SPSMvsXJRETF Comparison
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State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) and iShares ESG Select Screened S&P Small-Cap ETF (XJR) belong to the same industry segment: US Small Cap. SPSM's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. SPSM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.12% for XJR. SPSM is up 19.69% year-to-date (YTD) with +$538M in YTD flows. XJR performs better with 19.86% YTD performance, and +$18M in YTD flows. Run a side-by-side ETF comparison of SPSM 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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SPSM vs XJR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPSM XJR | +5.83%+6.59% | +17.77%+19.00% | +19.69%+19.86% | +34.40%+31.76% | +52.68%+52.03% | +36.60%+35.08% |
| Flows | SPSM XJR | +$29M- | -$23M+$7M | +$538M+$18M | +$1.21B+$14M | +$5.93B+$60M | +$8.07B+$100M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPSM XJR | +17.29%+18.56% | +17.81%+18.13% | +20.34%+20.38% | +21.49%+21.45% |
| Max drawdown | SPSM XJR | -4.14%-4.27% | -8.68%-9.43% | -27.91%-27.00% | -27.91%-27.00% |
| Max drawdown duration | SPSM XJR | 16d16d | 59d62d | 380d409d | 380d409d |
Trading data
SPSM | XJR | |
Last sale 6/12/2026 at 1:30 PM | $55.91 | $50.95 |
| Previous close 06/11/2026 | $55.36 | $50.45 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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SPSM | 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 6/12/2026 at 1:30 PM
Live
Closed
SPSM | XJR | |
|---|---|---|
| Last price | $55.91 | $50.95 |
| 1D performance | +0.99% | +1.01% |
| AuM | $16.19 B | $145.12 M |
| E/R | 0.03% | 0.12% |
Characteristics
SPSM | XJR | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | iShares |
| Benchmark | S&P SmallCap 600 Index | S&P SmallCap 600 Sustainability Screened Index |
| N° of holdings | 557 | 515 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 8, 2013 | September 22, 2020 |
| ESG | No | Yes |
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Exposure
Countries
SPSM
USA
96.45%
Other
3.55%
XJR
USA
97.71%
Other
2.29%
Sectors
SPSM
Industrials
15.98%
Financials
15.69%
Information Techn.
14.29%
Consumer Discreti.
12.7%
Health Care
10.05%
Other
31.28%
XJR
Financials
17.48%
Industrials
16.43%
Information Techn.
15.98%
Consumer Discreti.
13.88%
Health Care
10.73%
Other
25.5%
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Diversification
SPSM
Total weight of top 15 holdings out of 15
8.46%
XJR
Total weight of top 15 holdings out of 15
10.24%
Top 15 holdings
Data as of April 30, 2026
SPSM
VIAVI SOLUTIONS INC
0.72%
SANMINA CORP
0.71%
FORMFACTOR
0.63%
MOLINA HLTHCRE
0.60%
PRIMORIS SERVICES
0.58%
SEMTECH
0.58%
ELEMENT SOLUTIONS INC
0.58%
ARGAN
0.55%
VIASAT
0.53%
MATCH GROUP
0.53%
ESCO TECHNOLOGIES
0.50%
LUMEN TECHNOLOGIES INC
0.50%
EASTMAN CHEMICAL
0.50%
GLAUKOS
0.49%
JACKSON FINANCIAL INC
0.49%
XJR
US0669224778
1.32%
VIAVI SOLUTIONS INC
0.83%
SANMINA CORP
0.82%
FORMFACTOR
0.72%
PRIMORIS SERVICES
0.67%
SEMTECH
0.67%
ELEMENT SOLUTIONS INC
0.67%
VIASAT
0.62%
ESCO TECHNOLOGIES
0.58%
LUMEN TECHNOLOGIES INC
0.57%
GLAUKOS
0.57%
JACKSON FINANCIAL INC
0.56%
LKQ
0.56%
QORVO INC.
0.55%
POWELL INDUSTRIES
0.54%
Frequently asked questions about SPSM and XJR
How have the SPSM and XJR ETFs performed in 2026?
As of June 12, 2026, SPSM is up 19.69% year-to-date (YTD), while XJR has returned 19.86%. That puts XJR better performer ahead so far this year.
Which ETF is attracting more investor money: SPSM or XJR?
Year-to-date, the SPSM ETF saw +$538M in flows, compared to +$18M for XJR.
Which ETF is more volatile: SPSM or XJR?
Over the past year, SPSM had a volatility of 17.81%, while XJR experienced 18.13%.
Which ETF is bigger: SPSM or XJR?
As of June 12, 2026, SPSM holds $16.19 B in assets under management (AUM), while XJR manages $145.12 M.
What sectors do the SPSM and XJR ETFs invest in?
SPSM leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.
What are the top holdings of the SPSM ETF and XJR ETF?
SPSM top holdings include VIAVI SOLUTIONS INC, SANMINA CORP and FORMFACTOR. XJR holds in its top three: US0669224778, VIAVI SOLUTIONS INC and SANMINA CORP.
Which ETF is more diversified: SPSM or XJR?
SPSM holds 603 securities with 8.46% of its assets in the top 15. XJR has 547 securities and a top 15 weight of 10.24%.
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