XJH vs CFO
Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO, ETF).
5-Year PerformanceXJH has outperformed CFO, delivering a return of +7.8% compared to +4.0%
XJH vs CFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XJH
$418M
CFO
$416M
Expense Ratio
Winner
XJH
0.12%
CFO
0.35%
Max Drawdown
Winner
XJH
25.71%
CFO
28.20%
Sharpe Ratio
Winner
XJH
1.00
CFO
0.94
5Y Beta
XJH
0.98
Winner
CFO
0.71
P/E Ratio
XJH
24.30
Winner
CFO
22.30
Forward P/E
Winner
XJH
16.76
CFO
18.08
PEG Ratio
Winner
XJH
0.23
CFO
0.27
5Y Dividends CAGR
Winner
XJH
20.75%
CFO
7.88%
5Y EPS CAGR
XJH
13.13%
Winner
CFO
13.72%
Debt to Equity
Winner
XJH
32.20%
CFO
52.59%
P/S Ratio
Winner
XJH
1.58
CFO
1.98
P/B Ratio
Winner
XJH
2.79
CFO
3.54
XJH vs CFO - Holdings Comparison
XJH and CFO have 35 common holdings. Overlap is 5.00%
XJH's top 25 holdings weight is 17.92%. CFO's top 25 holdings weight is 8.57%.
| Rank | XJH | CFO |
|---|---|---|
| #1 | EVERPURE INC CLASS A (P) - 1.16% | PALO ALTO NETWORKS INC (PANW) - 0.42% |
| #2 | TWILIO INC CLASS A (TWLO) - 1.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.39% |
| #3 | TECHNIPFMC PLC (FTI) - 0.98% | LOEWS CORP (L) - 0.38% |
| #4 | ATI INC (ATI) - 0.97% | EVERGY INC (EVRG) - 0.37% |
| #5 | ILLUMINA INC (ILMN) - 0.89% | COCA-COLA CO (KO) - 0.37% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.84% | DUKE ENERGY CORP (DUK) - 0.37% |
| #7 | CARPENTER TECHNOLOGY CORP (CRS) - 0.83% | WEC ENERGY GROUP INC (WEC) - 0.37% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.81% | BANK OF NEW YORK MELLON CORP (BNY) - 0.36% |
| #9 | OKTA INC CLASS A (OKTA) - 0.76% | ALLIANT ENERGY CORP (LNT) - 0.36% |
| #10 | XPO INC (XPO) - 0.75% | NETAPP INC (NTAP) - 0.36% |
| #11 | US FOODS HOLDING CORP (USFD) - 0.74% | FIRSTENERGY CORP (FE) - 0.36% |
| #12 | TENET HEALTHCARE CORP (THC) - 0.73% | AMEREN CORP (AEE) - 0.36% |
| #13 | ENTEGRIS INC (ENTG) - 0.72% | JOHNSON & JOHNSON (JNJ) - 0.35% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 0.69% | MARATHON PETROLEUM CORP (MPC) - 0.35% |
| #15 | WOODWARD INC (WWD) - 0.68% | DTE ENERGY CO (DTE) - 0.34% |
| #16 | RELIANCE INC (RS) - 0.67% | THE TRAVELERS COMPANIES INC (TRV) - 0.34% |
| #17 | BURLINGTON STORES INC (BURL) - 0.66% | SOUTHERN CO (SO) - 0.33% |
| #18 | MKS INC (MKSI) - 0.64% | TD SYNNEX CORP (SNX) - 0.33% |
| #19 | ITT INC (ITT) - 0.61% | CMS ENERGY CORP (CMS) - 0.33% |
| #20 | TD SYNNEX CORP (SNX) - 0.61% | CENTERPOINT ENERGY INC (CNP) - 0.33% |
| #21 | MEDPACE HOLDINGS INC (MEDP) - 0.42% | NORDSON CORP (NDSN) - 0.28% |
| #22 | EXELIXIS INC (EXEL) - 0.42% | VISA INC CLASS A (V) - 0.28% |
| #23 | STIFEL FINANCIAL CORP (SF) - 0.41% | MORGAN STANLEY (MS) - 0.28% |
| #24 | ALCOA CORP (AA) - 0.41% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.28% |
| #25 | FIVE BELOW INC (FIVE) - 0.41% | MICROSOFT CORP (MSFT) - 0.28% |
| Total Holdings | 316 | 462 |
XJH vs CFO - Historical Returns
Returns include dividend reinvestment.
