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IJR - ETF AI Analysis
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iShares Core S&P Small Cap ETF (IJR)
Rating:65Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-efficient for investors.
Broad Sector Diversification
The fund is spread across multiple sectors, reducing the risk of being overly dependent on one industry.
Strong Asset Base
With significant assets under management, the ETF benefits from stability and investor confidence.
Negative Factors
Heavy U.S. Exposure
The ETF is almost entirely focused on U.S. companies, limiting global diversification.
Mixed Holding Performance
Some top holdings have shown weaker year-to-date performance, which could impact overall returns.
Small-Cap Volatility
As a small-cap fund, the ETF is more sensitive to market fluctuations, which may increase risk during downturns.
IJR vs. SPDR S&P 500 ETF (SPY)
AUM90.73B
RegionNorth America
Expense Ratio0.06%
Beta0.98
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.87%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,385,474
30 Day Avg. Volume5,199,340
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
141.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering602
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJR Summary
The iShares Core S&P Small Cap ETF (IJR) is an investment fund that focuses on small-cap companies in the U.S., tracking the S&P SmallCap 600 Index. Small-cap companies are typically smaller, growing businesses with high potential for expansion. This ETF includes a variety of industries, such as technology, financials, and healthcare, and holds companies like SanDisk Corp and Sterling Infrastructure. Investors might consider IJR for its potential growth opportunities and diversification across many sectors. However, small-cap stocks can be more volatile than larger companies, meaning their prices may rise and fall more dramatically.
How much will it cost me?The iShares Core S&P Small Cap ETF (IJR) has an expense ratio of 0.06%, which means you’ll pay $0.60 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P SmallCap 600 Index, keeping costs down.
What would affect this ETF?The iShares Core S&P Small Cap ETF (IJR) could benefit from economic growth in the U.S., as small-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and industrials. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately affect smaller companies with limited resources. Additionally, sector-specific risks, such as regulatory changes in healthcare or energy, could impact the ETF's performance.
IJR Top 10 Holdings
The iShares Core S&P Small Cap ETF (IJR) is leaning heavily into U.S. small-cap stocks, with a diverse mix of sectors like financials, industrials, and technology driving its performance. SanDisk is a standout, rising steadily thanks to strong earnings, while Hecla Mining is also gaining traction with record revenues. On the flip side, InterDigital and Armstrong World Industries are lagging, weighed down by valuation concerns and mixed technical signals. With no single sector dominating, the fund offers a broad exposure to agile, emerging companies, though some holdings are facing headwinds that could temper overall growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hecla Mining Company | 0.84% | $756.03M | $12.75B | 256.85% | 74 Outperform | |
| SPX | 0.72% | $644.15M | $10.81B | 41.73% | 77 Outperform | |
| Dycom | 0.67% | $605.57M | $10.07B | 96.40% | 80 Outperform | |
| BorgWarner | 0.64% | $578.83M | $9.52B | 33.94% | 65 Neutral | |
| InterDigital | 0.60% | $540.57M | $8.96B | 77.74% | 76 Outperform | |
| Arrowhead Pharmaceuticals | 0.60% | $537.69M | $8.78B | 190.34% | 57 Neutral | |
| Advanced Energy | 0.54% | $488.41M | $8.12B | 78.33% | 67 Neutral | |
| CareTrust REIT | 0.53% | $480.08M | $8.11B | 27.30% | 80 Outperform | |
| Armstrong World | 0.53% | $478.81M | $7.96B | 22.61% | 77 Outperform | |
| JBT Marel | 0.53% | $477.52M | $7.94B | 26.23% | 73 Outperform |
IJR Technical Analysis
Positive
―
Price Trends
118.51
Positive
116.99
Positive
110.66
Positive
Market Momentum
1.58
Negative
57.94
Neutral
45.49
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 119.63, equal to the 50-day MA of 118.51, and equal to the 200-day MA of 110.66, indicating a bullish trend. The MACD of 1.58 indicates Negative momentum. The RSI at 57.94 is Neutral, neither overbought nor oversold. The STOCH value of 45.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJR.
IJR Peer Comparison
Comparison Results
Performance Comparison
IJR
iShares Core S&P Small Cap ETF
122.24
8.88
7.83%
IWM
iShares Russell 2000 ETF
―
―
―
VB
Vanguard Small-Cap ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
―
―
―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
―
―
―
VIOO
Vanguard S&P Small-Cap 600 ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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