XJH vs. MDYG ETF Comparison

Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to SPDR S&P 400 Mid Cap Growth ETF (MDYG)

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

$44.84

Average Daily Volume

13,025

Number of Holdings ^*

353

* may have additional holdings in another (foreign) market

MDYG

SPDR S&P 400 Mid Cap Growth ETF

MDYG Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund employs a replication strategy in seeking to track the performance of the S&P MidCap 400 Growth Index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth sector in the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$93.26

Average Daily Volume

114,466

Number of Holdings ^*

249

* may have additional holdings in another (foreign) market

Performance

Period	XJH	MDYG
30 Days	4.58%	4.45%
60 Days	5.23%	5.17%
90 Days	5.65%	5.32%
12 Months	28.94%	31.82%

220 Overlapping Holdings

Symbol	Grade	Weight in XJH	Weight in MDYG	Overlap
AAON	B	0.34%	0.58%	0.34%
ACHC	F	0.14%	0.24%	0.14%
ACM	B	0.54%	0.43%	0.43%
AIT	B	0.39%	0.67%	0.39%
ALGM	D	0.12%	0.07%	0.07%
ALTR	B	0.23%	0.4%	0.23%
ALV	C	0.27%	0.28%	0.27%
AM	A	0.19%	0.19%	0.19%
AMED	F	0.11%	0.08%	0.08%
AMH	C	0.45%	0.46%	0.45%
ANF	F	0.28%	0.48%	0.28%
APPF	B	0.2%	0.35%	0.2%
ARWR	D	0.1%	0.17%	0.1%
ATR	B	0.44%	0.44%	0.44%
AVTR	F	0.54%	0.39%	0.39%
AXTA	B	0.34%	0.58%	0.34%
AYI	B	0.38%	0.33%	0.33%
AZTA	D	0.08%	0.09%	0.08%
BC	C	0.2%	0.21%	0.2%
BCO	F	0.16%	0.27%	0.16%
BLD	D	0.41%	0.7%	0.41%
BLKB	B	0.13%	0.13%	0.13%
BMRN	F	0.47%	0.45%	0.45%
BRBR	A	0.35%	0.32%	0.32%
BRKR	D	0.23%	0.23%	0.23%
BRX	A	0.33%	0.24%	0.24%
BURL	B	0.64%	0.66%	0.64%
BYD	B	0.19%	0.32%	0.19%
CAR	C	0.07%	0.12%	0.07%
CASY	A	0.57%	0.97%	0.57%
CBSH	B	0.32%	0.22%	0.22%
CBT	D	0.23%	0.26%	0.23%
CCK	D	0.4%	0.33%	0.33%
CDP	C	0.13%	0.08%	0.08%
CELH	F	0.16%	0.27%	0.16%
CFR	B	0.34%	0.24%	0.24%
CGNX	D	0.26%	0.2%	0.2%
CHDN	B	0.39%	0.67%	0.39%
CHE	D	0.32%	0.33%	0.32%
CHH	A	0.12%	0.1%	0.1%
CHX	C	0.22%	0.25%	0.22%
CIEN	C	0.38%	0.26%	0.26%
CLH	C	0.48%	0.82%	0.48%
CNM	D	0.31%	0.3%	0.3%
COKE	C	0.27%	0.46%	0.27%
COLM	C	0.11%	0.09%	0.09%
COTY	F	0.11%	0.18%	0.11%
