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      XJH vs. SMDY ETF Comparison

      Comparison of iShares ESG Screened S&P Mid-Cap ETF (XJH) to Syntax Stratified MidCap ETF (SMDY)
      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

      $40.61

      Average Daily Volume

      33,240

      Number of Holdings *

      357

      * may have additional holdings in another (foreign) market
      SMDY

      Syntax Stratified MidCap ETF

      SMDY Description The investment seeks to provide investment results that, before expenses, correspond generally to the total return performance of publicly traded equity securities of companies comprising the Syntax Stratified MidCap Index. Under normal market conditions, the fund generally invests substantially all, and at least 95%, of its total assets in the securities comprising the index. The index, which was created by Syntax LLC, an affiliate of the fund's investment adviser, is the stratified-weight version of the widely used S&P MidCap 400® Index and holds the same constituents as the S&P MidCap 400 Index.

      Grade (RS Rating)

      Last Trade

      $43.61

      Average Daily Volume

      270

      Number of Holdings *

      390

      * may have additional holdings in another (foreign) market
      Performance
      Period XJH SMDY
      30 Days 6.52% 3.64%
      60 Days 2.10% 3.33%
      90 Days 4.55% 5.44%
      12 Months 21.52% 23.57%
      348 Overlapping Holdings
      Symbol Grade Weight in XJH Weight in SMDY Overlap
      AA B 0.3% 0.21% 0.21%
      ACHC F 0.27% 0.48% 0.27%
      ACM D 0.55% 0.15% 0.15%
      ADC C 0.25% 0.07% 0.07%
      ADNT F 0.11% 0.07% 0.07%
      AFG B 0.36% 0.17% 0.17%
      AGCO F 0.31% 0.3% 0.3%
      AIRC A 0.23% 0.24% 0.23%
      ALGM D 0.08% 0.45% 0.08%
      ALLY B 0.47% 0.21% 0.21%
      ALV B 0.38% 0.09% 0.09%
      AM A 0.21% 0.24% 0.21%
      AMED C 0.12% 0.24% 0.12%
      AMG D 0.22% 0.29% 0.22%
      AMKR C 0.15% 0.56% 0.15%
      AN C 0.19% 0.39% 0.19%
      ARMK B 0.37% 0.6% 0.37%
      ARW C 0.29% 0.08% 0.08%
      ARWR F 0.12% 0.51% 0.12%
      ASB C 0.14% 0.42% 0.14%
      ASGN C 0.2% 0.14% 0.14%
      ASH A 0.2% 0.1% 0.1%
      ATR C 0.4% 0.09% 0.09%
      AVNT B 0.17% 0.11% 0.11%
      AVT B 0.21% 0.08% 0.08%
      AXTA C 0.33% 0.11% 0.11%
      AYI C 0.33% 0.23% 0.23%
      AZTA F 0.12% 0.44% 0.12%
      BC F 0.24% 0.2% 0.2%
      BCO B 0.19% 0.25% 0.19%
      BDC C 0.16% 0.15% 0.15%
      BERY D 0.29% 0.06% 0.06%
      BHF F 0.14% 0.34% 0.14%
      BJ B 0.43% 0.24% 0.24%
      BLD D 0.55% 0.15% 0.15%
      BLKB C 0.14% 0.42% 0.14%
      BRBR D 0.33% 0.43% 0.33%
      BRKR D 0.29% 0.11% 0.11%
      BRX C 0.28% 0.06% 0.06%
      BURL D 0.52% 0.26% 0.26%
      BYD F 0.16% 0.08% 0.08%
      CADE C 0.18% 0.07% 0.07%
      CAR D 0.1% 0.39% 0.1%
      CBSH B 0.28% 0.14% 0.14%
      CBT B 0.24% 0.12% 0.12%
      CCK C 0.42% 0.06% 0.06%
      CELH C 0.57% 0.39% 0.39%
      CFR D 0.29% 0.13% 0.13%
      CG D 0.39% 0.26% 0.26%
      CGNX C 0.33% 0.34% 0.33%
      CHDN C 0.38% 0.13% 0.13%
      CHE F 0.35% 0.22% 0.22%
      CHH F 0.12% 0.09% 0.09%
      CHX D 0.27% 0.19% 0.19%
      CIEN C 0.3% 1.08% 0.3%
      CLF F 0.38% 0.14% 0.14%
      CLH B 0.46% 0.25% 0.25%
      CMC B 0.28% 0.18% 0.18%
