XJR vs. BBRE ETF Comparison
Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to JPMorgan BetaBuilders MSCI U.S. REIT ETF (BBRE)
XJR
iShares ESG Screened S&P Small-Cap ETF
XJR Description
The investment seeks to track the investment results of an index composed of small-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 SmallCap 600 Sustainability Screened Index, which measures the performance of the small-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
$44.63
Average Daily Volume
6,427
541
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF
BBRE Description
The investment seeks to provide total return. Under normal circumstances, the fund will invest at least 80% of its assets in bonds. It will invest at least 40% of its assets in countries other than the United States. The fund may invest in developed or emerging markets. It generally invests at least 25% of its assets in securities that, at the time of purchase are rated investment grade or the unrated equivalent. "Assets" means net assets plus the amount of borrowings for investment purposes. The fund may also use currency related transactions involving currency derivatives as part of its primary investment strategy.Grade (RS Rating)
Last Trade
$100.43
Average Daily Volume
36,489
114
Performance
Period | XJR | BBRE |
---|---|---|
30 Days | 9.37% | -0.12% |
60 Days | 6.87% | -1.15% |
90 Days | 7.42% | 2.93% |
12 Months | 31.98% | 29.32% |
39 Overlapping Holdings
Symbol | Grade | Weight in XJR | Weight in BBRE | Overlap | |
---|---|---|---|---|---|
AAT | B | 0.11% | 0.13% | 0.11% | |
AHH | D | 0.06% | 0.08% | 0.06% | |
AKR | B | 0.21% | 0.22% | 0.21% | |
ALEX | C | 0.11% | 0.13% | 0.11% | |
APLE | B | 0.28% | 0.3% | 0.28% | |
BDN | C | 0.08% | 0.09% | 0.08% | |
BFS | C | 0.04% | 0.06% | 0.04% | |
CSR | B | 0.09% | 0.1% | 0.09% | |
CTRE | D | 0.41% | 0.27% | 0.27% | |
DEA | D | 0.1% | 0.1% | 0.1% | |
DEI | B | 0.0% | 0.3% | 0.0% | |
DRH | B | 0.15% | 0.17% | 0.15% | |
ELME | D | 0.11% | 0.13% | 0.11% | |
EPRT | B | 0.47% | 0.42% | 0.42% | |
FCPT | C | 0.22% | 0.22% | 0.22% | |
GNL | F | 0.12% | 0.13% | 0.12% | |
GTY | B | 0.13% | 0.12% | 0.12% | |
HIW | D | 0.27% | 0.3% | 0.27% | |
HPP | F | 0.03% | 0.04% | 0.03% | |
IIPR | D | 0.24% | 0.26% | 0.24% | |
INN | D | 0.05% | 0.06% | 0.05% | |
JBGS | D | 0.11% | 0.15% | 0.11% | |
LTC | B | 0.13% | 0.14% | 0.13% | |
LXP | D | 0.22% | 0.23% | 0.22% | |
MAC | B | 0.34% | 0.37% | 0.34% | |
MPW | F | 0.2% | 0.23% | 0.2% | |
NXRT | B | 0.08% | 0.1% | 0.08% | |
