XJH vs. IYH ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to iShares U.S. Healthcare ETF (IYH)

XJH

iShares ESG Screened S&P Mid-Cap ETF

XJH Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. 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.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

Grade (RS Rating)

Last Trade

$42.24

Average Daily Volume

18,102

Number of Holdings ^*

355

* may have additional holdings in another (foreign) market

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$64.61

Average Daily Volume

244,756

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

Performance

Period	XJH	IYH
30 Days	2.11%	-1.41%
60 Days	1.85%	2.89%
90 Days	6.74%	5.83%
12 Months	25.07%	20.06%

23 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in IYH	Overlap
ACHC	D	0.29%	0.12%	0.12%
AMED	D	0.12%	0.05%	0.05%
AZTA	F	0.11%	0.05%	0.05%
BRKR	D	0.27%	0.12%	0.12%
CHE	C	0.35%	0.15%	0.15%
DOCS	B	0.2%	0.08%	0.08%
EHC	B	0.37%	0.16%	0.16%
ENOV	F	0.09%	0.04%	0.04%
EXEL	C	0.31%	0.13%	0.13%
GMED	D	0.32%	0.13%	0.13%
JAZZ	D	0.28%	0.12%	0.12%
MASI	C	0.2%	0.09%	0.09%
MEDP	F	0.35%	0.16%	0.16%
NBIX	F	0.49%	0.2%	0.2%
NVST	D	0.13%	0.05%	0.05%
PEN	D	0.31%	0.12%	0.12%
PRGO	F	0.15%	0.06%	0.06%
RCM	C	0.11%	0.04%	0.04%
RGEN	F	0.3%	0.13%	0.13%
ROIV	D	0.16%	0.09%	0.09%
THC	C	0.66%	0.27%	0.27%
UTHR	B	0.63%	0.26%	0.26%
XRAY	D	0.23%	0.09%	0.09%

