XJR vs. VT ETF Comparison

Comparison of iShares ESG Screened S&P Small-Cap ETF (XJR) to Vanguard Total World Stock Index ETF (VT)
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

$37.02

Average Daily Volume

5,030

Number of Holdings *

9

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

Vanguard Total World Stock Index ETF

VT Description The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world. The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index, a free-float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index includes approximately 7,240 stocks of companies located in 50 countries, including both developed and emerging markets.

Grade (RS Rating)

Last Trade

$113.23

Average Daily Volume

1,472,975

Number of Holdings *

319

* may have additional holdings in another (foreign) market
Performance
Period XJR VT
30 Days -5.38% -0.11%
60 Days 1.91% 5.45%
90 Days -1.61% 3.95%
12 Months 6.91% 17.26%
0 Overlapping Holdings
Symbol Grade Weight in XJR Weight in VT Overlap
XJR Overweight 9 Positions Relative to VT
Symbol Grade Weight
FN B 0.83%
ANF B 0.83%
ATI C 0.75%
SPSC B 0.66%
ENSG B 0.65%
SPXC B 0.61%
MTH C 0.61%
AVAV B 0.54%
BMI B 0.54%
XJR Underweight 319 Positions Relative to VT
Symbol Grade Weight
MSFT A -3.64%
AAPL B -3.12%
NVDA A -2.58%
AMZN B -1.98%
GOOGL A -1.24%
META B -1.2%
GOOG A -1.02%
LLY A -0.83%
BRK.A C -0.77%
JPM C -0.7%
AVGO A -0.7%
TSLA C -0.64%
XOM D -0.59%
UNH C -0.56%
V D -0.54%
PG A -0.48%
MA D -0.47%
JNJ F -0.44%
HD C -0.42%
MRK B -0.41%
COST A -0.4%
ABBV B -0.36%
CVX D -0.35%
TM F -0.34%
CRM F -0.32%
AMD C -0.32%
WMT A -0.32%
BAC A -0.32%
NFLX A -0.3%
KO B -0.3%
PEP D -0.3%
TMO C -0.28%
LIN C -0.27%
WFC D -0.27%
DIS D -0.26%
ADBE C -0.26%
MCD D -0.25%
NVS A -0.25%
CSCO F -0.24%
ACN F -0.24%
ABT D -0.23%
QCOM A -0.23%
ORCL B -0.22%
GE D -0.22%
VZ C -0.21%
AMAT A -0.21%
CAT D -0.21%
INTU C -0.21%
BABA D -0.2%
TXN B -0.2%
DHR B -0.2%
CMCSA F -0.19%
COP D -0.19%
IBM C -0.19%
NOW C -0.18%
UNP D -0.18%
PFE C -0.18%
RTX B -0.18%
AMGN B -0.18%
PM B -0.18%
LOW C -0.17%
SPGI B -0.17%
GS B -0.17%
AXP D -0.17%
NEE B -0.17%
MU A -0.16%
ELV B -0.16%
ETN D -0.16%
HON A -0.16%
UL A -0.16%
INTC F -0.16%
ISRG A -0.16%
UBER C -0.16%
C D -0.15%
LRCX A -0.15%
SYK B -0.15%
BKNG A -0.15%
T B -0.15%
PGR D -0.15%
NKE C -0.14%
SCHW D -0.14%
MUFG C -0.14%
BLK D -0.14%
BRK.A C -0.14%
ADP C -0.13%
ADI B -0.13%
LMT C -0.13%
CB B -0.13%
DE D -0.13%
VRTX A -0.13%
HDB B -0.13%
SONY D -0.13%
CI D -0.13%
BSX A -0.13%
TD F -0.13%
MDT C -0.13%
MS B -0.13%
UPS F -0.13%
TJX A -0.13%
KLAC A -0.12%
PLD C -0.12%
BA D -0.12%
MDLZ D -0.12%
MMC A -0.12%
SBUX D -0.12%
WM C -0.11%
CVS F -0.11%
CMG A -0.11%
BMY F -0.11%
PANW B -0.11%
REGN A -0.11%
PDD B -0.1%