PEB | D | 0.12% | 0.15% | 0.12% | |
PECO | A | 0.38% | 0.4% | 0.38% | |
ROIC | A | 0.18% | 0.2% | 0.18% | |
SHO | C | 0.17% | 0.19% | 0.17% | |
SKT | B | 0.32% | 0.34% | 0.32% | |
SLG | B | 0.41% | 0.45% | 0.41% | |
SVC | F | 0.04% | 0.04% | 0.04% | |
UE | C | 0.22% | 0.24% | 0.22% | |
UHT | D | 0.04% | 0.05% | 0.04% | |
VRE | B | 0.12% | 0.13% | 0.12% | |
WSR | A | 0.05% | 0.07% | 0.05% | |
XHR | B | 0.12% | 0.15% | 0.12% |
XJR Overweight 502 Positions Relative to BBRE
Symbol | Grade | Weight | |
---|---|---|---|
MLI | C | 0.83% | |
CRS | A | 0.72% | |
SPXC | A | 0.64% | |
LUMN | C | 0.64% | |
GKOS | B | 0.62% | |
RHI | B | 0.6% | |
ATI | D | 0.58% | |
MARA | C | 0.57% | |
AWI | A | 0.55% | |
SPSC | C | 0.55% | |
ALK | C | 0.53% | |
MTH | D | 0.52% | |
COOP | B | 0.51% | |
BMI | B | 0.51% | |
VFC | C | 0.5% | |
MMSI | B | 0.49% | |
ACIW | B | 0.47% | |
BCPC | B | 0.47% | |
FSS | B | 0.46% | |
AVAV | D | 0.44% | |
BCC | B | 0.44% | |
EAT | A | 0.44% | |
DY | D | 0.43% | |
GPI | A | 0.43% | |
PIPR | B | 0.43% | |
CORT | B | 0.42% | |
ITRI | B | 0.42% | |
ACA | A | 0.42% | |
RDNT | B | 0.42% | |
RDN | C | 0.41% | |
MATX | C | 0.41% | |
ABG | B | 0.41% | |
AL | B | 0.41% | |
BOX | B | 0.39% | |
SHAK | C | 0.39% | |
IBP | D | 0.39% | |
IDCC | A | 0.37% | |
SFBS | B | 0.37% | |
SIG | B | 0.36% | |
AGO | B | 0.36% | |
WHD | B | 0.36% | |
ITGR | B | 0.36% | |
ALKS | B | 0.36% | |
PLXS | B | 0.35% | |
AROC | B | 0.35% | |
SANM | B | 0.35% | |
SKYW | B | 0.35% | |
FTDR | A | 0.35% | |
KTB | B | 0.35% | |
LRN | A | 0.35% | |
NSIT | F | 0.34% | |
FUN | C | 0.34% | |
AEIS | B | 0.34% | |
MHO | D | 0.34% | |
GVA | A | 0.34% | |
CVCO | A | 0.33% | |
FUL | F | 0.33% | |
SEM | B | 0.33% | |
ICUI | D | 0.33% | |
STEP | B | 0.33% | |
BOOT | D | 0.33% | |
PBH | A | 0.33% | |
FELE | B | 0.33% | |
DXC | B | 0.32% | |
SITM | B | 0.32% | |
KFY | B | 0.32% | |
VRRM | D | 0.31% | |
ESE | B | 0.31% | |
PJT | A | 0.31% | |
OGN | D | 0.31% | |
REZI | A | 0.31% | |
CALM | A | 0.31% | |
GEO | B | 0.31% | |
TPH | D | 0.31% | |
GMS | B | 0.31% | |
NWL | B | 0.3% | |
DORM | B | 0.3% | |
WDFC | B | 0.3% | |
NPO | A | 0.3% | |
JBT | B | 0.3% | |
MSGS | A | 0.3% | |
SMTC | B | 0.3% | |
RUSHA | C | 0.29% | |
CNK | B | 0.28% | |
FHB | A | 0.28% | |
CCOI | B | 0.28% | |
ABM | B | 0.28% | |
SMPL | B | 0.28% | |
GFF | A | 0.27% | |
HASI | D | 0.27% | |
ATGE | B | 0.27% | |
OTTR | C | 0.27% | |
IAC | D | 0.27% | |
WD | D | 0.27% | |
TDS | B | 0.26% | |
BXMT | C | 0.26% | |
CRVL | A | 0.26% | |
