XJR vs ABEQ
Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and ABSOLUTE SELECT VALUE ETF (ABEQ, ETF).
5-Year PerformanceABEQ has outperformed XJR, delivering a return of +7.3% compared to +6.1%
XJR vs ABEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJR
$140M
Winner
ABEQ
$140M
Expense Ratio
Winner
XJR
0.12%
ABEQ
0.85%
Max Drawdown
XJR
27.89%
Winner
ABEQ
27.82%
Sharpe Ratio
Winner
XJR
1.39
ABEQ
0.73
5Y Beta
XJR
1.02
Winner
ABEQ
0.34
P/E Ratio
XJR
36.70
Winner
ABEQ
15.64
Forward P/E
XJR
15.68
Winner
ABEQ
14.47
PEG Ratio
XJR
N/A
ABEQ
0.73
5Y Dividends CAGR
XJR
20.23%
Winner
ABEQ
37.10%
5Y EPS CAGR
Winner
XJR
9.91%
ABEQ
6.94%
Debt to Equity
XJR
71.50%
Winner
ABEQ
64.54%
P/S Ratio
Winner
XJR
1.15
ABEQ
1.77
P/B Ratio
Winner
XJR
2.07
ABEQ
2.34
XJR vs ABEQ - Holdings Comparison
XJR and ABEQ have 1 common holdings. Overlap is -1.17%
XJR's top 25 holdings weight is 15.12%. ABEQ's top 25 holdings weight is 87.73%.
| Rank | XJR | ABEQ |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 9.52% |
| #2 | SEMTECH CORP (SMTC) - 1.05% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 8.27% |
| #3 | SANMINA CORP (SANM) - 1.03% | FRANCO-NEVADA CORP (n/a) - 7.93% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.83% | LOEWS CORP (L) - 7.17% |
| #5 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.68% | UNILEVER PLC ADR (UL) - 5.49% |
| #6 | VIASAT INC (VSAT) - 0.67% | AGNICO EAGLE MINES LTD (n/a) - 4.71% |
| #7 | FORMFACTOR INC (FORM) - 0.66% | VERIZON COMMUNICATIONS INC (VZ) - 4.20% |
| #8 | ELEMENT SOLUTIONS INC (ESI) - 0.66% | ONEOK INC (OKE) - 4.19% |
| #9 | ENPHASE ENERGY INC (ENPH) - 0.64% | MEDTRONIC PLC (MDT) - 4.10% |
| #10 | QORVO INC (QRVO) - 0.59% | THE TRAVELERS COMPANIES INC (TRV) - 3.87% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.58% | THE HERSHEY CO (HSY) - 3.71% |
| #12 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.52% | HONEYWELL INTERNATIONAL INC (HON) - 3.48% |
| #13 | KRYSTAL BIOTECH INC (KRYS) - 0.51% | EOG RESOURCES INC (EOG) - 3.25% |
| #14 | PLEXUS CORP (PLXS) - 0.51% | SYSCO CORP (SYY) - 3.22% |
| #15 | STONEX GROUP INC (SNEX) - 0.51% | US DOLLARS (n/a) - 2.63% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.51% | IDEX CORP (IEX) - 2.58% |
| #17 | ESCO TECHNOLOGIES INC (ESE) - 0.51% | EMERSON ELECTRIC CO (EMR) - 2.53% |
| #18 | MAXLINEAR INC (MXL) - 0.49% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.37% |
| #19 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 2.29% |
| #20 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.48% | CME GROUP INC CLASS A (CME) - 2.22% |
| #21 | FIRST BANCORP (FBP) - 0.42% | N/A |
| #22 | n/a (HASI) - 0.35% | N/A |
| #23 | MOELIS & CO CLASS A (MC) - 0.35% | N/A |
| #24 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.35% | N/A |
| #25 | PIPER SANDLER COS (PIPR) - 0.35% | N/A |
| Total Holdings | 498 | 20 |
XJR vs ABEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XJR
+6.60%
ABEQ
-0.32%
3M
Winner
XJR
+19.00%
ABEQ
-2.67%
6M
Winner
XJR
+16.64%
ABEQ
+3.88%
1Y
Winner
XJR
+31.88%
ABEQ
+9.33%
5Y(CAGR)
XJR
+6.10%
Winner
ABEQ
+7.30%
Max(CAGR)
Winner
XJR
+15.17%
ABEQ
+7.81%
XJR vs ABEQ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XJR | ABEQ |
|---|---|---|
| 2026 | +18.66% | +4.17% |
| 2025 | +5.10% | +14.87% |
| 2024 | +10.38% | +11.94% |
| 2023 | +16.42% | +3.90% |
| 2022 | -18.05% | -0.89% |
| 2021 | +26.45% | +12.61% |
| 2020 | +35.61% | +2.51% |
XJR vs ABEQ Drawdown Comparison
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The maximum drawdown for ABEQ was -27.82%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current ABEQ drawdown is -6.76%.
| Rank | XJR | ABEQ |
|---|---|---|
| #1 | -27.12% Nov 25, 2024 - Jan 9, 2026 | -27.82% Feb 11, 2020 - Dec 1, 2020 |
| #2 | -26.88% Nov 5, 2021 - Jul 16, 2024 | -17.26% Apr 20, 2022 - Mar 6, 2024 |
| #3 | -9.76% Jun 8, 2021 - Nov 3, 2021 | -7.95% Apr 2, 2025 - May 27, 2025 |
| #4 | -9.43% Feb 10, 2026 - Apr 14, 2026 | -7.89% Feb 27, 2026 - Jun 1, 2026 |
| #5 | -9.34% Mar 12, 2021 - Jun 8, 2021 | -5.84% Nov 10, 2021 - Dec 29, 2021 |
| #6 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -5.52% May 17, 2021 - Nov 10, 2021 |
| #7 | -6.34% Oct 23, 2020 - Nov 5, 2020 | -5.48% Oct 18, 2024 - Feb 13, 2025 |
| #8 | -4.41% Nov 11, 2024 - Nov 25, 2024 | -4.43% Oct 6, 2025 - Nov 26, 2025 |
| #9 | -4.33% May 6, 2026 - May 26, 2026 | -4.07% Jan 14, 2022 - Mar 16, 2022 |
| #10 | -4.23% Feb 24, 2021 - Mar 8, 2021 | -3.97% Mar 28, 2024 - May 9, 2024 |
| #11 | -3.65% Oct 16, 2024 - Nov 6, 2024 | -3.44% May 17, 2024 - Jul 12, 2024 |
| #12 | -3.40% Jan 26, 2021 - Feb 4, 2021 | -3.22% Jul 31, 2024 - Aug 16, 2024 |
| #13 | -3.28% Nov 24, 2020 - Dec 4, 2020 | -2.95% Feb 8, 2021 - Mar 10, 2021 |
| #14 | -3.23% Sep 19, 2024 - Oct 16, 2024 | -2.81% Jan 7, 2021 - Feb 8, 2021 |
| #15 | -2.74% Jan 22, 2026 - Feb 6, 2026 | -2.42% Nov 28, 2025 - Dec 24, 2025 |
Correlation
Correlation between XJR and ABEQ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2020 - 2026)
XJR vs ABEQ dividend yield comparison.
| Year | XJR | ABEQ |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 1.14% | 1.25% |
| 2024 | 1.96% | 1.48% |
| 2023 | 0.92% | 2.60% |
| 2022 | 1.29% | 1.20% |
| 2021 | 2.00% | 0.60% |
| 2020 | 0.58% | 0.60% |
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