XJH Overweight 332 Positions Relative to IYH

Symbol	Grade	Weight
CSL	B	0.84%
EME	B	0.81%
LII	C	0.79%
WSM	C	0.78%
BURL	C	0.7%
MANH	B	0.68%
RS	D	0.66%
RPM	B	0.65%
TOL	A	0.64%
WSO	C	0.64%
FNF	B	0.62%
OC	C	0.62%
PSTG	F	0.61%
RGA	C	0.59%
GGG	C	0.58%
IBKR	B	0.57%
WPC	C	0.56%
RNR	B	0.56%
GLPI	C	0.56%
USFD	C	0.56%
ELS	D	0.55%
XPO	D	0.54%
CASY	D	0.54%
FIX	B	0.54%
ERIE	B	0.53%
BLD	C	0.53%
FND	C	0.52%
DT	C	0.51%
AMH	D	0.51%
WING	C	0.5%
CLH	C	0.5%
TTEK	C	0.5%
JLL	B	0.5%
CUBE	C	0.49%
CW	B	0.49%
ITT	B	0.48%
SAIA	D	0.48%
RRX	C	0.47%
LAMR	B	0.47%
SCI	C	0.47%
EWBC	C	0.47%
NVT	C	0.47%
COHR	C	0.46%
TXRH	B	0.46%
REXR	C	0.45%
CCK	B	0.45%
FBIN	B	0.44%
WMS	D	0.43%
LECO	D	0.43%
BJ	D	0.43%
ATR	B	0.42%
NLY	B	0.42%
SFM	B	0.42%
LNW	F	0.41%
WWD	C	0.41%
ARMK	B	0.41%
SF	B	0.4%
ONTO	C	0.4%
OHI	C	0.4%
KNSL	D	0.4%
EXP	B	0.4%
ALLY	F	0.39%
WTRG	D	0.39%
CG	C	0.39%
DUOL	C	0.39%
CHDN	D	0.38%
GPK	C	0.38%
TPX	B	0.38%
EQH	C	0.38%
EGP	C	0.37%
AFG	C	0.37%
PRI	B	0.37%
OLED	D	0.37%
ORI	B	0.37%
RGLD	C	0.37%
SNX	C	0.37%
MUSA	D	0.37%
FHN	D	0.36%
NYT	B	0.36%
TTC	F	0.36%
HRB	C	0.36%
INGR	B	0.36%
EVR	B	0.36%
KNX	C	0.35%
AIT	B	0.35%
WEX	C	0.35%
NNN	B	0.35%
DCI	C	0.35%
HLI	C	0.34%
CROX	C	0.34%
LAD	B	0.34%
WBS	C	0.34%
CIEN	B	0.34%
AA	C	0.34%
BRX	C	0.34%
X	F	0.34%
VOYA	B	0.33%
SKX	C	0.33%
AXTA	B	0.33%
SSD	C	0.33%
UFPI	C	0.33%
AYI	B	0.33%
BERY	B	0.32%
FCN	C	0.32%
FYBR	C	0.32%
CNM	F	0.31%
TREX	F	0.31%
BRBR	B	0.31%
MIDD	C	0.31%
PNFP	C	0.31%
SSB	C	0.31%
PLNT	C	0.3%
ADC	C	0.3%
KEX	C	0.3%
DTM	C	0.3%
LSCC	D	0.3%
FR	C	0.3%
CFR	C	0.3%
LNTH	D	0.3%
TMHC	B	0.3%
WCC	C	0.3%
MTZ	C	0.3%
CBSH	D	0.3%
CR	B	0.3%
HALO	D	0.3%
MTN	D	0.29%
DINO	F	0.29%
ZION	D	0.29%
ARW	B	0.29%
MKSI	F	0.29%
PB	D	0.29%
STAG	D	0.29%
WFRD	F	0.28%
HQY	C	0.28%
GNTX	D	0.28%
MTG	B	0.28%
ESNT	B	0.28%
WTFC	C	0.28%
AAON	B	0.28%
H	B	0.28%
FAF	B	0.28%
ALV	F	0.28%
SEIC	B	0.28%
UNM	B	0.28%
PCTY	D	0.28%
LPX	B	0.27%
CVLT	B	0.27%
AZPN	B	0.27%
CRUS	D	0.27%
OSK	F	0.27%
NOV	F	0.27%
SNV	D	0.27%
HR	B	0.27%
CGNX	F	0.27%
MSA	D	0.27%
ELF	F	0.26%
CYTK	F	0.26%
FLS	C	0.26%
G	C	0.26%
STWD	B	0.26%
WH	B	0.26%
LSTR	D	0.26%
LFUS	C	0.26%
KBH	C	0.26%
R	C	0.26%
RLI	B	0.25%
CBT	B	0.25%
VNO	B	0.25%
NOVT	D	0.25%
LEA	D	0.25%
CMC	D	0.25%
GXO	D	0.25%
ONB	D	0.25%
CHX	F	0.24%
EXLS	B	0.24%
DAR	F	0.24%
COKE	C	0.24%
DBX	C	0.24%
AGCO	D	0.24%
OLLI	C	0.24%
ESAB	C	0.24%
SIGI	D	0.23%
FNB	D	0.23%
WTS	C	0.23%
EXPO	B	0.23%
WHR	C	0.23%
BC	C	0.23%
SRCL	B	0.23%
CLF	F	0.23%
VMI	C	0.23%
THO	C	0.23%
MTSI	C	0.23%
POST	B	0.23%
KRG	C	0.23%
AMG	C	0.23%
HOMB	D	0.22%
RH	C	0.22%
VVV	D	0.22%
FIVE	D	0.22%
GBCI	C	0.22%
THG	C	0.22%
OPCH	C	0.22%
MDU	B	0.22%
SON	D	0.22%
TKR	C	0.22%
KD	F	0.22%
ST	D	0.22%
MMS	B	0.22%
COLB	B	0.22%
PVH	D	0.22%
JHG	B	0.21%
UGI	B	0.21%
KNF	C	0.21%
GTLS	F	0.21%
GME	D	0.21%
VNT	F	0.21%
NXST	D	0.21%
APPF	C	0.2%
AVT	B	0.2%
GATX	D	0.2%
POR	B	0.2%
SLM	C	0.2%
FFIN	C	0.2%
BCO	B	0.2%
AM	B	0.2%
HXL	F	0.2%
CELH	F	0.2%
FLO	C	0.19%
CADE	C	0.19%
OZK	F	0.19%
NJR	C	0.19%
IRT	C	0.19%
UBSI	D	0.19%
WLK	C	0.19%
UMBF	C	0.19%
HOG	C	0.19%
KRC	C	0.18%
DLB	D	0.18%
ASH	F	0.18%
AN	C	0.18%
ASGN	D	0.18%
GAP	F	0.18%
EEFT	F	0.18%
CUZ	C	0.18%
SWX	C	0.18%
BDC	B	0.18%
AVNT	B	0.18%
CPRI	D	0.18%
CNO	C	0.18%
HWC	D	0.18%
QLYS	D	0.18%
PII	D	0.18%
OGS	B	0.17%
ENS	C	0.17%
LITE	B	0.17%
RMBS	F	0.17%
SLGN	B	0.17%
M	F	0.17%
SBRA	C	0.17%
BYD	C	0.17%
RYN	C	0.17%
MSM	D	0.16%
ORA	B	0.16%
VLY	D	0.16%
LOPE	D	0.16%
SLAB	D	0.15%
PCH	C	0.15%
LANC	F	0.15%
MAN	C	0.15%
KMPR	D	0.15%
EPR	C	0.15%
HAE	D	0.15%
NEU	D	0.15%
SR	B	0.15%
IRDM	C	0.14%
YETI	D	0.14%
TCBI	C	0.14%
POWI	F	0.14%
ASB	D	0.14%
COTY	D	0.14%
NEOG	D	0.14%
IBOC	D	0.14%
BLKB	C	0.14%
VAL	F	0.14%
PBF	F	0.14%
TEX	F	0.14%
SMG	B	0.13%
NYCB	D	0.13%
PAG	D	0.13%
TNL	C	0.13%
AMKR	F	0.13%
NSP	F	0.13%
PK	D	0.13%
NSA	C	0.13%
CDP	B	0.13%
BHF	F	0.12%
CXT	F	0.12%
FHI	B	0.12%
WEN	C	0.12%
CNXC	F	0.12%
SYNA	D	0.12%
ZI	D	0.12%
CHH	B	0.12%
ARWR	F	0.11%
COLM	C	0.11%
LIVN	D	0.11%
WU	C	0.11%
GHC	B	0.11%
TDC	D	0.11%
GT	F	0.1%
ZD	D	0.1%
VAC	D	0.1%
CRI	D	0.1%
SAM	D	0.1%
HGV	F	0.1%
VC	F	0.1%
ALTM	D	0.1%
TGNA	C	0.1%
JWN	C	0.09%
ALGM	D	0.09%
VSH	F	0.09%
MP	C	0.08%
IPGP	D	0.08%
ADNT	D	0.08%
GEF	C	0.07%
PPC	D	0.07%
HELE	D	0.06%
UAA	C	0.06%
CAR	D	0.06%
PGNY	F	0.05%
UA	C	0.05%
WOLF	F	0.04%

