iShares ESG Select Screened S&P Mid-Cap ETF
$49.35−0.01 (−0.02%)
- 0.12%
- $411M
- +17.9%
- 1.14%
- 0M sh
- $49.57
- low $41.85high $53.24
The ETF.net XJH Grade
B
Score 64 out of 100
- 6 of 11
Score 64 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B68 out of 100Rank 4 of 11Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 11Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C47 out of 100Rank 9 of 11Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D25 out of 100Rank 9 of 11Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B63 out of 100Rank 5 of 11Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D36 out of 100Rank 9 of 11
Our read on XJH
BThe S&P MidCap 400 with a bouncer at the door. XJH tracks a screened version of the same mid-cap benchmark, dropping companies tied to tobacco, thermal coal, oil sands, fossil fuel reserves and weapons.
The fund seeks to track an ESG-screened version of the S&P MidCap 400 Index, providing core U.S. mid-cap equity exposure while excluding certain controversial business activities.
Why people hold it
- A trim, not a rebuild: still roughly 400 mid-cap names from the same S&P index family, with exclusions taken off the top rather than the whole portfolio re-weighted.ishares.com
- The screens are spelled out, not vibes: revenue thresholds and categorical exclusions set by the index provider for weapons, small arms, tobacco, oil sands, thermal coal and fossil fuel reserves.ishares.com
- 0.12% a year, below the median for S&P MidCap 400 trackers, and it pays out quarterly. Cheap for a screened product, and it does what the label says.
Worth knowing
- One of the quieter tickers in its peer group. Thin volume can mean wider spreads, so limit orders matter more here than with the mega-liquid mid-cap funds.
- The unscreened versions cost less: IJH runs 0.05% and SPMD 0.03%. The screen is what you're paying the difference for.
- Exclusion-only, not best-in-class ranking. Cutting whole energy-linked categories means sector weights can drift from the parent S&P MidCap 400.sec.govishares.com
XJH Holdings
- Stocks
- 363
- 8%
- CLF
Geography
- United States95.84%
- United Kingdom2.01%
- Bermuda0.81%
- Cayman Islands0.59%
- Ireland0.50%
- Sweden0.24%
XJH Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
XJH$11,787
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | XJH |
|---|---|
| Year to date | +11.4% |
| 1 month | −1.4% |
| 3 months | −3.4% |
| 1 year | +17.9% |
| 3 years | +15.6% |
| 5 years | +7.5% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | XJH |
|---|---|---|
| 2026 YTD | +11.4% | |
| 2025 | +8.1% | |
| 2024 | +12.3% | |
| 2023 | +16.8% | |
| 2022 | −14.4% | |
| 2021 | +23.4% | |
| 2020 | +27.8% |
XJH in the news
XJH Dividends
- 1.14%
- $0.57
- $0.14 per share
- Quarterly
Distribution history
XJH Risk
- 16.2%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.63
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.1%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.04
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
XJH Cost
0.12%
XJH0.12%
- The middle half of S&P MidCap 400 funds
- Median 0.15%
3 of the 11 S&P MidCap 400 funds charge less.
Other funds in S&P MidCap 400
- BMDYState Street SPDR S&P MIDCAP 400 ETF TrustExpense ratio 0.23%1 year return +16.8%
- BMDYVState Street SPDR S&P 400 Mid Cap Value ETFExpense ratio 0.15%1 year return +14.0%
- BMDYGState Street SPDR S&P 400 Mid Cap Growth ETFExpense ratio 0.15%1 year return +20.0%
- BIJJiShares S&P Mid-Cap 400 Value ETFExpense ratio 0.18%1 year return +13.9%
- CRWKInvesco S&P MidCap 400 Revenue ETFExpense ratio 0.39%1 year return +19.4%