      CNM B 0.43% 0.09% 0.09%
      CNO A 0.13% 0.35% 0.13%
      CNXC D 0.13% 0.19% 0.13%
      COHR D 0.31% 0.13% 0.13%
      COKE C 0.19% 0.5% 0.19%
      COLB C 0.18% 0.07% 0.07%
      COLM B 0.11% 0.3% 0.11%
      COTY F 0.17% 1.53% 0.17%
      CPRI F 0.17% 0.23% 0.17%
      CRI F 0.1% 0.25% 0.1%
      CROX C 0.37% 0.32% 0.32%
      CRUS B 0.25% 0.53% 0.25%
      CSL B 0.84% 0.1% 0.1%
      CUBE C 0.4% 0.18% 0.18%
      CUZ C 0.15% 0.1% 0.1%
      CVLT B 0.2% 0.44% 0.2%
      CW B 0.42% 0.1% 0.1%
      DAR D 0.3% 0.3% 0.3%
      DBX D 0.26% 0.39% 0.26%
      DCI C 0.36% 0.1% 0.1%
      DINO D 0.39% 0.23% 0.23%
      DLB C 0.21% 0.59% 0.21%
      DOCS D 0.12% 0.68% 0.12%
      DT D 0.47% 0.78% 0.47%
      DTM A 0.26% 0.25% 0.25%
      EEFT C 0.23% 0.3% 0.23%
      EGP F 0.32% 0.07% 0.07%
      EHC C 0.36% 0.27% 0.27%
      ELF D 0.37% 0.24% 0.24%
      ELS D 0.51% 0.19% 0.19%
      EME B 0.73% 0.17% 0.17%
      ENOV F 0.11% 0.32% 0.11%
      ENS C 0.16% 0.23% 0.16%
      EPR C 0.14% 0.06% 0.06%
      ERIE C 0.41% 0.32% 0.32%
      ESAB C 0.26% 0.32% 0.26%
      ESNT C 0.28% 0.31% 0.28%
      ETRN B 0.25% 0.27% 0.25%
      EVR A 0.29% 0.15% 0.15%
      EWBC B 0.46% 0.06% 0.06%
      EXEL F 0.27% 0.66% 0.27%
      EXLS C 0.2% 0.19% 0.19%
      EXP D 0.39% 0.14% 0.14%
      EXPO C 0.19% 0.17% 0.17%
      FAF D 0.25% 0.29% 0.25%
      FCN B 0.32% 0.16% 0.16%
      FFIN B 0.17% 0.06% 0.06%
      FHI D 0.11% 0.27% 0.11%
      FHN B 0.37% 0.14% 0.14%
      FIVE F 0.32% 0.2% 0.2%
      FIX C 0.5% 0.16% 0.16%
      FLO C 0.21% 0.33% 0.21%
      FLS B 0.27% 0.11% 0.11%
      FNB B 0.22% 0.06% 0.06%
      FND C 0.56% 0.14% 0.14%
      FNF B 0.5% 0.31% 0.31%
      FR F 0.26% 0.07% 0.07%
      FYBR B 0.24% 0.82% 0.24%
      G D 0.23% 0.19% 0.19%
      GATX A 0.2% 0.15% 0.15%
      GBCI C 0.18% 0.06% 0.06%
      GDDY B 0.79% 0.92% 0.79%
      GEF F 0.07% 0.06% 0.06%
      GGG D 0.58% 0.09% 0.09%
      GHC B 0.12% 0.43% 0.12%
      GLPI C 0.53% 0.1% 0.1%
      GME D 0.54% 0.32% 0.32%
      GMED B 0.3% 0.44% 0.3%
      GNTX D 0.33% 0.21% 0.21%
      GO F 0.08% 0.19% 0.08%
      GPK C 0.36% 0.06% 0.06%
      GPS D 0.19% 0.32% 0.19%
      GT D 0.15% 0.09% 0.09%
      GTLS C 0.28% 0.11% 0.11%
      GXO D 0.26% 0.15% 0.15%
      H D 0.27% 0.1% 0.1%
      HAE B 0.21% 0.23% 0.21%
      HALO B 0.24% 0.69% 0.24%
      HELE D 0.11% 0.12% 0.11%
      HGV D 0.13% 0.1% 0.1%
      HLI C 0.3% 0.16% 0.16%
      HOG D 0.19% 0.21% 0.19%
      HOMB B 0.19% 0.07% 0.07%
      HQY D 0.27% 0.29% 0.27%
      HRB B 0.31% 0.3% 0.3%
      HTZ F 0.03% 0.22% 0.03%
      HWC C 0.18% 0.14% 0.14%
      HXL C 0.25% 0.1% 0.1%
      IART F 0.08% 0.09% 0.08%
      IBKR A 0.56% 0.44% 0.44%
      IBOC B 0.13% 0.07% 0.07%
      INGR B 0.33% 0.3% 0.3%
      IPGP D 0.11% 0.29% 0.11%
      IRDM D 0.15% 0.84% 0.15%
      IRT C 0.15% 0.2% 0.15%
      JAZZ F 0.29% 0.64% 0.29%
      JEF A 0.34% 0.18% 0.18%
      JHG B 0.19% 0.31% 0.19%
      JLL B 0.39% 0.15% 0.15%
      JWN C 0.09% 0.35% 0.09%
      KBH B 0.21% 0.4% 0.21%
      KBR C 0.37% 0.16% 0.16%
      KD B 0.27% 0.24% 0.24%
      KEX A 0.28% 0.3% 0.28%
      KMPR C 0.15% 0.36% 0.15%
      KNF D 0.18% 0.13% 0.13%
      KNSL F 0.35% 0.13% 0.13%
      KNX F 0.33% 0.13% 0.13%
      KRC C 0.16% 0.09% 0.09%