CPRI	F	0.09%	0.07%	0.07%
CR	A	0.32%	0.55%	0.32%
CROX	D	0.22%	0.38%	0.22%
CRUS	D	0.21%	0.2%	0.2%
CSL	C	0.78%	1.34%	0.78%
CUBE	C	0.41%	0.38%	0.38%
CVLT	B	0.28%	0.29%	0.28%
CW	C	0.52%	0.58%	0.52%
CYTK	F	0.24%	0.19%	0.19%
DBX	B	0.25%	0.43%	0.25%
DCI	B	0.35%	0.34%	0.34%
DLB	B	0.17%	0.16%	0.16%
DOCS	C	0.25%	0.21%	0.21%
DT	D	0.61%	1.04%	0.61%
DTM	A	0.36%	0.39%	0.36%
DUOL	A	0.46%	0.78%	0.46%
EEFT	B	0.17%	0.15%	0.15%
EGP	D	0.31%	0.33%	0.31%
EHC	B	0.39%	0.29%	0.29%
ELF	C	0.26%	0.45%	0.26%
ELS	C	0.5%	0.55%	0.5%
EME	A	0.88%	1.5%	0.88%
ENS	F	0.15%	0.11%	0.11%
EPR	C	0.13%	0.13%	0.13%
EQH	C	0.45%	0.52%	0.45%
ESAB	C	0.27%	0.47%	0.27%
EVR	B	0.4%	0.48%	0.4%
EWBC	A	0.54%	0.5%	0.5%
EXEL	B	0.38%	0.65%	0.38%
EXLS	B	0.28%	0.27%	0.27%
EXP	B	0.39%	0.66%	0.39%
EXPO	D	0.19%	0.16%	0.16%
FBIN	D	0.35%	0.24%	0.24%
FCN	F	0.26%	0.45%	0.26%
FFIN	B	0.2%	0.14%	0.14%
FIVE	F	0.18%	0.31%	0.18%
FIX	A	0.59%	1.01%	0.59%
FLS	B	0.29%	0.22%	0.22%
FND	D	0.41%	0.71%	0.41%
FR	D	0.26%	0.21%	0.21%
GATX	A	0.2%	0.13%	0.13%
GGG	B	0.57%	0.97%	0.57%
GLPI	C	0.5%	0.37%	0.37%
GNTX	C	0.26%	0.29%	0.26%
GTLS	A	0.27%	0.46%	0.27%
GXO	B	0.27%	0.29%	0.27%
H	B	0.27%	0.46%	0.27%
HAE	C	0.18%	0.18%	0.18%
HALO	F	0.26%	0.44%	0.26%
HGV	C	0.1%	0.11%	0.1%
HLI	A	0.37%	0.63%	0.37%
HQY	A	0.31%	0.27%	0.27%
HRB	D	0.31%	0.53%	0.31%
HWC	B	0.19%	0.17%	0.17%
HXL	F	0.19%	0.15%	0.15%
IBKR	A	0.73%	0.74%	0.73%
IBOC	B	0.15%	0.11%	0.11%
INGR	C	0.37%	0.22%	0.22%
IPGP	D	0.08%	0.06%	0.06%
IRDM	D	0.13%	0.11%	0.11%
ITT	A	0.47%	0.8%	0.47%
JAZZ	B	0.29%	0.21%	0.21%
KBH	D	0.21%	0.18%	0.18%
KEX	B	0.28%	0.2%	0.2%
KNF	B	0.2%	0.24%	0.2%
KNSL	B	0.4%	0.68%	0.4%
LAMR	C	0.42%	0.42%	0.42%
LANC	C	0.13%	0.11%	0.11%
LECO	C	0.44%	0.76%	0.44%
LFUS	D	0.23%	0.28%	0.23%
LII	A	0.75%	1.28%	0.75%
LIVN	F	0.11%	0.07%	0.07%
LNTH	D	0.21%	0.36%	0.21%
LNW	F	0.31%	0.53%	0.31%
LOPE	C	0.18%	0.31%	0.18%
LPX	B	0.27%	0.29%	0.27%
LSCC	D	0.26%	0.45%	0.26%
LSTR	D	0.25%	0.29%	0.25%
MANH	D	0.65%	1.11%	0.65%
MASI	B	0.27%	0.28%	0.27%
MEDP	D	0.32%	0.55%	0.32%
MIDD	C	0.28%	0.23%	0.23%
MKSI	C	0.29%	0.24%	0.24%
MMS	F	0.18%	0.23%	0.18%
MSA	F	0.26%	0.44%	0.26%
MSM	C	0.15%	0.13%	0.13%
