POWR vs XJH
Comparison between ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
5-Year PerformancePOWR has outperformed XJH, delivering a return of +16.3% compared to +8.3%
POWR vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
POWR
$420M
XJH
$420M
Expense Ratio
POWR
0.40%
Winner
XJH
0.12%
Max Drawdown
POWR
72.09%
Winner
XJH
25.71%
Sharpe Ratio
POWR
0.81
Winner
XJH
1.07
5Y Beta
Winner
POWR
0.70
XJH
0.99
P/E Ratio
Winner
POWR
21.32
XJH
25.76
Forward P/E
POWR
19.04
Winner
XJH
17.13
PEG Ratio
POWR
0.44
XJH
N/A
5Y Dividends CAGR
POWR
20.61%
Winner
XJH
20.75%
5Y EPS CAGR
Winner
POWR
15.79%
XJH
12.02%
Debt to Equity
POWR
89.25%
Winner
XJH
40.95%
P/S Ratio
POWR
3.06
Winner
XJH
1.62
P/B Ratio
POWR
2.80
Winner
XJH
2.75
POWR vs XJH - Holdings Comparison
POWR and XJH have 5 common holdings. Overlap is 1.48%
POWR's top 25 holdings weight is 76.27%. XJH's top 25 holdings weight is 17.72%.
| Rank | POWR | XJH |
|---|---|---|
| #1 | GE VERNOVA INC (GEV) - 7.14% | TWILIO INC CLASS A (TWLO) - 1.05% |
| #2 | EATON CORP PLC (ETN) - 6.43% | TECHNIPFMC PLC (FTI) - 0.94% |
| #3 | NEXTERA ENERGY INC (NEE) - 6.11% | ILLUMINA INC (ILMN) - 0.92% |
| #4 | QUANTA SERVICES INC (PWR) - 5.90% | CARPENTER TECHNOLOGY CORP (CRS) - 0.91% |
| #5 | SOUTHERN CO (SO) - 4.09% | CURTISS-WRIGHT CORP (CW) - 0.88% |
| #6 | EQT CORP (EQT) - 3.93% | NVENT ELECTRIC PLC (NVT) - 0.83% |
| #7 | DUKE ENERGY CORP (DUK) - 3.73% | OKTA INC CLASS A (OKTA) - 0.82% |
| #8 | NVENT ELECTRIC PLC (NVT) - 3.30% | ATI INC (ATI) - 0.82% |
| #9 | HUBBELL INC (HUBB) - 3.23% | XPO INC (XPO) - 0.78% |
| #10 | CONSTELLATION ENERGY CORP (CEG) - 3.10% | EVERPURE INC CLASS A (P) - 0.77% |
| #11 | FIRST SOLAR INC (FSLR) - 2.99% | MKS INC (MKSI) - 0.77% |
| #12 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.78% | WOODWARD INC (WWD) - 0.75% |
| #13 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 2.65% | MASTEC INC (MTZ) - 0.71% |
| #14 | DOMINION ENERGY INC (D) - 2.37% | UNITED THERAPEUTICS CORP (UTHR) - 0.71% |
| #15 | ENTERGY CORP (ETR) - 2.00% | US FOODS HOLDING CORP (USFD) - 0.71% |
| #16 | NEXTPOWER INC CLASS A (NXT) - 1.96% | ENTEGRIS INC (ENTG) - 0.68% |
| #17 | VISTRA CORP (VST) - 1.90% | BURLINGTON STORES INC (BURL) - 0.67% |
| #18 | XCEL ENERGY INC (XEL) - 1.89% | STERLING INFRASTRUCTURE INC (STRL) - 0.66% |
| #19 | EXELON CORP (EXC) - 1.82% | RB GLOBAL INC (RBA) - 0.65% |
| #20 | GENERAC HOLDINGS INC (GNRC) - 1.67% | RELIANCE INC (RS) - 0.63% |
| #21 | CONSOLIDATED EDISON INC (ED) - 1.56% | RPM INTERNATIONAL INC (RPM) - 0.42% |
| #22 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.52% | ELANCO ANIMAL HEALTH INC (ELAN) - 0.41% |
| #23 | PG&E CORP (PCG) - 1.45% | MUELLER INDUSTRIES INC (MLI) - 0.41% |
| #24 | WEC ENERGY GROUP INC (WEC) - 1.42% | UNUM GROUP (UNM) - 0.41% |
| #25 | VALMONT INDUSTRIES INC (VMI) - 1.33% | ALCOA CORP (AA) - 0.41% |
| Total Holdings | 73 | 319 |
