XJH
iShares ESG Screened S&P Mid-Cap ETF
XJH tracks a market-cap weighted index of US midcaps screened for sustainability and excluding those with exposure to certain controversial business activities.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 357.3 M
ASSETS UNDER MGMT
12 bp
EXPENSES
Fund Basics
| Inception date | Sep 22, 2020 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| REGAL BELOIT CORP | 1.4 % |
| TECHNIPFMC PLC | 1.0 % |
| FLEXTRONICS INTL LTD | 1.0 % |
| CURTISS-WRIGHT CORP | 0.9 % |
| XPO LOGISTICS INC | 0.8 % |
| UNITED THERAPEUTICS CORP | 0.8 % |
| FABRINET | 0.8 % |
| WOODWARD INC | 0.8 % |
| MASTEC INC | 0.8 % |
| ALLEGHENY TECHNOLOGIES INC | 0.7 % |
Constituent Breakdown
| Number of holdings | 357 |
| Herfindahl-Hirschman Index | 40 |
| Wgt avg mkt cap (mns) | $10,511 |
| Large cap (>$10bn) | 50.8% |
| Mid cap ($2-10bn) | 48.6% |
| Small cap (<$2bn) | 0.6% |
| Developed mkts. | 97.4% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 91.2 % |
 |
BRITAIN | 2.9 % |
 |
SINGAPORE | 1.0 % |
 |
BERMUDA | 0.9 % |
 |
CAYMAN ISLANDS | 0.8 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 1.6% | 16.1% | 5.1% | 10.1% | 4.7% | -- | -- | 11.7% |
| Dividend Yield | 0.2% | 1.5% | 1.3% | 1.4% | 1.4% | -- | -- | 1.5% |
| Total Returns | 1.8% | 17.6% | 6.4% | 11.5% | 6.1% | -- | -- | 13.2% | Ann. Volatility | 18.9% | 21.4% | 19.4% | 18.4% | 19.9% | -- | -- | 20.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.00 | 79% |
| MSCI EAFE | 0.93 | 59% |
| MSCI Emg Mkts | 0.75 | 50% |
Liquidity Measures
| Avg. volume (000) | 28 |
| ADV traded (mns) | $1 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.29% |
Technical Indicators
| 30d moving avg. (EMA) | $46.17 |
| Relative strength (RSI) | 55 |
| MACD/Signal | 0.12/-0.23 |
| Bollinger Bands (Upper/Lower) | $47.45/$43.72 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. XJH |
Expenses vs. XJH |
ALTAR Score™ vs. XJH |
|---|---|---|---|---|
| MDY | SPDR S&P Midcap 400 ETF Trust | 90.0% | +11 bp | -0.1% |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | 86.3% | -9 bp | +0.1% |
| IJH | iShares Core S&P Mid-Cap ETF | 86.2% | -7 bp | +0.1% |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 83.7% | -5 bp | +0.1% |
| QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 74.6% | +3 bp | +0.1% |
| MIDE | Xtrackers S&P MidCap 400 ESG ETF | 64.3% | +3 bp | +0.8% |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 62.5% | +5 bp | -1.9% |
| MDYG | State Street SPDR S&P 400 Mid Cap Growth ETF | 62.5% | +3 bp | -1.8% |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 61.6% | -2 bp | -1.8% |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 60.0% | +6 bp | +1.8% |
Risk and Returns: XJH vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/12/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
6.9%
ALTAR SCORE™
73rd
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,201 funds in the US Equity category with an average
ALTAR Score™ of 5.6% and a standard deviation
of 2.1%. XJH's ALTAR Score™ is approximately 0.6 standard
deviations above the category average. This places XJH in the 73rd percentile
among funds in the category.
Sell-Side Consensus
$55.98
PRICE TARGET
+18.3%
UPSIDE