XJH vs IDLV
Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF (IDLV, ETF).
5-Year PerformanceXJH has outperformed IDLV, delivering a return of +7.2% compared to +5.8%
XJH vs IDLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJH
$372M
Winner
IDLV
$373M
Expense Ratio
Winner
XJH
0.12%
IDLV
0.25%
Max Drawdown
Winner
XJH
25.71%
IDLV
36.36%
Sharpe Ratio
Winner
XJH
1.18
IDLV
0.51
5Y Beta
XJH
0.99
Winner
IDLV
0.39
P/E Ratio
XJH
25.46
IDLV
N/A
Forward P/E
XJH
16.74
IDLV
N/A
5Y Dividends CAGR
Winner
XJH
41.93%
IDLV
15.01%
5Y EPS CAGR
XJH
12.62%
IDLV
N/A
Debt to Equity
XJH
42.66%
IDLV
N/A
P/S Ratio
XJH
1.59
IDLV
N/A
P/B Ratio
XJH
2.79
IDLV
N/A
XJH vs IDLV - Holdings Comparison
XJH and IDLV have 1 common holdings. Overlap is 0.00%
XJH's top 25 holdings weight is 19.37%. IDLV's top 25 holdings weight is 16.52%.
| Rank | XJH | IDLV |
|---|---|---|
| #1 | FLEX LTD (FLEX) - 1.58% | CLP HOLDINGS LTD (n/a) - 0.92% |
| #2 | TECHNIPFMC PLC (FTI) - 0.93% | TELSTRA GROUP LTD (n/a) - 0.75% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.93% | THE TORONTO-DOMINION BANK (n/a) - 0.72% |
| #4 | EVERPURE INC CLASS A (P) - 0.89% | BANK OF NOVA SCOTIA (n/a) - 0.71% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.88% | FORTIS INC (n/a) - 0.69% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.86% | EMERA INC (n/a) - 0.68% |
| #7 | FABRINET (FN) - 0.82% | APA GROUP (n/a) - 0.67% |
| #8 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.81% | GREAT-WEST LIFECO INC (n/a) - 0.67% |
| #9 | UNITED THERAPEUTICS CORP (UTHR) - 0.80% | HYDRO ONE LTD (n/a) - 0.67% |
| #10 | XPO INC (XPO) - 0.77% | ROYAL BANK OF CANADA (RY) - 0.66% |
| #11 | MASTEC INC (MTZ) - 0.76% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.66% |
| #12 | STERLING INFRASTRUCTURE INC (STRL) - 0.73% | BOLLORE SE (n/a) - 0.64% |
| #13 | ILLUMINA INC (ILMN) - 0.72% | n/a (n/a) - 0.64% |
| #14 | ATI INC (ATI) - 0.72% | TRANSURBAN GROUP (n/a) - 0.64% |
| #15 | CARPENTER TECHNOLOGY CORP (CRS) - 0.70% | ADVANCE RESIDENCE INVESTMENT CORP (n/a) - 0.63% |
| #16 | MKS INC (MKSI) - 0.70% | DAIWA HOUSE REIT INVESTMENT CORP (n/a) - 0.62% |
| #17 | WOODWARD INC (WWD) - 0.68% | MCDONALD'S HOLDINGS CO (JAPAN) LTD (n/a) - 0.62% |
| #18 | ENTEGRIS INC (ENTG) - 0.67% | n/a (n/a) - 0.62% |
| #19 | BURLINGTON STORES INC (BURL) - 0.66% | JAPAN METROPOLITAN FUND INVESTMENT CORP (n/a) - 0.62% |
| #20 | TTM TECHNOLOGIES INC (TTMI) - 0.64% | POSTE ITALIANE SPA (n/a) - 0.62% |
| #21 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.64% | NOMURA REAL ESTATE MASTER FUND INC (n/a) - 0.62% |
| #22 | NEXTPOWER INC CLASS A (NXT) - 0.63% | ORIX JREIT INC (n/a) - 0.62% |
| #23 | RB GLOBAL INC (RBA) - 0.63% | CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 0.61% |
| #24 | RELIANCE INC (RS) - 0.62% | HKT TRUST AND HKT LTD (n/a) - 0.61% |
| #25 | ALCOA CORP (AA) - 0.60% | NATIONAL BANK OF CANADA (n/a) - 0.61% |
| Total Holdings | 362 | 216 |
