XJR vs LGDX
Comparison between ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF (XJR, ETF) and INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF).
XJR vs LGDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XJR
$138M
Winner
LGDX
$138M
Expense Ratio
Winner
XJR
0.12%
LGDX
0.25%
Max Drawdown
XJR
27.89%
Winner
LGDX
15.79%
Sharpe Ratio
Winner
XJR
1.27
LGDX
1.26
5Y Beta
XJR
1.02
Winner
LGDX
0.98
P/E Ratio
XJR
37.41
Winner
LGDX
25.39
Forward P/E
Winner
XJR
15.99
LGDX
19.87
5Y Dividends CAGR
XJR
20.23%
LGDX
N/A
5Y EPS CAGR
XJR
12.08%
Winner
LGDX
27.14%
Debt to Equity
Winner
XJR
69.04%
LGDX
84.35%
P/S Ratio
Winner
XJR
1.17
LGDX
2.72
P/B Ratio
Winner
XJR
2.09
LGDX
5.61
XJR vs LGDX - Holdings Comparison
XJR and LGDX have 1 common holdings. Overlap is -1.18%
XJR's top 25 holdings weight is 15.49%. LGDX's top 25 holdings weight is 53.86%.
| Rank | XJR | LGDX |
|---|---|---|
| #1 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.39% | NVIDIA CORP (NVDA) - 8.68% |
| #2 | SEMTECH CORP (SMTC) - 1.00% | MICROSOFT CORP (MSFT) - 6.24% |
| #3 | SANMINA CORP (SANM) - 0.93% | APPLE INC (AAPL) - 4.91% |
| #4 | VIAVI SOLUTIONS INC (VIAV) - 0.79% | ALPHABET INC CLASS A (GOOGL) - 3.94% |
| #5 | VIASAT INC (VSAT) - 0.70% | BROADCOM INC (AVGO) - 3.69% |
| #6 | FORMFACTOR INC (FORM) - 0.69% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #7 | ELEMENT SOLUTIONS INC (ESI) - 0.64% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #8 | QORVO INC (QRVO) - 0.62% | AMAZON.COM INC (AMZN) - 2.10% |
| #9 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | ELI LILLY AND CO (LLY) - 1.67% |
| #10 | ENPHASE ENERGY INC (ENPH) - 0.58% | TESLA INC (TSLA) - 1.56% |
| #11 | POWELL INDUSTRIES INC (POWL) - 0.55% | CISCO SYSTEMS INC (CSCO) - 1.51% |
| #12 | MAXLINEAR INC (MXL) - 0.55% | CITIGROUP INC (C) - 1.25% |
| #13 | STONEX GROUP INC (SNEX) - 0.54% | THE GOLDMAN SACHS GROUP INC (GS) - 1.22% |
| #14 | KRYSTAL BIOTECH INC (KRYS) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.20% |
| #15 | ESCO TECHNOLOGIES INC (ESE) - 0.53% | LOCKHEED MARTIN CORP (LMT) - 1.15% |
| #16 | JACKSON FINANCIAL INC (JXN) - 0.52% | n/a (PLTR) - 1.02% |
| #17 | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.49% | JOHNSON & JOHNSON (JNJ) - 1.00% |
| #18 | PLEXUS CORP (PLXS) - 0.49% | 3M CO (MMM) - 0.98% |
| #19 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.49% | GE VERNOVA INC (GEV) - 0.96% |
| #20 | LKQ CORP (LKQ) - 0.48% | AMERICAN EXPRESS CO (AXP) - 0.95% |
| #21 | GLAUKOS CORP (GKOS) - 0.48% | EOG RESOURCES INC (EOG) - 0.91% |
| #22 | MYR GROUP INC (MYRG) - 0.48% | AMERICAN TOWER CORP (AMT) - 0.89% |
| #23 | JBT MAREL CORP (JBTM) - 0.47% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% |
| #24 | FEDERAL SIGNAL CORP (FSS) - 0.47% | GENERAL MOTORS CO (GM) - 0.88% |
| #25 | KODIAK GAS SERVICES INC (KGS) - 0.47% | ADVANCED MICRO DEVICES INC (AMD) - 0.81% |
| Total Holdings | 545 | 260 |
XJR vs LGDX - Historical Returns
Returns include dividend reinvestment.
