ISMDvsXJRETF Comparison
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Inspire Small/Mid Cap Impact ETF (ISMD) belongs to the US Multi-Factor segment. iShares ESG Select Screened S&P Small-Cap ETF (XJR) is part of the US Small Cap segment. ISMD's top 3 sector exposures are Finance, Industrials and Technology. In contrast, XJR's top sector exposures are Finance, Technology and Industrials. ISMD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.12% for XJR. ISMD is up 22.38% year-to-date (YTD) with +$42M in YTD flows. XJR performs worse with 16.02% YTD performance, and +$93M in YTD flows. Run a side-by-side ETF comparison of ISMD and XJR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ISMD vs XJR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ISMD XJR | +0.15%+0.73% | -4.74%-4.61% | +22.38%+16.02% | +21.16%+14.77% | +70.27%+64.01% | +46.71%+31.47% |
| Flows | ISMD XJR | +$7M+$5M | +$10M+$36M | +$42M+$93M | +$50M+$93M | +$78M+$128M | +$138M+$167M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ISMD XJR | +12.78%+12.55% | +16.56%+16.41% | +19.85%+20.12% | +20.80%+21.17% |
| Max drawdown | ISMD XJR | -9.82%-10.10% | -9.82%-10.10% | -26.77%-27.00% | -26.77%-27.00% |
| Max drawdown duration | ISMD XJR | 83d83d | 83d83d | 399d409d | 399d409d |
Trading data
ISMD | XJR | |
Last sale 10/27/2026 at 1:30 PM | $47.07 | $49.28 |
| Previous close 10/26/2026 | $46.79 | $49.02 |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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ISMD | XJR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
ISMD | XJR | |
|---|---|---|
| Last price | $47.07 | $49.28 |
| 1D performance | +0.60% | +0.54% |
| AuM | $326.76 M | $210.74 M |
| E/R | 0.53% | 0.12% |
Characteristics
ISMD | XJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Inspire ETFs | iShares |
| Benchmark | Inspire Small/Mid Cap Impact Equal Weight Index | S&P SmallCap 600 Sustainability Screened Index |
| N° of holdings | 498 | 529 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 28, 2017 | September 22, 2020 |
| ESG | Yes | Yes |
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Exposure
Countries
ISMD
USA
98.07%
Other
1.93%
XJR
USA
101.39%
Other
-1.39%
Sectors
ISMD
Finance
26.28%
Industrials
11.78%
Technology
11.22%
Healthcare
11.19%
Non-Energy Materi.
9.25%
Consumer Cyclical.
7.96%
Other
22.33%
XJR
Finance
27.85%
Technology
13.41%
Industrials
11.68%
Healthcare
11.5%
Consumer Cyclical.
8.43%
Other
27.12%
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Diversification
ISMD
Total weight of top 15 holdings out of 15
5.04%
XJR
Total weight of top 15 holdings out of 15
11.9%
Top 15 holdings
Data as of August 31, 2026
ISMD
Amplitude, Inc.
0.38%
UTZ Brands, Inc.
0.38%
Varex Imaging Corp.
0.37%
TaskUs, Inc.
0.36%
Pulse Biosciences, Inc.
0.36%
CBIZ, Inc.
0.34%
Xencor, Inc.
0.34%
JELD-WEN Holding, Inc.
0.33%
Blackbaud, Inc.
0.33%
Embecta Corp.
0.32%
The Honest Co., Inc.
0.32%
Via Transportation, Inc.
0.31%
ExlService Holdings, Inc.
0.30%
SPS Commerce, Inc.
0.30%
ZoomInfo Technologies, Inc.
0.30%
XJR
BlackRock Cash Funds - Treasury
3.67%
Corcept Therapeutics, Inc.
0.70%
Glaukos Corp.
0.68%
Paycom Software, Inc.
0.64%
Brinker International, Inc.
0.63%
Match Group, Inc.
0.61%
Jackson Financial, Inc.
0.60%
ViaSat, Inc.
0.59%
Protagonist Therapeutics, Inc.
0.58%
CarMax, Inc.
0.56%
Ryman Hospitality Properties, Inc.
0.56%
Eastman Chemical Co.
0.54%
Element Solutions, Inc.
0.52%
FormFactor, Inc.
0.51%
Alkermes Plc
0.51%
Frequently asked questions about ISMD and XJR
How have the ISMD and XJR ETFs performed in 2026?
As of October 26, 2026, ISMD is up 22.38% year-to-date (YTD), while XJR has returned 16.02%. That puts ISMD better performer ahead so far this year.
Which ETF is attracting more investor money: ISMD or XJR?
Year-to-date, the ISMD ETF saw +$42M in flows, compared to +$93M for XJR.
Which ETF is more volatile: ISMD or XJR?
Over the past year, ISMD had a volatility of 16.56%, while XJR experienced 16.41%.
Which ETF is bigger: ISMD or XJR?
As of October 26, 2026, ISMD holds $326.76 M in assets under management (AUM), while XJR manages $210.74 M.
What sectors do the ISMD and XJR ETFs invest in?
ISMD leans toward sectors like Finance, Industrials and Technology. Meanwhile, XJR focuses on Finance, Technology and Industrials.
What are the top holdings of the ISMD ETF and XJR ETF?
ISMD top holdings include Amplitude, Inc., UTZ Brands, Inc. and Varex Imaging Corp.. XJR holds in its top three: BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and Glaukos Corp..
Which ETF is more diversified: ISMD or XJR?
ISMD holds 498 securities with 5.04% of its assets in the top 15. XJR has 531 securities and a top 15 weight of 11.9%.
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