XJR vs. IJR ETF Comparison

Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to iShares Core S&P Small-Cap ETF (IJR)

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

$40.84

Average Daily Volume

4,838

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IJR

iShares Core S&P Small-Cap ETF

IJR Description

The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P SmallCap 600Â® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$115.02

Average Daily Volume

3,433,329

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	XJR	IJR
30 Days	10.87%	8.11%
60 Days	7.51%	5.28%
90 Days	12.57%	7.76%
12 Months	13.19%	12.42%

7 Overlapping Holdings

Symbol	Grade	Weight in XJR	Weight in IJR	Overlap
ANF	D	0.86%	0.76%	0.76%
ATI	B	0.65%	0.58%	0.58%
ENSG	B	0.66%	0.58%	0.58%
FN	D	0.83%	0.74%	0.74%
MLI	B	0.61%	0.54%	0.54%
SPSC	B	0.66%	0.58%	0.58%
SPXC	C	0.62%	0.55%	0.55%

XJR Overweight 2 Positions Relative to IJR

	Symbol	Grade	Weight
	GKOS	C	0.56%
	MTH	B	0.55%

XJR Underweight 2 Positions Relative to IJR

	Symbol	Grade	Weight
	CMA	B	-0.57%
	RHI	F	-0.55%