XJR vs. VDE ETF Comparison

Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to Vanguard Energy ETF (VDE)
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

Number of Holdings *

541

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

Vanguard Energy ETF

VDE Description The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/ Energy 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the energy sector, as classified under the Global Industry Classification Standard (GICS). It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$136.78

Average Daily Volume

368,299

Number of Holdings *

101

* may have additional holdings in another (foreign) market
Performance
Period XJR VDE
30 Days 9.37% 9.28%
60 Days 6.87% 9.82%
90 Days 7.42% 9.19%
12 Months 31.98% 18.33%
13 Overlapping Holdings
Symbol Grade Weight in XJR Weight in VDE Overlap
AROC B 0.35% 0.18% 0.18%
CLB B 0.08% 0.08% 0.08%
CVI F 0.05% 0.05% 0.05%
GPRE F 0.0% 0.06% 0.0%
HLX B 0.13% 0.09% 0.09%
LPG F 0.07% 0.08% 0.07%
NBR C 0.05% 0.06% 0.05%
PARR D 0.08% 0.07% 0.07%
REX D 0.06% 0.06% 0.06%
TDW F 0.2% 0.17% 0.17%
VTOL B 0.07% 0.06% 0.06%
WHD B 0.36% 0.23% 0.23%
WKC D 0.13% 0.11% 0.11%
XJR Overweight 528 Positions Relative to VDE
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%
EPRT 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%
SLG B 0.41%
ABG B 0.41%
AL B 0.41%
CTRE D 0.41%
BOX B 0.39%
SHAK C 0.39%
IBP D 0.39%
PECO A 0.38%
IDCC A 0.37%
SFBS B 0.37%
SIG B 0.36%
AGO B 0.36%
ITGR B 0.36%
ALKS B 0.36%
PLXS 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%
MAC B 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%
SKT 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%
APLE 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%
HIW 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%
IIPR 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%
FCPT C 0.22%
LXP D 0.22%
CNS B 0.22%
VSCO B 0.22%
DIOD D 0.22%
VCEL B 0.22%
UE C 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%
AKR 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%
MPW 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%
ROIC A 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%
SHO C 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%
DRH B 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%
VRTS B 0.13%
SCL C 0.13%
UPBD B 0.13%
CTS C 0.13%
HOPE B 0.13%
GTY 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%
TNC D 0.13%
UCTT D 0.13%
NWN A 0.13%
LTC B 0.13%
AMPH D 0.13%
HLIT D 0.12%
GNL F 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%
VRE B 0.12%
XNCR B 0.12%
VECO F 0.12%
DVAX C 0.12%
CHEF A 0.12%
LEG F 0.12%
XHR B 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%
PEB D 0.12%
ADEA D 0.11%
AAT B 0.11%
SBH C 0.11%
THRM D 0.11%
FOXF F 0.11%
JBGS D 0.11%
MYGN F 0.11%
ELME D 0.11%
UNFI A 0.11%
ALEX C 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%
DEA 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%
CSR B 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%
BDN C 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%
MMI B 0.08%
AMN F 0.08%
UTL B 0.08%
COLL F 0.08%
SBSI B 0.08%
PRLB A 0.08%
XRX F 0.08%
XPEL C 0.08%
DLX B 0.08%
NXRT 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%
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%
RWT D 0.07%
VSAT F 0.06%
SWI B 0.06%
GDEN B 0.06%
NABL F 0.06%
HAIN C 0.06%
SSTK F 0.06%
MCW B 0.06%
AHH D 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%
VIR D 0.05%
WSR A 0.05%
UFCS B 0.05%
ETD C 0.05%
SMP B 0.05%
MGPI F 0.05%
INN D 0.05%
FWRD D 0.05%
KREF D 0.05%
CTKB C 0.05%
CEVA B 0.05%
MATV D 0.05%
USNA C 0.04%
KELYA F 0.04%
SVC F 0.04%
GES F 0.04%
HTZ C 0.04%
IRWD F 0.04%
BFS C 0.04%
PAHC C 0.04%
THRY F 0.04%
SLP D 0.04%
GOGO C 0.04%
BGS F 0.04%
UHT D 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%
HPP F 0.03%
GDOT D 0.01%
HAFC A 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%
DEI B 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 88 Positions Relative to VDE
Symbol Grade Weight
XOM B -22.75%
CVX A -13.26%
COP C -6.63%
EOG A -3.65%
WMB A -3.3%
SLB C -2.96%
MPC D -2.82%
OKE A -2.77%
PSX C -2.73%
KMI A -2.54%
LNG B -2.32%
VLO C -2.25%
BKR B -1.98%
HES B -1.94%
TRGP B -1.84%
FANG D -1.75%
OXY D -1.73%
DVN F -1.28%
HAL C -1.28%
TPL A -1.22%
EQT B -0.98%
CTRA B -0.94%
MRO B -0.85%
FTI A -0.62%
OVV B -0.56%
DTM B -0.48%
APA D -0.47%
CHRD D -0.43%
AR B -0.42%
RRC B -0.4%
PR B -0.39%
NOV C -0.34%
MTDR B -0.34%
DINO D -0.34%
WFRD D -0.32%
CHX C -0.3%
CNX A -0.3%
AM A -0.29%
SM B -0.27%
MUR D -0.26%
MGY A -0.25%
CIVI D -0.21%
HESM B -0.21%
CRC B -0.2%
NOG A -0.2%
UEC B -0.2%
HP B -0.2%
PAGP A -0.2%
CEIX A -0.2%
BTU B -0.2%
ENLC A -0.2%
RIG D -0.19%
VAL D -0.19%
PBF D -0.17%
PTEN C -0.17%
LBRT D -0.16%
LEU C -0.15%
OII B -0.15%
CRGY B -0.14%
KNTK B -0.13%
GPOR B -0.12%
GEVO D -0.11%
INSW F -0.11%
KOS F -0.11%
TALO C -0.1%
CRK B -0.09%
XPRO F -0.08%
KRP B -0.08%
WTTR B -0.08%
AESI B -0.07%
DK C -0.07%
NFE D -0.07%
VTLE C -0.06%
EE A -0.06%
NEXT B -0.06%
RES D -0.05%
NR B -0.05%
TTI C -0.05%
EGY D -0.05%
CLNE D -0.05%
PUMP B -0.05%
WTI F -0.04%
REPX A -0.04%
HPK B -0.04%
BRY F -0.04%
GRNT B -0.04%
SD D -0.04%
BOOM F -0.03%
Compare ETFs