iShares® ESG Screened S&P Small-Cap ETF (XJR)
36.08
-0.26
(-0.72%)
USD |
BATS |
Apr 17, 16:00
36.10
+0.02
(+0.06%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.12% | 0.08% | 66.69M | 6459.33 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.50% | 23.00% | 21.26M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the underlying index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| S&P SmallCap 600 Sust Screened TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.53 yrs |
| Jennifer Hsui | 3.53 yrs |
| Paul Whitehead | 2.25 yrs |
Performance Versus Category
As of April 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 17, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the underlying index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| S&P SmallCap 600 Sust Screened TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.53 yrs |
| Jennifer Hsui | 3.53 yrs |
| Paul Whitehead | 2.25 yrs |