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IJS - ETF AI Analysis
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iShares S&P Small-Cap 600 Value ETF (IJS)
Rating:62Neutral
Price Target:
$111.00
Positive Factors
Low Expense Ratio
The ETF has a low expense ratio, making it a cost-effective choice compared to many other funds.
Sector Diversification
The fund is spread across multiple sectors, reducing the impact of poor performance in any single industry.
Steady Asset Growth
The ETF has a healthy level of assets under management, indicating strong investor interest and stability.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Mixed Top Holdings Performance
Some of the top holdings have lagged in performance, which could weigh on overall returns.
Small-Cap Volatility
The fund’s focus on small-cap stocks may lead to higher volatility during market downturns.
IJS vs. SPDR S&P 500 ETF (SPY)
AUM6.14B
RegionNorth America
Expense Ratio0.18%
Beta0.96
IssueriShares
Inception DateJul 24, 2000
Dividend Yield1.7%
Asset ClassEquity
Index TrackedS&P Small Cap 600 Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume184,835
30 Day Avg. Volume192,026
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
127.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering458
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJS Summary
The iShares S&P Small-Cap 600 Value ETF (IJS) is an investment fund that focuses on small U.S. companies considered undervalued by the market. It follows the S&P SmallCap 600 Value Index, which includes businesses with market caps between $600 million and $2.4 billion. Some of its holdings include SanDisk Corp and BorgWarner. Investors might consider IJS for diversification and the potential growth of smaller, agile companies. However, it’s important to know that small-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall quickly.
How much will it cost me?The iShares S&P Small-Cap 600 Value ETF (IJS) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares S&P Small-Cap 600 Value ETF (IJS) could benefit from economic growth in the U.S., as small-cap companies often thrive in expanding markets, and its focus on undervalued stocks may attract investors during periods of rising interest in value investing. However, small-cap stocks are more sensitive to economic downturns, and sectors like financials and consumer cyclical, which have significant weight in the ETF, could face challenges if interest rates rise sharply or consumer spending slows. Regulatory changes or disruptions in industries like technology and real estate could also impact the ETF's performance.
IJS Top 10 Holdings
The iShares S&P Small-Cap 600 Value ETF (IJS) leans heavily into U.S. small-cap value stocks, with a notable concentration in financials, consumer cyclical, and technology sectors. SanDisk is a bright spot, rising steadily thanks to strong earnings and moderate technical momentum, while Hecla Mining adds a glimmer of strength with record revenues and debt reduction. However, lagging names like CarMax and Marketaxess are holding the fund back, weighed down by bearish trends and valuation concerns. Overall, the ETF offers a dynamic mix of emerging opportunities and challenges within the small-cap space.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 3.86% | $244.30M | $29.35B | ― | 54 Neutral | |
| BorgWarner | 1.30% | $82.06M | $9.19B | 25.91% | 72 Outperform | |
| Qorvo | 0.96% | $60.80M | $7.55B | 17.96% | 60 Neutral | |
| Eastman Chemical | 0.95% | $60.34M | $6.79B | -43.62% | 67 Neutral | |
| Lincoln National | 0.94% | $59.52M | $7.58B | 12.99% | 70 Outperform | |
| Air Lease | 0.93% | $59.17M | $7.13B | 25.99% | 73 Outperform | |
| Hecla Mining Company | 0.89% | $56.23M | $8.97B | 142.39% | 69 Neutral | |
| Marketaxess Holdings | 0.81% | $51.54M | $6.01B | -37.88% | 73 Outperform | |
| CarMax | 0.74% | $46.80M | $5.19B | -56.70% | 58 Neutral | |
| Ralliant Corporation | 0.72% | $45.75M | $5.19B | ― | ― |
IJS Technical Analysis
Positive
―
Price Trends
110.31
Negative
107.57
Positive
102.10
Positive
Market Momentum
-0.87
Positive
45.71
Neutral
16.54
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 109.95, equal to the 50-day MA of 110.31, and equal to the 200-day MA of 102.10, indicating a neutral trend. The MACD of -0.87 indicates Positive momentum. The RSI at 45.71 is Neutral, neither overbought nor oversold. The STOCH value of 16.54 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJS.
IJS Peer Comparison
Comparison Results
Performance Comparison
IJS
iShares S&P Small-Cap 600 Value ETF
108.12
-6.84
-5.95%
DFSV
Dimensional US Small Cap Value ETF
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SLYV
SPDR S&P 600 Small Cap Value ETF
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AVSC
Avantis U.S Small Cap Equity ETF
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BSVO
EA Bridgeway Omni Small-Cap Value ETF
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VIOV
Vanguard S&P Small-Cap 600 Value 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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