POWR vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
POWR
-5.20%
Winner
XJH
-0.16%
3M
POWR
+0.74%
Winner
XJH
+4.38%
6M
Winner
POWR
+9.83%
XJH
+8.42%
1Y
POWR
+17.92%
Winner
XJH
+22.86%
5Y(CAGR)
Winner
POWR
+16.28%
XJH
+8.27%
10Y(CAGR)
POWR
+7.81%
XJH
N/A
Max(CAGR)
POWR
+4.17%
Winner
XJH
+14.86%
POWR vs XJH - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | POWR | XJH |
|---|---|---|
| 2026 | +11.59% | +13.79% |
| 2025 | +9.62% | +8.63% |
| 2024 | -2.08% | +12.53% |
| 2023 | +7.60% | +17.08% |
| 2022 | +39.06% | -14.48% |
| 2021 | +41.27% | +25.63% |
| 2020 | -28.88% | +29.59% |
| 2019 | +6.62% | N/A |
| 2018 | -12.61% | N/A |
| 2017 | +8.23% | N/A |
| 2016 | +28.23% | N/A |
| 2015 | -21.79% | N/A |
| 2014 | -14.48% | N/A |
| 2013 | +12.85% | N/A |
| 2012 | -4.91% | N/A |
POWR vs XJH Drawdown Comparison
The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current POWR drawdown is -5.50%. The current XJH drawdown is -1.69%.
| Rank | POWR | XJH |
|---|---|---|
| #1 | -65.97% Jun 23, 2014 - Mar 23, 2022 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -25.07% Jun 8, 2022 - Nov 15, 2022 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -23.12% Apr 10, 2024 - Feb 3, 2026 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -20.95% Feb 27, 2012 - Oct 22, 2013 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -15.40% Nov 15, 2022 - Aug 11, 2023 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -10.13% Sep 14, 2023 - Mar 14, 2024 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -8.73% Dec 31, 2013 - Apr 2, 2014 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -8.41% Apr 20, 2022 - May 4, 2022 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -7.44% May 6, 2022 - May 17, 2022 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -7.09% May 5, 2026 - Jun 10, 2026 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -4.28% Nov 22, 2013 - Dec 31, 2013 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -4.20% Feb 24, 2026 - Apr 9, 2026 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -3.73% Nov 4, 2013 - Nov 15, 2013 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -3.01% Aug 11, 2023 - Aug 30, 2023 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -2.51% Mar 25, 2022 - Apr 8, 2022 | -2.88% Jun 30, 2026 - Jul 8, 2026 |
Correlation
Correlation between POWR and XJH is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2012 - 2026)
POWR vs XJH dividend yield comparison.
| Year | POWR | XJH |
|---|---|---|
| 2026 | 0.58% | 0.43% |
| 2025 | 7.56% | 1.24% |
| 2024 | 4.36% | 1.24% |
| 2023 | 4.16% | 1.38% |
| 2022 | 4.82% | 1.45% |
| 2021 | 3.94% | 1.04% |
| 2020 | 3.96% | 0.36% |
| 2019 | 5.71% | 0.00% |
| 2018 | 3.17% | 0.00% |
| 2017 | 3.11% | 0.00% |
| 2016 | 2.75% | 0.00% |
| 2015 | 3.42% | 0.00% |
| 2014 | 2.44% | 0.00% |
| 2013 | 2.46% | 0.00% |
| 2012 | 2.56% | 0.00% |
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