# iShares ESG Select Screened S&P Mid-Cap ETF (XJH) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

iShares ESG Select Screened S&P Mid-Cap ETF (XJH) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: XJH +38.23%, SPY +82.55%. As of Oct 16, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/XJH/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=XJH%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| XJH | +38.23% | -25.06% | +8.48% |
| SPY | +82.55% | -24.49% | +12.60% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| XJH | +14.24% | +15.81% | +51.06% | +38.23% |
| SPY | +16.78% | +34.10% | +81.52% | +82.55% |

## Annual

| Year | XJH | SPY |
|---|---:|---:|
| YTD | +8.48% | +12.60% |
| 2025 | +8.64% | +18.01% |
| 2024 | +12.55% | +25.59% |
| 2023 | +17.11% | +26.73% |
| 2022 | -14.49% | -18.64% |
| 2021 | +3.54% | +6.59% |

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Research context only. Not personalized investment advice.
