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 10.8% year-to-date (YTD) with +$47M in YTD flows. SPMD performs better with 11.37% YTD performance, and +$1.95B 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 10/26/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJH SPMD | +0.08%+0.68% | -4.39%-3.72% | +10.80%+11.37% | +11.62%+11.57% | +60.73%+61.38% | +37.42%+40.77% |
| Flows | XJH SPMD | +$7M+$303M | +$13M+$844M | +$47M+$1.95B | +$58M+$2.40B | +$218M+$7.46B | +$277M+$9.95B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJH SPMD | +12.69%+12.28% | +15.51%+14.94% | +17.95%+17.65% | +19.75%+19.52% |
| Max drawdown | XJH SPMD | -8.21%-8.24% | -9.65%-8.82% | -24.38%-23.98% | -24.99%-23.98% |
| Max drawdown duration | XJH SPMD | 71d71d | 53d53d | 379d379d | 815d379d |
Trading data
XJH | SPMD | |
Last sale 10/27/2026 at 1:30 PM | $49.26 | $64.14 |
| Previous close 10/26/2026 | $49.08 | $63.87 |
| 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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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 10/27/2026 at 1:30 PM
Live
Closed
XJH | SPMD | |
|---|---|---|
| Last price | $49.26 | $64.14 |
| 1D performance | +0.37% | +0.42% |
| AuM | $414.53 M | $18.49 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 | 352 | 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
95.89%
Other
4.11%
SPMD
USA
96.33%
Other
3.67%
Sectors
XJH
Finance
24.3%
Industrials
16.81%
Technology
15.38%
Healthcare
10.73%
Non-Energy Materi.
10.6%
Other
22.17%
SPMD
Finance
22.8%
Industrials
16.34%
Technology
14.42%
Non-Energy Materi.
10.56%
Healthcare
10.26%
Other
25.62%
Diversification
XJH
Total weight of top 15 holdings out of 15
12.52%
SPMD
Total weight of top 15 holdings out of 15
10.89%
Top 15 holdings
Data as of August 31, 2026
XJH
Twilio, Inc.
1.16%
Illumina, Inc.
1.04%
TechnipFMC plc
1.01%
Everpure, Inc.
0.95%
Okta, Inc.
0.94%
ATI, Inc.
0.90%
nVent Electric Plc
0.79%
Carpenter Technology Corp.
0.77%
US Foods Holding Corp.
0.75%
Tenet Healthcare Corp.
0.74%
XPO, Inc.
0.74%
United Therapeutics Corp.
0.70%
Curtiss-Wright Corp.
0.70%
Royal Gold, Inc.
0.69%
Entegris, Inc.
0.67%
SPMD
Twilio, Inc.
1.00%
Illumina, Inc.
0.91%
TechnipFMC plc
0.87%
Everpure, Inc.
0.82%
Okta, Inc.
0.81%
ATI, Inc.
0.78%
nVent Electric Plc
0.68%
Carpenter Technology Corp.
0.66%
US Foods Holding Corp.
0.65%
Tenet Healthcare Corp.
0.64%
XPO, Inc.
0.64%
United Therapeutics Corp.
0.61%
Curtiss-Wright Corp.
0.60%
Coeur Mining, Inc.
0.60%
Royal Gold, Inc.
0.60%
Frequently asked questions about XJH and SPMD
How have the XJH and SPMD ETFs performed in 2026?
As of October 26, 2026, XJH is up 10.8% year-to-date (YTD), while SPMD has returned 11.37%. That puts SPMD better performer ahead so far this year.
Which ETF is attracting more investor money: XJH or SPMD?
Year-to-date, the XJH ETF saw +$47M in flows, compared to +$1.95B for SPMD.
Which ETF is more volatile: XJH or SPMD?
Over the past year, XJH had a volatility of 15.51%, while SPMD experienced 14.94%.
Which ETF is bigger: XJH or SPMD?
As of October 26, 2026, XJH holds $414.53 M in assets under management (AUM), while SPMD manages $18.49 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., Illumina, Inc. and TechnipFMC plc. SPMD holds in its top three: Twilio, Inc., Illumina, Inc. and TechnipFMC plc.
Which ETF is more diversified: XJH or SPMD?
XJH holds 352 securities with 12.52% of its assets in the top 15. SPMD has 400 securities and a top 15 weight of 10.89%.
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