XJH vs IDLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XJH
+1.20%
IDLV
-3.38%
3M
Winner
XJH
+5.87%
IDLV
-2.40%
6M
Winner
XJH
+11.82%
IDLV
+4.25%
1Y
Winner
XJH
+24.57%
IDLV
+8.54%
5Y(CAGR)
Winner
XJH
+7.22%
IDLV
+5.75%
10Y(CAGR)
XJH
N/A
IDLV
+4.97%
Max(CAGR)
Winner
XJH
+14.59%
IDLV
+5.82%
XJH vs IDLV - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | XJH | IDLV |
|---|---|---|
| 2026 | +10.36% | +1.33% |
| 2025 | +8.63% | +28.06% |
| 2024 | +12.53% | +2.90% |
| 2023 | +17.08% | +9.09% |
| 2022 | -14.48% | -12.11% |
| 2021 | +25.63% | +9.64% |
| 2020 | +29.59% | -10.01% |
| 2019 | N/A | +20.01% |
| 2018 | N/A | -8.55% |
| 2017 | N/A | +21.60% |
| 2016 | N/A | +5.23% |
| 2015 | N/A | -3.49% |
| 2014 | N/A | +2.36% |
| 2013 | N/A | +13.81% |
| 2012 | N/A | +14.67% |
XJH vs IDLV Drawdown Comparison
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The maximum drawdown for IDLV was -34.63%, occurring on Mar 23, 2020. Recovery took 1140 trading sessions.
The current XJH drawdown is -2.05%. The current IDLV drawdown is -6.45%.
| Rank | XJH | IDLV |
|---|---|---|
| #1 | -25.06% Nov 16, 2021 - Feb 15, 2024 | -34.63% Feb 12, 2020 - Aug 23, 2024 |
| #2 | -24.55% Nov 25, 2024 - Dec 10, 2025 | -18.79% Jul 24, 2014 - Apr 11, 2017 |
| #3 | -9.61% Feb 20, 2026 - Apr 17, 2026 | -14.37% Jan 26, 2018 - Jun 7, 2019 |
| #4 | -8.10% Jul 16, 2024 - Sep 19, 2024 | -12.21% May 8, 2013 - Oct 22, 2013 |
| #5 | -7.62% Mar 28, 2024 - Jul 15, 2024 | -9.97% Sep 26, 2024 - Mar 7, 2025 |
| #6 | -7.29% May 7, 2021 - Sep 2, 2021 | -9.82% May 1, 2012 - Jul 27, 2012 |
| #7 | -6.13% Mar 15, 2021 - Apr 12, 2021 | -8.26% Apr 3, 2025 - Apr 17, 2025 |
| #8 | -5.93% Oct 23, 2020 - Nov 5, 2020 | -7.54% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -5.17% Jan 20, 2021 - Feb 5, 2021 | -6.12% Dec 30, 2013 - Feb 24, 2014 |
| #10 | -5.12% Sep 2, 2021 - Oct 20, 2021 | -5.52% Sep 27, 2012 - Dec 12, 2012 |
| #11 | -4.91% Feb 24, 2021 - Mar 10, 2021 | -4.50% Jul 3, 2019 - Sep 20, 2019 |
| #12 | -4.36% May 6, 2026 - May 26, 2026 | -4.27% Apr 2, 2012 - Apr 26, 2012 |
| #13 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -3.80% Oct 25, 2013 - Dec 26, 2013 |
| #14 | -3.39% Nov 11, 2024 - Nov 22, 2024 | -3.62% Sep 11, 2025 - Dec 15, 2025 |
| #15 | -2.80% Apr 20, 2026 - May 6, 2026 | -2.95% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between XJH and IDLV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2012 - 2026)
XJH vs IDLV dividend yield comparison.
| Year | XJH | IDLV |
|---|---|---|
| 2026 | 0.20% | 0.82% |
| 2025 | 1.24% | 4.63% |
| 2024 | 1.24% | 3.41% |
| 2023 | 1.38% | 3.59% |
| 2022 | 1.45% | 4.69% |
| 2021 | 1.04% | 2.99% |
| 2020 | 0.36% | 2.30% |
| 2019 | 0.00% | 4.92% |
| 2018 | 0.00% | 3.94% |
| 2017 | 0.00% | 3.05% |
| 2016 | 0.00% | 3.92% |
| 2015 | 0.00% | 3.93% |
| 2014 | 0.00% | 3.25% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 2.51% |
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