1M
XJR
+0.22%
Winner
LGDX
+2.20%
3M
Winner
XJR
+8.52%
LGDX
+8.08%
6M
Winner
XJR
+13.90%
LGDX
+7.94%
1Y
Winner
XJR
+28.13%
LGDX
+21.38%
5Y(CAGR)
XJR
+5.31%
LGDX
N/A
Max(CAGR)
XJR
+14.32%
Winner
LGDX
+17.35%
XJR vs LGDX - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XJR | LGDX |
|---|---|---|
| 2026 | +13.48% | +7.67% |
| 2025 | +5.10% | +13.95% |
| 2024 | +10.38% | N/A |
| 2023 | +16.42% | N/A |
| 2022 | -18.05% | N/A |
| 2021 | +26.45% | N/A |
| 2020 | +35.61% | N/A |
XJR vs LGDX Drawdown Comparison
The maximum drawdown for XJR was -27.12%, occurring on Apr 8, 2025. Recovery took 280 trading sessions.
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current XJR drawdown is -1.81%. The current LGDX drawdown is -2.71%.
| Rank | XJR | LGDX |
|---|---|---|
| #1 | -27.12% Nov 25, 2024 - Jan 9, 2026 | -15.79% Feb 28, 2025 - May 13, 2025 |
| #2 | -26.88% Nov 5, 2021 - Jul 16, 2024 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -9.76% Jun 8, 2021 - Nov 3, 2021 | -5.93% Oct 28, 2025 - Dec 23, 2025 |
| #4 | -9.43% Feb 10, 2026 - Apr 14, 2026 | -3.11% Jan 12, 2026 - Jan 27, 2026 |
| #5 | -9.34% Mar 12, 2021 - Jun 8, 2021 | -3.04% May 19, 2025 - Jun 6, 2025 |
| #6 | -9.04% Jul 31, 2024 - Sep 19, 2024 | -2.74% Oct 8, 2025 - Oct 21, 2025 |
| #7 | -6.34% Oct 23, 2020 - Nov 5, 2020 | -2.71% Jun 1, 2026 - Jun 5, 2026 |
| #8 | -4.41% Nov 11, 2024 - Nov 25, 2024 | -2.46% Jul 25, 2025 - Aug 12, 2025 |
| #9 | -4.33% May 6, 2026 - May 26, 2026 | -1.98% May 14, 2026 - May 26, 2026 |
| #10 | -4.23% Feb 24, 2021 - Mar 8, 2021 | -1.49% Sep 22, 2025 - Oct 3, 2025 |
| #11 | -3.65% Oct 16, 2024 - Nov 6, 2024 | -1.48% Aug 28, 2025 - Sep 9, 2025 |
| #12 | -3.40% Jan 26, 2021 - Feb 4, 2021 | -1.47% Dec 24, 2025 - Jan 12, 2026 |
| #13 | -3.28% Nov 24, 2020 - Dec 4, 2020 | -1.43% Aug 18, 2025 - Aug 22, 2025 |
| #14 | -3.23% Sep 19, 2024 - Oct 16, 2024 | -1.03% Jun 12, 2025 - Jun 16, 2025 |
| #15 | -2.74% Jan 22, 2026 - Feb 6, 2026 | -1.02% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between XJR and LGDX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
XJR vs LGDX dividend yield comparison.
| Year | XJR | LGDX |
|---|---|---|
| 2026 | 0.00% | 0.00% |
| 2025 | 1.14% | 0.52% |
| 2024 | 1.96% | 0.00% |
| 2023 | 0.92% | 0.00% |
| 2022 | 1.29% | 0.00% |
| 2021 | 2.00% | 0.00% |
| 2020 | 0.58% | 0.00% |
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