iShares ESG Select Screened S&P Small-Cap ETF

Frequently Asked Questions About XJR

What does XJR invest in?

iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 Sustainability Screened Index, by using representative sampling technique. The fund does not invest in stocks of companies operating across business of tobacco (both production and retail), controversial weapons, manufacturers and major retailers of small arms and companies involved in certain fossil-fuel related activity sectors. iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF was formed on September 22, 2020 and is domiciled in the United States.

What is the expense ratio of XJR?

iShares ESG Select Screened S&P Small-Cap ETF (XJR) charges an expense ratio of 0.12%. This is the annual fee deducted from fund assets to cover management and operations.

How big is XJR?

iShares ESG Select Screened S&P Small-Cap ETF (XJR) manages $210.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is XJR actively managed or an index fund?

XJR is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (XJR's is 0.12%) because there's no security selection cost.

When was XJR launched?

iShares ESG Select Screened S&P Small-Cap ETF (XJR) launched in September 2020 and is managed by IShares.

How has XJR performed?

XJR's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.