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IJS - ETF AI Analysis
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iShares S&P Small-Cap 600 Value ETF (IJS)
Rating:64Neutral
Price Target:―
Positive Factors
Broad Small-Cap Value Exposure
The fund holds a wide mix of U.S. small-cap value stocks, spreading risk across many companies rather than relying on just a few.
Generally Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Low Expense Ratio
The fund’s expense ratio is relatively low for an actively traded ETF, helping investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Sector Tilts Toward Financials and Consumer Cyclical
Large weights in financial and consumer cyclical sectors mean the fund can be more sensitive to interest rate changes and economic slowdowns.
Some Weak Top Holdings
At least one of the largest positions has shown weak performance year-to-date, which can drag on overall fund returns if it continues.
IJS vs. SPDR S&P 500 ETF (SPY)
AUM7.73B
RegionNorth America
Expense Ratio0.18%
Beta0.96
IssueriShares
Inception DateJul 24, 2000
Dividend Yield1.47%
Asset ClassEquity
Index TrackedS&P Small Cap 600 Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume179,421
30 Day Avg. Volume293,529
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
140.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering459
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJS Summary
The iShares S&P Small-Cap 600 Value ETF (IJS) follows the S&P SmallCap 600 Value Index, focusing on smaller U.S. companies that appear undervalued based on their stock prices. It holds a wide mix of businesses across many sectors, including names like CarMax and Eastman Chemical. Someone might invest in IJS to seek long-term growth from smaller, more agile companies while also diversifying beyond large, well-known stocks. A key risk is that small-cap value stocks can be more volatile and may fall more than the overall market during downturns.
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
IJS is leaning into classic U.S. small-cap value, with a broad mix but a noticeable tilt toward cyclical names. CarMax has been a standout driver lately, with the stock rising as investors warm to its turnaround story, while homebuilder Meritage and industrial player Amentum are also adding fuel with strong recent momentum. Chemical names like Eastman Chemical and Celanese are contributing steadily, if more quietly. On the flip side, Lincoln National is losing steam and acting as a mild drag. Overall, performance is driven by U.S.-focused, economically sensitive sectors rather than a few mega-stars.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eastman Chemical | 1.12% | $86.40M | $9.16B | -22.41% | 72 Outperform | |
| LKQ | 1.08% | $83.30M | $8.50B | -19.71% | 68 Neutral | |
| Mohawk | 0.84% | $64.61M | $8.10B | 8.61% | 67 Neutral | |
| CarMax | 0.82% | $63.56M | $6.47B | -47.92% | 61 Neutral | |
| Lincoln National | 0.77% | $59.71M | $7.95B | 3.43% | 71 Outperform | |
| Celanese | 0.76% | $58.39M | $6.01B | 4.39% | 57 Neutral | |
| Solstice Advanced Materials, Inc. | 0.73% | $56.39M | $12.84B | ― | 67 Neutral | |
| Enphase Energy | 0.73% | $56.22M | $6.04B | -33.13% | 61 Neutral | |
| Atlantic Union Bankshares | 0.72% | $55.23M | $5.70B | 8.60% | 79 Outperform | |
| Meritage | 0.69% | $53.19M | $5.28B | 4.88% | 69 Neutral |
IJS Technical Analysis
Positive
―
Price Trends
119.78
Positive
115.03
Positive
108.25
Positive
Market Momentum
1.65
Positive
59.01
Neutral
51.17
Neutral
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 123.66, equal to the 50-day MA of 119.78, and equal to the 200-day MA of 108.25, indicating a bullish trend. The MACD of 1.65 indicates Positive momentum. The RSI at 59.01 is Neutral, neither overbought nor oversold. The STOCH value of 51.17 is Neutral, 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
125.17
21.02
20.18%
DFSV
Dimensional US Small Cap Value ETF
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―
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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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―
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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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