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 Industrials, Information Technology and Financials. XJR is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.59% for IVSS. XJR is up 19.86% year-to-date (YTD) with +$18M in YTD flows. IVSS performs worse with 14.77% YTD performance, and +$18M 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 | +6.59%+2.97% | +19.00%+10.88% | +19.86%+14.77% | +31.76%n/a | +52.03%n/a | +35.08%n/a |
| Flows | XJR IVSS | -+$1M | +$7M+$9M | +$18M+$18M | +$14M- | +$60M- | +$100M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR IVSS | +18.56%+15.55% | +18.13%n/a | +20.38%n/a | +21.45%n/a |
| Max drawdown | XJR IVSS | -4.27%-3.51% | -9.43%n/a | -27.00%n/a | -27.00%n/a |
| Max drawdown duration | XJR IVSS | 16d19d | 62dn/a | 409dn/a | 409dn/a |
XJR | IVSS | |
Last sale 6/12/2026 at 1:30 PM | $50.95 | $29.19 |
| Previous close 06/11/2026 | $50.45 | $28.93 |
| Consolidated volume 06/11/2026 | ||
| 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 | ||
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XJR | IVSS | |
|---|---|---|
| Last price | $50.95 | $29.19 |
| 1D performance | +1.01% | +0.88% |
| AuM | $145.12 M | $26.02 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 | 515 | 318 |
| 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
