XJR
iShares ESG Select Screened S&P Small-Cap ETF
📎 Investment Objective
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) seeks to track the investment results of an index composed of small-capitalization U.S. companies that have been selected based on environmental, social and governance (ESG) criteria.
Overview
ETF tracking iShares ESG Select Screened S&P Small-Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares ESG Select Screened S&P Small-Cap ETF (XJR) seeks to track the investment results of an index composed of small-capitalization U.S. companies that have been selected based on environmental, social and governance (ESG) criteria.
🎯 Investment Strategy
The ETF seeks to replicate the performance of the S&P Small Cap 600 ESG Select Index, which is designed to provide exposure to small-cap U.S. companies with relatively high ESG ratings compared to their small-cap peers.
✨ Key Features
- Focuses on small-cap U.S. stocks that meet certain ESG standards
- Employs a passively managed, index-tracking approach
- Aims to provide exposure to the small-cap segment of the U.S. equity market with an ESG tilt
- Relatively low expense ratio compared to actively managed ESG funds
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific market segment (small-cap stocks)
- Potential for underperformance relative to the broader small-cap market if ESG-screened stocks underperform
- Liquidity risk due to the smaller size of the underlying companies
- Exposure to market volatility inherent in small-cap stocks
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to small-cap U.S. equities with a focus on companies that demonstrate relatively strong environmental, social, and governance practices. It may be appropriate as a satellite holding within a diversified portfolio.