MTG	C	0.24%	0.16%	0.16%
MTN	C	0.25%	0.28%	0.25%
MTSI	B	0.28%	0.3%	0.28%
MUSA	B	0.37%	0.64%	0.37%
NBIX	C	0.47%	0.8%	0.47%
NEU	D	0.16%	0.27%	0.16%
NNN	C	0.29%	0.18%	0.18%
NOVT	D	0.23%	0.23%	0.23%
NSA	C	0.11%	0.09%	0.09%
NSP	F	0.1%	0.09%	0.09%
NVT	B	0.46%	0.79%	0.46%
NYT	D	0.33%	0.57%	0.33%
OC	A	0.64%	1.1%	0.64%
OHI	C	0.39%	0.27%	0.27%
OLED	F	0.28%	0.48%	0.28%
OLLI	D	0.21%	0.37%	0.21%
ONTO	F	0.31%	0.53%	0.31%
OPCH	D	0.14%	0.13%	0.13%
OZK	B	0.19%	0.17%	0.17%
PCTY	C	0.34%	0.58%	0.34%
PEN	B	0.34%	0.59%	0.34%
PK	C	0.12%	0.2%	0.12%
PLNT	A	0.31%	0.53%	0.31%
PNFP	B	0.36%	0.25%	0.25%
POWI	F	0.13%	0.11%	0.11%
PRI	B	0.38%	0.65%	0.38%
PSTG	D	0.58%	0.99%	0.58%
QLYS	B	0.21%	0.36%	0.21%
REXR	F	0.34%	0.23%	0.23%
RGEN	D	0.28%	0.48%	0.28%
RGLD	C	0.35%	0.31%	0.31%
RH	C	0.18%	0.14%	0.14%
RLI	A	0.28%	0.31%	0.28%
RMBS	B	0.22%	0.37%	0.22%
RNR	C	0.51%	0.48%	0.48%
ROIV	C	0.19%	0.2%	0.19%
RPM	A	0.66%	0.61%	0.61%
RS	B	0.64%	1.1%	0.64%
RYAN	A	0.27%	0.47%	0.27%
RYN	D	0.15%	0.1%	0.1%
SAIA	B	0.54%	0.93%	0.54%
SAM	C	0.11%	0.08%	0.08%
SCI	B	0.46%	0.4%	0.4%
SEIC	B	0.3%	0.26%	0.26%
SFM	A	0.54%	0.38%	0.38%
SIGI	C	0.23%	0.21%	0.21%
SKX	D	0.31%	0.53%	0.31%
SLAB	F	0.13%	0.22%	0.13%
SLM	A	0.2%	0.13%	0.13%
SMG	C	0.12%	0.08%	0.08%
SRPT	F	0.39%	0.54%	0.39%
SSD	F	0.29%	0.5%	0.29%
STAG	D	0.25%	0.21%	0.21%
SYNA	C	0.11%	0.08%	0.08%
TDC	D	0.11%	0.18%	0.11%
TEX	F	0.13%	0.13%	0.13%
TKR	D	0.18%	0.12%	0.12%
TNL	A	0.14%	0.17%	0.14%
TOL	B	0.6%	1.02%	0.6%
TPX	B	0.36%	0.62%	0.36%
TREX	C	0.29%	0.5%	0.29%
TTC	C	0.32%	0.27%	0.27%
TTEK	F	0.41%	0.71%	0.41%
TXRH	B	0.5%	0.86%	0.5%
UFPI	C	0.3%	0.52%	0.3%
UTHR	C	0.65%	0.5%	0.5%
VAL	F	0.13%	0.22%	0.13%
VC	F	0.1%	0.07%	0.07%
VNT	C	0.23%	0.39%	0.23%
VOYA	B	0.3%	0.21%	0.21%
VVV	D	0.21%	0.36%	0.21%
WEN	D	0.12%	0.11%	0.11%
WEX	D	0.28%	0.48%	0.28%
WFRD	D	0.23%	0.4%	0.23%
WH	B	0.29%	0.32%	0.29%
WING	D	0.37%	0.63%	0.37%
WLK	D	0.16%	0.27%	0.16%
WMG	D	0.18%	0.23%	0.18%
WMS	F	0.35%	0.59%	0.35%
WSM	C	0.63%	1.09%	0.63%
WSO	A	0.69%	1.18%	0.69%
WTRG	B	0.36%	0.3%	0.3%
WTS	B	0.22%	0.37%	0.22%
WWD	C	0.39%	0.67%	0.39%
XPO	B	0.65%	0.53%	0.53%
YETI	D	0.12%	0.13%	0.12%
ZI	D	0.12%	0.06%	0.06%

