XJR vs COLO
Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and GLOBAL X MSCI COLOMBIA ETF (COLO, ETF).
5-Year PerformanceCOLO has outperformed XJR, delivering a return of +13.9% compared to +5.3%
XJR vs COLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJR
$138M
COLO
$138M
Expense Ratio
Winner
XJR
0.12%
COLO
0.62%
Max Drawdown
Winner
XJR
27.89%
COLO
83.14%
Sharpe Ratio
XJR
1.27
Winner
COLO
1.62
5Y Beta
XJR
1.02
Winner
COLO
0.62
P/E Ratio
XJR
37.41
COLO
N/A
Forward P/E
XJR
15.99
COLO
N/A
5Y Dividends CAGR
Winner
XJR
20.23%
COLO
17.67%
5Y EPS CAGR
XJR
12.08%
COLO
N/A
Debt to Equity
XJR
69.04%
COLO
N/A
P/S Ratio
XJR
1.17
COLO
N/A
P/B Ratio
XJR
2.09
COLO
N/A
XJR vs COLO - Holdings Comparison
XJR and COLO have 1 common holdings. Overlap is -1.18%
XJR's top 25 holdings weight is 15.49%. COLO's top 25 holdings weight is 98.57%.
| Rank | XJR | COLO |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.39% | GRUPO CIBEST SA PARTICIPATING PREFERRED (n/a) - 14.29% |
| #2 | SEMTECH CORP (SMTC) - 1.00% | INTERCONEXION ELECTRICA SA ESP (n/a) - 8.80% |
| #3 | SANMINA CORP (SANM) - 0.93% | ECOPETROL SA (n/a) - 8.45% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.79% | GRUPO CIBEST SA (n/a) - 7.24% |
| #5 | VIASAT INC (VSAT) - 0.70% | GRUPO ENERGIA BOGOTA SA ESP (n/a) - 4.45% |
| #6 | FORMFACTOR INC (FORM) - 0.69% | CEMENTOS ARGOS SA (n/a) - 4.29% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.64% | GRUPO AVAL ACCIONES Y VALORES SA PARTICIPATING PREFERRED (n/a) - 4.15% |
| #8 | QORVO INC (QRVO) - 0.62% | TECNOGLASS INC (TGLS) - 3.68% |
| #9 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | GRUPO DE INVERSIONES SURAMERICANA SA PARTICIPATING PREFERRED (n/a) - 3.67% |
| #10 | ENPHASE ENERGY INC (ENPH) - 0.58% | GRUPO DE INVERSIONES SURAMERICANA SA (n/a) - 3.60% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.55% | PAREX RESOURCES INC (PARXF) - 3.30% |
| #12 | MAXLINEAR INC (MXL) - 0.55% | CELSIA SA ESP (n/a) - 3.15% |
| #13 | STONEX GROUP INC (SNEX) - 0.54% | DAVIVIENDA GROUP SA PRF PERPETUAL COP 180 (n/a) - 3.14% |
| #14 | KRYSTAL BIOTECH INC (KRYS) - 0.53% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 3.02% |
| #15 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | GEOPARK LTD (GPRK) - 2.74% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.52% | GRUPO ARGOS SA (n/a) - 2.66% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% | ARIS MINING CORP (ARIS) - 2.53% |
| #18 | PLEXUS CORP (PLXS) - 0.49% | PATRIMONIO AUTN (n/a) - 2.45% |
| #19 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.49% | CORPORACION FINANCIERA COLOMBIANA SA (n/a) - 2.33% |
| #20 | LKQ CORP (LKQ) - 0.48% | BROOKFIELD RENEWABLE CORP (n/a) - 2.30% |
| #21 | GLAUKOS CORP (GKOS) - 0.48% | EMPRESAS COPEC SA (n/a) - 2.21% |
| #22 | MYR GROUP INC (MYRG) - 0.48% | MINEROS SA (n/a) - 1.71% |
| #23 | JBT MAREL CORP (JBTM) - 0.47% | GRUPO ARGOS SA PARTICIPATING PREFERRED (n/a) - 1.53% |
| #24 | FEDERAL SIGNAL CORP (FSS) - 0.47% | BANCO DE BOGOTA SA (n/a) - 1.48% |
| #25 | KODIAK GAS SERVICES INC (KGS) - 0.47% | ALMACENES EXITO SA (n/a) - 1.40% |
| Total Holdings | 545 | 29 |
XJR vs COLO - Historical Returns
Returns include dividend reinvestment.
