iShares ESG Screened S&P Small-Cap ETF (XJR)
XJR is a passive ETF by iShares tracking the investment results of the S&P SmallCap 600 Sustainability Screened Index. XJR launched on Sep 22, 2020 and has a 0.12% expense ratio.
ETF Info
Sep 22, 2020
North America (U.S.)
1x
S&P SmallCap 600 Sustainability Screened Index
Small-Cap
Blend
Expense Ratio
XJR has an expense ratio of 0.12%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
iShares ESG Screened S&P Small-Cap ETF (XJR) returned -5.60% year-to-date (YTD) and 2.17% over the past 12 months.
XJR
-5.60%
12.62%
-12.95%
2.17%
N/A
N/A
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of XJR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.23% | -5.63% | -6.10% | -3.53% | 6.98% | -5.60% | |||||||
| 2024 | -3.31% | 2.62% | 3.19% | -5.73% | 5.26% | -2.19% | 11.22% | -1.32% | 1.12% | -2.32% | 10.28% | -7.75% | 9.59% |
| 2023 | 9.45% | -1.02% | -5.49% | -2.74% | -1.38% | 8.03% | 5.42% | -4.22% | -6.11% | -5.63% | 8.45% | 13.06% | 16.39% |
| 2022 | -7.82% | 1.04% | 0.04% | -8.10% | 1.39% | -7.92% | 10.21% | -4.51% | -9.77% | 12.16% | 3.79% | -6.43% | -17.30% |
| 2021 | 5.97% | 7.16% | 3.09% | 2.05% | 1.42% | 0.04% | -2.08% | 2.29% | -3.25% | 3.55% | -1.73% | 4.54% | 24.96% |
| 2020 | 3.56% | 2.44% | 18.18% | 8.16% | 35.61% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XJR is 25, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares ESG Screened S&P Small-Cap ETF (XJR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares ESG Screened S&P Small-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 Small-Cap ETF was 27.14%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current iShares ESG Screened S&P Small-Cap ETF drawdown is 13.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.14% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -26.89% | Nov 8, 2021 | 226 | Sep 30, 2022 | 447 | Jul 16, 2024 | 673 |
| -9.78% | Jun 9, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -9.34% | Mar 15, 2021 | 8 | Mar 24, 2021 | 52 | Jun 8, 2021 | 60 |
| -9.04% | Aug 1, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...