XJHvsSPMDETF Comparison
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iShares ESG Select Screened S&P Mid-Cap ETF (XJH) and State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. XJH is more expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.03% for SPMD. XJH is up 16.15% year-to-date (YTD) with +$35M in YTD flows. SPMD performs worse with 15.76% YTD performance, and +$1.10B in YTD flows. Run a side-by-side ETF comparison of XJH and SPMD 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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XJH vs SPMD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJH SPMD | -0.36%-0.65% | +6.55%+5.74% | +16.15%+15.76% | +21.36%+19.94% | +45.35%+46.17% | +49.60%+52.94% |
| Flows | XJH SPMD | +$8M+$268M | +$30M+$634M | +$35M+$1.10B | +$63M+$1.92B | +$216M+$6.94B | +$292M+$9.34B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJH SPMD | +15.05%+14.41% | +16.10%+15.57% | +18.16%+17.85% | +19.77%+19.55% |
| Max drawdown | XJH SPMD | -4.42%-4.26% | -9.65%-8.82% | -24.38%-23.98% | -24.99%-23.98% |
| Max drawdown duration | XJH SPMD | 16d26d | 53d53d | 379d379d | 815d379d |
Trading data
XJH | SPMD | |
Last sale 7/29/2026 at 1:30 PM | $50.77 | $65.46 |
| Previous close 07/28/2026 | $51.66 | $66.62 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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XJH | SPMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/29/2026 at 1:30 PM
Live
Closed
XJH | SPMD | |
|---|---|---|
| Last price | $50.77 | $65.46 |
| 1D performance | -1.72% | -1.74% |
| AuM | $422.87 M | $18.43 B |
| E/R | 0.12% | 0.03% |
Characteristics
XJH | SPMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | State Street Investment Management |
| Benchmark | S&P MidCap 400 Sustainability Screened Index | S&P MidCap 400 Index |
| N° of holdings | 359 | 400 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | November 8, 2005 |
| ESG | Yes | No |
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Exposure
Countries
XJH
USA
95.38%
Other
4.62%
SPMD
USA
96.33%
Other
3.67%
Sectors
XJH
Finance
23.46%
Industrials
19.21%
Technology
15.87%
Non-Energy Materi.
10.35%
Healthcare
9.47%
Other
21.64%
SPMD
Finance
21.83%
Industrials
18.56%
Technology
15.38%
Non-Energy Materi.
10.68%
Healthcare
8.55%
Other
24.99%
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Diversification
XJH
Total weight of top 15 holdings out of 15
12.56%
SPMD
Total weight of top 15 holdings out of 15
11.17%
Top 15 holdings
Data as of June 30, 2026
XJH
Twilio, Inc.
0.97%
Carpenter Technology Corp.
0.95%
MKS, Inc.
0.93%
Curtiss-Wright Corp.
0.87%
nVent Electric Plc
0.85%
Entegris, Inc.
0.85%
ATI, Inc.
0.83%
Illumina, Inc.
0.82%
TechnipFMC plc
0.82%
Sterling Infrastructure, Inc.
0.80%
MasTec, Inc.
0.79%
Woodward, Inc.
0.78%
MACOM Technology Solutions Holdings, Inc.
0.77%
Everpure, Inc.
0.77%
XPO, Inc.
0.75%
SPMD
Twilio, Inc.
0.86%
Carpenter Technology Corp.
0.84%
MKS, Inc.
0.83%
Curtiss-Wright Corp.
0.77%
nVent Electric Plc
0.76%
Entegris, Inc.
0.76%
ATI, Inc.
0.74%
Illumina, Inc.
0.73%
TechnipFMC plc
0.73%
Sterling Infrastructure, Inc.
0.71%
MasTec, Inc.
0.71%
Woodward, Inc.
0.70%
MACOM Technology Solutions Holdings, Inc.
0.69%
Everpure, Inc.
0.69%
XPO, Inc.
0.66%
Frequently asked questions about XJH and SPMD
How have the XJH and SPMD ETFs performed in 2026?
As of July 28, 2026, XJH is up 16.15% year-to-date (YTD), while SPMD has returned 15.76%. That puts XJH better performer ahead so far this year.
Which ETF is attracting more investor money: XJH or SPMD?
Year-to-date, the XJH ETF saw +$35M in flows, compared to +$1.10B for SPMD.
Which ETF is more volatile: XJH or SPMD?
Over the past year, XJH had a volatility of 16.1%, while SPMD experienced 15.57%.
Which ETF is bigger: XJH or SPMD?
As of July 28, 2026, XJH holds $422.87 M in assets under management (AUM), while SPMD manages $18.43 B.
What sectors do the XJH and SPMD ETFs invest in?
XJH leans toward sectors like Finance, Industrials and Technology. Meanwhile, SPMD focuses on Finance, Industrials and Technology.
What are the top holdings of the XJH ETF and SPMD ETF?
XJH top holdings include Twilio, Inc., Carpenter Technology Corp. and MKS, Inc.. SPMD holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..
Which ETF is more diversified: XJH or SPMD?
XJH holds 359 securities with 12.56% of its assets in the top 15. SPMD has 400 securities and a top 15 weight of 11.17%.
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