1M
XJH
+0.66%
Winner
CFO
+1.74%
3M
XJH
+3.58%
Winner
CFO
+5.99%
6M
Winner
XJH
+7.92%
CFO
+5.80%
1Y
Winner
XJH
+19.56%
CFO
+13.63%
5Y(CAGR)
Winner
XJH
+7.84%
CFO
+4.00%
10Y(CAGR)
XJH
N/A
CFO
+9.60%
Max(CAGR)
Winner
XJH
+14.82%
CFO
+9.00%
XJH vs CFO - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | XJH | CFO |
|---|---|---|
| 2026 | +15.16% | +12.03% |
| 2025 | +8.63% | +8.60% |
| 2024 | +12.53% | +15.27% |
| 2023 | +17.08% | -3.59% |
| 2022 | -14.48% | -14.02% |
| 2021 | +25.63% | +27.99% |
| 2020 | +29.59% | +19.35% |
| 2019 | N/A | +22.09% |
| 2018 | N/A | -9.10% |
| 2017 | N/A | +21.81% |
| 2016 | N/A | +16.25% |
| 2015 | N/A | -0.70% |
| 2014 | N/A | +5.54% |
XJH vs CFO Drawdown Comparison
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The maximum drawdown for CFO was -24.33%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.
The current XJH drawdown is -2.40%. The current CFO drawdown is -1.25%.
| Rank | XJH | CFO |
|---|---|---|
| #1 | -25.06% Nov 16, 2021 - Feb 15, 2024 | -24.33% Jan 4, 2022 - Nov 11, 2024 |
| #2 | -24.55% Nov 25, 2024 - Dec 10, 2025 | -20.79% Sep 21, 2018 - Nov 26, 2019 |
| #3 | -9.61% Feb 20, 2026 - Apr 17, 2026 | -17.24% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -8.10% Jul 16, 2024 - Sep 19, 2024 | -16.57% Feb 19, 2020 - Aug 5, 2020 |
| #5 | -7.62% Mar 28, 2024 - Jul 15, 2024 | -14.36% Jun 23, 2015 - Apr 27, 2016 |
| #6 | -7.29% May 7, 2021 - Sep 2, 2021 | -9.22% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -6.13% Mar 15, 2021 - Apr 12, 2021 | -7.77% Sep 5, 2014 - Oct 31, 2014 |
| #8 | -5.93% Oct 23, 2020 - Nov 5, 2020 | -7.24% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -5.17% Jan 20, 2021 - Feb 5, 2021 | -7.10% Mar 2, 2026 - Jun 2, 2026 |
| #10 | -5.12% Sep 2, 2021 - Oct 20, 2021 | -6.67% Jun 8, 2016 - Jul 11, 2016 |
| #11 | -4.91% Feb 24, 2021 - Mar 10, 2021 | -6.01% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -4.36% May 6, 2026 - May 26, 2026 | -5.55% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -5.23% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -3.39% Nov 11, 2024 - Nov 22, 2024 | -4.91% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -3.22% Aug 14, 2026 - Aug 24, 2026 | -4.70% Jan 20, 2021 - Feb 8, 2021 |
Correlation
Correlation between XJH and CFO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
XJH vs CFO dividend yield comparison.
| Year | XJH | CFO |
|---|---|---|
| 2026 | 0.42% | 0.77% |
| 2025 | 1.24% | 1.32% |
| 2024 | 1.24% | 1.44% |
| 2023 | 1.38% | 1.72% |
| 2022 | 1.45% | 3.95% |
| 2021 | 1.04% | 1.06% |
| 2020 | 0.36% | 0.90% |
| 2019 | 0.00% | 1.44% |
| 2018 | 0.00% | 1.49% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.35% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 0.50% |
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