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XJH vs. MIDE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XJH vs. MIDE

Last updated Jul 14, 2026
Documentation

XJH (iShares ESG Screened S&P Mid-Cap ETF) and MIDE (Xtrackers S&P MidCap 400 ESG ETF) are both Mid Cap Blend Equities funds - XJH tracks the S&P MidCap 400 Sustainability Screened Index while MIDE tracks the S&P MidCap 400 ESG Index. Both are passively managed. Over the past 5 years, XJH returned 8.31%/yr vs 8.83%/yr for MIDE. With a 0.99 correlation, they move nearly in lockstep. XJH charges 0.12%/yr vs 0.15%/yr for MIDE.

Performance

XJH vs. MIDE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Screened S&P Mid-Cap ETF (XJH) and Xtrackers S&P MidCap 400 ESG ETF (MIDE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with XJH having a 14.69% return and MIDE slightly lower at 14.49%.

XJH

1D
-0.55%
1M
-0.30%
6M
9.48%
YTD
14.69%
1Y
21.66%
3Y*
13.39%
5Y*
8.31%
10Y*
—

MIDE

1D
-0.48%
1M
-0.54%
6M
10.30%
YTD
14.49%
1Y
21.72%
3Y*
13.74%
5Y*
8.83%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XJH vs. MIDE - Yearly Performance Comparison

2026 (YTD)20252024202320222021
XJH
iShares ESG Screened S&P Mid-Cap ETF		14.69%8.12%12.27%16.74%-14.36%12.48%
MIDE
Xtrackers S&P MidCap 400 ESG ETF		14.49%9.81%11.21%15.20%-11.63%11.80%

Correlation

The correlation between XJH and MIDE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.98

Correlation (3Y)
Calculated over the trailing 3-year period

0.98

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (All Time)
Calculated using the full available price history since Feb 24, 2021

0.99

The correlation between XJH and MIDE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

XJH vs. MIDE - Sectors Allocation Comparison

Sectors
XJH
MIDE

Industrials

25.7%
22.6%

Technology

16.4%
14.5%

Financial Services

14.0%
15.6%

Healthcare

9.7%
9.3%

Consumer Cyclical

9.7%
10.1%

Real Estate

8.1%
8.6%

Basic Materials

5.8%
5.2%

Consumer Defensive

4.2%
4.0%

Energy

3.5%
6.0%

Utilities

1.5%
1.7%

Communication Services

1.1%
1.1%

Industrials

XJH
25.7%
MIDE
22.6%

Technology

XJH
16.4%
MIDE
14.5%

Financial Services

XJH
14.0%
MIDE
15.6%

Healthcare

XJH
9.7%
MIDE
9.3%

Consumer Cyclical

XJH
9.7%
MIDE
10.1%

Real Estate

XJH
8.1%
MIDE
8.6%

Basic Materials

XJH
5.8%
MIDE
5.2%

Consumer Defensive

XJH
4.2%
MIDE
4.0%

Energy

XJH
3.5%
MIDE
6.0%

Utilities

XJH
1.5%
MIDE
1.7%

Communication Services

XJH
1.1%
MIDE
1.1%

Compare stocks, funds, or ETFs

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

iShares ESG Screened S&P Mid-Cap ETF

Xtrackers S&P MidCap 400 ESG ETF

Often compared with XJH:
XJH vs. XJRXJH vs. XMMOXJH vs. NUMVXJH vs. IJHXJH vs. NUMGXJH vs. MDYXJH vs. SUSL
Often compared with MIDE:
MIDE vs. PTMCMIDE vs. VOOMIDE vs. SIXLMIDE vs. RWJMIDE vs. ASHSMIDE vs. PWCMIDE vs. CN

Return for Risk

XJH vs. MIDE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XJH
XJH Risk / Return Rank: 5252
Overall Rank
XJH Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
XJH Sortino Ratio Rank: 4949
Sortino Ratio Rank
XJH Omega Ratio Rank: 4545
Omega Ratio Rank
XJH Calmar Ratio Rank: 5757
Calmar Ratio Rank
XJH Martin Ratio Rank: 6060
Martin Ratio Rank
MIDE
MIDE Risk / Return Rank: 5353
Overall Rank
MIDE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MIDE Sortino Ratio Rank: 5151
Sortino Ratio Rank
MIDE Omega Ratio Rank: 4848
Omega Ratio Rank
MIDE Calmar Ratio Rank: 5858
Calmar Ratio Rank
MIDE Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XJH vs. MIDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Mid-Cap ETF (XJH) and Xtrackers S&P MidCap 400 ESG ETF (MIDE). 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.

