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 | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 16.36B | Jul 2013 | XJR vs SPSM | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.58B | Nov 2009 | XJR vs SCHA | |
| iShares Morningstar Small-Cap ETF | 0.04% | 290.06M | Jun 2004 | XJR vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | XJR vs VB | |
| Vanguard Russell 2000 ETF | 0.06% | 17.50B | Sep 2010 | XJR vs VTWO |
Best Risk-Adjusted Alternatives to XJR
XJR has a PortfoliosLab risk / return rank of 61. There are 30 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Core AlphaDEX Fund | 87 | 1.31B | May 2007 | XJR vs FYX | |
| Fidelity Enhanced Small Cap ETF | 85 | 5.29B | Dec 2007 | XJR vs FESM | |
| JPMorgan Fundamental Data Science Small Core ETF | 85 | 9.11M | Aug 2024 | XJR vs SCDS | |
| Invesco NASDAQ Future Gen 200 ETF | 80 | 26.73M | Oct 2022 | XJR vs QQQS | |
| Hartford Multifactor Small Cap ETF | 79 | 59.51M | Mar 2015 | XJR vs ROSC |
Top Performing XJR Alternatives (YTD)
XJR is at 19.44% YTD. There are 20 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 56.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 56.90% | 1.44B | Nov 2008 | XJR vs TNA | |
| Allspring SMID Core ETF | 28.36% | 78.82M | Jul 2025 | XJR vs ASCE | |
| JPMorgan Fundamental Data Science Small Core ETF | 26.51% | 9.11M | Aug 2024 | XJR vs SCDS | |
| Inspire Small/Mid Cap Impact ETF | 25.15% | 328.92M | Feb 2017 | XJR vs ISMD | |
| Fidelity Enhanced Small Cap ETF | 24.59% | 5.29B | Dec 2007 | XJR vs FESM |
Lowest Volatility Alternatives to XJR
XJR has 18.03% 1-year volatility. There are 39 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 | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.62% | 33.69M | Apr 2020 | XJR vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.66% | 1.36B | Apr 2019 | XJR vs RYLD | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.17% | 875.00M | Dec 2016 | XJR vs OUSM | |
| Opus Small Cap Value Plus ETF | 13.36% | 685.56M | Jul 2018 | XJR vs OSCV |
Lowest Drawdown Alternatives to XJR
XJR has a 1-year max drawdown of -9.43%. There are 31 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.49B | Jun 2017 | XJR vs CALF | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.36B | Apr 2019 | XJR vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | XJR vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | XJR vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 257.49M | Jul 2015 | XJR vs CSB |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.71% | 95.28B | May 2020 | XJR vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -28.88% | 48.04B | Jan 2024 | XJR vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 59 | 8.20% | 837.93B | May 2000 | XJR vs IVV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 95 | 100.58% | 46.67B | Jul 2001 | XJR vs SOXX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 14 | 0.77% | 41.34B | Jul 2002 | XJR vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 75 | 9.19% | 41.89B | Jun 2014 | XJR vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 31 | -13.49% | 32.53B | Apr 2006 | XJR vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -4.73% | 64.29B | Jan 2005 | XJR vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 67 | 20.47% | 81.35B | May 2000 | XJR vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 58 | 9.86% | 32.95B | 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