iShares ESG Screened S&P Small-Cap ETF (XJR) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to XJR
XJR charges 0.12% annually. Among ETFs in the Small Cap Blend Equities category, these options have the lowest expense ratios among XJR alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small-Cap ETF | 0.04% | Jun 28, 2004 | XJR vs ISCB | |
| SPDR Portfolio S&P 600 Small Cap ETF | 0.05% | Jul 8, 2013 | XJR vs SPSM | |
| Vanguard Extended Market ETF | 0.06% | Dec 27, 2001 | XJR vs VXF | |
| iShares Core S&P Small-Cap ETF | 0.06% | May 22, 2000 | XJR vs IJR | |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.09% | Nov 16, 2020 | XJR vs BBSC |
Best Risk-Adjusted Alternatives to XJR
Among ETFs in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares Microcap ETF | 87 | Aug 12, 2005 | XJR vs IWC | |
| Invesco NASDAQ Future Gen 200 ETF | 84 | Oct 13, 2022 | XJR vs QQQS | |
| First Trust Dow Jones Select MicroCap Index Fund | 83 | Sep 27, 2005 | XJR vs FDM | |
| First Trust Small Cap Core AlphaDEX Fund | 81 | May 8, 2007 | XJR vs FYX | |
| Fidelity Enhanced Small Cap ETF | 76 | Dec 20, 2007 | XJR vs FESM |
Top Performing XJR Alternatives (YTD)
XJR alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| WisdomTree U.S. SmallCap Dividend Fund | 7.74% | Jun 16, 2006 | XJR vs DES | |
| Opus Small Cap Value Plus ETF | 6.67% | Jul 18, 2018 | XJR vs OSCV | |
| VictoryShares US Small Cap High Dividend Volatilit... | 6.03% | Jul 8, 2015 | XJR vs CSB | |
| First Trust Small Cap Core AlphaDEX Fund | 5.67% | May 8, 2007 | XJR vs FYX | |
| Overlay Shares Small Cap Equity ETF | 4.70% | Sep 30, 2019 | XJR vs OVS |
Lowest Volatility Alternatives to XJR
XJR alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | 9.68% | Jul 14, 2015 | XJR vs ALTY | |
| First Trust Horizon Managed Volatility Small/Mid E... | 13.63% | Apr 6, 2020 | XJR vs HSMV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | 16.27% | Feb 5, 2015 | XJR vs REGL | |
| Virtus Private Credit Strategy ETF | 16.60% | Feb 7, 2019 | XJR vs VPC | |
| 6 Meridian Small Cap Equity ETF | 16.64% | May 11, 2020 | XJR vs SIXS |
Lowest Drawdown Alternatives to XJR
XJR alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Global X Alternative Income ETF | -8.52% | Jul 14, 2015 | XJR vs ALTY | |
| Invesco Russell 1000 Dynamic Multifactor ETF | -10.00% | Nov 8, 2017 | XJR vs OMFL | |
| First Trust Horizon Managed Volatility Small/Mid E... | -10.57% | Apr 6, 2020 | XJR vs HSMV | |
| ProShares Russell 2000 Dividend Growers ETF | -10.94% | Feb 5, 2015 | XJR vs SMDV | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | -10.94% | Feb 5, 2015 | XJR vs REGL |
Other ETFs from iShares
Most popular iShares ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | XJR vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 6 | -22.62% | Jan 5, 2024 | XJR vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | XJR vs IVV | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 12 | 0.17% | Jul 22, 2002 | XJR vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | XJR vs DGRO | |
| iShares Silver Trust | Precious Metals | 89 | 5.77% | Apr 21, 2006 | XJR vs SLV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 92 | 9.20% | Jul 10, 2001 | XJR vs SOXX | |
| iShares Gold Trust | Gold, Precious Metals | 87 | 8.61% | Jan 21, 2005 | XJR vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | XJR vs IWM | |
| iShares MSCI ACWI ETF | Large Cap Growth Equities | 75 | -2.21% | Mar 26, 2008 | XJR vs ACWI |
Often Compared With XJR
What investors most often compare with XJR, 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.