iShares ESG Select Screened S&P Mid-Cap ETF

iShares ESG Select Screened S&P Mid-Cap ETF (XJH) tracks the S&P MidCap 400 Sustainability Screened Index. That index holds mid-sized US companies from the S&P MidCap 400 but drops firms tied to tobacco, certain weapons and fossil-fuel reserves, plus firms flagged for serious controversies. Its 0.12% annual fee equals the average of similar funds. Unscreened mid-cap funds cost less, such as iShares Core S&P Mid-Cap ETF (IJH) at 0.05%.

• Over the year to Oct 27, 2026, XJH returned +12.0%, 8th of 9 among similar funds.
• Its 5-year annualized return was +7.0%.
• Its worst full calendar year was 2022 (-14.3%); its best was 2023 (+16.8%).
• The deepest fall in its price history was 25.1% (Nov 16, 2021 to Jun 16, 2022), recovered by Feb 15, 2024.

As of Jun 30, 2026, the fund held 358 securities; the ten largest made up 8.69% of assets. It also reported 3.59% in a money-market fund, most likely cash collateral from lending out shares rather than uninvested money.

• Over the three months to Jun 30, 2026, investors added a net $20.3M (creations minus redemptions, per the N-PORT report).
• Monthly total returns reported for that quarter: +7.98%, +2.83%, +3.82%.

BlackRock's iShares fund tracks an index built by S&P Dow Jones Indices. The index starts with the S&P MidCap 400, a list of mid-sized US companies. These are smaller than the giants in the S&P 500 but larger than small companies. The index then removes several groups. It drops companies with fossil-fuel reserves. It drops companies above set levels of revenue or ownership in tobacco, controversial weapons, small arms, oil sands, shale energy or thermal coal. It also drops companies that Sustainalytics judges to break the UN Global Compact, a set of business principles on human rights, labor, the environment and corruption.

S&P also scans news and other sources for controversies such as fraud, labor disputes or environmental disasters. Its index committee can remove a company, which then can't return for a full calendar year. The remaining companies are weighted by float-adjusted market value. That means bigger companies count for more, based only on shares available to trade. The index rebalances after the third Friday of March, June, September and December.

BlackRock uses representative sampling. It holds a group of stocks meant to behave like the index, which may not include every index stock, and it generally keeps at least 90% of assets in index stocks. As of June 30, 2026, the fund held 358 stocks, and the 10 largest made up just 8.69% of assets. The fund may also use futures, hold cash and lend up to one-third of its assets.

• XJH charges 0.12% a year, versus an average of 0.12% for the similar funds below (5th of 9, cheapest first).
• Using the prospectus's standard example, $10,000 invested would cost about $12 in the first year and $154 over 10 years (assuming a 5% annual return).

It adds screened mid-sized US companies next to a core of large-company or total-market funds, but it is still a full-risk stock fund.

XJH can spread a portfolio beyond the largest US companies. It launched in September 2020, so it has no record from the 2008 crisis or the 2020 crash. In the 2022 bear market it fell 24.1% between January 4 and June 16, 2022, and took about 18 months to recover. Its deepest drop was 25.1%, starting in November 2021, and it didn't recover until February 15, 2024. Its worst calendar year was 2022, at -14.3%. Anyone selling shares to pay for living costs during a stretch like that would lock in losses. The yield was 1.16% as of October 27, 2026, paid quarterly, so this is not an income fund. In the SEC's standard $10,000 example, the 0.12% fee comes to $154 over 10 years. Past results don't predict future ones, and a plan should look at the whole portfolio, not one fund.

Matched by holdings overlap from the latest N-PORT reports.