iShares ESG Select Screened S&P Small-Cap ETF (XJR) is a ESG ETF. As of October 9, 2026, ETF Copilot scores XJR 2.8 out of 10 — highest on Value (5.1), lowest on Quality (1.1). It trades at 17.5 times earnings, against its own median of 17.0. Its ten largest holdings are 8% of the fund.
What stands out in XJR's data
U.S. small-cap stocks screened for ESG criteria.
Its three-year return trails most peers — the ESG screen has cost some performance.
Returned 16% annualized over three years, behind the category median of 21%. It holds 554 stocks and trades at 12.2x EBITDA.
A small-cap core with an ESG filter, for portfolios that prioritize values over pure profit.
Why did XJR move this week? It fell 0.8% in the week to October 9, 2026 — Maxlinear and ACM Research drove it
XJR fell 0.8% in the week to October 9, 2026. The holdings that moved it most were Maxlinear (−9.2%), ACM Research (−14.4%) and Materion (−10.2%); RXO (+24.4%) pushed the other way.
How is XJR rated? ETF Copilot scores iShares ESG Select Screened S&P Small-Cap ETF (XJR) 2.8 out of 10
As of October 9, 2026, ETF Copilot scores iShares ESG Select Screened S&P Small-Cap ETF (XJR) 2.8 out of 10 overall.
ETF Copilot scores (0–10 scale, higher is better):
- Overall: 2.8 / 10
- Growth: 1.8 / 10
- Value: 5.1 / 10
- Risk: 3.6 / 10
- Quality: 1.1 / 10
- Return: 3.1 / 10
Is XJR expensive right now? It trades at 17.5 times earnings, against its own median of 17.0
As of October 9, 2026, XJR is more expensive than 51% of its own last 6 years.
Trailing 12 months, built from XJR's holdings. How we calculate this →
What's inside XJR? 15% Tech
What's inside XJR: Size (Large 0%, Mid 31%, Small 69%); Geography (International 2%, US 98%); Tech 15.4%; AI 0.1%; Semiconductors 3.2%; Memory 0.7%.
What are XJR's top holdings? The ten largest are 8% of the fund
Eastman Chemical, Arcosa, Terreno Realty, Madison Square Garden Sports, Plexus, Armstrong World Industries, Victoria S Secret, Federal Signal, Zurn Elkay Water Solns and Matson are XJR's largest holdings, in that order.
Less concentrated than 92% of ESG ETFs.
Half of XJR's weight sits in its 141 largest positions, and once those weights are taken into account it behaves like 308 equally weighted holdings.
What is XJR's expense ratio? 0.12% a year
As of October 9, 2026, XJR charges 0.12% a year, yields 0.96% and holds $209M in assets across 554 positions.
| Measure | XJR |
|---|---|
| Expense ratio | 0.12% |
| Dividend yield | 0.96% |
| Assets under management | $209M |
| Holdings | 554 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “iShares ESG Select Screened S&P Small-Cap ETF (XJR) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/xjr
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