GRNJ vs. XJH
GRNJ (Fundstrat Granny Shots US Small- & Mid-Cap ETF) and XJH (iShares ESG Screened S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds. GRNJ is actively managed, while XJH is passively managed. A 0.78 correlation means they provide meaningful diversification when combined. GRNJ charges 0.75%/yr vs 0.12%/yr for XJH.
Performance
GRNJ vs. XJH - Performance Comparison
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Returns By Period
In the year-to-date period, GRNJ achieves a 16.81% return, which is significantly higher than XJH's 15.32% return.
GRNJ
- 1D
- -0.88%
- 1M
- -4.62%
- 6M
- 8.17%
- YTD
- 16.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XJH
- 1D
- -0.04%
- 1M
- 0.25%
- 6M
- 10.13%
- YTD
- 15.32%
- 1Y
- 22.33%
- 3Y*
- 13.73%
- 5Y*
- 8.03%
- 10Y*
- —
GRNJ vs. XJH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 16.81% | 6.02% |
XJH iShares ESG Screened S&P Mid-Cap ETF | 15.32% | 5.99% |
Correlation
The correlation between GRNJ and XJH is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.78 |
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Return for Risk
GRNJ vs. XJH — Risk / Return Rank
GRNJ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XJH
GRNJ vs. XJH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) and iShares ESG Screened S&P Mid-Cap ETF (XJH). 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.
| GRNJ | XJH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.17 | — |
| Martin ratioReturn relative to average drawdown | — | 7.97 | — |
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Drawdowns
GRNJ vs. XJH - Drawdown Comparison
The maximum GRNJ drawdown since its inception was -17.32%, smaller than the maximum XJH drawdown of -25.07%. Use the drawdown chart below to compare losses from any high point for GRNJ and XJH.
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Drawdown Indicators
| GRNJ | XJH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.32% | -25.07% | +7.75% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.61% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.56% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.07% | — |
Current DrawdownCurrent decline from peak | -8.45% | -1.71% | -6.74% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -6.72% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.62% | — |
Volatility
GRNJ vs. XJH - Volatility Comparison
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Volatility by Period
| GRNJ | XJH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.73% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.27% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.50% | 16.54% | +13.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.50% | 19.93% | +10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.50% | 19.82% | +10.68% |
GRNJ vs. XJH - Expense Ratio Comparison
GRNJ has a 0.75% expense ratio, which is higher than XJH's 0.12% expense ratio.
Dividends
GRNJ vs. XJH - Dividend Comparison
GRNJ has not paid dividends to shareholders, while XJH's dividend yield for the trailing twelve months is around 1.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XJH iShares ESG Screened S&P Mid-Cap ETF | 1.08% | 1.24% | 1.24% | 1.38% | 1.45% | 1.04% | 0.36% |
Frequently Asked Questions
GRNJ and XJH have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XJH is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XJH is cheaper with a 0.12% expense ratio, compared with 0.75% for GRNJ.
XJH has the higher dividend yield at 1.08%, compared with 0.00% for GRNJ.
They also come from different issuers: Fundstrat and iShares. Their fees differ too: 0.75% for GRNJ and 0.12% for XJH.
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