iShares ESG Select Screened S&P Small-Cap ETF (XJR)
About this ETF
iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 Sustainability Screened Index, by using representative sampling technique. The fund does not invest in stocks of companies operating across business of tobacco (both production and retail), controversial weapons, manufacturers…
Price
Top 10 holdings
| BLK CSH FND TREASURY SL AGENCY | 1.32% |
| SANMINA CORP SANM | 0.92% |
| VIAVI SOLUTIONS INC VIAV | 0.87% |
| SEMTECH CORP SMTC | 0.87% |
| FORMFACTOR INC FORM | 0.80% |
| ELEMENT SOLUTIONS INC ESI | 0.70% |
| VIASAT INC VSAT | 0.68% |
| POWELL INDUSTRIES INC POWL | 0.63% |
| STONEX GROUP INC SNEX | 0.59% |
| MAXLINEAR INC MXL | 0.57% |
Sector mix
Price chart
Returns
| 1 month | +4.33% |
| 3 months | +12.07% |
| 6 months | +15.83% |
| Year to date | +20.62% |
| 1 year | +24.78% |
| 3 years (ann.) | +14.45% |
| 5 years (ann.) | +5.29% |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 17.95% |
| Sharpe (1y) | 1.32 |
| Sharpe (3y) | 0.76 |
| Sortino (1y) | 2.35 |
| Max drawdown (1y) | -9.44% |
| Max drawdown (5y) | -27.87% |
| Max drawdown (full) | -27.87% |
| Beta vs S&P 500 (1y) | 1.04 |
| Correlation vs S&P 500 (1y) | 0.73 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2026-06-15 | 2026-06-18 | USD 0.1447 |
| 2026-03-17 | 2026-03-20 | USD 0.0014 |
| 2025-12-16 | 2025-12-19 | USD 0.1801 |
| 2025-09-16 | 2025-09-19 | USD 0.1583 |
| 2025-06-16 | 2025-06-20 | USD 0.1460 |
| 2024-12-17 | 2024-12-20 | USD 0.4410 |
| 2024-09-25 | 2024-09-30 | USD 0.2191 |
| 2024-06-11 | 2024-06-17 | USD 0.1448 |
| 2023-09-26 | 2023-10-02 | USD 0.1400 |
| 2023-06-07 | 2023-06-13 | USD 0.1132 |
| 2023-03-23 | 2023-03-29 | USD 0.0985 |
| 2022-12-13 | 2022-12-19 | USD 0.1903 |
| 2022-09-26 | 2022-09-30 | USD 0.1205 |
| 2022-06-09 | 2022-06-15 | USD 0.0833 |
| 2022-03-24 | 2022-03-30 | USD 0.0332 |
| 2021-12-13 | 2021-12-17 | USD 0.2623 |
| 2021-09-24 | 2021-09-30 | USD 0.1529 |
| 2021-06-10 | 2021-06-16 | USD 0.3364 |
| 2021-03-25 | 2021-03-31 | USD 0.0640 |
| 2020-12-14 | 2020-12-18 | USD 0.1934 |
ESG profile
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF IJR | 0.06% | 109.39B | 78.5% |

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