XJHMIDEDifference
Sharpe ratioReturn per unit of total volatility
1.32
1.36

-0.04

Sortino ratioReturn per unit of downside risk
1.98
2.02

-0.05

Omega ratioGain probability vs. loss probability

1.23

1.24

-0.01

Calmar ratioReturn relative to maximum drawdown

2.26

2.33

-0.07

Martin ratioReturn relative to average drawdown

8.31

8.26

+0.05

XJH vs. MIDE - Sharpe Ratio Comparison

The current XJH Sharpe Ratio is 1.32, which is comparable to the MIDE Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of XJH and MIDE, 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

XJH vs. MIDE - Drawdown Comparison

The maximum XJH drawdown since its inception was -25.07%, roughly equal to the maximum MIDE drawdown of -24.59%. Use the drawdown chart below to compare losses from any high point for XJH and MIDE.

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Drawdown Indicators

XJHMIDEDifference

Max Drawdown

Largest peak-to-trough decline

-25.07%

-24.59%

-0.48%

Max Drawdown (1Y)

Largest decline over 1 year

-9.61%

-9.36%

-0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-24.56%

-24.59%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-25.07%

-24.59%

-0.48%

Current Drawdown

Current decline from peak

-2.24%

-1.95%

-0.29%

Average Drawdown

Average peak-to-trough decline

-6.72%

-6.39%

-0.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

2.64%

-0.03%

Volatility

XJH vs. MIDE - Volatility Comparison

iShares ESG Screened S&P Mid-Cap ETF (XJH) has a higher volatility of 4.40% compared to Xtrackers S&P MidCap 400 ESG ETF (MIDE) at 4.04%. This indicates that XJH's price experiences larger fluctuations and is considered to be riskier than MIDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XJHMIDEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.40%

4.04%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

12.28%

11.66%

+0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

16.52%

16.02%

+0.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.93%

19.68%

+0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.81%

19.58%

+0.23%

XJH vs. MIDE - Expense Ratio Comparison

XJH has a 0.12% expense ratio, which is lower than MIDE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

XJH vs. MIDE - Dividend Comparison

XJH's dividend yield for the trailing twelve months is around 1.09%, less than MIDE's 1.27% yield.

PositionTTM202520242023202220212020
MIDE
Xtrackers S&P MidCap 400 ESG ETF		1.27%1.52%1.45%1.36%1.33%0.93%0.00%
XJH
iShares ESG Screened S&P Mid-Cap ETF		1.09%1.24%1.24%1.38%1.45%1.04%0.36%

Frequently Asked Questions

With a correlation of 0.98, XJH and MIDE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

XJH has higher volatility (4.40%) compared to MIDE (4.04%). In terms of maximum drawdown, XJH dropped -25.07% vs MIDE's -24.59%.

On 5-year performance, MIDE leads with 8.83% vs 8.31% for XJH. On fees, XJH is cheaper at 0.12% per year. On volatility, MIDE has been the lower-risk option at 4.04%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, MIDE has performed better with a 8.83% return vs 8.31%. 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 0.15% for MIDE.

MIDE has the higher dividend yield at 1.27%, compared with 1.09% for XJH.

XJH tracks S&P MidCap 400 Sustainability Screened Index, while MIDE tracks S&P MidCap 400 ESG Index. They also come from different issuers: iShares and Deutsche Bank. Their fees differ too: 0.12% for XJH and 0.15% for MIDE.

MIDE currently has the higher Sharpe Ratio (1.36 vs 1.32), 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.

Portfolio Optimizer

Find the right allocation for XJH and MIDE

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