      KRG C 0.19% 0.07% 0.07%
      LAD F 0.32% 0.32% 0.32%
      LAMR B 0.43% 0.07% 0.07%
      LANC D 0.16% 0.28% 0.16%
      LEA F 0.32% 0.09% 0.09%
      LECO D 0.57% 0.26% 0.26%
      LEG F 0.07% 0.09% 0.07%
      LFUS C 0.26% 0.24% 0.24%
      LII B 0.66% 0.16% 0.16%
      LITE D 0.13% 1.07% 0.13%
      LIVN C 0.14% 0.46% 0.14%
      LNTH C 0.22% 0.16% 0.16%
      LNW D 0.35% 0.57% 0.35%
      LOPE C 0.17% 0.44% 0.17%
      LPX B 0.24% 0.15% 0.15%
      LSCC F 0.41% 0.41% 0.41%
      LSTR C 0.27% 0.14% 0.14%
      M D 0.23% 0.27% 0.23%
      MAN C 0.17% 0.15% 0.15%
      MANH D 0.56% 0.33% 0.33%
      MASI D 0.21% 0.12% 0.12%
      MDU B 0.21% 0.15% 0.15%
      MEDP D 0.39% 0.5% 0.39%
      MIDD F 0.3% 0.27% 0.27%
      MKSI C 0.33% 0.46% 0.33%
      MMS B 0.22% 0.29% 0.22%
      MP C 0.11% 0.17% 0.11%
      MSA B 0.29% 0.3% 0.29%
      MSM F 0.18% 0.07% 0.07%
      MTG C 0.25% 0.32% 0.25%
      MTN F 0.32% 0.08% 0.08%
      MTSI C 0.24% 0.52% 0.24%
      MTZ C 0.27% 0.17% 0.17%
      MUSA B 0.34% 0.23% 0.23%
      NBIX B 0.58% 0.68% 0.58%
      NEOG F 0.11% 0.1% 0.1%
      NEU D 0.16% 0.1% 0.1%
      NJR C 0.18% 0.23% 0.18%
      NNN B 0.32% 0.07% 0.07%
      NOV D 0.31% 0.19% 0.19%
      NOVT D 0.24% 0.13% 0.13%
      NSA C 0.12% 0.19% 0.12%
      NSP F 0.15% 0.31% 0.15%
      NVST F 0.14% 0.35% 0.14%
      NVT C 0.59% 0.26% 0.26%
      NXST C 0.25% 0.41% 0.25%
      NYCB D 0.12% 0.07% 0.07%
      NYT B 0.32% 0.44% 0.32%
      OC C 0.66% 0.1% 0.1%
      OGS C 0.15% 0.23% 0.15%
      OHI C 0.32% 0.6% 0.32%
      OLED C 0.32% 0.15% 0.15%
      OLLI D 0.19% 0.23% 0.19%
      ONB B 0.23% 0.06% 0.06%
      ONTO C 0.47% 0.53% 0.47%
      OPCH F 0.22% 0.22% 0.22%
      ORA C 0.16% 0.2% 0.16%
      ORI A 0.35% 0.18% 0.18%
      OSK D 0.33% 0.3% 0.3%
      OZK C 0.22% 0.07% 0.07%
      PAG C 0.13% 0.36% 0.13%
      PB C 0.25% 0.06% 0.06%
      PBF D 0.22% 0.23% 0.22%
      PCH F 0.14% 0.12% 0.12%
      PCTY C 0.31% 0.41% 0.31%
      PEN F 0.33% 0.11% 0.11%
      PENN F 0.11% 0.09% 0.09%
      PGNY F 0.09% 0.22% 0.09%
      PII F 0.2% 0.2% 0.2%
      PK D 0.14% 0.09% 0.09%
      PLNT C 0.23% 0.21% 0.21%
      PNFP C 0.27% 0.06% 0.06%
      POST B 0.22% 0.46% 0.22%
      POWI C 0.18% 0.49% 0.18%
      PPC C 0.07% 0.34% 0.07%
      PRGO F 0.17% 0.7% 0.17%
      PRI D 0.35% 0.3% 0.3%
      PSTG B 0.7% 0.58% 0.58%
      PVH D 0.29% 0.25% 0.25%
      QLYS F 0.23% 0.71% 0.23%
      R B 0.25% 0.17% 0.17%
      RBC A 0.32% 0.08% 0.08%
      RCM F 0.1% 0.14% 0.1%
      REXR F 0.39% 0.07% 0.07%
      RGA A 0.59% 0.34% 0.34%
      RGEN D 0.38% 0.45% 0.38%
      RGLD A 0.35% 0.19% 0.19%
      RH D 0.18% 0.15% 0.15%
      RLI A 0.24% 0.17% 0.17%
      RMBS F 0.26% 0.42% 0.26%
      RNR C 0.49% 0.29% 0.29%
      RPM C 0.61% 0.09% 0.09%
      RRX D 0.45% 0.08% 0.08%
      RS D 0.69% 0.16% 0.16%
      RYN F 0.17% 0.11% 0.11%
      SAIA F 0.45% 0.1% 0.1%
      SAIC C 0.3% 0.19% 0.19%
      SAM F 0.11% 0.28% 0.11%
      SBRA B 0.14% 0.64% 0.14%
      SCI D 0.45% 0.2% 0.2%
      SEIC D 0.26% 0.3% 0.26%
      SF B 0.37% 0.44% 0.37%
      SFM A 0.32% 0.28% 0.28%
      SIGI F 0.24% 0.16% 0.16%
      SKX B 0.38% 0.33% 0.33%
      SLAB D 0.17% 0.41% 0.17%
      SLGN C 0.16% 0.06% 0.06%
      SLM D 0.2% 0.21% 0.2%
      SMG D 0.12% 1.75% 0.12%
