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XJRvsIVSSETF Comparison
iShares ESG Select Screened S&P Small-Cap ETF (XJR) belongs to the US Small Cap segment. Applied Finance IVS US SMID ETF (IVSS) is part of the US Multi-Factor segment. XJR's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, IVSS's top sector exposures are Information Technology, Industrials and Financials. XJR is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.59% for IVSS. XJR is up 2.64% year-to-date (YTD) with +$11M in YTD flows. IVSS performs better with 3.8% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of XJR and IVSS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
XJR vs IVSS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR IVSS | -6.07%-4.61% | -1.25%+1.94% | +2.64%+3.80% | +17.65%n/a | +38.48%n/a | +15.24%n/a |
| Flows | XJR IVSS | +$7M+$3M | +$9M+$11M | +$11M+$9M | +$9M- | +$54M- | +$93M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR IVSS | +16.72%+15.00% | +22.39%n/a | +20.61%n/a | +21.56%n/a |
| Max drawdown | XJR IVSS | -6.36%-5.09% | -15.49%n/a | -27.00%n/a | -27.00%n/a |
| Max drawdown duration | XJR IVSS | 29d16d | 46dn/a | 409dn/a | 409dn/a |
XJR | IVSS | |
Last sale 3/12/2026 at 1:30 PM | $42.82 | $25.63 |
| Previous close 03/11/2026 | $43.68 | $26.09 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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XJR | IVSS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
XJR | IVSS | |
|---|---|---|
| Last price | $42.82 | $25.63 |
| 1D performance | -1.97% | -1.75% |
| AuM | $117.73 M | $15.04 M |
| E/R | 0.12% | 0.59% |
XJR | IVSS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Applied Finance |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index | - |
| N° of holdings | 514 | 320 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | December 3, 2025 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the XJR and IVSS ETFs performed in 2026?
As of March 11, 2026, XJR is up 2.64% year-to-date (YTD), while IVSS has returned 3.8%. That puts IVSS better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or IVSS?
Year-to-date, the XJR ETF saw +$11M in flows, compared to +$9M for IVSS.
Which ETF is bigger: XJR or IVSS?
As of March 11, 2026, XJR holds $117.73 M in assets under management (AUM), while IVSS manages $15.04 M.
What sectors do the XJR and IVSS ETFs invest in?
XJR leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, IVSS focuses on Information Technology, Industrials and Financials.
What are the top holdings of the XJR ETF and IVSS ETF?
XJR top holdings include US0669224778, ADVANCED ENERGY INDUSTRIES and ARROWHEAD PHARMACEUTICALS INC. IVSS holds in its top three: RYMAN HOSPITALITY PROPERTIES, MAXIMUS and ENSIGN GROUP.
Which ETF is more diversified: XJR or IVSS?
XJR holds 544 securities with 9.72% of its assets in the top 15. IVSS has 323 securities and a top 15 weight of 20.21%.
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