XJH Overweight 133 Positions Relative to MDYG

Symbol	Grade	Weight
ILMN	C	0.85%
USFD	A	0.61%
THC	D	0.59%
FNF	B	0.59%
COHR	B	0.58%
RGA	A	0.57%
JLL	D	0.47%
UNM	A	0.45%
SF	B	0.45%
JEF	A	0.45%
WPC	C	0.45%
BJ	A	0.44%
RRX	B	0.43%
FHN	A	0.41%
GME	C	0.4%
AA	A	0.4%
ARMK	B	0.39%
AFG	A	0.39%
WBS	A	0.39%
LAD	A	0.38%
NLY	C	0.37%
ALLY	C	0.37%
GMED	A	0.35%
WCC	B	0.35%
KNX	C	0.34%
WTFC	A	0.33%
SNX	D	0.33%
ZION	B	0.33%
ORI	A	0.33%
MTZ	B	0.32%
GPK	C	0.32%
SSB	B	0.31%
X	B	0.31%
PB	B	0.3%
SNV	C	0.3%
BERY	C	0.29%
ADC	A	0.29%
FYBR	C	0.29%
TMHC	C	0.28%
G	B	0.28%
R	B	0.27%
OSK	C	0.27%
CMC	B	0.26%
VMI	B	0.26%
DINO	D	0.26%
VNO	C	0.26%
ONB	C	0.26%
COLB	B	0.25%
DAR	C	0.25%
KD	B	0.25%
AZPN	A	0.25%
FAF	A	0.25%
WHR	B	0.24%
HR	B	0.24%
NOV	C	0.24%
GBCI	B	0.24%
ARW	D	0.23%
STWD	C	0.23%
UBSI	B	0.22%
HOMB	A	0.22%
AGCO	D	0.22%
LITE	B	0.22%
JHG	B	0.22%
PVH	C	0.22%
THO	B	0.22%
THG	A	0.22%
KRG	B	0.22%
ESNT	F	0.22%
FNB	A	0.22%
CADE	B	0.21%
UMBF	B	0.21%
CLF	F	0.21%
AMG	B	0.21%
ALTM	B	0.21%
LEA	F	0.2%
BDC	C	0.19%
GAP	C	0.19%
ST	F	0.19%
SON	F	0.19%
UGI	C	0.19%
NXST	C	0.19%
POST	C	0.19%
CUZ	B	0.18%
AVT	C	0.18%
AVNT	B	0.18%
IRT	A	0.18%
NJR	A	0.18%
VLY	B	0.18%
AN	C	0.17%
SLGN	A	0.17%
SWX	B	0.17%
TCBI	C	0.16%
ASGN	F	0.16%
KRC	B	0.16%
OGS	A	0.16%
SBRA	C	0.16%
KMPR	A	0.16%
ORA	B	0.16%
FLO	D	0.16%
M	F	0.16%
HOG	D	0.15%
ASB	B	0.15%
CNO	B	0.15%
XRAY	F	0.14%
ASH	F	0.14%
SR	A	0.14%
FHI	B	0.13%
NVST	B	0.13%
PII	F	0.13%
PAG	B	0.12%
PBF	D	0.12%
BHF	C	0.12%
GHC	B	0.12%
FLG	D	0.12%
NEOG	F	0.11%
AMKR	D	0.11%
VAC	C	0.11%
PCH	F	0.11%
MAN	F	0.11%
WU	F	0.1%
ENOV	C	0.1%
GT	C	0.1%
CXT	C	0.1%
PPC	C	0.08%
JWN	D	0.08%
RCM	A	0.08%
GEF	A	0.07%
VSH	F	0.07%
UAA	C	0.07%
CNXC	F	0.07%
CRI	F	0.07%
UA	C	0.05%
MAGN	D	0.01%

XJH Underweight 29 Positions Relative to MDYG

Symbol	Grade	Weight
TPL	A	-1.11%
RBA	A	-1.1%
BWXT	B	-0.76%
OVV	B	-0.76%
PR	B	-0.62%
MORN	B	-0.6%
RBC	A	-0.59%
FN	C	-0.59%
RRC	B	-0.53%
ENSG	C	-0.53%
CHRD	D	-0.52%
HLNE	B	-0.51%
MTDR	B	-0.44%
DKS	D	-0.39%
CNX	A	-0.38%
WAL	B	-0.33%
CG	B	-0.33%
CIVI	D	-0.3%
CACI	D	-0.26%
KBR	F	-0.24%
TKO	A	-0.22%
PSN	D	-0.22%
MAT	D	-0.18%
IDA	A	-0.16%
SAIC	F	-0.15%
SHC	F	-0.15%
CHWY	B	-0.13%
OLN	F	-0.13%
MUR	D	-0.13%