XJRvsISMDETF Comparison
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iShares ESG Select Screened S&P Small-Cap ETF (XJR) belongs to the US Small Cap segment. Inspire Small/Mid Cap Impact ETF (ISMD) is part of the US Multi-Factor segment. XJR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, ISMD's top sector exposures are Finance, Industrials and Technology. XJR is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.53% for ISMD. XJR is up 16.76% year-to-date (YTD) with +$88M in YTD flows. ISMD performs better with 23.9% YTD performance, and +$38M in YTD flows. Run a side-by-side ETF comparison of XJR and ISMD 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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XJR vs ISMD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR ISMD | -6.60%-5.64% | -2.67%-1.48% | +16.76%+23.90% | +17.22%+23.85% | +50.33%+57.40% | +36.45%+54.20% |
| Flows | XJR ISMD | +$31M+$55K | +$70M+$5M | +$88M+$38M | +$88M+$51M | +$125M+$75M | +$164M+$130M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR ISMD | +13.60%+13.47% | +16.98%+17.22% | +20.31%+19.99% | +21.24%+20.86% |
| Max drawdown | XJR ISMD | -7.32%-6.29% | -9.43%-9.50% | -27.00%-26.77% | -27.00%-26.77% |
| Max drawdown duration | XJR ISMD | 42d42d | 62d82d | 409d399d | 409d399d |
Trading data
XJR | ISMD | |
Last sale 9/16/2026 at 1:30 PM | $49.73 | $47.00 |
| Previous close 09/15/2026 | $49.28 | $47.48 |
| Consolidated volume 09/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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XJR | ISMD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/16/2026 at 1:30 PM
Live
Closed
XJR | ISMD | |
|---|---|---|
| Last price | $49.73 | $47.00 |
| 1D performance | +0.92% | -1.00% |
| AuM | $207.15 M | $327.68 M |
| E/R | 0.12% | 0.53% |
Characteristics
XJR | ISMD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Inspire ETFs |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index | Inspire Small/Mid Cap Impact Equal Weight Index |
| N° of holdings | 531 | 498 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | February 28, 2017 |
| ESG | Yes | Yes |
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Exposure
Countries
XJR
USA
100.53%
Other
-0.53%
ISMD
USA
98.25%
Other
1.75%
Sectors
XJR
Finance
28.06%
Technology
13.46%
Industrials
11.99%
Healthcare
11.25%
Consumer Cyclical.
8.62%
Other
26.61%
ISMD
Finance
26.94%
Industrials
12.09%
Technology
11.22%
Healthcare
10.4%
Non-Energy Materi.
9.16%
Consumer Cyclical.
8.25%
Other
21.94%
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Diversification
XJR
Total weight of top 15 holdings out of 15
10.81%
ISMD
Total weight of top 15 holdings out of 15
4.3%
Top 15 holdings
Data as of July 31, 2026
XJR
BlackRock Cash Funds - Treasury
2.88%
Corcept Therapeutics, Inc.
0.72%
ViaSat, Inc.
0.67%
Glaukos Corp.
0.63%
Match Group, Inc.
0.58%
Brinker International, Inc.
0.57%
Jackson Financial, Inc.
0.54%
Ryman Hospitality Properties, Inc.
0.54%
Protagonist Therapeutics, Inc.
0.53%
Alkermes Plc
0.53%
CarMax, Inc.
0.53%
FormFactor, Inc.
0.52%
StoneX Group, Inc.
0.52%
Element Solutions, Inc.
0.52%
Argan, Inc.
0.51%
ISMD
UTZ Brands, Inc.
0.37%
CBIZ, Inc.
0.35%
Par Pacific Holdings, Inc.
0.31%
Blackbaud, Inc.
0.29%
Enovis Corp.
0.29%
Safety Insurance Group, Inc.
0.28%
Neogen Corp.
0.28%
Dorian LPG Ltd.
0.28%
WEX, Inc.
0.27%
ExlService Holdings, Inc.
0.27%
TaskUs, Inc.
0.27%
Kosmos Energy Ltd.
0.26%
Orthofix Medical, Inc.
0.26%
Columbus McKinnon Corp.
0.26%
SPS Commerce, Inc.
0.26%
Frequently asked questions about XJR and ISMD
How have the XJR and ISMD ETFs performed in 2026?
As of September 15, 2026, XJR is up 16.76% year-to-date (YTD), while ISMD has returned 23.9%. That puts ISMD better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or ISMD?
Year-to-date, the XJR ETF saw +$88M in flows, compared to +$38M for ISMD.
Which ETF is more volatile: XJR or ISMD?
Over the past year, XJR had a volatility of 16.98%, while ISMD experienced 17.22%.
Which ETF is bigger: XJR or ISMD?
As of September 15, 2026, XJR holds $207.15 M in assets under management (AUM), while ISMD manages $327.68 M.
What sectors do the XJR and ISMD ETFs invest in?
XJR leans toward sectors like Finance, Technology and Industrials. Meanwhile, ISMD focuses on Finance, Industrials and Technology.
What are the top holdings of the XJR ETF and ISMD ETF?
XJR top holdings include BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc.. ISMD holds in its top three: UTZ Brands, Inc., CBIZ, Inc. and Par Pacific Holdings, Inc..
Which ETF is more diversified: XJR or ISMD?
XJR holds 533 securities with 10.81% of its assets in the top 15. ISMD has 498 securities and a top 15 weight of 4.3%.
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