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