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TXS vs. XJH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

TXS vs. XJH

Last updated Aug 4, 2026
Documentation

TXS (Texas Capital Texas Equity Index ETF) and XJH (iShares ESG Screened S&P Mid-Cap ETF) are both Mid Cap Blend Equities funds - TXS tracks the Texas Capital Texas Equity Index - Benchmark TR Gross while XJH tracks the S&P MidCap 400 Sustainability Screened Index. Both are passively managed. Over the past 3 years, TXS returned 19.48%/yr vs 13.78%/yr for XJH. Their correlation of 0.84 means they have usually moved in the same direction. TXS charges 0.49%/yr vs 0.12%/yr for XJH.

Performance

TXS vs. XJH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Texas Capital Texas Equity Index ETF (TXS) and iShares ESG Screened S&P Mid-Cap ETF (XJH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TXS achieves a 17.07% return, which is significantly higher than XJH's 15.96% return.

TXS

1D
0.71%
1M
3.19%
6M
11.43%
YTD
17.07%
1Y
21.67%
3Y*
19.48%
5Y*
—
10Y*
—
ALL TIME*
18.90%

XJH

1D
0.96%
1M
0.04%
6M
10.53%
YTD
15.96%
1Y
25.39%
3Y*
13.78%
5Y*
8.31%
10Y*
—
ALL TIME*
14.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

TXS

Texas Capital Texas Equity Index ETF
$149.70K$174.94K$126.67K

XJH

iShares ESG Screened S&P Mid-Cap ETF
$608.00K$950.64K$1.17M

TXS vs. XJH - Yearly Performance Comparison

2026 (YTD)202520242023
TXS
Texas Capital Texas Equity Index ETF		17.07%10.31%24.29%5.77%
XJH
iShares ESG Screened S&P Mid-Cap ETF		15.96%8.12%12.27%4.46%

Correlation

The correlation between TXS and XJH is 0.74, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.74

Correlation (3Y)
Balances recent behavior with more history.

0.84

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2023

0.84

The correlation between TXS and XJH shifts across timeframes, from 0.74 (1 year) to 0.84 (3 years), reflecting how their relationship changes across market environments.

TXS vs. XJH - Sectors Allocation Comparison

Sectors
TXS
XJH

Energy

18.1%
3.0%

Consumer Cyclical

17.6%
10.5%

Industrials

14.1%
22.7%

Real Estate

12.2%
8.7%

Technology

12.1%
15.6%

Healthcare

11.7%
10.6%

Financial Services

7.5%
15.7%

Consumer Defensive

2.3%
3.2%

Communication Services

2.1%
1.0%

Utilities

2.0%
1.7%

Basic Materials

0.3%
6.9%

Energy

TXS
18.1%
XJH
3.0%

Consumer Cyclical

TXS
17.6%
XJH
10.5%

Industrials

TXS
14.1%
XJH
22.7%

Real Estate

TXS
12.2%
XJH
8.7%

Technology

TXS
12.1%
XJH
15.6%

Healthcare

TXS
11.7%
XJH
10.6%

Financial Services

TXS
7.5%
XJH
15.7%

Consumer Defensive

TXS
2.3%
XJH
3.2%

Communication Services

TXS
2.1%
XJH
1.0%

Utilities

TXS
2.0%
XJH
1.7%

Basic Materials

TXS
0.3%
XJH
6.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Texas Capital Texas Equity Index ETF

iShares ESG Screened S&P Mid-Cap ETF

Often compared with TXS:
TXS vs. SPYTXS vs. ^GSPCTXS vs. QQQTXS vs. VOOTXS vs. PWCTXS vs. GDETXS vs. TXN
Often compared with XJH:
XJH vs. XMMOXJH vs. XJRXJH vs. NUMVXJH vs. IJHXJH vs. NUMGXJH vs. SUSLXJH vs. MDY

Return for Risk

TXS vs. XJH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
TXS
TXS Risk / Return Rank: 7979
Overall Rank
TXS Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
TXS Sortino Ratio Rank: 7878
Sortino Ratio Rank
TXS Omega Ratio Rank: 7575
Omega Ratio Rank
TXS Calmar Ratio Rank: 8383
Calmar Ratio Rank
TXS Martin Ratio Rank: 8080
Martin Ratio Rank
XJH
XJH Risk / Return Rank: 6868
Overall Rank
XJH Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XJH Sortino Ratio Rank: 6868
Sortino Ratio Rank
XJH Omega Ratio Rank: 6262
Omega Ratio Rank
XJH Calmar Ratio Rank: 7373
Calmar Ratio Rank
XJH Martin Ratio Rank: 7575
Martin Ratio Rank
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.