SXT | B | 0.26% | |
BGC | C | 0.26% | |
TRN | C | 0.25% | |
AEO | F | 0.25% | |
HUBG | A | 0.25% | |
VIRT | B | 0.25% | |
SHOO | D | 0.25% | |
CARG | C | 0.25% | |
BRC | D | 0.25% | |
AWR | B | 0.25% | |
FORM | D | 0.25% | |
BL | B | 0.25% | |
AGYS | A | 0.24% | |
IOSP | B | 0.24% | |
GSHD | A | 0.24% | |
ALRM | C | 0.24% | |
PATK | D | 0.24% | |
CWT | D | 0.24% | |
PENN | C | 0.24% | |
CVBF | A | 0.24% | |
LCII | C | 0.24% | |
NMIH | D | 0.24% | |
SLVM | B | 0.24% | |
DV | C | 0.23% | |
PRK | B | 0.23% | |
PLMR | B | 0.23% | |
SATS | D | 0.23% | |
AZZ | B | 0.23% | |
HBI | B | 0.23% | |
SNEX | B | 0.23% | |
WAFD | B | 0.23% | |
CPK | A | 0.23% | |
PRGS | A | 0.23% | |
UNF | B | 0.23% | |
CNS | B | 0.22% | |
VSCO | B | 0.22% | |
DIOD | D | 0.22% | |
VCEL | B | 0.22% | |
ARCB | C | 0.21% | |
EPAC | B | 0.21% | |
JJSF | B | 0.21% | |
OUT | A | 0.21% | |
OSIS | B | 0.21% | |
HNI | B | 0.21% | |
KLIC | B | 0.21% | |
MTX | B | 0.21% | |
ENVA | B | 0.21% | |
POWL | C | 0.21% | |
HWKN | B | 0.2% | |
PTGX | C | 0.2% | |
DOCN | D | 0.2% | |
ENR | B | 0.2% | |
NARI | C | 0.2% | |
TDW | F | 0.2% | |
IBTX | B | 0.19% | |
MTRN | C | 0.19% | |
CPRX | C | 0.19% | |
IPAR | B | 0.19% | |
STRA | C | 0.19% | |
CWEN | C | 0.19% | |
PINC | B | 0.19% | |
YELP | C | 0.19% | |
AIR | B | 0.19% | |
ACLS | F | 0.19% | |
SXI | B | 0.19% | |
TTMI | B | 0.19% | |
CCS | D | 0.19% | |
BANF | B | 0.19% | |
WERN | C | 0.19% | |
MYRG | B | 0.19% | |
VIAV | B | 0.18% | |
CNMD | C | 0.18% | |
PSMT | C | 0.18% | |
TFIN | A | 0.18% | |
UFPT | B | 0.18% | |
KMT | B | 0.18% | |
BANC | A | 0.18% | |
CURB | D | 0.18% | |
HAYW | B | 0.18% | |
RUN | F | 0.18% | |
KWR | C | 0.18% | |
AAP | C | 0.18% | |
HI | C | 0.18% | |
EVTC | B | 0.18% | |
CWK | B | 0.17% | |
WLY | B | 0.17% | |
GRBK | D | 0.17% | |
VYX | B | 0.17% | |
ROCK | C | 0.17% | |
URBN | C | 0.17% | |
LGND | B | 0.17% | |
LGIH | D | 0.17% | |
B | B | 0.17% | |
PLUS | F | 0.17% | |
KAR | B | 0.17% | |
PRVA | B | 0.17% | |
ADUS | D | 0.17% | |
CAKE | C | 0.17% | |
LMAT | A | 0.17% | |
QDEL | F | 0.17% | |
PRG | C | 0.16% | |
NEO | C | 0.16% | |
SUPN | C | 0.16% | |
OI | C | 0.16% | |
MRCY | B | 0.16% | |
TNDM | F | 0.16% | |
RAMP | C | 0.16% | |
OMCL | C | 0.16% | |
MCY | A | 0.16% | |
ALG | B | 0.16% | |
EXTR | B | 0.16% | |
GBX | A | 0.16% | |
LZB | B | 0.15% | |
GO | C | 0.15% | |
KSS | F | 0.15% | |
JBLU | F | 0.15% | |
WWW | B | 0.15% | |
FL | F | 0.15% | |
CABO | C | 0.15% | |
CALX | D | 0.15% | |
JOE | F | 0.15% | |
FBK | B | 0.15% | |
