XJRvsSPSMETF Comparison
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iShares ESG Select Screened S&P Small-Cap ETF (XJR) and State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) belong to the same industry segment: US Small Cap. XJR's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, SPSM's top sector exposures are Industrials, Financials and Information Technology. XJR is more expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.03% for SPSM. XJR is up 19.86% year-to-date (YTD) with +$18M in YTD flows. SPSM performs worse with 19.69% YTD performance, and +$538M 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 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | XJR SPSM | +6.59%+5.83% | +19.00%+17.77% | +19.86%+19.69% | +31.76%+34.40% | +52.03%+52.68% | +35.08%+36.60% |
| Flows | XJR SPSM | -+$29M | +$7M-$23M | +$18M+$538M | +$14M+$1.21B | +$60M+$5.93B | +$100M+$8.07B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | XJR SPSM | +18.56%+17.29% | +18.13%+17.81% | +20.38%+20.34% | +21.45%+21.49% |
| Max drawdown | XJR SPSM | -4.27%-4.14% | -9.43%-8.68% | -27.00%-27.91% | -27.00%-27.91% |
| Max drawdown duration | XJR SPSM | 16d16d | 62d59d | 409d380d | 409d380d |
Trading data
XJR | SPSM | |
Last sale 6/12/2026 at 1:30 PM | $50.95 | $55.91 |
| Previous close 06/11/2026 | $50.45 | $55.36 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 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 6/12/2026 at 1:30 PM
Live
Closed
XJR | SPSM | |
|---|---|---|
| Last price | $50.95 | $55.91 |
| 1D performance | +1.01% | +0.99% |
| AuM | $145.12 M | $16.19 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 Index |
| N° of holdings | 515 | 557 |
| 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
97.71%
Other
2.29%
SPSM
USA
96.45%
Other
3.55%
Sectors
XJR
Financials
17.48%
Industrials
16.43%
Information Techn.
15.98%
Consumer Discreti.
13.88%
Health Care
10.73%
Other
25.5%
SPSM
Industrials
15.98%
Financials
15.69%
Information Techn.
14.29%
Consumer Discreti.
12.7%
Health Care
10.05%
Other
31.28%
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Diversification
XJR
Total weight of top 15 holdings out of 15
10.24%
SPSM
Total weight of top 15 holdings out of 15
8.46%
Top 15 holdings
Data as of April 30, 2026
XJR
US0669224778
1.32%
VIAVI SOLUTIONS INC
0.83%
SANMINA CORP
0.82%
FORMFACTOR
0.72%
PRIMORIS SERVICES
0.67%
SEMTECH
0.67%
ELEMENT SOLUTIONS INC
0.67%
VIASAT
0.62%
ESCO TECHNOLOGIES
0.58%
LUMEN TECHNOLOGIES INC
0.57%
GLAUKOS
0.57%
JACKSON FINANCIAL INC
0.56%
LKQ
0.56%
QORVO INC.
0.55%
POWELL INDUSTRIES
0.54%
SPSM
VIAVI SOLUTIONS INC
0.72%
SANMINA CORP
0.71%
FORMFACTOR
0.63%
MOLINA HLTHCRE
0.60%
PRIMORIS SERVICES
0.58%
SEMTECH
0.58%
ELEMENT SOLUTIONS INC
0.58%
ARGAN
0.55%
VIASAT
0.53%
MATCH GROUP
0.53%
ESCO TECHNOLOGIES
0.50%
LUMEN TECHNOLOGIES INC
0.50%
EASTMAN CHEMICAL
0.50%
GLAUKOS
0.49%
JACKSON FINANCIAL INC
0.49%
Frequently asked questions about XJR and SPSM
How have the XJR and SPSM ETFs performed in 2026?
As of June 12, 2026, XJR is up 19.86% year-to-date (YTD), while SPSM has returned 19.69%. That puts XJR better performer ahead so far this year.
Which ETF is attracting more investor money: XJR or SPSM?
Year-to-date, the XJR ETF saw +$18M in flows, compared to +$538M for SPSM.
Which ETF is more volatile: XJR or SPSM?
Over the past year, XJR had a volatility of 18.13%, while SPSM experienced 17.81%.
Which ETF is bigger: XJR or SPSM?
As of June 12, 2026, XJR holds $145.12 M in assets under management (AUM), while SPSM manages $16.19 B.
What sectors do the XJR and SPSM ETFs invest in?
XJR leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, SPSM focuses on Industrials, Financials and Information Technology.
What are the top holdings of the XJR ETF and SPSM ETF?
XJR top holdings include US0669224778, VIAVI SOLUTIONS INC and SANMINA CORP. SPSM holds in its top three: VIAVI SOLUTIONS INC, SANMINA CORP and FORMFACTOR.
Which ETF is more diversified: XJR or SPSM?
XJR holds 547 securities with 10.24% of its assets in the top 15. SPSM has 603 securities and a top 15 weight of 8.46%.
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