(XJH) iShares ESG Screened S&P - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Mid-Cap Blend

XJH: Stocks, Mid-Cap, US, Equity, Sustainability

The iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) is designed to replicate the performance of the S&P MidCap 400 Sustainability Screened Index, which focuses on mid-capitalization U.S. companies while excluding firms involved in controversial activities or industries, as defined by S&P Dow Jones Indices LLC. The fund employs a representative sampling strategy to achieve its investment objectives and is classified as a non-diversified investment vehicle. This approach allows it to maintain exposure to the target index while managing operational efficiency. The ETF provides investors with access to mid-cap companies that meet specific ESG criteria, aligning with sustainable investment goals.

Based on the provided and , the funds near-term outlook can be assessed as follows: Over the next three months, the ETFs price action is expected to remain range-bound, influenced by its current technical position. With a last price of 41.54 and SMAs of 42.56 (20-day) and 42.63 (50-day), the ETF is slightly below its short-term moving averages, indicating potential consolidation. The 200-day SMA of 41.58 suggests that the fund is near its long-term trendline, with a relatively low ATR of 0.57 indicating moderate volatility. Given its AUM of 278.48M USD and average daily volume of 25,711 shares, liquidity is sufficient but not exceptional, which may impact price movements during periods of high market uncertainty. The funds mid-cap focus and ESG screen may provide defensive characteristics, though sector-specific risks remain a consideration.

Additional Sources for XJH ETF

XJH ETF Overview

Market Cap in USD 268m
Category Mid-Cap Blend
TER 0.12%
IPO / Inception 2020-09-22

XJH ETF Ratings

Growth 5y 64.9%
Fundamental -
Dividend 58.3%
Rel. Strength Industry -10.5
Analysts -
Fair Price Momentum 34.75 USD
Fair Price DCF -

XJH Dividends

Dividend Yield 12m 1.27%
Yield on Cost 5y 2.22%
Annual Growth 5y 35.31%
Payout Consistency 99.0%

XJH Growth Ratios

Growth Correlation 3m -50.6%
Growth Correlation 12m 78.2%
Growth Correlation 5y 61.4%
CAGR 5y 13.06%
CAGR/Max DD 5y 0.52
Sharpe Ratio 12m -0.09
Alpha -12.04
Beta 1.01
Volatility 21.26%
Current Volume 18.5k
Average Volume 20d 18.7k
What is the price of XJH stocks?
As of March 08, 2025, the stock is trading at USD 40.27 with a total of 18,459 shares traded.
Over the past week, the price has changed by -3.07%, over one month by -6.36%, over three months by -9.71% and over the past year by +1.38%.
Is iShares ESG Screened S&P a good stock to buy?
Yes. Based on ValueRay Analyses, iShares ESG Screened S&P (BATS:XJH) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 64.87 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XJH as of March 2025 is 34.75. This means that XJH is currently overvalued and has a potential downside of -13.71%.
Is XJH a buy, sell or hold?
iShares ESG Screened S&P has no consensus analysts rating.
What are the forecast for XJH stock price target?
According to ValueRays Forecast Model, XJH iShares ESG Screened S&P will be worth about 40.5 in March 2026. The stock is currently trading at 40.27. This means that the stock has a potential upside of +0.62%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 40.5 0.6%