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XJH
+3.05 · +6.95%
$46.88 · BATS

iShares ESG Screened S&P Mid-Cap ETF (XJH) ETF Analysis | Mid-Cap Blend

iShares · USA
AUM:$366.7M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.12% — among the lowest available for this category.

What is XJH?

The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XJH delivered 17.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.12% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 8.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$366.7M
Expense Ratio0.12%
Dividend Yield1.20%
Holdings10
Inception DateSept 2020
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.17
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+17.6%
3Y
+48.3%
5Y
+43.6%
OpenBook InsightIf you had invested £10,000 in XJH 5 years ago, it would have grown to £14,360 — a gain of £4,360.

Annual Returns

Calendar year performance

XJH delivered positive returns in 4 of the last 5 calendar years.
YearXJH
2026 YTD+13.5%
2025+8.6%
2024+12.5%
2023+17.1%
2022-14.5%
CAGR 4yr+5.2%
4/5 positive yearsAvg return: +7.4%Worst year: -14.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.8%
Low
Momentum
+0.7%
30-day change
Support Level
51.23
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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