 0.07% 0.1% 0.07%
OXM D 0.09% 0.12% 0.09%
PAHC C 0.04% 0.05% 0.04%
PARR D 0.08% 0.11% 0.08%
PAYO A 0.0% 0.29% 0.0%
PBH A 0.33% 0.45% 0.33%
PBI B 0.0% 0.12% 0.0%
PCRX C 0.06% 0.08% 0.06%
PDCO D 0.12% 0.17% 0.12%
PEB D 0.12% 0.16% 0.12%
PECO A 0.38% 0.53% 0.38%
PFBC B 0.0% 0.13% 0.0%
PFS B 0.0% 0.32% 0.0%
PINC B 0.19% 0.26% 0.19%
PIPR B 0.42% 0.59% 0.42%
PJT A 0.31% 0.42% 0.31%
PLMR B 0.22% 0.31% 0.22%
PLXS B 0.34% 0.47% 0.34%
PMT D 0.09% 0.12% 0.09%
PPBI B 0.0% 0.3% 0.0%
PRA C 0.0% 0.09% 0.0%
PRAA C 0.07% 0.1% 0.07%
PRG C 0.16% 0.23% 0.16%
PRGS A 0.23% 0.32% 0.23%
PSMT C 0.18% 0.25% 0.18%
PZZA D 0.13% 0.18% 0.13%
QNST B 0.09% 0.13% 0.09%
RAMP C 0.15% 0.22% 0.15%
RCUS F 0.07% 0.1% 0.07%
RDN C 0.42% 0.58% 0.42%
REZI A 0.3% 0.42% 0.3%
RGNX F 0.04% 0.05% 0.04%
RNST B 0.0% 0.26% 0.0%
ROCK C 0.18% 0.25% 0.18%
ROG D 0.14% 0.2% 0.14%
ROIC A 0.18% 0.25% 0.18%
RUSHA C 0.31% 0.43% 0.31%
RWT D 0.07% 0.1% 0.07%
SAFT C 0.1% 0.14% 0.1%
SBCF A 0.0% 0.28% 0.0%
SBH C 0.11% 0.15% 0.11%
SBSI B 0.08% 0.11% 0.08%
SCL C 0.13% 0.18% 0.13%
SCSC B 0.09% 0.12% 0.09%
SDGR C 0.09% 0.12% 0.09%
SEDG F 0.06% 0.08% 0.06%
SEE C 0.0% 0.58% 0.0%
SEM B 0.32% 0.44% 0.32%
SFNC B 0.0% 0.35% 0.0%
SHAK C 0.4% 0.55% 0.4%
SHEN F 0.05% 0.06% 0.05%
SHO C 0.17% 0.23% 0.17%
SHOO D 0.26% 0.36% 0.26%
SIG B 0.35% 0.49% 0.35%
SITM B 0.31% 0.43% 0.31%
SJW D 0.13% 0.18% 0.13%
SKT B 0.31% 0.44% 0.31%
SLG B 0.4% 0.55% 0.4%
SLVM B 0.23% 0.32% 0.23%
SMP B 0.06% 0.08% 0.06%
SMPL B 0.27% 0.38% 0.27%
SMTC B 0.29% 0.39% 0.29%
SNEX B 0.22% 0.3% 0.22%
SONO C 0.13% 0.19% 0.13%
SPSC C 0.54% 0.75% 0.54%
SPTN D 0.05% 0.07% 0.05%
STAA F 0.11% 0.15% 0.11%
STBA B 0.0% 0.18% 0.0%
STC B 0.0% 0.23% 0.0%
STRA C 0.19% 0.27% 0.19%
SXC A 0.08% 0.11% 0.08%
SXT B 0.27% 0.37% 0.27%
TBBK B 0.0% 0.29% 0.0%
TDS B 0.24% 0.33% 0.24%
TFIN A 0.18% 0.25% 0.18%
TGI B 0.11% 0.15% 0.11%
THRM D 0.11% 0.15% 0.11%
THRY F 0.04% 0.06% 0.04%
THS D 0.13% 0.17% 0.13%
TILE B 0.12% 0.16% 0.12%
TMP B 0.08% 0.1% 0.08%
TNC D 0.13% 0.18% 0.13%
TNDM F 0.15% 0.21% 0.15%
TPH D 0.32% 0.44% 0.32%
TRIP F 0.13% 0.18% 0.13%
TRN C 0.25% 0.34% 0.25%
TRST A 0.0% 0.07% 0.0%
TRUP B 0.14% 0.19% 0.14%
UCB A 0.0% 0.43% 0.0%
UE C 0.22% 0.31% 0.22%
UFCS B 0.04% 0.06% 0.04%
UFPT B 0.18% 0.25% 0.18%
UNFI A 0.1% 0.15% 0.1%
UNIT B 0.11% 0.15% 0.11%
UPBD B 0.13% 0.17% 0.13%
USNA C 0.04% 0.05% 0.04%
USPH B 0.11% 0.15% 0.11%
UTL B 0.08% 0.11% 0.08%
VCEL B 0.21% 0.29% 0.21%
VECO F 0.12% 0.18% 0.12%
VIAV B 0.18% 0.24% 0.18%
VIR D 0.06% 0.08% 0.06%
VRE B 0.12% 0.16% 0.12%
VRRM D 0.31% 0.43% 0.31%
VRTS B 0.13% 0.18% 0.13%
VTOL B 0.07% 0.1% 0.07%
VVI C 0.08% 0.11% 0.08%
VYX B 0.17% 0.23% 0.17%
WD D 0.28% 0.38% 0.28%
WDFC B 0.31% 0.42% 0.31%
WGO C 0.14% 0.19% 0.14%
WKC D 0.13% 0.19% 0.13%
WNC C 0.07% 0.09% 0.07%
WOR F 0.1% 0.14% 0.1%
