LGDX vs XJR
Comparison between INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF) and ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF).
LGDX vs XJR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGDX
$138M
XJR
$138M
Expense Ratio
LGDX
0.25%
Winner
XJR
0.12%
Max Drawdown
Winner
LGDX
15.79%
XJR
27.89%
Sharpe Ratio
LGDX
1.26
Winner
XJR
1.27
5Y Beta
Winner
LGDX
0.98
XJR
1.02
P/E Ratio
Winner
LGDX
25.39
XJR
37.41
Forward P/E
LGDX
19.87
Winner
XJR
15.99
5Y Dividends CAGR
LGDX
N/A
XJR
20.23%
5Y EPS CAGR
Winner
LGDX
27.14%
XJR
12.08%
Debt to Equity
LGDX
84.35%
Winner
XJR
69.04%
P/S Ratio
LGDX
2.72
Winner
XJR
1.17
P/B Ratio
LGDX
5.61
Winner
XJR
2.09
LGDX vs XJR - Holdings Comparison
LGDX and XJR have 1 common holdings. Overlap is -1.18%
LGDX's top 25 holdings weight is 53.86%. XJR's top 25 holdings weight is 15.49%.
| Rank | LGDX | XJR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.68% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.39% |
| #2 | MICROSOFT CORP (MSFT) - 6.24% | SEMTECH CORP (SMTC) - 1.00% |
| #3 | APPLE INC (AAPL) - 4.91% | SANMINA CORP (SANM) - 0.93% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.94% | VIAVI SOLUTIONS INC (VIAV) - 0.79% |
| #5 | BROADCOM INC (AVGO) - 3.69% | VIASAT INC (VSAT) - 0.70% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.17% | FORMFACTOR INC (FORM) - 0.69% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.29% | ELEMENT SOLUTIONS INC (ESI) - 0.64% |
| #8 | AMAZON.COM INC (AMZN) - 2.10% | QORVO INC (QRVO) - 0.62% |
| #9 | ELI LILLY AND CO (LLY) - 1.67% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% |
| #10 | TESLA INC (TSLA) - 1.56% | ENPHASE ENERGY INC (ENPH) - 0.58% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.51% | POWELL INDUSTRIES INC (POWL) - 0.55% |
| #12 | CITIGROUP INC (C) - 1.25% | MAXLINEAR INC (MXL) - 0.55% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% | STONEX GROUP INC (SNEX) - 0.54% |
| #14 | MICRON TECHNOLOGY INC (MU) - 1.20% | KRYSTAL BIOTECH INC (KRYS) - 0.53% |
| #15 | LOCKHEED MARTIN CORP (LMT) - 1.15% | ESCO TECHNOLOGIES INC (ESE) - 0.53% |
| #16 | n/a (PLTR) - 1.02% | JACKSON FINANCIAL INC (JXN) - 0.52% |
| #17 | JOHNSON & JOHNSON (JNJ) - 1.00% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% |
| #18 | 3M CO (MMM) - 0.98% | PLEXUS CORP (PLXS) - 0.49% |
| #19 | GE VERNOVA INC (GEV) - 0.96% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.49% |
| #20 | AMERICAN EXPRESS CO (AXP) - 0.95% | LKQ CORP (LKQ) - 0.48% |
| #21 | EOG RESOURCES INC (EOG) - 0.91% | GLAUKOS CORP (GKOS) - 0.48% |
| #22 | AMERICAN TOWER CORP (AMT) - 0.89% | MYR GROUP INC (MYRG) - 0.48% |
| #23 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% | JBT MAREL CORP (JBTM) - 0.47% |
| #24 | GENERAL MOTORS CO (GM) - 0.88% | FEDERAL SIGNAL CORP (FSS) - 0.47% |
| #25 | ADVANCED MICRO DEVICES INC (AMD) - 0.81% | KODIAK GAS SERVICES INC (KGS) - 0.47% |
| Total Holdings | 260 | 545 |
LGDX vs XJR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGDX
+2.20%
XJR
+0.22%
3M
LGDX
+8.08%
Winner
XJR
+8.52%
6M
LGDX
+7.94%
Winner
XJR
+13.90%
1Y
LGDX
+21.38%
Winner
XJR
+28.13%
5Y(CAGR)
LGDX
N/A
XJR
+5.31%
Max(CAGR)
Winner
LGDX
+17.35%
XJR
+14.32%
LGDX vs XJR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LGDX | XJR |
|---|---|---|
| 2026 | +7.67% | +13.48% |
| 2025 | +13.95% | +5.10% |
| 2024 | N/A | +10.38% |
| 2023 | N/A | +16.42% |
| 2022 | N/A | -18.05% |
| 2021 | N/A | +26.45% |
| 2020 | N/A | +35.61% |
LGDX vs XJR Drawdown Comparison
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The current LGDX drawdown is -2.71%. The current XJR drawdown is -1.81%.
| Rank | LGDX | XJR |
|---|---|---|
| #1 | -15.79% Feb 28, 2025 - May 13, 2025 | -27.12% Nov 25, 2024 - Jan 9, 2026 |
| #2 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -26.88% Nov 5, 2021 - Jul 16, 2024 |
| #3 | -5.93% Oct 28, 2025 - Dec 23, 2025 | -9.76% Jun 8, 2021 - Nov 3, 2021 |
| #4 | -3.11% Jan 12, 2026 - Jan 27, 2026 | -9.43% Feb 10, 2026 - Apr 14, 2026 |
| #5 | -3.04% May 19, 2025 - Jun 6, 2025 | -9.34% Mar 12, 2021 - Jun 8, 2021 |
| #6 | -2.74% Oct 8, 2025 - Oct 21, 2025 | -9.04% Jul 31, 2024 - Sep 19, 2024 |
| #7 | -2.71% Jun 1, 2026 - Jun 5, 2026 | -6.34% Oct 23, 2020 - Nov 5, 2020 |
| #8 | -2.46% Jul 25, 2025 - Aug 12, 2025 | -4.41% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -1.98% May 14, 2026 - May 26, 2026 | -4.33% May 6, 2026 - May 26, 2026 |
| #10 | -1.49% Sep 22, 2025 - Oct 3, 2025 | -4.23% Feb 24, 2021 - Mar 8, 2021 |
| #11 | -1.48% Aug 28, 2025 - Sep 9, 2025 | -3.65% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -1.47% Dec 24, 2025 - Jan 12, 2026 | -3.40% Jan 26, 2021 - Feb 4, 2021 |
| #13 | -1.43% Aug 18, 2025 - Aug 22, 2025 | -3.28% Nov 24, 2020 - Dec 4, 2020 |
| #14 | -1.03% Jun 12, 2025 - Jun 16, 2025 | -3.23% Sep 19, 2024 - Oct 16, 2024 |
| #15 | -1.02% Apr 27, 2026 - Apr 30, 2026 | -2.74% Jan 22, 2026 - Feb 6, 2026 |
Correlation
Correlation between LGDX and XJR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
LGDX vs XJR dividend yield comparison.
| Year | LGDX | XJR |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 0.52% | 1.14% |
| 2024 | 0.00% | 1.96% |
| 2023 | 0.00% | 0.92% |
| 2022 | 0.00% | 1.29% |
| 2021 | 0.00% | 2.00% |
| 2020 | 0.00% | 0.58% |
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