XJH vs GVUS
Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and GOLDMAN SACHS MARKETBETA(R) RUSSELL 1000 VALUE EQUITY ETF (GVUS, ETF).
XJH vs GVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XJH
$418M
GVUS
$417M
Expense Ratio
XJH
0.12%
GVUS
0.12%
Max Drawdown
XJH
25.71%
Winner
GVUS
16.70%
Sharpe Ratio
XJH
1.00
Winner
GVUS
2.11
5Y Beta
XJH
0.98
Winner
GVUS
0.73
P/E Ratio
XJH
24.30
Winner
GVUS
22.23
Forward P/E
Winner
XJH
16.76
GVUS
19.03
PEG Ratio
XJH
0.23
GVUS
N/A
5Y Dividends CAGR
XJH
20.75%
GVUS
N/A
5Y EPS CAGR
XJH
13.13%
Winner
GVUS
13.81%
Debt to Equity
Winner
XJH
32.20%
GVUS
48.02%
P/S Ratio
Winner
XJH
1.58
GVUS
2.39
P/B Ratio
Winner
XJH
2.79
GVUS
3.51
XJH vs GVUS - Holdings Comparison
XJH and GVUS have 215 common holdings. Overlap is 4.49%
XJH's top 25 holdings weight is 17.92%. GVUS's top 25 holdings weight is 39.01%.
| Rank | XJH | GVUS |
|---|---|---|
| #1 | EVERPURE INC CLASS A (P) - 1.16% | AMAZON.COM INC (AMZN) - 6.26% |
| #2 | TWILIO INC CLASS A (TWLO) - 1.11% | APPLE INC (AAPL) - 5.27% |
| #3 | TECHNIPFMC PLC (FTI) - 0.98% | MICROSOFT CORP (MSFT) - 4.83% |
| #4 | ATI INC (ATI) - 0.97% | JPMORGAN CHASE & CO (JPM) - 2.57% |
| #5 | ILLUMINA INC (ILMN) - 0.89% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.50% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.84% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.76% |
| #7 | CARPENTER TECHNOLOGY CORP (CRS) - 0.83% | JOHNSON & JOHNSON (JNJ) - 1.66% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.81% | CISCO SYSTEMS INC (CSCO) - 1.30% |
| #9 | OKTA INC CLASS A (OKTA) - 0.76% | WALMART INC (WMT) - 1.22% |
| #10 | XPO INC (XPO) - 0.75% | INTEL CORP (INTC) - 1.17% |
| #11 | US FOODS HOLDING CORP (USFD) - 0.74% | ABBVIE INC (ABBV) - 1.07% |
| #12 | TENET HEALTHCARE CORP (THC) - 0.73% | BANK OF AMERICA CORP (BAC) - 1.05% |
| #13 | ENTEGRIS INC (ENTG) - 0.72% | UNITEDHEALTH GROUP INC (UNH) - 0.96% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 0.69% | CHEVRON CORP (CVX) - 0.96% |
| #15 | WOODWARD INC (WWD) - 0.68% | MERCK & CO INC (MRK) - 0.88% |
| #16 | RELIANCE INC (RS) - 0.67% | PROCTER & GAMBLE CO (PG) - 0.88% |
| #17 | BURLINGTON STORES INC (BURL) - 0.66% | RTX CORP (RTX) - 0.79% |
| #18 | MKS INC (MKSI) - 0.64% | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% |
| #19 | ITT INC (ITT) - 0.61% | COCA-COLA CO (KO) - 0.78% |
| #20 | TD SYNNEX CORP (SNX) - 0.61% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.77% |
| #21 | MEDPACE HOLDINGS INC (MEDP) - 0.42% | CHUBB LTD (CB) - 0.32% |
| #22 | EXELIXIS INC (EXEL) - 0.42% | S&P GLOBAL INC (SPGI) - 0.32% |
| #23 | STIFEL FINANCIAL CORP (SF) - 0.41% | PROGRESSIVE CORP (PGR) - 0.31% |
| #24 | ALCOA CORP (AA) - 0.41% | MEDTRONIC PLC (MDT) - 0.31% |
| #25 | FIVE BELOW INC (FIVE) - 0.41% | ALTRIA GROUP INC (MO) - 0.29% |
| Total Holdings | 316 | 819 |
XJH vs GVUS - Historical Returns
Returns include dividend reinvestment.