      SNV B 0.24% 0.06% 0.06%
      SNX A 0.4% 0.09% 0.09%
      SON B 0.26% 0.06% 0.06%
      SR C 0.14% 0.23% 0.14%
      SRCL F 0.18% 0.2% 0.18%
      SSB C 0.26% 0.06% 0.06%
      SSD F 0.31% 0.07% 0.07%
      ST C 0.27% 0.36% 0.27%
      STAG C 0.26% 0.07% 0.07%
      STWD B 0.28% 0.06% 0.06%
      SWAV B 0.51% 0.27% 0.27%
      SWX A 0.18% 0.23% 0.18%
      SYNA D 0.15% 0.4% 0.15%
      TCBI C 0.12% 0.2% 0.12%
      TDC F 0.14% 0.34% 0.14%
      TEX C 0.18% 0.3% 0.18%
      TGNA C 0.13% 0.4% 0.13%
      THC B 0.56% 0.74% 0.56%
      THG A 0.2% 0.18% 0.18%
      THO F 0.24% 0.22% 0.22%
      TKR C 0.25% 0.09% 0.09%
      TMHC B 0.26% 0.4% 0.26%
      TNL D 0.14% 0.1% 0.1%
      TOL B 0.57% 0.41% 0.41%
      TPX C 0.38% 0.14% 0.14%
      TREX D 0.4% 0.14% 0.14%
      TTC D 0.39% 0.29% 0.29%
      TTEK A 0.47% 0.17% 0.17%
      TXRH B 0.46% 0.67% 0.46%
      UA F 0.03% 0.12% 0.03%
      UAA F 0.07% 0.12% 0.07%
      UBSI C 0.2% 0.06% 0.06%
      UFPI C 0.31% 0.06% 0.06%
      UGI C 0.22% 0.22% 0.22%
      UMBF B 0.16% 0.13% 0.13%
      UNM B 0.33% 0.36% 0.33%
      USFD B 0.53% 0.24% 0.24%
      UTHR A 0.54% 0.74% 0.54%
      VAC D 0.14% 0.1% 0.1%
      VAL B 0.19% 0.2% 0.19%
      VC D 0.13% 0.22% 0.13%
      VLY D 0.15% 0.06% 0.06%
      VMI C 0.23% 0.1% 0.1%
      VNO F 0.17% 0.09% 0.09%
      VNT D 0.26% 0.28% 0.26%
      VOYA B 0.39% 0.32% 0.32%
      VSH C 0.12% 0.14% 0.12%
      VVV D 0.22% 0.1% 0.1%
      WBS D 0.34% 0.37% 0.34%
      WCC C 0.33% 0.08% 0.08%
      WEN F 0.14% 0.63% 0.14%
      WERN D 0.08% 0.14% 0.08%
      WEX F 0.37% 0.27% 0.27%
      WFRD C 0.37% 0.2% 0.2%
      WH F 0.24% 0.09% 0.09%
      WING C 0.48% 0.67% 0.48%
      WLK B 0.23% 0.11% 0.11%
      WMS C 0.49% 0.1% 0.1%
      WOLF F 0.13% 0.13% 0.13%
      WPC C 0.55% 0.08% 0.08%
      WSM C 0.85% 0.3% 0.3%
      WSO B 0.63% 0.08% 0.08%
      WTFC B 0.27% 0.14% 0.14%
      WTRG C 0.41% 0.24% 0.24%
      WTS B 0.24% 0.1% 0.1%
      WU D 0.16% 0.28% 0.16%
      WWD A 0.44% 0.1% 0.1%
      X F 0.35% 0.14% 0.14%
      XPO D 0.54% 0.14% 0.14%
      YETI D 0.15% 0.13% 0.13%
      ZD F 0.1% 0.65% 0.1%
      ZI F 0.16% 0.29% 0.16%
      XJH Overweight 9 Positions Relative to SMDY
      Symbol Grade Weight
      NLY B 0.44%
      FBIN D 0.39%
      CR B 0.3%
      TKO C 0.26%
      HR C 0.26%
      AZPN B 0.24%
      CXT D 0.12%
      CDP C 0.1%
      QDEL F 0.09%
      XJH Underweight 42 Positions Relative to SMDY
      Symbol Grade Weight
      DUOL F -0.87%
      EQH A -0.4%
      DKS D -0.33%
      MORN D -0.29%
      AAON D -0.27%
      NFG B -0.25%
      BKH C -0.24%
      CASY B -0.24%
      IDA C -0.22%
      PFGC C -0.22%
      CACI B -0.22%
      POR C -0.21%
      OGE A -0.21%
      ALE B -0.21%
      AMH B -0.2%
      PNM D -0.2%
      NWE C -0.2%
      SHC F -0.18%
      FLR D -0.18%
      APPF C -0.15%
      MAT F -0.14%
      WHR F -0.13%
      CYTK F -0.13%
      CC C -0.11%
      OLN C -0.1%
      AR A -0.1%
      SWN B -0.09%
      CHK B -0.09%
      PR D -0.09%
      MUR D -0.09%
      CACC F -0.09%
      CNX B -0.09%
      CIVI C -0.09%
      CHRD C -0.09%
      ITT A -0.09%
      RRC B -0.09%
      XRAY F -0.08%
      MTDR D -0.08%
      AIT B -0.08%
      OVV D -0.08%
      ZION B -0.07%
      BWXT D -0.07%

