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SMLF - ETF AI Analysis

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SMLF

iShares MSCI USA Small-Cap Multifactor ETF (SMLF)

Rating:67Neutral
Price Target:
SMLF, the iShares MSCI USA Small-Cap Multifactor ETF, has a solid overall rating driven mainly by strong financial performance and growth prospects across many of its top holdings. Standout contributors like Mueller Industries (MLI) and United Therapeutics (UTHR) benefit from robust earnings, positive momentum, and strategic initiatives that support future growth, while other key names such as Interactive Brokers (IBKR) and Williams-Sonoma (WSM) also add strength despite some bearish technical signals and valuation concerns. The main risk factor is that several top holdings show signs of potential overvaluation or short-term technical weakness, which could increase volatility for this small-cap focused fund.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Many of the top 10 stocks, such as EMCOR Group, Jabil, and nVent Electric, have delivered strong year-to-date returns that support the fund’s overall results.
Low Expense Ratio
The fund’s relatively low fee helps investors keep more of the returns generated by its small-cap multifactor strategy.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very limited international diversification and is highly tied to the U.S. market.
Sector Tilts Toward Industrials and Technology
Large weights in industrials and technology mean the fund could be more affected if these sectors experience a downturn.
Small-Cap Volatility Risk
Because it focuses on small-cap stocks, the ETF may experience larger price swings and sharper drops during market stress than funds holding bigger, more established companies.

SMLF vs. SPDR S&P 500 ETF (SPY)

SMLF Summary

The iShares MSCI USA Small-Cap Multifactor ETF (SMLF) tracks the STOXX US Small Cap Equity Factor Index and focuses on smaller U.S. companies across many industries, including industrials, technology, and health care. It holds well-known names like Jabil and Williams-Sonoma. Investors might consider SMLF if they want growth potential from small companies and broad diversification instead of betting on just a few stocks. However, because it invests in small-cap stocks, the share price can be more volatile and can go up and down sharply with changes in the market and the economy.
How much will it cost me?The expense ratio for the iShares MSCI USA Small-Cap Multifactor ETF (SMLF) is 0.15%, which means you’ll pay $1.50 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 SMLF ETF, focused on U.S. small-cap stocks, could benefit from economic growth and innovation in sectors like technology and industrials, which are heavily represented in its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which tend to impact smaller companies more significantly due to their higher reliance on borrowing and market volatility. Regulatory changes or sector-specific disruptions in industries like financials or consumer cyclical could also influence its performance.

SMLF Top 10 Holdings

SMLF’s story is all about U.S. small caps, with a clear tilt toward industrial and tech-driven names. EMCOR Group, Flex, and Sterling Infrastructure are doing the heavy lifting, with rising share prices that give the fund a solid backbone in construction, manufacturing, and electronics. Jabil and nVent Electric are also climbing, adding more momentum from the tech and industrial side. On the softer side, Williams-Sonoma looks more mixed, occasionally losing steam and keeping consumer exposure from fully joining the rally.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
EMCOR Group1.30%$47.08M$38.74B115.82%
73
Outperform
Jabil0.89%$32.04M$36.04B132.83%
73
Outperform
nVent Electric0.84%$30.39M$22.99B159.73%
76
Outperform
Interactive Brokers0.75%$27.16M$34.14B83.27%
75
Outperform
Mueller Industries0.70%$25.47M$15.04B87.40%
78
Outperform
Flex0.68%$24.75M$33.61B156.71%
74
Outperform
Tapestry0.67%$24.11M$29.54B111.48%
69
Neutral
Sterling Infrastructure0.67%$24.05M$15.25B237.96%
71
Outperform
Rambus0.58%$21.03M$17.13B170.60%
78
Outperform
Williams-Sonoma0.52%$18.91M$22.68B25.90%
75
Outperform

SMLF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
77.89
Positive
100DMA
77.54
Positive
200DMA
74.86
Positive
Market Momentum
MACD
1.63
Negative
RSI
66.26
Neutral
STOCH
57.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMLF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 79.44, equal to the 50-day MA of 77.89, and equal to the 200-day MA of 74.86, indicating a bullish trend. The MACD of 1.63 indicates Negative momentum. The RSI at 66.26 is Neutral, neither overbought nor oversold. The STOCH value of 57.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SMLF.

SMLF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.61B0.15%
67
Neutral
$4.75B0.28%
65
Neutral
$3.73B0.07%
66
Neutral
$3.41B0.59%
68
Neutral
$2.67B0.36%
68
Neutral
$2.30B0.17%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
81.27
20.62
34.00%
FESM
Fidelity Enhanced Small Cap ETF
VIOO
Vanguard S&P Small-Cap 600 ETF
CALF
Pacer US Small Cap Cash Cows 100 ETF
XSMO
Invesco S&P SmallCap Momentum ETF
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
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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