iShares ESG Screened S&P Small-Cap ETF (XJR) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with XJR. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XJR
XJR charges 0.12% annually. There are 8 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap ETF | 0.03% | 188.20B | Jan 2004 | XJR vs VB | |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 17.00B | Jul 2013 | XJR vs SPSM | |
| iShares Morningstar Small-Cap ETF | 0.04% | 282.21M | Jun 2004 | XJR vs ISCB | |
| Schwab U.S. Small-Cap ETF | 0.04% | 22.23B | Nov 2009 | XJR vs SCHA | |
| iShares Core S&P Small-Cap ETF | 0.06% | 109.63B | May 2000 | XJR vs IJR |
Best Risk-Adjusted Alternatives to XJR
XJR has a PortfoliosLab risk / return rank of 80. There are 26 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 96 | — | Jun 2025 | XJR vs RB | |
| First Trust Small Cap Core AlphaDEX Fund | 94 | 1.37B | May 2007 | XJR vs FYX | |
| Hartford Multifactor Small Cap ETF | 92 | 61.48M | Mar 2015 | XJR vs ROSC | |
| Victoryshares Small Cap Free Cash Flow ETF | 92 | 684.65M | Dec 2023 | XJR vs SFLO | |
| Avantis US Small Cap Equity ETF | 91 | 3.05B | Jan 2022 | XJR vs AVSC |
Top Performing XJR Alternatives (YTD)
XJR is at 21.53% YTD. There are 16 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 48.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 48.69% | 1.35B | Nov 2008 | XJR vs TNA | |
| Victoryshares Small Cap Free Cash Flow ETF | 27.87% | 684.65M | Dec 2023 | XJR vs SFLO | |
| Inspire Small/Mid Cap Impact ETF | 27.66% | 334.88M | Feb 2017 | XJR vs ISMD | |
| Allspring SMID Core ETF | 27.10% | 78.82M | Jul 2025 | XJR vs ASCE | |
| First Trust Small Cap Core AlphaDEX Fund | 25.97% | 1.37B | May 2007 | XJR vs FYX |
Lowest Volatility Alternatives to XJR
XJR has 17.74% 1-year volatility. There are 43 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.55% | — | Jun 2025 | XJR vs RB | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.75% | 288.96M | Sep 2016 | XJR vs SMMV | |
| Global X Russell 2000 Covered Call ETF | 10.67% | 1.37B | Apr 2019 | XJR vs RYLD | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.73% | 35.21M | Apr 2020 | XJR vs HSMV | |
| CresAlta Small & Mid-Cap ETF | 11.65% | 88.99M | May 2026 | XJR vs CVSM |
Lowest Drawdown Alternatives to XJR
XJR has a 1-year max drawdown of -9.43%. There are 36 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | -2.09% | — | Jun 2025 | XJR vs RB | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.37B | Apr 2019 | XJR vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | XJR vs WCEO | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 288.96M | Sep 2016 | XJR vs SMMV | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | XJR vs SIXS |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.11% | 99.95B | May 2020 | XJR vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 1 | -28.22% | 46.52B | Jan 2024 | XJR vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 67.84% | 44.69B | Jul 2001 | XJR vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 67 | 10.13% | 869.20B | May 2000 | XJR vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 91 | 13.39% | 42.77B | Jun 2014 | XJR vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 9 | -3.49% | 41.54B | Jul 2002 | XJR vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 36 | -18.72% | 28.08B | Apr 2006 | XJR vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 30 | -6.16% | 59.74B | Jan 2005 | XJR vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 79 | 18.79% | 80.11B | May 2000 | XJR vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 71 | 11.28% | 32.49B | Mar 2008 | XJR vs ACWI |
Often Compared With XJR
Investors most often compare XJR with XJH, ESML, SMMD. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare XJR with Any Fund or Stock
Compare XJR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XJR with funds that move differently
iShares ESG Screened S&P Small-Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XJR.
Explore XJR Diversifiers