XJH vs KCE
Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF (KCE, ETF).
5-Year PerformanceKCE has outperformed XJH, delivering a return of +13.1% compared to +8.3%
XJH vs KCE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XJH
$420M
KCE
$419M
Expense Ratio
Winner
XJH
0.12%
KCE
0.35%
Max Drawdown
Winner
XJH
25.71%
KCE
74.37%
Sharpe Ratio
Winner
XJH
1.07
KCE
0.14
5Y Beta
Winner
XJH
0.99
KCE
1.14
P/E Ratio
XJH
25.76
Winner
KCE
22.73
Forward P/E
XJH
17.13
Winner
KCE
15.09
PEG Ratio
XJH
N/A
KCE
0.48
5Y Dividends CAGR
Winner
XJH
20.75%
KCE
10.66%
5Y EPS CAGR
XJH
12.02%
Winner
KCE
16.38%
Debt to Equity
Winner
XJH
40.95%
KCE
55.21%
P/S Ratio
Winner
XJH
1.62
KCE
1.89
P/B Ratio
Winner
XJH
2.75
KCE
3.64
XJH vs KCE - Holdings Comparison
XJH and KCE have 8 common holdings. Overlap is 1.74%
XJH's top 25 holdings weight is 17.72%. KCE's top 25 holdings weight is 42.44%.
| Rank | XJH | KCE |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 1.05% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.05% |
| #2 | TECHNIPFMC PLC (FTI) - 0.94% | DONNELLEY FINANCIAL SOLUTIONS INC (DFIN) - 1.83% |
| #3 | ILLUMINA INC (ILMN) - 0.92% | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.80% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 0.91% | CHARLES SCHWAB CORP (SCHW) - 1.78% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.88% | WISDOMTREE INC (WT) - 1.74% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.83% | T. ROWE PRICE GROUP INC (TROW) - 1.73% |
| #7 | OKTA INC CLASS A (OKTA) - 0.82% | VIRTUS INVESTMENT PARTNERS INC (VRTS) - 1.71% |
| #8 | ATI INC (ATI) - 0.82% | STATE STREET CORP (STT) - 1.71% |
| #9 | XPO INC (XPO) - 0.78% | RAYMOND JAMES FINANCIAL INC (RJF) - 1.71% |
| #10 | EVERPURE INC CLASS A (P) - 0.77% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 1.70% |
| #11 | MKS INC (MKSI) - 0.77% | NORTHERN TRUST CORP (NTRS) - 1.69% |
| #12 | WOODWARD INC (WWD) - 0.75% | AMERIPRISE FINANCIAL INC (AMP) - 1.69% |
| #13 | MASTEC INC (MTZ) - 0.71% | FRANKLIN RESOURCES INC (BEN) - 1.68% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | MOODYS CORP (MCO) - 1.68% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.71% | BANK OF NEW YORK MELLON CORP (BNY) - 1.67% |
| #16 | ENTEGRIS INC (ENTG) - 0.68% | SEI INVESTMENTS CO (SEIC) - 1.66% |
| #17 | BURLINGTON STORES INC (BURL) - 0.67% | S&P GLOBAL INC (SPGI) - 1.65% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 0.66% | AFFILIATED MANAGERS GROUP INC (AMG) - 1.65% |
| #19 | RB GLOBAL INC (RBA) - 0.65% | MORGAN STANLEY (MS) - 1.65% |
| #20 | RELIANCE INC (RS) - 0.63% | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.62% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.42% | STIFEL FINANCIAL CORP (SF) - 1.62% |
| #22 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.41% | n/a (COIN) - 1.61% |
| #23 | MUELLER INDUSTRIES INC (MLI) - 0.41% | n/a (APAM) - 1.61% |
| #24 | UNUM GROUP (UNM) - 0.41% | THE GOLDMAN SACHS GROUP INC (GS) - 1.60% |
| #25 | ALCOA CORP (AA) - 0.41% | MIAMI INTERNATIONAL HOLDINGS INC (MIAX) - 1.60% |
| Total Holdings | 319 | 66 |
XJH vs KCE - Historical Returns
Returns include dividend reinvestment.
