HTUS vs XJR
Comparison between HULL TACTICAL US ETF (HTUS, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).
5-Year PerformanceHTUS has outperformed XJR, delivering a return of +14.9% compared to +5.3%
HTUS vs XJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HTUS
$138M
XJR
$138M
Expense Ratio
HTUS
0.96%
Winner
XJR
0.12%
Max Drawdown
HTUS
50.72%
Winner
XJR
27.89%
Sharpe Ratio
Winner
HTUS
1.75
XJR
1.27
5Y Beta
Winner
HTUS
1.02
XJR
1.02
P/E Ratio
HTUS
N/A
XJR
37.41
Forward P/E
HTUS
N/A
XJR
15.99
5Y Dividends CAGR
HTUS
N/A
XJR
20.23%
5Y EPS CAGR
HTUS
N/A
XJR
12.08%
Debt to Equity
HTUS
N/A
XJR
69.04%
P/S Ratio
HTUS
N/A
XJR
1.17
P/B Ratio
HTUS
N/A
XJR
2.09
HTUS vs XJR - Holdings Comparison
HTUS and XJR have 1 common holdings. Overlap is -2.72%
HTUS's top 25 holdings weight is 90.88%. XJR's top 25 holdings weight is 15.49%.
| Rank | HTUS | XJR |
|---|---|---|
| #1 | SPDR® S&P 500® ETF (SPY) - 32.96% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.39% |
| #2 | E-MINI S&P 500 FUTURE DEC 25 (n/a) - 30.97% | SEMTECH CORP (SMTC) - 1.00% |
| #3 | CASH & CASH EQUIVALENTS (n/a) - 15.86% | SANMINA CORP (SANM) - 0.93% |
| #4 | US DOLLAR FUTURE (n/a) - 4.45% | VIAVI SOLUTIONS INC (VIAV) - 0.79% |
| #5 | US TREASURY BILL 0% (n/a) - 4.24% | VIASAT INC (VSAT) - 0.70% |
| #6 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 2.22% | FORMFACTOR INC (FORM) - 0.69% |
| #7 | SPXW US 11/21/25 C6895 (n/a) - 0.04% | ELEMENT SOLUTIONS INC (ESI) - 0.64% |
| #8 | US DOLLARS (n/a) - 0.02% | QORVO INC (QRVO) - 0.62% |
| #9 | SPXW US 11/21/25 C6900 (n/a) - 0.02% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% |
| #10 | SPXW US 11/21/25 C6890 (n/a) - 0.02% | ENPHASE ENERGY INC (ENPH) - 0.58% |
| #11 | XSP US 10/16/25 P665 (n/a) - 0.02% | POWELL INDUSTRIES INC (POWL) - 0.55% |
| #12 | SPXW US 11/21/25 C6970 (n/a) - 0.01% | MAXLINEAR INC (MXL) - 0.55% |
| #13 | XSP US 10/16/25 C684 (n/a) - 0.01% | STONEX GROUP INC (SNEX) - 0.54% |
| #14 | XSP US 10/16/25 P667 (n/a) - 0.01% | KRYSTAL BIOTECH INC (KRYS) - 0.53% |
| #15 | XSP US 10/16/25 P669 (n/a) - 0.01% | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #16 | XSP US 10/17/25 P671 (n/a) - 0.01% | JACKSON FINANCIAL INC (JXN) - 0.52% |
| #17 | XSP US 10/22/25 P665 (n/a) - 0.01% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% |
| #18 | XSP US 10/16/25 C662 (n/a) - 0.00% | PLEXUS CORP (PLXS) - 0.49% |
| #19 | XSP US 10/16/25 C676 (n/a) - 0.00% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.49% |
| #20 | XSP US 10/16/25 C677 (n/a) - 0.00% | LKQ CORP (LKQ) - 0.48% |
| #21 | XSP US 10/16/25 C678 (n/a) - 0.00% | GLAUKOS CORP (GKOS) - 0.48% |
| #22 | XSP US 10/16/25 C679 (n/a) - 0.00% | MYR GROUP INC (MYRG) - 0.48% |
| #23 | XSP US 10/16/25 C680 (n/a) - 0.00% | JBT MAREL CORP (JBTM) - 0.47% |
| #24 | XSP US 10/16/25 C672 (n/a) - 0.00% | FEDERAL SIGNAL CORP (FSS) - 0.47% |