WRLD C 0.03% 0.04% 0.03%
WSR A 0.05% 0.07% 0.05%
WT B 0.11% 0.15% 0.11%
WWW B 0.14% 0.19% 0.14%
XHR B 0.12% 0.17% 0.12%
XNCR B 0.12% 0.16% 0.12%
XRX F 0.08% 0.11% 0.08%
YELP C 0.2% 0.27% 0.2%
XJR Overweight 183 Positions Relative to ESIX
Symbol Grade Weight
CRS A 0.69%
RHI B 0.62%
SPXC A 0.61%
VFC C 0.54%
MARA C 0.49%
AVAV D 0.46%
EPRT B 0.45%
RDNT B 0.43%
ABG B 0.42%
CORT B 0.41%
KTB B 0.37%
SFBS B 0.37%
SKYW B 0.36%
FUN C 0.35%
WHD B 0.35%
SANM B 0.34%
BOOT D 0.33%
STEP B 0.33%
GMS B 0.32%
MSGS A 0.3%
ESE B 0.29%
CNK B 0.28%
OTTR C 0.27%
IAC D 0.27%
BGC C 0.27%
CCOI B 0.26%
PENN C 0.25%
CRVL A 0.25%
WAFD B 0.24%
IIPR D 0.24%
PATK D 0.24%
ALRM C 0.24%
UNF B 0.24%
PRK B 0.23%
POWL C 0.23%
VSCO B 0.23%
CPK A 0.23%
GSHD A 0.23%
VIRT B 0.23%
CVBF A 0.23%
CNS B 0.22%
MPW F 0.21%
TDW F 0.21%
OUT A 0.21%
JJSF B 0.21%
FCPT C 0.21%
SATS D 0.21%
ENVA B 0.21%
DOCN D 0.2%
MTRN C 0.2%
TTMI B 0.2%
RUN F 0.2%
NARI C 0.2%
WERN C 0.2%
IPAR B 0.19%
AIR B 0.19%
HWKN B 0.19%
SXI B 0.19%
OSIS B 0.19%
PTGX C 0.19%
WLY B 0.18%
URBN C 0.18%
PRVA B 0.18%
QDEL F 0.18%
CURB D 0.18%
MRCY B 0.17%
LMAT A 0.17%
KAR B 0.17%
PLUS F 0.17%
GRBK D 0.17%
LGIH D 0.17%
MCY A 0.16%
SUPN C 0.16%
NEO C 0.16%
CABO C 0.15%
JOE F 0.15%
ASTH D 0.14%
CALX D 0.14%
GO C 0.14%
IART C 0.13%
PLAB C 0.13%
GTY B 0.13%
NHC C 0.13%
UCTT D 0.13%
LEG F 0.13%
CTS C 0.13%
CHEF A 0.12%
SNDR B 0.12%
GNL F 0.12%
BKE B 0.12%
WABC B 0.12%
FOXF F 0.11%
STEL A 0.11%
SPNT A 0.11%
SABR C 0.11%
MODG F 0.1%
RC D 0.1%
TWO D 0.1%
VICR B 0.1%
GIII D 0.1%
ATEN B 0.1%
PLAY D 0.1%
ADEA D 0.1%
EFC C 0.09%
INVA D 0.09%
AHCO F 0.09%
MCRI A 0.09%
ICHR C 0.09%
MXL C 0.09%
FIZZ C 0.09%
DGII B 0.09%
ARI C 0.09%
EXPI C 0.09%
CXM C 0.08%
SAH A 0.08%
PRLB A 0.08%
PDFS C 0.08%
HCI C 0.08%
ANIP F 0.08%
NXRT B 0.08%
MRTN C 0.08%
BLMN F 0.08%
XPEL C 0.08%
DLX B 0.08%
CFFN B 0.07%
BSIG A 0.07%
ASTE B 0.07%
CNXN C 0.07%
HCSG C 0.07%
DXPE B 0.07%
ARR D 0.07%
SAFE D 0.07%
GDEN B 0.06%
AOSL C 0.06%
REX D 0.06%
SWI B 0.06%
AHH D 0.06%
SITC D 0.06%
MCW B 0.06%
TTGT C 0.06%
NABL F 0.06%
SSTK F 0.06%
HSTM B 0.06%
BLFS C 0.06%
MLAB D 0.05%
LQDT B 0.05%
HZO D 0.05%
IIIN C 0.05%
SNCY C 0.05%
SCHL D 0.05%
CVI F 0.05%
SCVL F 0.05%
VSAT F 0.05%
MATV D 0.05%
CEVA B 0.05%
ETD C 0.05%
KREF D 0.05%
CTKB C 0.05%
MYE F 0.04%
SVC F 0.04%
BFS C 0.04%
SLP D 0.04%
HTZ C 0.04%
UHT D 0.04%
HTLD B 0.04%
TR B 0.04%
NYMT C 0.04%
INVX C 0.04%
TWI F 0.03%
BRKL B 0.0%
VBTX B 0.0%
PRDO B 0.0%
NWBI B 0.0%
FBNC A 0.0%
ENV B 0.0%
ABR C 0.0%
NBTB B 0.0%
TRMK B 0.0%
WSFS A 0.0%
MC C 0.0%
AX A 0.0%
GTES A 0.0%
CMA A 0.0%
XJR Underweight 9 Positions Relative to ESIX
Symbol Grade Weight
MGY A -0.57%
SM B -0.57%
CRC B -0.45%
HP B -0.38%
PTEN C -0.33%
TALO C -0.16%
CRK B -0.14%
EMBC C -0.09%
VTLE C -0.09%
Compare ETFs