XJH vs. IJH
Compare and contrast key facts about iShares ESG Screened S&P Mid-Cap ETF (XJH) and iShares Core S&P Mid-Cap ETF (IJH).
XJH and IJH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Sustainability Screened Index. It was launched on Sep 22, 2020. IJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Index. It was launched on May 22, 2000. Both XJH and IJH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XJH or IJH.
Correlation
The correlation between XJH and IJH is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XJH vs. IJH - Performance Comparison
Key characteristics
XJH:
0.84
IJH:
0.99
XJH:
1.26
IJH:
1.46
XJH:
1.16
IJH:
1.18
XJH:
1.65
IJH:
1.89
XJH:
4.48
IJH:
5.35
XJH:
3.11%
IJH:
2.95%
XJH:
16.52%
IJH:
15.96%
XJH:
-25.07%
IJH:
-55.06%
XJH:
-7.97%
IJH:
-7.74%
Returns By Period
In the year-to-date period, XJH achieves a 12.49% return, which is significantly lower than IJH's 14.01% return.
XJH
12.49%
-4.96%
7.11%
12.30%
N/A
N/A
IJH
14.01%
-3.24%
7.35%
14.25%
10.32%
9.59%
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XJH vs. IJH - Expense Ratio Comparison
XJH has a 0.12% expense ratio, which is higher than IJH's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XJH vs. IJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and iShares Core S&P Mid-Cap ETF (IJH). 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.
Dividends
XJH vs. IJH - Dividend Comparison
XJH's dividend yield for the trailing twelve months is around 1.23%, less than IJH's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XJH iShares ESG Screened S&P Mid-Cap ETF | 1.23% | 1.38% | 1.45% | 1.04% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJH iShares Core S&P Mid-Cap ETF | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% | 1.34% | 1.29% |
Drawdowns
XJH vs. IJH - Drawdown Comparison
The maximum XJH drawdown since its inception was -25.07%, smaller than the maximum IJH drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for XJH and IJH. For additional features, visit the drawdowns tool.
Volatility
XJH vs. IJH - Volatility Comparison
iShares ESG Screened S&P Mid-Cap ETF (XJH) has a higher volatility of 5.60% compared to iShares Core S&P Mid-Cap ETF (IJH) at 5.32%. This indicates that XJH's price experiences larger fluctuations and is considered to be riskier than IJH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.