| #25 | XSP US 10/16/25 C673 (n/a) - 0.00% | KODIAK GAS SERVICES INC (KGS) - 0.47% |
| Total Holdings | 194 | 545 |
HTUS vs XJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HTUS
+2.43%
XJR
+0.22%
3M
Winner
HTUS
+9.67%
XJR
+8.52%
6M
HTUS
+9.89%
Winner
XJR
+13.90%
1Y
HTUS
+27.04%
Winner
XJR
+28.13%
5Y(CAGR)
Winner
HTUS
+14.92%
XJR
+5.31%
10Y(CAGR)
HTUS
+12.38%
XJR
N/A
Max(CAGR)
HTUS
+11.66%
Winner
XJR
+14.32%
HTUS vs XJR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | HTUS | XJR |
|---|---|---|
| 2026 | +9.37% | +13.48% |
| 2025 | +16.82% | +5.10% |
| 2024 | +25.97% | +10.38% |
| 2023 | +28.48% | +16.42% |
| 2022 | -13.43% | -18.05% |
| 2021 | +26.50% | +26.45% |
| 2020 | +12.18% | +35.61% |
| 2019 | +18.06% | N/A |
| 2018 | -10.05% | N/A |
| 2017 | +11.78% | N/A |
| 2016 | +5.41% | N/A |
| 2015 | +0.32% | N/A |
HTUS vs XJR Drawdown Comparison
The maximum drawdown for HTUS was -47.50%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The current HTUS drawdown is -2.30%. The current XJR drawdown is -1.81%.
| Rank | HTUS | XJR |
|---|---|---|
| #1 | -47.50% Feb 12, 2020 - Oct 9, 2020 | -27.12% Nov 25, 2024 - Jan 9, 2026 |
| #2 | -24.38% Dec 16, 2024 - Jun 27, 2025 | -26.88% Nov 5, 2021 - Jul 16, 2024 |
| #3 | -21.35% Nov 22, 2021 - Jun 13, 2023 | -9.76% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -20.03% Jan 26, 2018 - Oct 28, 2019 | -9.43% Feb 10, 2026 - Apr 14, 2026 |
| #5 | -13.65% Jul 28, 2023 - Dec 8, 2023 | -9.34% Mar 12, 2021 - Jun 8, 2021 |
| #6 | -8.68% Feb 25, 2026 - Apr 14, 2026 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #7 | -7.05% Jul 16, 2024 - Aug 15, 2024 | -6.34% Oct 23, 2020 - Nov 5, 2020 |
| #8 | -4.55% Mar 28, 2024 - May 14, 2024 | -4.41% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -4.40% Aug 30, 2024 - Sep 19, 2024 | -4.33% May 6, 2026 - May 26, 2026 |
| #10 | -4.33% Sep 3, 2021 - Oct 21, 2021 | -4.23% Feb 24, 2021 - Mar 8, 2021 |
| #11 | -4.22% Oct 28, 2025 - Nov 26, 2025 | -3.65% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -4.16% Oct 13, 2020 - Nov 5, 2020 | -3.40% Jan 26, 2021 - Feb 4, 2021 |
| #13 | -4.12% Dec 20, 2023 - Jan 23, 2024 | -3.28% Nov 24, 2020 - Dec 4, 2020 |
| #14 | -3.99% Feb 1, 2016 - Feb 22, 2016 | -3.23% Sep 19, 2024 - Oct 16, 2024 |
| #15 | -3.32% Feb 24, 2021 - Mar 11, 2021 | -2.74% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between HTUS and XJR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2016 - 2026)
HTUS vs XJR dividend yield comparison.
| Year | HTUS | XJR |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 11.89% | 1.14% |
| 2024 | 17.80% | 1.96% |
| 2023 | 1.18% | 0.92% |
| 2022 | 5.63% | 1.29% |
| 2021 | 7.20% | 2.00% |
| 2020 | 3.77% | 0.58% |
| 2019 | 0.92% | 0.00% |
| 2018 | 8.69% | 0.00% |
| 2017 | 8.29% | 0.00% |
| 2016 | 3.02% | 0.00% |
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