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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 an overall rating that reflects a generally solid mix of small-cap companies with healthy business performance but some valuation and momentum concerns. Strong contributors like Interactive Brokers, nVent Electric, Credo Technology Group, and Williams-Sonoma support the fund’s quality through robust financial results, growth, and positive earnings commentary. However, several holdings, including Astera Labs, Natera, and Tapestry, face issues such as high valuations, profitability challenges, leverage, or mixed technical signals, and a common risk across many top positions is that they appear expensive and sometimes show bearish momentum, which can add volatility.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent results for investors.
Healthy Top Holdings Performance
Most of the largest positions, including Flex, Astera Labs, nVent Electric, and Interactive Brokers, have shown strong performance, helping support the fund’s overall returns.
Broad Sector Diversification
Holdings spread across many sectors such as industrials, technology, health care, financials, and consumer cyclical reduce the impact of weakness in any single industry.
Negative Factors
Short-Term Performance Softness
The ETF’s one-month performance has been slightly negative, suggesting some recent short-term weakness.
Heavy U.S. Market Dependence
With almost all assets in U.S. companies and very limited exposure to other countries, the fund is highly sensitive to the U.S. market’s ups and downs.
Small-Cap Volatility Risk
Because the ETF focuses on small-cap stocks, investors should expect more price swings and risk compared with funds that hold larger, more established companies.

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

SMLF Summary

The iShares MSCI USA Small-Cap Multifactor ETF (SMLF) is a fund that invests in many smaller U.S. companies, following the STOXX US Small Cap Equity Factor Index. It spreads money across industries like industrials, technology, and health care, and holds names such as Interactive Brokers and Williams-Sonoma. Investors might consider SMLF if they want growth potential and diversification from owning a wide mix of small U.S. companies instead of just large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can rise and fall more sharply than the overall market.
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 industrials and tech names that are doing much of the heavy lifting. Flex, Astera Labs, and Credo Technology are rising standouts, giving the fund a boost as demand for electronics and data infrastructure stays hot. On the industrial side, EMCOR Group and nVent Electric are steady workhorses, even if some technical signals look a bit tired. Consumer names like Tapestry and Williams-Sonoma are holding their own, but they’re more supporting cast than lead actors in this lineup.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
EMCOR Group0.92%$37.36M$33.56B32.87%
73
Outperform
Flex0.88%$35.93M$46.53B157.58%
74
Outperform
Interactive Brokers0.87%$35.56M$41.65B41.82%
75
Outperform
nVent Electric0.83%$33.91M$25.63B105.97%
76
Outperform
Jabil0.77%$31.41M$33.35B47.45%
73
Outperform
Astera Labs, Inc.0.74%$30.11M$56.72B168.71%
68
Neutral
Natera0.61%$25.03M$37.84B87.64%
73
Outperform
Tapestry0.61%$24.67M$29.04B28.31%
69
Neutral
Credo Technology Group Holding Ltd0.58%$23.82M$42.57B133.76%
77
Outperform
Williams-Sonoma0.58%$23.67M$26.18B21.08%
75
Outperform

SMLF Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
85.91
Positive
100DMA
82.22
Positive
200DMA
78.97
Positive
Market Momentum
MACD
>-0.01
Positive
RSI
45.47
Neutral
STOCH
24.64
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SMLF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 87.32, equal to the 50-day MA of 85.91, and equal to the 200-day MA of 78.97, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 45.47 is Neutral, neither overbought nor oversold. The STOCH value of 24.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SMLF.

SMLF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.08B0.15%
67
Neutral
$9.27B0.25%
67
Neutral
$6.01B0.28%
64
Neutral
$4.28B0.07%
66
Neutral
$3.56B0.59%
68
Neutral
$3.07B0.36%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
85.92
16.26
23.34%
FNDA
Schwab Fundamental US Small Co. Index ETF
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
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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