WGO | C | 0.14% | |
CENTA | C | 0.14% | |
BHE | B | 0.14% | |
EPC | D | 0.14% | |
ASTH | D | 0.14% | |
TRUP | B | 0.14% | |
NGVT | B | 0.14% | |
ROG | D | 0.14% | |
APOG | B | 0.14% | |
DNOW | B | 0.13% | |
PDCO | D | 0.13% | |
HLX | B | 0.13% | |
VRTS | B | 0.13% | |
SCL | C | 0.13% | |
UPBD | B | 0.13% | |
CTS | C | 0.13% | |
HOPE | B | 0.13% | |
SONO | C | 0.13% | |
KN | B | 0.13% | |
DFIN | D | 0.13% | |
SJW | D | 0.13% | |
THS | D | 0.13% | |
MLKN | D | 0.13% | |
WKC | D | 0.13% | |
TNC | D | 0.13% | |
UCTT | D | 0.13% | |
NWN | A | 0.13% | |
AMPH | D | 0.13% | |
HLIT | D | 0.12% | |
UNIT | B | 0.12% | |
USPH | B | 0.12% | |
HTH | B | 0.12% | |
TRIP | F | 0.12% | |
TILE | B | 0.12% | |
TGI | B | 0.12% | |
AMWD | C | 0.12% | |
SNDR | B | 0.12% | |
SPNT | A | 0.12% | |
XNCR | B | 0.12% | |
VECO | F | 0.12% | |
DVAX | C | 0.12% | |
CHEF | A | 0.12% | |
LEG | F | 0.12% | |
IART | C | 0.12% | |
NTCT | C | 0.12% | |
ANDE | D | 0.12% | |
PLAB | C | 0.12% | |
NHC | C | 0.12% | |
PZZA | D | 0.12% | |
CSGS | B | 0.12% | |
ADEA | D | 0.11% | |
SBH | C | 0.11% | |
THRM | D | 0.11% | |
FOXF | F | 0.11% | |
MYGN | F | 0.11% | |
UNFI | A | 0.11% | |
SABR | C | 0.11% | |
STEL | A | 0.11% | |
BKE | B | 0.11% | |
NX | C | 0.11% | |
LNN | B | 0.11% | |
MXL | C | 0.1% | |
TWO | D | 0.1% | |
MODG | F | 0.1% | |
RC | D | 0.1% | |
WOR | F | 0.1% | |
COHU | C | 0.1% | |
ATEN | B | 0.1% | |
DCOM | A | 0.1% | |
QNST | B | 0.1% | |
VICR | B | 0.1% | |
MD | B | 0.1% | |
SAFT | C | 0.1% | |
HRMY | D | 0.1% | |
KALU | C | 0.1% | |
KW | B | 0.1% | |
STAA | F | 0.1% | |
BFH | B | 0.1% | |
CERT | F | 0.09% | |
SXC | A | 0.09% | |
MCRI | A | 0.09% | |
EFC | C | 0.09% | |
PLAY | D | 0.09% | |
ALGT | B | 0.09% | |
ICHR | C | 0.09% | |
AMSF | B | 0.09% | |
FIZZ | C | 0.09% | |
FDP | B | 0.09% | |
CARS | B | 0.09% | |
OXM | D | 0.09% | |
SDGR | C | 0.09% | |
NVEE | F | 0.09% | |
SCSC | B | 0.09% | |
ECPG | B | 0.09% | |
EXPI | C | 0.09% | |
DGII | B | 0.09% | |
PMT | D | 0.09% | |
GIII | D | 0.09% | |
MSEX | B | 0.09% | |
ARI | C | 0.09% | |
CENX | B | 0.09% | |
NAVI | C | 0.09% | |
ARLO | C | 0.09% | |
TMP | B | 0.08% | |
HSII | B | 0.08% | |
PDFS | C | 0.08% | |
AOSL | C | 0.08% | |
MRTN | C | 0.08% | |
CXM | C | 0.08% | |
BLMN | F | 0.08% | |
PARR | D | 0.08% | |
MMI | B | 0.08% | |
AMN | F | 0.08% | |
UTL | B | 0.08% | |
COLL | F | 0.08% | |
CLB | B | 0.08% | |
SBSI | B | 0.08% | |
PRLB | A | 0.08% | |
XRX | F | 0.08% | |
XPEL | C | 0.08% | |
DLX | B | 0.08% | |
AHCO | F | 0.08% | |
