iShares ESG Screened S&P Mid-Cap ETF (XJH)

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The chart shows the growth of an initial investment of $10,000 in iShares ESG Screened S&P Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares ESG Screened S&P Mid-Cap ETF (XJH) has returned 1.84% so far this year and 17.61% over the past 12 months.

Based on dividend-adjusted daily data since Sep 24, 2020, XJH's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, your investment would double in approximately 5.0 years.

Historically, 58% of months were positive and 42% 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%.

iShares ESG Screened S&P Mid-Cap ETF has an annualized alpha of -0.15%, beta of 1.03, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since September 25, 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.

XJH has an expense ratio of 0.12%, which is considered low.

XJH ranks 46 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.

The table below present risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and compare them to a chosen benchmark (S&P 500 Index).

iShares ESG Screened S&P Mid-Cap ETF provided a 1.23% dividend yield over the last twelve months, with an annual payout of $0.56 per share.

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.

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.

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.

The current iShares ESG Screened S&P Mid-Cap ETF drawdown is 6.78%.

The chart below shows the rolling one-month volatility.