      XJH: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Diversified Industrials Semiconductors Software - Application Business Services Packaging & Containers Asset Management Biotechnology Building Materials REIT - Diversified Apparel Manufacturing Engineering & Construction Medical Care Packaged Foods REIT - Industrial Scientific & Technical Instruments Specialty Chemicals Specialty Retail Auto Parts Diagnostics & Research
      Keywords: Bank Banking Real Estate Investment Trust Chemical Mining Insurance Aerospace Electronics Semiconductor Construction Deposit Products Beverage Computing Medicine Supply Chain Management Telecommunications Commercial Banking Insurance Products Transport Building Materials

      SMDY: Top Represented Industries & Keywords

      Industries: Banks - Regional - US Oil & Gas E&P Diversified Industrials Software - Application Business Services Semiconductors Biotechnology Building Materials Packaging & Containers Specialty Chemicals Asset Management Engineering & Construction Specialty Retail Apparel Manufacturing Medical Care Packaged Foods REIT - Diversified REIT - Industrial Scientific & Technical Instruments Auto Parts
      Keywords: Bank Banking Natural Gas Mining Chemical Insurance Real Estate Investment Trust Electronics Aerospace Semiconductor Construction Deposit Products Supply Chain Management Telecommunications Beverage Computing Commercial Banking Insurance Products Medicine Transport
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