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IJR - ETF AI Analysis
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iShares Core S&P Small Cap ETF (IJR)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum in its small-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to industrials, financials, technology, consumer cyclical, and health care, which helps reduce reliance on any single industry.
Very Low Expense Ratio
The fund charges a low fee compared with many ETFs, so investors keep more of the returns generated by the portfolio.
Negative Factors
Single-Country Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap stocks, it can be more sensitive to market swings and economic slowdowns than large-cap funds.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, at least one key holding has been weak year-to-date, which can drag on overall results if that weakness continues.
IJR vs. SPDR S&P 500 ETF (SPY)
AUM94.15B
RegionNorth America
Expense Ratio0.06%
Beta0.97
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.35%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,725,022
30 Day Avg. Volume5,617,163
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
146.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering602
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJR Summary
IJR is the iShares Core S&P Small Cap ETF, which follows the S&P SmallCap 600 Index. It invests in many smaller U.S. companies across different industries like industrials, financials, and technology. Some of its holdings include TTM Technologies and Arrowhead Pharmaceuticals. Investors might consider IJR if they want growth potential from smaller, more agile businesses while still spreading their money across hundreds of stocks for diversification. A key risk is that small-company stocks can be more volatile than large-company stocks, so the price of this ETF can move up and down more sharply with the market.
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
IJR’s story right now is all about U.S. small caps with a tilt toward industrials and tech. On the tech side, names like TTM Technologies, Advanced Energy, and Solstice Advanced Materials are doing the heavy lifting, with rising share prices and upbeat earnings helping power the fund. Industrial player Sanmina and aerospace-focused Moog are also pulling their weight, adding steady momentum. On the flip side, Arrowhead Pharmaceuticals and SiTime look more mixed, occasionally losing steam and keeping overall performance from really taking off.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Solstice Advanced Materials, Inc. | 0.63% | $596.22M | $9.76B | ― | 67 Neutral | |
| Advanced Energy | 0.63% | $591.55M | $9.93B | 132.24% | 67 Neutral | |
| TTM Technologies | 0.62% | $586.90M | $9.78B | 296.94% | 77 Outperform | |
| Sanmina-Sci | 0.62% | $580.00M | $9.96B | 132.50% | 79 Outperform | |
| Arrowhead Pharmaceuticals | 0.59% | $554.14M | $9.08B | 229.98% | 57 Neutral | |
| LKQ | 0.55% | $520.76M | $8.64B | -13.19% | 68 Neutral | |
| InterDigital | 0.54% | $508.64M | $8.50B | 85.93% | 76 Outperform | |
| Moog | 0.53% | $495.42M | $9.70B | 63.03% | 73 Outperform | |
| CareTrust REIT | 0.52% | $491.88M | $8.27B | 33.34% | 80 Outperform | |
| Armstrong World | 0.51% | $482.81M | $8.08B | 25.70% | 77 Outperform |
IJR Technical Analysis
Positive
―
Price Trends
122.15
Positive
120.09
Positive
113.55
Positive
Market Momentum
1.96
Negative
59.51
Neutral
54.76
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 125.68, equal to the 50-day MA of 122.15, and equal to the 200-day MA of 113.55, indicating a bullish trend. The MACD of 1.96 indicates Negative momentum. The RSI at 59.51 is Neutral, neither overbought nor oversold. The STOCH value of 54.76 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
128.14
11.59
9.94%
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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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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