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 13.6% year-to-date (YTD) with +$411M in YTD flows. XJR performs worse with 13.36% YTD performance, and +$16M 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 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPSM XJR | +10.22%+11.02% | +6.59%+6.77% | +13.60%+13.36% | +38.36%+34.98% | +50.75%+50.44% | +32.72%+29.66% |
| Flows | SPSM XJR | -$170M+$2M | +$181M+$13M | +$411M+$16M | +$982M+$12M | +$6.01B+$60M | +$7.81B+$98M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPSM XJR | +17.94%+18.95% | +18.12%+18.23% | +20.63%+20.62% | +21.54%+21.47% |
| Max drawdown | SPSM XJR | -8.68%-9.43% | -8.68%-9.43% | -27.91%-27.00% | -27.91%-27.00% |
| Max drawdown duration | SPSM XJR | 59d62d | 59d62d | 380d409d | 380d409d |
Trading data
SPSM | XJR | |
Last sale 4/27/2026 at 1:30 PM | $53.10 | $48.19 |
| Previous close 04/24/2026 | $53.02 | $48.15 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/27/2026 at 1:30 PM
Live
Closed
SPSM | XJR | |
|---|---|---|
| Last price | $53.10 | $48.19 |
| 1D performance | +0.15% | +0.07% |
| AuM | $15.24 B | $134.84 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 | 559 | 519 |
| 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
95.92%
Other
4.08%
XJR
USA
98.08%
Other
1.92%
Sectors
SPSM
Industrials
16.29%
Financials
15.89%
Information Techn.
13.19%
Consumer Discreti.
13.16%
Health Care
10.13%
Other
31.34%
XJR
Financials
17.61%
Industrials
16.61%
Information Techn.
14.62%
Consumer Discreti.
14.2%
Health Care
11.02%
Other
25.94%
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Diversification
SPSM
Total weight of top 15 holdings out of 15
7.33%
XJR
Total weight of top 15 holdings out of 15
9.42%
Top 15 holdings
Data as of March 31, 2026
SPSM
EASTMAN CHEMICAL
0.57%
ELEMENT SOLUTIONS INC
0.51%
PRIMORIS SERVICES
0.51%
VIAVI SOLUTIONS INC
0.50%
ARGAN
0.49%
FORMFACTOR
0.49%
LKQ
0.49%
JACKSON FINANCIAL INC
0.49%
ESCO TECHNOLOGIES
0.48%
MATCH GROUP
0.47%
CELANESE SR
0.47%
SEMTECH
0.47%
ARMSTRONG WORLD INDUSTRIES
0.46%
SANMINA CORP
0.46%
SM ENERGY
0.46%
XJR
US0669224778
1.78%
ELEMENT SOLUTIONS INC
0.58%
PRIMORIS SERVICES
0.58%
VIAVI SOLUTIONS INC
0.58%
FORMFACTOR
0.56%
LKQ
0.56%
JACKSON FINANCIAL INC
0.56%
ESCO TECHNOLOGIES
0.55%
CELANESE SR
0.54%
SEMTECH
0.53%
ARMSTRONG WORLD INDUSTRIES
0.53%
SANMINA CORP
0.53%
AIR LEASE
0.51%
DIGITALOCEAN HOLDINGS
0.51%
KRYSTAL BIOTECH INC
0.50%
Frequently asked questions about SPSM and XJR
How have the SPSM and XJR ETFs performed in 2026?
As of April 24, 2026, SPSM is up 13.6% year-to-date (YTD), while XJR has returned 13.36%. That puts SPSM better performer ahead so far this year.
Which ETF is attracting more investor money: SPSM or XJR?
Year-to-date, the SPSM ETF saw +$411M in flows, compared to +$16M for XJR.
Which ETF is more volatile: SPSM or XJR?
Over the past year, SPSM had a volatility of 18.12%, while XJR experienced 18.23%.
Which ETF is bigger: SPSM or XJR?
As of April 24, 2026, SPSM holds $15.24 B in assets under management (AUM), while XJR manages $134.84 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 EASTMAN CHEMICAL, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES. XJR holds in its top three: US0669224778, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES.
Which ETF is more diversified: SPSM or XJR?
SPSM holds 601 securities with 7.33% of its assets in the top 15. XJR has 552 securities and a top 15 weight of 9.42%.
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