XJRvsOASCETF Comparison
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iShares ESG Select Screened S&P Small-Cap ETF (XJR) and OneAscent Small Cap Core ETF (OASC) belong to the same industry segment: US Small Cap. XJR's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, OASC's top sector exposures are Financials, Information Technology and Health Care. XJR is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 1.38% for OASC. XJR is up 13.38% year-to-date (YTD) with +$18M in YTD flows. OASC performs worse with 11.43% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of XJR and OASC 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 OASC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR OASC | +13.18%+12.42% | +7.31%+7.37% | +13.38%+11.43% | +34.50%+38.38% | +53.32%n/a | +29.35%n/a |
| Flows | XJR OASC | +$2M-$2M | +$16M+$715K | +$18M+$2M | +$14M+$43M | +$62M- | +$100M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR OASC | +18.91%+19.48% | +18.27%+18.03% | +20.57%n/a | +21.47%n/a |
| Max drawdown | XJR OASC | -9.43%-7.69% | -9.43%-7.69% | -27.00%n/a | -27.00%n/a |
| Max drawdown duration | XJR OASC | 62d40d | 62d40d | 409dn/a | 409dn/a |
Trading data
XJR | OASC | |
Last sale 4/28/2026 at 1:30 PM | $47.98 | $32.44 |
| Previous close 04/28/2026 | $48.19 | $32.75 |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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OASC
is actively managed and doesn’t replicate an indexXJR | OASC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/28/2026 at 1:30 PM
Live
Closed
XJR | OASC | |
|---|---|---|
| Last price | $47.98 | $32.44 |
| 1D performance | -0.43% | -0.96% |
| AuM | $137.27 M | $77.81 M |
| E/R | 0.12% | 1.38% |
Characteristics
XJR | OASC | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | OneAscent Investments |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index | - |
| N° of holdings | 519 | 170 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | June 13, 2024 |
| ESG | Yes | Yes |
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Exposure
Countries
XJR
USA
98.08%
Other
1.92%
OASC
USA
84.34%
Other
15.66%
Sectors
XJR
Financials
17.61%
Industrials
16.61%
Information Techn.
14.62%
Consumer Discreti.
14.2%
Health Care
11.02%
Other
25.94%
OASC
Financials
22.83%
Information Techn.
17.59%
Health Care
11.68%
Industrials
11.48%
Consumer Discreti.
9.16%
Other
27.26%
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Diversification
XJR
Total weight of top 15 holdings out of 15
9.42%
OASC
Total weight of top 15 holdings out of 15
23.22%
Top 15 holdings
Data as of March 31, 2026
XJR
US0669224778
1.78%
ELEMENT SOLUTIONS INC
0.58%
PRIMORIS SERVICES
0.58%
VIAVI SOLUTIONS INC
0.58%
FORMFACTOR
0.56%
LKQ
0.56%
JACKSON FINANCIAL INC
0.56%
ESCO TECHNOLOGIES
0.55%
CELANESE SR
0.54%
SEMTECH
0.53%
ARMSTRONG WORLD INDUSTRIES
0.53%
SANMINA CORP
0.53%
AIR LEASE
0.51%
DIGITALOCEAN HOLDINGS
0.51%
KRYSTAL BIOTECH INC
0.50%
OASC
CNA FINANCIAL
2.04%
CF INDUSTRIES HOLDINGS
2.01%
CINCINNATI FINANCIAL
1.74%
RALPH LAUREN
1.61%
SYNCHRONY FINANCIAL
1.57%
CROWN HOLDINGS
1.56%
ROYALTY PHARMA
1.54%
MARKET CORPORATION
1.53%
AFFILIATED MANAGERS GROUP
1.47%
WTTS WTER TECH
1.45%
GLADSTONE INVESTMENT
1.42%
HARTFORD FINANCIAL SERVICES GRUP
1.40%
BANC OF CALIFORNIA INC
1.38%
LUMENTUM HOLDINGS
1.25%
ALCOA CORP
1.25%
Frequently asked questions about XJR and OASC
How have the XJR and OASC ETFs performed in 2026?
As of April 27, 2026, XJR is up 13.38% year-to-date (YTD), while OASC has returned 11.43%. That puts XJR better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or OASC?
Year-to-date, the XJR ETF saw +$18M in flows, compared to +$2M for OASC.
Which ETF is more volatile: XJR or OASC?
Over the past year, XJR had a volatility of 18.27%, while OASC experienced 18.03%.
Which ETF is bigger: XJR or OASC?
As of April 27, 2026, XJR holds $137.27 M in assets under management (AUM), while OASC manages $77.81 M.
What sectors do the XJR and OASC ETFs invest in?
XJR leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, OASC focuses on Financials, Information Technology and Health Care.
What are the top holdings of the XJR ETF and OASC ETF?
XJR top holdings include US0669224778, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES. OASC holds in its top three: CNA FINANCIAL, CF INDUSTRIES HOLDINGS and CINCINNATI FINANCIAL.
Which ETF is more diversified: XJR or OASC?
XJR holds 552 securities with 9.42% of its assets in the top 15. OASC has 171 securities and a top 15 weight of 23.22%.
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