XJH vs SPY
Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed XJH, delivering a return of +13.0% compared to +8.3%
XJH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJH
$420M
Winner
SPY
$781B
Expense Ratio
XJH
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
XJH
25.71%
SPY
56.47%
Sharpe Ratio
XJH
1.07
Winner
SPY
1.25
5Y Beta
Winner
XJH
0.99
SPY
1.00
P/E Ratio
Winner
XJH
25.76
SPY
28.78
Forward P/E
Winner
XJH
17.13
SPY
21.23
5Y Dividends CAGR
Winner
XJH
20.75%
SPY
6.00%
5Y EPS CAGR
XJH
12.02%
Winner
SPY
25.62%
Debt to Equity
XJH
40.95%
Winner
SPY
31.92%
P/S Ratio
Winner
XJH
1.62
SPY
3.76
P/B Ratio
Winner
XJH
2.75
SPY
5.64
XJH vs SPY - Holdings Comparison
XJH and SPY have 1 common holdings. Overlap is 0.00%
XJH's top 25 holdings weight is 17.72%. SPY's top 25 holdings weight is 51.74%.
| Rank | XJH | SPY |
|---|---|---|
| #1 | TWILIO INC CLASS A (TWLO) - 1.05% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | TECHNIPFMC PLC (FTI) - 0.94% | APPLE INC (AAPL) - 7.37% |
| #3 | ILLUMINA INC (ILMN) - 0.92% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | CARPENTER TECHNOLOGY CORP (CRS) - 0.91% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | CURTISS-WRIGHT CORP (CW) - 0.88% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | NVENT ELECTRIC PLC (NVT) - 0.83% | BROADCOM INC (AVGO) - 2.86% |
| #7 | OKTA INC CLASS A (OKTA) - 0.82% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | ATI INC (ATI) - 0.82% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | XPO INC (XPO) - 0.78% | TESLA INC (TSLA) - 1.70% |
| #10 | EVERPURE INC CLASS A (P) - 0.77% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | MKS INC (MKSI) - 0.77% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | WOODWARD INC (WWD) - 0.75% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | MASTEC INC (MTZ) - 0.71% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | UNITED THERAPEUTICS CORP (UTHR) - 0.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | US FOODS HOLDING CORP (USFD) - 0.71% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | ENTEGRIS INC (ENTG) - 0.68% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | BURLINGTON STORES INC (BURL) - 0.67% | VISA INC CLASS A (V) - 0.90% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 0.66% | WALMART INC (WMT) - 0.76% |
| #19 | RB GLOBAL INC (RBA) - 0.65% | INTEL CORP (INTC) - 0.75% |
| #20 | RELIANCE INC (RS) - 0.63% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | RPM INTERNATIONAL INC (RPM) - 0.42% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.41% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | MUELLER INDUSTRIES INC (MLI) - 0.41% | ABBVIE INC (ABBV) - 0.66% |
| #24 | UNUM GROUP (UNM) - 0.41% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ALCOA CORP (AA) - 0.41% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 319 | 505 |
XJH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XJH
-0.16%
Winner
SPY
+0.52%
3M
XJH
+4.38%
Winner
SPY
+6.55%
6M
XJH
+8.42%
Winner
SPY
+9.76%
1Y
Winner
XJH
+22.86%
SPY
+20.32%
5Y(CAGR)
XJH
+8.27%
Winner
SPY
+13.01%
10Y(CAGR)
XJH
N/A
SPY
+15.06%
Max(CAGR)
Winner
XJH
+14.86%
SPY
+8.50%
XJH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XJH | SPY |
|---|---|---|
| 2026 | +13.79% | +10.11% |
| 2025 | +8.63% | +18.00% |
| 2024 | +12.53% | +25.59% |
| 2023 | +17.08% | +26.72% |
| 2022 | -14.48% | -18.64% |
| 2021 | +25.63% | +30.52% |
| 2020 | +29.59% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
XJH vs SPY Drawdown Comparison
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XJH drawdown is -1.69%. The current SPY drawdown is -1.24%.
| Rank | XJH | SPY |
|---|---|---|
| #1 | -25.06% Nov 16, 2021 - Feb 15, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.55% Nov 25, 2024 - Dec 10, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.61% Feb 20, 2026 - Apr 17, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.10% Jul 16, 2024 - Sep 19, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.62% Mar 28, 2024 - Jul 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.29% May 7, 2021 - Sep 2, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.13% Mar 15, 2021 - Apr 12, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.93% Oct 23, 2020 - Nov 5, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.17% Jan 20, 2021 - Feb 5, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.12% Sep 2, 2021 - Oct 20, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.91% Feb 24, 2021 - Mar 10, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.36% May 6, 2026 - May 26, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.39% Nov 11, 2024 - Nov 22, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.88% Jun 30, 2026 - Jul 8, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XJH and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
XJH vs SPY dividend yield comparison.
| Year | XJH | SPY |
|---|---|---|
| 2026 | 0.43% | 0.49% |
| 2025 | 1.24% | 1.07% |
| 2024 | 1.24% | 1.21% |
| 2023 | 1.38% | 1.40% |
| 2022 | 1.45% | 1.65% |
| 2021 | 1.04% | 1.20% |
| 2020 | 0.36% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: XJH vs SPY
More Comparisons
Compare with similar stocks
Compare XJH with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF