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XJR
+2.79 · +6.65%
$44.82 · BATS

iShares ESG Screened S&P Small-Cap ETF (XJR) ETF Analysis | Small Blend

iShares · USA
AUM:$120.8M
#– of – in Small 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 15.0% over the past year, showing positive momentum.

Cost Efficiency

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

What is XJR?

The fund seeks to track the investment results of the underlying index, which measures the performance of the small-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
XJR delivered 15.0% 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 6.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$120.8M
Expense Ratio0.12%
Dividend Yield1.09%
Holdings10
Inception DateSept 2020
Domicile–
Distribution–
Index–
ProvideriShares
Beta1.19
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would XJR affect your portfolio?

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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
+12.7%
1Y
+20.8%
3Y
+50.3%
5Y
+36.3%
OpenBook InsightIf you had invested £10,000 in XJR 5 years ago, it would have grown to £13,633 — a gain of £3,633.

Annual Returns

Calendar year performance

XJR delivered positive returns in 4 of the last 5 calendar years.
YearXJR
2026 YTD+19.6%
2025+5.0%
2024+10.4%
2023+16.4%
2022-18.1%
CAGR 4yr+2.5%
4/5 positive yearsAvg return: +6.7%Worst year: -18.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
13.1%
Low
Momentum
-0.1%
30-day change
Support Level
51.36
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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