TXS vs. XJH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Texas Capital Texas Equity Index ETF (TXS) 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.

TXSXJHDifference
Sharpe ratioReturn per unit of total volatility
1.90
1.57

+0.33

Sortino ratioReturn per unit of downside risk
2.70
2.31

+0.38

Omega ratioGain probability vs. loss probability

1.34

1.28

+0.06

Calmar ratioReturn relative to maximum drawdown

3.33

2.65

+0.67

Martin ratioReturn relative to average drawdown

11.42

9.83

+1.59

TXS vs. XJH - Sharpe Ratio Comparison

The current TXS Sharpe Ratio is 1.90, which is comparable to the XJH Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of TXS and XJH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

TXS vs. XJH - Drawdown Comparison

The maximum TXS drawdown since its inception was -19.69%, smaller than the maximum XJH drawdown of -25.07%. Use the drawdown chart below to compare losses from any high point for TXS and XJH.

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Drawdown Indicators

TXSXJHDifference

Max Drawdown

Largest peak-to-trough decline

-19.69%

-25.07%

+5.38%

Max Drawdown (1Y)

Largest decline over 1 year

-6.54%

-9.61%

+3.07%

Max Drawdown (3Y)

Largest decline over 3 years

-19.69%

-24.56%

+4.87%

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.07%

—

Current Drawdown

Current decline from peak

0.00%

-1.17%

+1.17%

Average Drawdown

Average peak-to-trough decline

-2.72%

-6.67%

+3.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

2.59%

-0.69%

Volatility

TXS vs. XJH - Volatility Comparison

The current volatility for Texas Capital Texas Equity Index ETF (TXS) is 2.69%, while iShares ESG Screened S&P Mid-Cap ETF (XJH) has a volatility of 3.66%. This indicates that TXS experiences smaller price fluctuations and is considered to be less risky than XJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

TXSXJHDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

3.66%

-0.97%

Volatility (6M)

Calculated over the trailing 6-month period

7.83%

12.08%

-4.25%

Volatility (1Y)

Calculated over the trailing 1-year period

11.49%

16.28%

-4.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.63%

19.86%

-4.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.63%

19.74%

-4.11%

TXS vs. XJH - Expense Ratio Comparison

TXS has a 0.49% expense ratio, which is higher than XJH's 0.12% expense ratio.

Dividends

TXS vs. XJH - Dividend Comparison

TXS's dividend yield for the trailing twelve months is around 0.77%, less than XJH's 1.08% yield.

PositionTTM202520242023202220212020
TXS
Texas Capital Texas Equity Index ETF		0.77%0.82%0.86%0.53%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

TXS and XJH have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XJH has higher volatility (3.66%) compared to TXS (2.69%). In terms of maximum drawdown, TXS dropped -19.69% vs XJH's -25.07%.

On 3-year performance, TXS leads with 19.48% vs 13.78% for XJH. On fees, XJH is cheaper at 0.12% per year. On volatility, TXS has been the lower-risk option at 2.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, TXS has performed better with a 19.48% return vs 13.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XJH is cheaper with a 0.12% expense ratio, compared with 0.49% for TXS.

XJH has the higher dividend yield at 1.08%, compared with 0.77% for TXS.

TXS tracks Texas Capital Texas Equity Index - Benchmark TR Gross, while XJH tracks S&P MidCap 400 Sustainability Screened Index. They also come from different issuers: Texas Capital and iShares. Their fees differ too: 0.49% for TXS and 0.12% for XJH.

TXS currently has the higher Sharpe Ratio (1.90 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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