1M
XJH
-0.16%
Winner
KCE
+2.36%
3M
Winner
XJH
+4.38%
KCE
+3.66%
6M
Winner
XJH
+8.42%
KCE
-0.38%
1Y
Winner
XJH
+22.86%
KCE
+5.69%
5Y(CAGR)
XJH
+8.27%
Winner
KCE
+13.09%
10Y(CAGR)
XJH
N/A
KCE
+17.61%
Max(CAGR)
Winner
XJH
+14.86%
KCE
+7.64%
XJH vs KCE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XJH | KCE |
|---|---|---|
| 2026 | +13.79% | +5.01% |
| 2025 | +8.63% | +10.40% |
| 2024 | +12.53% | +38.90% |
| 2023 | +17.08% | +30.99% |
| 2022 | -14.48% | -21.95% |
| 2021 | +25.63% | +42.03% |
| 2020 | +29.59% | +29.79% |
| 2019 | N/A | +26.60% |
| 2018 | N/A | -14.90% |
| 2017 | N/A | +30.51% |
| 2016 | N/A | +8.38% |
| 2015 | N/A | -11.62% |
| 2014 | N/A | +4.35% |
| 2013 | N/A | +45.53% |
| 2012 | N/A | +23.28% |
| 2011 | N/A | -26.33% |
| 2010 | N/A | +3.61% |
| 2009 | N/A | +37.55% |
| 2008 | N/A | -59.20% |
| 2007 | N/A | -0.32% |
| 2006 | N/A | +26.64% |
| 2005 | N/A | +1.56% |
XJH vs KCE Drawdown Comparison
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The maximum drawdown for KCE was -74.01%, occurring on Nov 20, 2008. Recovery took 2655 trading sessions.
The current XJH drawdown is -1.69%. The current KCE drawdown is -2.44%.
| Rank | XJH | KCE |
|---|---|---|
| #1 | -25.06% Nov 16, 2021 - Feb 15, 2024 | -74.01% Jun 21, 2007 - Jan 5, 2018 |
| #2 | -24.55% Nov 25, 2024 - Dec 10, 2025 | -40.75% Feb 20, 2020 - Oct 12, 2020 |
| #3 | -9.61% Feb 20, 2026 - Apr 17, 2026 | -34.43% Nov 3, 2021 - Feb 26, 2024 |
| #4 | -8.10% Jul 16, 2024 - Sep 19, 2024 | -26.44% Mar 9, 2018 - Dec 17, 2019 |
| #5 | -7.62% Mar 28, 2024 - Jul 15, 2024 | -26.32% Nov 25, 2024 - Jul 2, 2025 |
| #6 | -7.29% May 7, 2021 - Sep 2, 2021 | -17.44% Jan 16, 2026 - Jul 15, 2026 |
| #7 | -6.13% Mar 15, 2021 - Apr 12, 2021 | -17.06% Apr 19, 2006 - Oct 4, 2006 |
| #8 | -5.93% Oct 23, 2020 - Nov 5, 2020 | -12.06% Sep 11, 2025 - Jan 5, 2026 |
| #9 | -5.17% Jan 20, 2021 - Feb 5, 2021 | -11.70% Feb 7, 2007 - Jun 1, 2007 |
| #10 | -5.12% Sep 2, 2021 - Oct 20, 2021 | -9.15% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -4.91% Feb 24, 2021 - Mar 10, 2021 | -8.91% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -4.36% May 6, 2026 - May 26, 2026 | -6.41% Oct 16, 2020 - Nov 5, 2020 |
| #13 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -6.33% Jan 12, 2021 - Feb 8, 2021 |
| #14 | -3.39% Nov 11, 2024 - Nov 22, 2024 | -6.10% Sep 2, 2021 - Oct 14, 2021 |
| #15 | -2.88% Jun 30, 2026 - Jul 8, 2026 | -5.86% Apr 8, 2024 - May 9, 2024 |
Correlation
Correlation between XJH and KCE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
XJH vs KCE dividend yield comparison.
| Year | XJH | KCE |
|---|---|---|
| 2026 | 0.43% | 0.90% |
| 2025 | 1.24% | 1.63% |
| 2024 | 1.24% | 1.56% |
| 2023 | 1.38% | 1.82% |
| 2022 | 1.45% | 2.42% |
| 2021 | 1.04% | 1.53% |
| 2020 | 0.36% | 2.20% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 1.95% |
| 2016 | 0.00% | 2.30% |
| 2015 | 0.00% | 2.43% |
| 2014 | 0.00% | 1.59% |
| 2013 | 0.00% | 1.73% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 2.54% |
| 2010 | 0.00% | 1.71% |
| 2009 | 0.00% | 0.80% |
| 2008 | 0.00% | 1.89% |
| 2007 | 0.00% | 0.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 0.04% |
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