ETF Evaluator: iShares ESG Select Scrn S&P Small-CapETF () Follow This ETF

iShares ESG Select Scrn S&P Small-CapETF Overview

iShares ESG Select Scrn S&P Small-CapETF (XJR) is a passively managed U.S. Equity Small Blend exchange-traded fund (ETF). iShares launched the ETF in 2020.

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.

About iShares ESG Select Scrn S&P Small-CapETF (XJR)

There are 4 members of the management team with an average tenure of 2.46 years: Jennifer Hsui (2020), Peter Sietsema (2025), Matt Waldron (2025) and Steven White (2025). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 2 primary benchmarks: S&P US TMI TR USD index with a weighting of 100% and S&P SmallCap 600 Sust Scrned TR USD index with a weighting of 100%. iShares ESG Select Scrn S&P Small-CapETF has 539 securities in its portfolio. The top 10 holdings constitute 7.9% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is considered to have an ESG focus with its investment selection and management.

iShares ESG Select Scrn S&P Small-CapETF is part of the Equity global asset class and is within the U.S. Equity ETF group. iShares ESG Select Scrn S&P Small-CapETF has 0.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.1% There is 0.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). iShares ESG Select Scrn S&P Small-CapETF has 0.1% of the portfolio in cash.

Assets Under Management

The fund has $185 million in total assets, which is below the $4 billion average for the Small Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

XJR Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The iShares ESG Select Scrn S&P Small-CapETF expense ratio is low compared to funds in the Small Blend category. iShares ESG Select Scrn S&P Small-CapETF has an expense ratio of 0.12%, which is 72% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. iShares ESG Select Scrn S&P Small-CapETF has a portfolio turnover rate of 27%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 50% for the Small Blend category.

Recently, in the month of July 2026, iShares ESG Select Scrn S&P Small-CapETF returned -2.1%, which earned it a grade of C, as the Small Blend category had an average return of -2.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

iShares ESG Select Scrn S&P Small-CapETF has a trailing yield of 0.94%, which is below the 1.17% category average. The fund normally distributes its income quarterly.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

iShares ESG Select Scrn S&P Small-CapETF Grades

Year to date, the ETF has returned 21.8%, 3.8 percentage points better than the category, which translates into a grade of A. The fund has returned 31.1% over the past year (grade of B), 13.2% over the past three years (grade of C) and 7.1% per year over the past five years (grade of D).

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