- Issuer
- iShares
- Inception Date
- Sep 22, 2020
- Region
- North America (U.S.)
- Category
- Mid Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P MidCap 400 Sustainability Screened Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $414M
Share Price Chart
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Performance
XJH Performance Chart
iShares ESG Screened S&P Mid-Cap ETF (XJH) is up 15.5% since the beginning of the year. XJH is currently trading at $51 per share. Investors who bought $1,000 worth of XJH shares 5 years ago would now be looking at an investment worth $1,492.
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Returns By Period
iShares ESG Screened S&P Mid-Cap ETF (XJH) has returned 15.53% so far this year and 28.80% over the past 12 months.
iShares ESG Screened S&P Mid-Cap ETF
- 1D
- 0.39%
- 1M
- 4.02%
- YTD
- 15.53%
- 6M
- 13.02%
- 1Y
- 28.80%
- 3Y*
- 16.14%
- 5Y*
- 8.33%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
XJH Monthly Returns History
Based on dividend-adjusted daily data since Sep 24, 2020, XJH's average daily return is +0.06%, while the average monthly return is +1.30%. At this rate, an investment would double in approximately 4.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +14.6%, while the worst month was Jun 2022 at -9.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, XJH closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.2%, while the worst single day was Apr 3, 2025 at -6.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.81% | 4.21% | -5.86% | 7.92% | 3.02% | 2.04% | 15.53% | ||||||
| 2025 | 3.86% | -4.40% | -5.71% | -2.38% | 5.61% | 3.33% | 1.64% | 3.63% | 0.61% | -0.64% | 2.51% | 0.43% | 8.12% |
| 2024 | -1.58% | 5.34% | 5.27% | -6.57% | 4.90% | -1.48% | 6.00% | -0.33% | 1.50% | -1.27% | 8.89% | -7.57% | 12.27% |
| 2023 | 9.43% | -1.44% | -3.58% | -0.97% | -3.12% | 9.53% | 3.89% | -2.84% | -5.40% | -6.04% | 8.99% | 9.25% | 16.74% |
| 2022 | -7.31% | 0.82% | 0.96% | -7.67% | 0.43% | -9.59% | 11.01% | -3.46% | -8.86% | 10.45% | 6.31% | -5.60% | -14.36% |
| 2021 | 1.35% | 6.98% | 4.51% | 4.58% | -0.16% | -1.13% | 0.31% | 1.75% | -4.20% | 5.70% | -2.72% | 4.95% | 23.43% |
Benchmark Metrics
iShares ESG Screened S&P Mid-Cap ETF has an annualized alpha of -0.39%, beta of 1.03, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since September 24, 2020.
- With beta of 1.03 and R2 of 0.75, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.39%
- Beta
- 1.03
- R²
- 0.75
- Upside Capture
- 98.09%
- Downside Capture
- 100.19%
Expense Ratio
XJH has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
XJH ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XJH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.78 | +0.23 |
| Martin ratioReturn relative to average drawdown | 11.09 | 12.44 | -1.35 |
Dividends
Dividend History
iShares ESG Screened S&P Mid-Cap ETF provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.56 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.56 | $0.56 | $0.52 | $0.52 | $0.48 | $0.41 | $0.11 |
Dividend yield | 1.08% | 1.24% | 1.24% | 1.38% | 1.45% | 1.04% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares ESG Screened S&P Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.22 | ||||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.21 | $0.56 |
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.52 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.52 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.48 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Screened S&P Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares ESG Screened S&P Mid-Cap ETF was 25.07%, occurring on Jun 16, 2022. Recovery took 418 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -25.07%Jun 2022 | 7mo 1d | 1y 8mo | 2y 3moNov 2021 - Feb 2024 |
2025 selloff2025 | -24.56%Apr 2025 | 4mo 13d | 8mo 6d | 1y 14dNov 2024 - Dec 2025 |
2026 pullback2026 | -9.61%Mar 2026 | 1mo 5d | 18d | 1mo 23dFeb 2026 - Apr 2026 |
2024 pullback2024 | -8.10%Aug 2024 | 21d | 1mo 13d | 2mo 4dJul 2024 - Sep 2024 |
2024 pullback2024 | -7.62%Apr 2024 | 17d | 2mo 28d | 3mo 15dApr 2024 - Jul 2024 |
Drawdown Indicators
| XJH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.07% | -56.78% | +31.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -9.10% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -24.56% | -18.90% | -5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -25.43% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -10.71% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.03% | +0.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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