XJRvsSPSMETF Comparison
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iShares ESG Select Screened S&P Small-Cap ETF (XJR) belongs to the US Small Cap segment. State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. XJR is more expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.03% for SPSM. XJR is up 16.62% year-to-date (YTD) with +$93M in YTD flows. SPSM performs better with 17.25% YTD performance, and +$769M in YTD flows. Run a side-by-side ETF comparison of XJR and SPSM 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 SPSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR SPSM | +1.25%+1.79% | -4.76%-4.12% | +16.62%+17.25% | +15.98%+17.58% | +65.38%+66.24% | +32.03%+34.07% |
| Flows | XJR SPSM | +$5M-$112M | +$36M-$364M | +$93M+$769M | +$93M+$1.04B | +$126M+$3.47B | +$167M+$8.05B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR SPSM | +12.42%+12.11% | +16.37%+15.87% | +20.11%+20.03% | +21.14%+21.13% |
| Max drawdown | XJR SPSM | -10.10%-9.65% | -10.10%-9.65% | -27.00%-27.91% | -27.00%-27.91% |
| Max drawdown duration | XJR SPSM | 85d73d | 85d73d | 409d380d | 409d380d |
Trading data
XJR | SPSM | |
Last sale 10/28/2026 at 7:56 PM | $49.18 | $54.97 |
| Previous close 10/28/2026 | $49.28 | $54.33 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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XJR | SPSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/28/2026 at 7:56 PM
Live
Closed
XJR | SPSM | |
|---|---|---|
| Last price | $49.18 | $54.97 |
| 1D performance | -0.20% | +1.18% |
| AuM | $211.83 M | $15.96 B |
| E/R | 0.12% | 0.03% |
Characteristics
XJR | SPSM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | State Street Investment Management |
| Benchmark | S&P SmallCap 600 Sustainability Screened Index | S&P SmallCap 600 GARP Index |
| N° of holdings | 529 | 598 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 22, 2020 | July 8, 2013 |
| ESG | Yes | No |
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Exposure
Countries
XJR
USA
101.39%
Other
-1.39%
SPSM
USA
97.13%
Other
2.87%
Sectors
XJR
Finance
27.85%
Technology
13.41%
Industrials
11.68%
Healthcare
11.5%
Consumer Cyclical.
8.43%
Other
27.12%
SPSM
Finance
26.27%
Technology
12.85%
Industrials
11.71%
Healthcare
10.94%
Consumer Cyclical.
7.87%
Other
30.36%
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Diversification
XJR
Total weight of top 15 holdings out of 15
11.9%
SPSM
Total weight of top 15 holdings out of 15
7.58%
Top 15 holdings
Data as of August 31, 2026
XJR
BlackRock Cash Funds - Treasury
3.67%
Corcept Therapeutics, Inc.
0.70%
Glaukos Corp.
0.68%
Paycom Software, Inc.
0.64%
Brinker International, Inc.
0.63%
Match Group, Inc.
0.61%
Jackson Financial, Inc.
0.60%
ViaSat, Inc.
0.59%
Protagonist Therapeutics, Inc.
0.58%
CarMax, Inc.
0.56%
Ryman Hospitality Properties, Inc.
0.56%
Eastman Chemical Co.
0.54%
Element Solutions, Inc.
0.52%
FormFactor, Inc.
0.51%
Alkermes Plc
0.51%
SPSM
Corcept Therapeutics, Inc.
0.60%
Glaukos Corp.
0.59%
Paycom Software, Inc.
0.55%
Brinker International, Inc.
0.55%
Match Group, Inc.
0.53%
Jackson Financial, Inc.
0.52%
ViaSat, Inc.
0.51%
Protagonist Therapeutics, Inc.
0.50%
CarMax, Inc.
0.49%
Ryman Hospitality Properties, Inc.
0.48%
SM Energy Co.
0.47%
Eastman Chemical Co.
0.46%
Element Solutions, Inc.
0.45%
FormFactor, Inc.
0.44%
Alkermes Plc
0.44%
Frequently asked questions about XJR and SPSM
How have the XJR and SPSM ETFs performed in 2026?
As of October 28, 2026, XJR is up 16.62% year-to-date (YTD), while SPSM has returned 17.25%. That puts SPSM better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or SPSM?
Year-to-date, the XJR ETF saw +$93M in flows, compared to +$769M for SPSM.
Which ETF is more volatile: XJR or SPSM?
Over the past year, XJR had a volatility of 16.37%, while SPSM experienced 15.87%.
Which ETF is bigger: XJR or SPSM?
As of October 28, 2026, XJR holds $211.83 M in assets under management (AUM), while SPSM manages $15.96 B.
What sectors do the XJR and SPSM ETFs invest in?
XJR leans toward sectors like Finance, Technology and Industrials. Meanwhile, SPSM focuses on Finance, Technology and Industrials.
What are the top holdings of the XJR ETF and SPSM ETF?
XJR top holdings include BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and Glaukos Corp.. SPSM holds in its top three: Corcept Therapeutics, Inc., Glaukos Corp. and Paycom Software, Inc..
Which ETF is more diversified: XJR or SPSM?
XJR holds 531 securities with 11.9% of its assets in the top 15. SPSM has 600 securities and a top 15 weight of 7.58%.
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Latest news about XJR & SPSM
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SPSM
Value ETFs Shine Amid Lower-Than-Expected Inflation
July 15, 2024
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ETF Insights: Top 5 Fund Flows and Segments for June 2023
July 7, 2023
SPSM
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