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XJRvsOVSETF Comparison
iShares ESG Select Screened S&P Small-Cap ETF (XJR) belongs to the US Small Cap segment. Overlay Shares Small Cap Equity ETF (OVS) is part of the Options Strategies segment. XJR's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, OVS's top sector exposures are Industrials, Financials and Information Technology. XJR is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.83% for OVS. XJR is up 2.64% year-to-date (YTD) with +$11M in YTD flows. OVS performs better with 4.62% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of XJR and OVS 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 OVS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR OVS | -6.07%-5.42% | -1.25%+0.49% | +2.64%+4.62% | +17.65%+23.49% | +38.48%+45.28% | +15.24%+18.38% |
| Flows | XJR OVS | +$7M+$752K | +$9M+$2M | +$11M+$2M | +$9M+$5M | +$54M+$9M | +$93M+$13M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR OVS | +16.72%+18.36% | +22.39%+24.76% | +20.61%+22.49% | +21.56%+23.42% |
| Max drawdown | XJR OVS | -6.36%-5.54% | -15.49%-17.85% | -27.00%-30.33% | -27.00%-30.41% |
| Max drawdown duration | XJR OVS | 29d29d | 46d77d | 409d380d | 409d995d |
XJR | OVS | |
Last sale 3/12/2026 at 1:30 PM | $42.82 | $35.86 |
| Previous close 03/11/2026 | $43.68 | $36.66 |
| 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 | OVS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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XJR | OVS | |
|---|---|---|
| Last price | $42.82 | $35.86 |
| 1D performance | -1.97% | -2.20% |
| AuM | $117.73 M | $18.69 M |
| E/R | 0.12% | 0.83% |
XJR | OVS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Overlay Shares |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index | - |
| N° of holdings | 514 | 559 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | September 25, 2019 |
| 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 OVS ETFs performed in 2026?
As of March 11, 2026, XJR is up 2.64% year-to-date (YTD), while OVS has returned 4.62%. That puts OVS better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or OVS?
Year-to-date, the XJR ETF saw +$11M in flows, compared to +$2M for OVS.
Which ETF is more volatile: XJR or OVS?
Over the past year, XJR had a volatility of 22.39%, while OVS experienced 24.76%.
Which ETF is bigger: XJR or OVS?
As of March 11, 2026, XJR holds $117.73 M in assets under management (AUM), while OVS manages $18.69 M.
What sectors do the XJR and OVS ETFs invest in?
XJR leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, OVS focuses on Industrials, Financials and Information Technology.
What are the top holdings of the XJR ETF and OVS ETF?
XJR top holdings include US0669224778, ADVANCED ENERGY INDUSTRIES and ARROWHEAD PHARMACEUTICALS INC. OVS holds in its top three: US0669224778, ADVANCED ENERGY INDUSTRIES and US83443Q1031.
Which ETF is more diversified: XJR or OVS?
XJR holds 544 securities with 9.72% of its assets in the top 15. OVS has 604 securities and a top 15 weight of 8.88%.
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