XJR vs. ASCE
XJR (iShares ESG Screened S&P Small-Cap ETF) and ASCE (Allspring SMID Core ETF) are both Small Cap Blend Equities funds. XJR is passively managed, while ASCE is actively managed. Their correlation of 0.87 suggests significant overlap in exposure. XJR charges 0.12%/yr vs 0.38%/yr for ASCE.
Performance
XJR vs. ASCE - Performance Comparison
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Returns By Period
In the year-to-date period, XJR achieves a 14.91% return, which is significantly lower than ASCE's 22.25% return.
XJR
- 1D
- -0.96%
- 1M
- 2.16%
- YTD
- 14.91%
- 6M
- 13.91%
- 1Y
- 28.36%
- 3Y*
- 14.13%
- 5Y*
- 5.38%
- 10Y*
- —
ASCE
- 1D
- -0.38%
- 1M
- 5.38%
- YTD
- 22.25%
- 6M
- 21.06%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XJR vs. ASCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XJR iShares ESG Screened S&P Small-Cap ETF | 14.91% | 6.15% |
ASCE Allspring SMID Core ETF | 22.25% | 8.61% |
Correlation
The correlation between XJR and ASCE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 9, 2025 | 0.87 |
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Return for Risk
XJR vs. ASCE — Risk / Return Rank
XJR
ASCE
XJR vs. ASCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P Small-Cap ETF (XJR) and Allspring SMID Core ETF (ASCE). 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.
| XJR | ASCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.28 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | — | — |
| Martin ratioReturn relative to average drawdown | 9.70 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XJR | ASCE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 1.92 | -1.25 |
Drawdowns
XJR vs. ASCE - Drawdown Comparison
The maximum XJR drawdown since its inception was -27.14%, which is greater than ASCE's maximum drawdown of -9.22%. Use the drawdown chart below to compare losses from any high point for XJR and ASCE.
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Drawdown Indicators
| XJR | ASCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -9.22% | -17.92% |
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 DrawdownCurrent decline from peak | -0.96% | -0.38% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -2.10% | -7.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | — | — |
Volatility
XJR vs. ASCE - Volatility Comparison
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Volatility by Period
| XJR | ASCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.77% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.22% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.85% | 19.25% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.43% | 19.25% | +2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 19.25% | +2.48% |
XJR vs. ASCE - Expense Ratio Comparison
XJR has a 0.12% expense ratio, which is lower than ASCE's 0.38% expense ratio.
Dividends
XJR vs. ASCE - Dividend Comparison
XJR's dividend yield for the trailing twelve months is around 0.99%, more than ASCE's 0.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ASCE Allspring SMID Core ETF | 0.18% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XJR iShares ESG Screened S&P Small-Cap ETF | 0.99% | 1.14% | 1.96% | 0.92% | 1.29% | 2.00% | 0.58% |
Frequently Asked Questions
XJR and ASCE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XJR is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XJR is cheaper with a 0.12% expense ratio, compared with 0.38% for ASCE.
XJR has the higher dividend yield at 0.99%, compared with 0.18% for ASCE.
They also come from different issuers: iShares and Allspring. Their fees differ too: 0.12% for XJR and 0.38% for ASCE.
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