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Launched

iShares ESG Select Screened S&P Small-Cap ETF

XJRCboeiSharesB

$49.85−0.07 (−0.14%)

As of Nov 10, 2026, 11:11 AM ET

B66/ 100

Rank 14 of 42 in Other Major Indexes

B66/100Rank 14 of 42inOther Major Indexes
Intraday session: down, 21 prints from 49.92 to 49.85. Range 49.70 to 50.01. Use the arrow keys to read each point.49.7049.7549.8050.0010 AM12 PM2 PM4 PM
Expense ratio
0.12%
Fund size
$210M
1Y total return
+22.3%
Yield · Last 12 months
0.92%
Holdings
548
Avg volume · 30D
8.1K sh
52W range
low $39.83high $53.57
Launched

The ETF.net XJR Grade

B

Score 66 out of 100

Category
Other Major Indexes⁠
Rank
14 of 42
Six-pillar profile for XJR. Scores out of 100: Cost 70, Risk 39, Mission 83, Tradability 48, Holdings 84, Durability 63. Strongest: Holdings (84). Weakest: Risk (39). Leans toward Holdings and Mission.

Score 66 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.
    A70 out of 100
    Rank 13 of 42

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A83 out of 100
    Rank 16 of 31

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    D39 out of 100
    Rank 29 of 42

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    C48 out of 100
    Rank 19 of 42

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A84 out of 100
    Rank 3 of 40

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B63 out of 100
    Rank 17 of 42

Our read on XJR

ETF.net Research

In short

BXJR lays a light ESG screen over the S&P SmallCap 600, an index that only admits companies with positive earnings. Tobacco, thermal coal, oil sands and weapons get struck out; the rest of the small-cap field stays.

Stated mandate

The fund seeks to track small-capitalization U.S. equities through an index that applies environmental, social, and governance screens for controversies and controversial business activities.

Why people hold it

  • Costs 0.12% a year, roughly a quarter of the median fee among the index-tracking funds it competes with.
  • The parent S&P SmallCap 600 admits only companies with positive earnings in the latest quarter and the trailing four, so unprofitable small caps never make the list.spglobal.com
  • Exclusions are spelled out: controversial weapons, small arms, tobacco, oil sands and shale, thermal coal, fossil fuel reserves. You can check what got left out.ishares.com

Worth knowing

  • A smaller fund that trades lightly. Spreads can widen, so limit orders do real work here.
  • The screen removes offenders rather than ranking companies on sustainability. A firm clears by avoiding the listed businesses and serious controversies.ishares.com
  • Small caps swing harder than large caps in both directions, and the earnings rule softens that without erasing it.spglobal.com

XJR Performance

Launched Sep 22, 2020

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.
XJR$12,232
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,339
Nov 7, 2025 to Nov 9, 2026. XJR $12,232. SPY $11,339. Use the arrow keys to read each point.$10,000$11,000$12,000$13,000Nov 2025May 2026Nov 2026

Nov 7, 2025 – Nov 9, 2026

Returns run to the Nov 9, 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.

Trailing total return for XJR. Periods over one year show the average yearly return.
PeriodXJR
Year to date+19.2%
1 month+3.7%
3 months−4.1%
1 year+22.3%
3 yearsper year+18.0%
5 yearsper year+4.9%
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for XJR
YearReturn barXJR
2026 YTD+19.2%
2025+4.7%
2024+9.6%
2023+16.4%
2022−17.3%
2021+25.0%
2020+34.4%

History from Sep 25, 2020

XJR in the news

XJR Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Nov 9, 2026.
0.92%Last 12 months
Payout per share
$0.47Last 12 months
Last payment
$0.14 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2020–2026

One bar per payment. 21 payments from 2020 to 2026 YTD. Dec 14, 2020 $0.19; Mar 25, 2021 $0.06; Jun 10, 2021 $0.34; Sep 24, 2021 $0.15; Dec 13, 2021 $0.26; Mar 24, 2022 $0.03; Jun 9, 2022 $0.08; Sep 26, 2022 $0.12; Dec 13, 2022 $0.19; Mar 23, 2023 $0.10; Jun 7, 2023 $0.11; Sep 26, 2023 $0.14; Jun 11, 2024 $0.14; Sep 25, 2024 $0.22; Dec 17, 2024 $0.44; Jun 16, 2025 $0.15; Sep 16, 2025 $0.16; Dec 16, 2025 $0.18; Mar 17, 2026 $0.0014; Jun 15, 2026 $0.14; Sep 15, 2026 $0.14. Use the arrow keys to read each point.2020202120222023202420252026YTD
Ex-datePay dateAmount per share
Sep 15, 2026Sep 18, 2026$0.14
Jun 15, 2026Jun 18, 2026$0.14
Mar 17, 2026Mar 20, 2026$0.0014
Dec 16, 2025Dec 19, 2025$0.18
Sep 16, 2025Sep 19, 2025$0.16
Jun 16, 2025Jun 20, 2025$0.15
Dec 17, 2024Dec 20, 2024$0.44
Sep 25, 2024Sep 30, 2024$0.22
Jun 11, 2024Jun 17, 2024$0.14
Sep 26, 2023Oct 2, 2023$0.14
Jun 7, 2023Jun 13, 2023$0.11
Mar 23, 2023Mar 29, 2023$0.10

See all 21 payments⁠

$10,000 in XJR 5 years ago paid $619 in dividends.⁠

XJR Risk

Risk pillarD39 out of 100Rank 29 of 42 in Other Major Indexes
How much the fund’s monthly returns vary, scaled to a year.
18.7%
Annualised · 36 months to Oct 2026
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.

Return above 3-month US Treasury bills per unit of volatility.
0.74
vs 3-month T-bills · to Oct 2026
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.

The largest fall from a peak to the low that followed.
−27.1%
Trough Apr 2025
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.

How strongly the fund’s returns move with its asset-class index.
1.05
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

XJR Cost

Compare XJR and SCHK

Overpaying vs SCHK, cheapest in Other Major Indexes

$1,882

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • XJR 0.12%

    $2,520

  • SCHK 0.03% Cheapest

    $638

$10,000
30 years

Cost over time

  • XJR 0.12%
  • SCHK 0.03%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K051015202530XJR $2,520SCHK $638

Year by year

YearXJRSCHKOverpaying
10$220$55$165
20$859$216$643
30$2,520$638$1,882

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