ESIX vs. XJR

Last updated Aug 2, 2026

ESIX (SPDR S&P SmallCap 600 ESG ETF) and XJR (iShares ESG Screened S&P Small-Cap ETF) are both Small Cap Blend Equities funds - ESIX tracks the S&P SmallCap 600 ESG Index while XJR tracks the S&P SmallCap 600 Sustainability Screened Index. Both are passively managed. Their 0.96 correlation means they have historically moved very closely together. Both charge a 0.12% expense ratio.

Performance

ESIX vs. XJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR S&P SmallCap 600 ESG ETF (ESIX) and iShares ESG Screened S&P Small-Cap ETF (XJR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ESIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

XJR

• 1D: -0.12%
• 1M: -0.71%
• 6M: 15.81%
• YTD: 21.53%
• 1Y: 33.14%
• 3Y*: 13.33%
• 5Y*: 7.17%
• 10Y*: —
• ALL TIME*: 15.09%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
XJR iShares ESG Screened S&P Small-Cap ETF	$397.40K	$346.04K	$432.61K

ESIX vs. XJR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ESIX SPDR S&P SmallCap 600 ESG ETF	10.83%	1.83%	9.66%	17.51%	-13.44%
XJR iShares ESG Screened S&P Small-Cap ETF	21.53%	4.73%	9.59%	16.39%	-15.68%

Correlation

The correlation between ESIX and XJR is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.85
Correlation (3Y) Balances recent behavior with more history.	0.94
Correlation (All Time) Calculated using the full available price history since Jan 11, 2022	0.96

The correlation between ESIX and XJR shifts across timeframes, from 0.85 (1 year) to 0.96 (all time), reflecting how their relationship changes across market environments.

ESIX vs. XJR - Sectors Allocation Comparison

Sectors	ESIX	XJR
Industrials	17.1%	15.8%
Technology	17.0%	16.2%
Financial Services	17.0%	17.7%
Consumer Cyclical	12.2%	13.9%
Healthcare	10.8%	12.6%
Real Estate	7.0%	7.7%
Energy	5.9%	3.1%
Basic Materials	4.9%	4.5%
Consumer Defensive	3.4%	3.6%
Communication Services	3.1%	3.3%
Utilities	1.7%	1.5%

Return for Risk

ESIX vs. XJR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ESIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

XJR

XJR Risk / Return Rank: 80
XJR Sharpe Ratio Rank: 78
XJR Sortino Ratio Rank: 81
XJR Omega Ratio Rank: 74
XJR Calmar Ratio Rank: 86
XJR Martin Ratio Rank: 82

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ESIX vs. XJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P SmallCap 600 ESG ETF (ESIX) and iShares ESG Screened S&P Small-Cap ETF (XJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ESIX	XJR	Difference
Sharpe ratio: Return per unit of total volatility	—	1.77	—
Sortino ratio: Return per unit of downside risk	—	2.64	—
Omega ratio: Gain probability vs. loss probability	—	1.31	—
Calmar ratio: Return relative to maximum drawdown	—	3.33	—
Martin ratio: Return relative to average drawdown	—	10.84	—

Drawdowns

Drawdown Indicators

	ESIX	XJR	Difference
Max Drawdown Largest peak-to-trough decline	—	-27.14%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.43%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-27.14%	—
Current Drawdown Current decline from peak	—	-2.18%	—
Average Drawdown Average peak-to-trough decline	—	-9.25%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.89%	—

Volatility

Volatility by Period

	ESIX	XJR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.74%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	17.74%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.30%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.57%	—

ESIX vs. XJR - Expense Ratio Comparison

Both ESIX and XJR have an expense ratio of 0.12%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

ESIX vs. XJR - Dividend Comparison

ESIX's dividend yield for the trailing twelve months is around 1.05%, more than XJR's 0.94% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
ESIX SPDR S&P SmallCap 600 ESG ETF	1.05%	1.64%	1.65%	1.69%	1.54%	0.00%	0.00%
XJR iShares ESG Screened S&P Small-Cap ETF	0.94%	1.14%	1.96%	0.92%	1.29%	2.00%	0.58%

Frequently Asked Questions

Can I hold both ESIX and XJR in my portfolio?

ESIX and XJR have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESIX or XJR?

Both ETFs have the same 0.12% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESIX or XJR?

ESIX and XJR have the same expense ratio: 0.12% per year.

Which ETF pays a higher dividend yield, ESIX or XJR?

ESIX has the higher dividend yield at 1.05%, compared with 0.94% for XJR.

What is the main difference between ESIX and XJR?

ESIX tracks S&P SmallCap 600 ESG Index, while XJR tracks S&P SmallCap 600 Sustainability Screened Index. They also come from different issuers: State Street and iShares.