INVA | D | 0.08% | |
FBRT | C | 0.08% | |
AORT | B | 0.08% | |
CBRL | C | 0.08% | |
DAN | D | 0.08% | |
CAL | D | 0.08% | |
CFFN | B | 0.07% | |
PRAA | C | 0.07% | |
AVNS | F | 0.07% | |
ASIX | A | 0.07% | |
WNC | C | 0.07% | |
ASTE | B | 0.07% | |
HCSG | C | 0.07% | |
BSIG | A | 0.07% | |
CNXN | C | 0.07% | |
ODP | F | 0.07% | |
DXPE | B | 0.07% | |
OMI | F | 0.07% | |
LPG | F | 0.07% | |
EYE | C | 0.07% | |
ARR | D | 0.07% | |
VVI | C | 0.07% | |
PENG | D | 0.07% | |
BLFS | C | 0.07% | |
JACK | D | 0.07% | |
ANIP | F | 0.07% | |
CWEN | C | 0.07% | |
SAH | A | 0.07% | |
HCI | C | 0.07% | |
SAFE | D | 0.07% | |
VTOL | B | 0.07% | |
RWT | D | 0.07% | |
VSAT | F | 0.06% | |
SWI | B | 0.06% | |
REX | D | 0.06% | |
GDEN | B | 0.06% | |
NABL | F | 0.06% | |
HAIN | C | 0.06% | |
SSTK | F | 0.06% | |
MCW | B | 0.06% | |
JBSS | D | 0.06% | |
AXL | C | 0.06% | |
SITC | D | 0.06% | |
HSTM | B | 0.06% | |
KOP | C | 0.06% | |
RCUS | F | 0.06% | |
MATW | C | 0.06% | |
TTGT | C | 0.06% | |
MNRO | D | 0.06% | |
PCRX | C | 0.06% | |
BJRI | B | 0.06% | |
LQDT | B | 0.05% | |
MTUS | C | 0.05% | |
NVRI | F | 0.05% | |
SHEN | F | 0.05% | |
HZO | D | 0.05% | |
AMBC | C | 0.05% | |
IIIN | C | 0.05% | |
SCVL | F | 0.05% | |
INVX | C | 0.05% | |
SEDG | F | 0.05% | |
SPTN | D | 0.05% | |
SCHL | D | 0.05% | |
CVI | F | 0.05% | |
VIR | D | 0.05% | |
UFCS | B | 0.05% | |
ETD | C | 0.05% | |
SMP | B | 0.05% | |
MGPI | F | 0.05% | |
FWRD | D | 0.05% | |
KREF | D | 0.05% | |
NBR | C | 0.05% | |
CTKB | C | 0.05% | |
CEVA | B | 0.05% | |
MATV | D | 0.05% | |
USNA | C | 0.04% | |
KELYA | F | 0.04% | |
GES | F | 0.04% | |
HTZ | C | 0.04% | |
IRWD | F | 0.04% | |
PAHC | C | 0.04% | |
THRY | F | 0.04% | |
SLP | D | 0.04% | |
GOGO | C | 0.04% | |
BGS | F | 0.04% | |
HTLD | B | 0.04% | |
NYMT | C | 0.04% | |
TR | B | 0.04% | |
MLAB | D | 0.04% | |
LESL | C | 0.04% | |
SNCY | C | 0.04% | |
JXN | C | 0.04% | |
CRSR | C | 0.03% | |
FLGT | F | 0.03% | |
TWI | F | 0.03% | |
CNSL | C | 0.03% | |
CENT | C | 0.03% | |
WRLD | C | 0.03% | |
MYE | F | 0.03% | |
RGNX | F | 0.03% | |
GDOT | D | 0.01% | |
HAFC | A | 0.0% | |
GPRE | F | 0.0% | |
TRST | A | 0.0% | |
PFBC | B | 0.0% | |
CPF | A | 0.0% | |
PRA | C | 0.0% | |
HFWA | B | 0.0% | |
EGBN | B | 0.0% | |
PBI | B | 0.0% | |
BRKL | B | 0.0% | |
BHLB | B | 0.0% | |
EIG | B | 0.0% | |
WT | B | 0.0% | |
VBTX | B | 0.0% | |
WABC | B | 0.0% | |
PRDO | B | 0.0% | |
HMN | B | 0.0% | |
STBA | B | 0.0% | |
CUBI | C | 0.0% | |
NBHC | B | 0.0% | |
NWBI | B | 0.0% | |
