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ETFs

iShares ESG Screened S&P Small-Cap ETF

XJR
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 22 2020
Expense Ratio
0.12%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$214,261
AUM
$40,914,948
Associated Index
S&P SmallCap 600 Sustainability Screened Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

XTSLA
BLK CSH FND TREASURY SL AGENCY
3.88%
SPSC
SPS Commerce Inc.
0.68%
AIT
Applied Industrial Technologies Inc.
0.67%
FIX
Comfort Systems USA, Inc.
0.65%
ENSG
Ensign Group Inc
0.65%
ATI
ATI Inc
0.64%
RMBS
Rambus Inc.
0.63%
ABG
Asbury Automotive Group Inc
0.57%
ACLS
Axcelis Technologies Inc
0.56%
ONTO
Onto Innovation Inc.
0.55%
Invest with XJR

What is XJR?

The Fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index (the Underlying Index ), which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC (the Index Provider or SPDJI ).The Underlying Index is a float-adjusted market capitalization-weighted equity index. The Index Provider constructs the Underlying Index starting with the S&P SmallCap 600 Index and based on its eligibility criteria excludes companies with specific levels of involvement in the business of tobacco (both production and retail), controversial weapons, manufacturers and major retailers of small arms and companies involved incertain fossil-fuel related activity.

ETFs related toXJR

ETFs correlated to XJR include SLY, VIOO, SPSM

XJR
iShares Trust - iShares ESG Screened S&P Small-Cap ETF
SLY
SPDR Series Trust - SPDR S&P 600 Small Cap ETF
VIOO
Vanguard Group, Inc. - Vanguard S&P Small-Cap 600 ETF
SPSM
SSgA Active Trust - SPDR Portfolio S&P 600 Small Cap ETF
IJR
BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SLYG
SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SLYV
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IJS
BlackRock Institutional Trust Company N.A. - iShares S&P Small-Cap 600 Value ETF
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
IJT
BlackRock Institutional Trust Company N.A. - iShares S&P Small-Cap 600 Growth ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toXJR

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Risk Rating

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SPY minimum drawdown

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Create your own algorithmic trading strategy with XJR using Composer

FAQ

XJR is a US Equities ETF. The Fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index (the Underlying Index ), which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC (the Index Provider or SPDJI ).The Underlying Index is a float-adjusted market capitalization-weighted equity index. The Index Provider constructs the Underlying Index starting with the S&P SmallCap 600 Index and based on its eligibility criteria excludes companies with specific levels of involvement in the business of tobacco (both production and retail), controversial weapons, manufacturers and major retailers of small arms and companies involved incertain fossil-fuel related activity.

XJR tracks the S&P SmallCap 600 Sustainability Screened Index.

No, XJR is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, XJR is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on XJR is -0.0947%. This is the percent change in the value of XJR over the most recent 1-month period. The 3-month return on XJR is -0.0157%. This is the percent change in the value of XJR over the most recent 3-month period.

The standard deviation of XJR for the past year is 0.2499%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to XJR include DIA, MDY, and IWM.

ETFs correlated to XJR include SLY, VIOO, and SPSM.

ETFs that are inversely correlated to XJR include TZA, RWM, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.