XJH Underweight 83 Positions Relative to IYH

Symbol	Grade	Weight
LLY	D	-12.49%
UNH	C	-8.95%
JNJ	C	-6.71%
ABBV	B	-5.8%
MRK	F	-5.03%
TMO	B	-3.97%
ABT	C	-3.33%
AMGN	D	-3.06%
DHR	B	-2.98%
ISRG	C	-2.91%
PFE	D	-2.82%
SYK	C	-2.24%
ELV	D	-2.13%
BSX	B	-2.09%
VRTX	D	-2.04%
REGN	D	-2.03%
MDT	B	-1.94%
GILD	B	-1.77%
BMY	C	-1.7%
CI	C	-1.68%
ZTS	B	-1.49%
HCA	B	-1.29%
BDX	D	-1.14%
IQV	D	-0.74%
IDXX	D	-0.71%
A	C	-0.69%
EW	F	-0.68%
CNC	D	-0.67%
GEHC	B	-0.67%
HUM	F	-0.63%
RMD	C	-0.6%
ALNY	C	-0.59%
VEEV	C	-0.54%
BIIB	F	-0.49%
DXCM	F	-0.48%
CAH	C	-0.46%
STE	B	-0.4%
WST	D	-0.38%
ZBH	F	-0.37%
MRNA	F	-0.36%
COO	C	-0.36%
MOH	D	-0.35%
ILMN	D	-0.35%
WAT	B	-0.34%
BAX	C	-0.33%
LH	D	-0.32%
ALGN	D	-0.32%
AVTR	C	-0.31%
HOLX	D	-0.31%
DGX	B	-0.29%
PODD	C	-0.28%
RVTY	B	-0.26%
NTRA	C	-0.24%
BMRN	F	-0.23%
VTRS	D	-0.23%
UHS	C	-0.23%
EXAS	D	-0.22%
TECH	C	-0.21%
TFX	B	-0.19%
SRPT	F	-0.19%
INCY	C	-0.18%
CRL	F	-0.18%
RPRX	C	-0.18%
CTLT	B	-0.18%
SOLV	D	-0.16%
HSIC	C	-0.15%
ITCI	D	-0.14%
DVA	B	-0.14%
VKTX	D	-0.13%
ELAN	D	-0.12%
INSP	D	-0.11%
BIO	C	-0.11%
IONS	F	-0.11%
OGN	D	-0.09%
RARE	C	-0.09%
APLS	F	-0.06%
PINC	D	-0.04%
TXG	D	-0.04%
QDEL	D	-0.04%
SHC	C	-0.04%
FTRE	F	-0.03%
CERT	F	-0.02%
GRAL	F	-0.01%