1M
XJH
+0.66%
Winner
GVUS
+3.23%
3M
XJH
+3.58%
Winner
GVUS
+8.68%
6M
XJH
+7.92%
Winner
GVUS
+15.20%
1Y
XJH
+19.56%
Winner
GVUS
+29.96%
5Y(CAGR)
XJH
+7.84%
GVUS
N/A
Max(CAGR)
XJH
+14.82%
Winner
GVUS
+21.90%
XJH vs GVUS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XJH | GVUS |
|---|---|---|
| 2026 | +15.16% | +22.46% |
| 2025 | +8.63% | +15.99% |
| 2024 | +12.53% | +13.71% |
| 2023 | +17.08% | +5.51% |
| 2022 | -14.48% | N/A |
| 2021 | +25.63% | N/A |
| 2020 | +29.59% | N/A |
XJH vs GVUS Drawdown Comparison
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The maximum drawdown for GVUS was -15.82%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current XJH drawdown is -2.40%. The current GVUS drawdown is -0.39%.
| Rank | XJH | GVUS |
|---|---|---|
| #1 | -25.06% Nov 16, 2021 - Feb 15, 2024 | -15.82% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -24.55% Nov 25, 2024 - Dec 10, 2025 | -6.68% Feb 27, 2026 - Apr 14, 2026 |
| #3 | -9.61% Feb 20, 2026 - Apr 17, 2026 | -5.40% Mar 28, 2024 - Jul 12, 2024 |
| #4 | -8.10% Jul 16, 2024 - Sep 19, 2024 | -5.17% Jul 31, 2024 - Aug 19, 2024 |
| #5 | -7.62% Mar 28, 2024 - Jul 15, 2024 | -3.86% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -7.29% May 7, 2021 - Sep 2, 2021 | -3.17% Oct 18, 2024 - Nov 6, 2024 |
| #7 | -6.13% Mar 15, 2021 - Apr 12, 2021 | -3.13% Jul 25, 2025 - Aug 13, 2025 |
| #8 | -5.93% Oct 23, 2020 - Nov 5, 2020 | -3.11% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -5.17% Jan 20, 2021 - Feb 5, 2021 | -2.82% Oct 6, 2025 - Oct 24, 2025 |
| #10 | -5.12% Sep 2, 2021 - Oct 20, 2021 | -2.37% Jan 8, 2024 - Jan 26, 2024 |
| #11 | -4.91% Feb 24, 2021 - Mar 10, 2021 | -2.31% Oct 27, 2025 - Nov 12, 2025 |
| #12 | -4.36% May 6, 2026 - May 26, 2026 | -2.24% Jun 4, 2026 - Jun 12, 2026 |
| #13 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -2.11% Jul 17, 2024 - Jul 30, 2024 |
| #14 | -3.39% Nov 11, 2024 - Nov 22, 2024 | -1.66% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -3.22% Aug 14, 2026 - Aug 24, 2026 | -1.65% Jul 3, 2025 - Jul 22, 2025 |
Correlation
Correlation between XJH and GVUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
XJH vs GVUS dividend yield comparison.
| Year | XJH | GVUS |
|---|---|---|
| 2026 | 0.42% | 0.74% |
| 2025 | 1.24% | 1.77% |
| 2024 | 1.24% | 2.04% |
| 2023 | 1.38% | 0.00% |
| 2022 | 1.45% | 0.00% |
| 2021 | 1.04% | 0.00% |
| 2020 | 0.36% | 0.00% |
Select Stocks to Compare
Popular: XJH vs SPYGVUS vs SPY
More Comparisons
Compare with similar stocks