DEO F -0.1%
EOG D -0.1%
MO B -0.1%
SO B -0.1%
AMT B -0.1%
TMUS B -0.1%
SNPS B -0.1%
SHOP C -0.1%
GILD D -0.1%
BX C -0.1%
BDX D -0.09%
SLB F -0.09%
NOC F -0.09%
PH D -0.09%
CNI D -0.09%
GD C -0.09%
APH A -0.09%
SHW D -0.09%
FCX D -0.09%
MCK A -0.09%
SMFG B -0.09%
TT B -0.09%
ICE B -0.09%
ITW D -0.09%
ABBV B -0.09%
ZTS C -0.09%
PYPL D -0.09%
TGT D -0.09%
CDNS B -0.09%
CME D -0.09%
CL A -0.09%
DUK B -0.09%
ORLY C -0.08%
FDX D -0.08%
PNC D -0.08%
EMR D -0.08%
HCA A -0.08%
KKR B -0.08%
PXD B -0.08%
CRWD A -0.08%
USB D -0.08%
PSX D -0.08%
ANET A -0.08%
CSX D -0.08%
ABNB D -0.08%
TDG B -0.08%
NXPI B -0.08%
EQIX C -0.08%
MPC D -0.08%
MELI B -0.08%
NSC D -0.07%
WELL A -0.07%
APD B -0.07%
MMM B -0.07%
AIG D -0.07%
ROP B -0.07%
PCAR D -0.07%
VLO D -0.07%
COF D -0.07%
HMC D -0.07%
MSI A -0.07%
AON C -0.07%
ECL A -0.07%
MRVL B -0.07%
APO B -0.07%
CTAS A -0.07%
MAR C -0.07%
MCO B -0.07%
CEG B -0.07%
HES D -0.06%
SRE B -0.06%
JCI B -0.06%
O B -0.06%
TEL B -0.06%
MET D -0.06%
ALL D -0.06%
AEP B -0.06%
URI D -0.06%
KMB A -0.06%
SPG B -0.06%
OXY D -0.06%
ADSK C -0.06%
OKE D -0.06%
CPRT D -0.06%
WMB A -0.06%
STLA F -0.06%
F D -0.06%
TRV D -0.06%
SNOW F -0.06%
AFL B -0.06%
MFG C -0.06%
WDAY F -0.06%
MCHP C -0.06%
DXCM D -0.06%
HLT B -0.06%
TFC D -0.06%
AJG A -0.06%
CARR B -0.06%
AZO C -0.06%
EW D -0.06%
GM B -0.06%
ODFL D -0.05%
KR D -0.05%
KMI B -0.05%
FANG D -0.05%
MLM C -0.05%
MRNA B -0.05%
TTD B -0.05%
CSGP F -0.05%
LEN D -0.05%
SYY D -0.05%
EXC D -0.05%
OTIS B -0.05%
HUM C -0.05%
PWR B -0.05%
LNG D -0.05%
BCS C -0.05%
IR C -0.05%
PAYX B -0.05%
CMI D -0.05%
CTVA D -0.05%
FAST D -0.05%
CNC D -0.05%
RSG C -0.05%
SPOT B -0.05%
YUM C -0.05%
PRU C -0.05%
MNST F -0.05%
DASH D -0.05%
LULU F -0.05%
AME D -0.05%
DOW D -0.05%
FIS B -0.05%
SQ F -0.05%
A D -0.05%
CCI C -0.05%
LHX B -0.05%
PSA B -0.05%
IDXX C -0.05%
GIS D -0.05%
STZ C -0.05%
GWW C -0.05%
FTNT D -0.05%
LYG B -0.05%
NUE F -0.05%
AMP C -0.05%
GEV B -0.05%
VALE F -0.05%
WCN B -0.05%
DLR A -0.05%
PLTR B -0.05%
IQV D -0.05%
D C -0.05%
ROST B -0.05%
BK B -0.05%
SMCI C -0.05%
DHI D -0.05%
HUBS D -0.04%
EXR B -0.04%
ANSS C -0.04%
WAB C -0.04%
VEEV D -0.04%
HSY F -0.04%
BIDU F -0.04%
HIG B -0.04%
GOLD D -0.04%
VICI D -0.04%
XEL D -0.04%
TSCO B -0.04%
ON C -0.04%
PPG D -0.04%
DG F -0.04%
MPWR A -0.04%
KHC D -0.04%
BIIB C -0.04%
VRSK A -0.04%
XYL B -0.04%
ADM D -0.04%
ROK F -0.04%
RMD B -0.04%
IT D -0.04%
DD B -0.04%
GPN F -0.04%
DFS D -0.04%
GEHC D -0.04%
VRT D -0.04%
ED D -0.04%
KDP B -0.04%
CDW D -0.04%
RCL B -0.04%
FLUT D -0.04%
BKR D -0.04%
DVN D -0.04%
CTSH D -0.04%
IBN D -0.04%
ACGL B -0.04%
EL F -0.04%
PEG B -0.04%
HAL F -0.04%
VMC C -0.04%
EA B -0.04%
E D -0.04%
PCG B -0.04%
DDOG C -0.04%
COIN B -0.04%
NEM B -0.04%
MSCI D -0.04%
Compare ETFs