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 strong gains so far this year and in recent months, indicating solid momentum in its small-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors like financials, industrials, technology, and consumer-related areas, which helps reduce the impact if one industry struggles.
Low Expense Ratio
The fund charges a very low fee, so investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy U.S. Focus
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the fund can be more sensitive to market swings and economic slowdowns than large-cap funds.
Limited Impact of Individual Winners
Each top holding makes up only a small slice of the fund, so even strongly performing stocks have a limited effect on overall returns.
IJR vs. SPDR S&P 500 ETF (SPY)
AUM101.08B
RegionNorth America
Expense Ratio0.06%
Beta0.97
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.17%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,520,682
30 Day Avg. Volume6,635,886
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
152.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering603
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 financials, industrials, and technology. Some of its better-known holdings include Match Group and Eastman Chemical. Investors might consider IJR if they want growth potential from smaller, fast-moving businesses while still spreading their money across hundreds of stocks for diversification. However, small-company stocks can be more volatile than large, well-known firms, so the value of this ETF can go 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 is all about U.S. small caps, with a noticeable tilt toward nimble tech and industrial names rather than mega-cap giants. FormFactor, Viavi Solutions, and Semtech are among the key engines, with rising momentum as investors warm to niche chip and networking plays. Argan and Primoris add steady industrial muscle, benefiting from infrastructure and power projects. Eastman Chemical is more of a slow-and-steady contributor, while Match Group’s mixed backdrop keeps it from fully pulling its weight. Overall, leadership is broad, not dominated by a single star.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Formfactor | 0.69% | $698.71M | $11.57B | 425.95% | 68 Neutral | |
| Viavi Solutions | 0.64% | $648.74M | $10.68B | 348.06% | 71 Outperform | |
| Sanmina-Sci | 0.59% | $597.19M | $9.83B | 124.30% | 79 Outperform | |
| Semtech | 0.59% | $592.22M | $9.79B | 259.03% | 69 Neutral | |
| Primoris Services | 0.56% | $566.34M | $9.36B | 190.26% | 75 Outperform | |
| Argan | 0.55% | $553.55M | $9.16B | 341.81% | 73 Outperform | |
| Molina Healthcare | 0.54% | $546.60M | $9.10B | -44.33% | 71 Outperform | |
| Element Solutions | 0.52% | $524.88M | $9.25B | 85.00% | 65 Neutral | |
| ViaSat | 0.51% | $516.42M | $8.50B | 621.80% | 56 Neutral | |
| Match Group | 0.51% | $511.43M | $8.30B | 18.12% | 66 Neutral |
IJR Technical Analysis
Positive
―
Price Trends
128.08
Positive
126.57
Positive
121.08
Positive
Market Momentum
2.80
Negative
71.42
Negative
79.75
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 130.20, equal to the 50-day MA of 128.08, and equal to the 200-day MA of 121.08, indicating a bullish trend. The MACD of 2.80 indicates Negative momentum. The RSI at 71.42 is Negative, neither overbought nor oversold. The STOCH value of 79.75 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
136.30
37.47
37.91%
VB
Vanguard Small-Cap ETF
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―
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IWM
iShares Russell 2000 ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
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―
―
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.
DisclaimerThis 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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