LKFN | B | 0.0% | |
CHCO | B | 0.0% | |
FCF | A | 0.0% | |
FBNC | A | 0.0% | |
ENV | B | 0.0% | |
STC | B | 0.0% | |
CASH | A | 0.0% | |
OFG | B | 0.0% | |
ABR | C | 0.0% | |
NBTB | B | 0.0% | |
PFS | B | 0.0% | |
TRMK | B | 0.0% | |
RNST | B | 0.0% | |
BANR | B | 0.0% | |
SBCF | A | 0.0% | |
TBBK | B | 0.0% | |
PPBI | B | 0.0% | |
PAYO | A | 0.0% | |
FFBC | A | 0.0% | |
SFNC | B | 0.0% | |
INDB | B | 0.0% | |
BOH | B | 0.0% | |
BKU | A | 0.0% | |
GNW | A | 0.0% | |
FBP | B | 0.0% | |
APAM | B | 0.0% | |
WSFS | A | 0.0% | |
CATY | B | 0.0% | |
CBU | B | 0.0% | |
AUB | B | 0.0% | |
FULT | A | 0.0% | |
MC | C | 0.0% | |
UCB | A | 0.0% | |
AX | A | 0.0% | |
SEE | C | 0.0% | |
ABCB | B | 0.0% | |
GTES | A | 0.0% | |
LNC | B | 0.0% | |
CMA | A | 0.0% |
XJR Underweight 75 Positions Relative to BBRE
Symbol | Grade | Weight | |
---|---|---|---|
PLD | D | -8.9% | |
EQIX | A | -7.34% | |
WELL | A | -6.17% | |
DLR | B | -4.57% | |
SPG | B | -4.49% | |
PSA | D | -4.27% | |
O | D | -3.75% | |
EXR | D | -3.02% | |
IRM | D | -2.95% | |
AVB | B | -2.78% | |
VICI | C | -2.7% | |
EQR | B | -2.27% | |
VTR | C | -2.24% | |
INVH | D | -1.8% | |
ESS | B | -1.7% | |
MAA | B | -1.59% | |
KIM | A | -1.47% | |
ARE | D | -1.42% | |
SUI | D | -1.37% | |
DOC | D | -1.3% | |
UDR | B | -1.26% | |
GLPI | C | -1.14% | |
REG | B | -1.09% | |
HST | C | -1.09% | |
ELS | C | -1.09% | |
CPT | B | -1.07% | |
BXP | D | -1.04% | |
AMH | D | -1.04% | |
WPC | D | -1.03% | |
CUBE | D | -0.95% | |
OHI | C | -0.82% | |
BRX | A | -0.78% | |
FRT | B | -0.73% | |
REXR | F | -0.69% | |
NNN | D | -0.69% | |
EGP | F | -0.65% | |
FR | C | -0.61% | |
ADC | B | -0.6% | |
VNO | B | -0.59% | |
STAG | F | -0.57% | |
COLD | D | -0.54% | |
KRG | B | -0.53% | |
RHP | B | -0.52% | |
CUZ | B | -0.42% | |
IRT | A | -0.42% | |
TRNO | F | -0.4% | |
SBRA | C | -0.38% | |
KRC | C | -0.36% | |
NSA | D | -0.34% | |
CDP | C | -0.31% | |
EPR | D | -0.3% | |
NHI | D | -0.3% | |
PK | B | -0.28% | |
BNL | D | -0.26% | |
IVT | B | -0.21% | |
EQC | B | -0.2% | |
ESRT | C | -0.14% | |
RLJ | C | -0.14% | |
AIV | C | -0.12% | |
PDM | D | -0.11% | |
UMH | C | -0.1% | |
PLYM | F | -0.08% | |
PGRE | F | -0.08% | |
NTST | D | -0.08% | |
GOOD | B | -0.07% | |
FPI | B | -0.06% | |
OLP | B | -0.05% | |
ALX | D | -0.05% | |
GMRE | F | -0.05% | |
LAND | F | -0.04% | |
CBL | A | -0.04% | |
CLDT | B | -0.04% | |
CHCT | C | -0.04% | |
DHC | F | -0.03% | |
PKST | D | -0.03% |
XJR: Top Represented Industries & Keywords
BBRE: Top Represented Industries & Keywords