1M
XJR
+0.22%
Winner
COLO
+4.90%
3M
Winner
XJR
+8.52%
COLO
+8.05%
6M
Winner
XJR
+13.90%
COLO
+13.03%
1Y
XJR
+28.13%
Winner
COLO
+44.72%
5Y(CAGR)
XJR
+5.31%
Winner
COLO
+13.90%
10Y(CAGR)
XJR
N/A
COLO
+5.96%
Max(CAGR)
Winner
XJR
+14.32%
COLO
+5.27%
XJR vs COLO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | XJR | COLO |
|---|---|---|
| 2026 | +13.48% | +12.83% |
| 2025 | +5.10% | +65.63% |
| 2024 | +10.38% | +3.89% |
| 2023 | +16.42% | +25.45% |
| 2022 | -18.05% | -22.52% |
| 2021 | +26.45% | -10.28% |
| 2020 | +35.61% | -15.07% |
| 2019 | N/A | +27.78% |
| 2018 | N/A | -21.54% |
| 2017 | N/A | +10.07% |
| 2016 | N/A | +26.28% |
| 2015 | N/A | -40.52% |
| 2014 | N/A | -26.27% |
| 2013 | N/A | -15.41% |
| 2012 | N/A | +25.11% |
| 2011 | N/A | -14.11% |
| 2010 | N/A | +51.29% |
| 2009 | N/A | +90.17% |
XJR vs COLO Drawdown Comparison
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The maximum drawdown for COLO was -78.92%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current XJR drawdown is -1.81%. The current COLO drawdown is -24.04%.
| Rank | XJR | COLO |
|---|---|---|
| #1 | -27.12% Nov 25, 2024 - Jan 9, 2026 | -78.92% Nov 4, 2010 - Mar 23, 2020 |
| #2 | -26.88% Nov 5, 2021 - Jul 16, 2024 | -14.95% Oct 12, 2009 - Feb 16, 2010 |
| #3 | -9.76% Jun 8, 2021 - Nov 3, 2021 | -11.46% Feb 9, 2009 - Mar 17, 2009 |
| #4 | -9.43% Feb 10, 2026 - Apr 14, 2026 | -10.46% Apr 26, 2010 - Jun 15, 2010 |
| #5 | -9.34% Mar 12, 2021 - Jun 8, 2021 | -7.98% Jun 12, 2009 - Jul 1, 2009 |
| #6 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -7.87% Jul 23, 2009 - Aug 25, 2009 |
| #7 | -6.34% Oct 23, 2020 - Nov 5, 2020 | -7.82% Aug 27, 2009 - Sep 8, 2009 |
| #8 | -4.41% Nov 11, 2024 - Nov 25, 2024 | -7.79% Mar 23, 2009 - Apr 15, 2009 |
| #9 | -4.33% May 6, 2026 - May 26, 2026 | -6.05% Jul 2, 2009 - Jul 14, 2009 |
| #10 | -4.23% Feb 24, 2021 - Mar 8, 2021 | -3.97% Aug 4, 2010 - Aug 24, 2010 |
| #11 | -3.65% Oct 16, 2024 - Nov 6, 2024 | -3.84% Mar 8, 2010 - Apr 6, 2010 |
| #12 | -3.40% Jan 26, 2021 - Feb 4, 2021 | -3.52% Jun 21, 2010 - Jul 8, 2010 |
| #13 | -3.28% Nov 24, 2020 - Dec 4, 2020 | -3.38% Oct 13, 2010 - Nov 3, 2010 |
| #14 | -3.23% Sep 19, 2024 - Oct 16, 2024 | -3.15% Sep 8, 2010 - Sep 28, 2010 |
| #15 | -2.74% Jan 22, 2026 - Feb 6, 2026 | -2.87% Apr 6, 2010 - Apr 23, 2010 |
Correlation
Correlation between XJR and COLO is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2009 - 2026)
XJR vs COLO dividend yield comparison.
| Year | XJR | COLO |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 1.14% | 7.51% |
| 2024 | 1.96% | 6.09% |
| 2023 | 0.92% | 6.99% |
| 2022 | 1.29% | 12.55% |
| 2021 | 2.00% | 2.32% |
| 2020 | 0.58% | 3.23% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 3.03% |
| 2017 | 0.00% | 1.83% |
| 2016 | 0.00% | 1.48% |
| 2015 | 0.00% | 1.58% |
| 2014 | 0.00% | 3.20% |
| 2013 | 0.00% | 4.10% |
| 2012 | 0.00% | 2.02% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 3.74% |
Select Stocks to Compare
Popular: XJR vs SPYCOLO vs SPY
More Comparisons
Compare with similar stocks