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XJR - ETF AI Analysis
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iShares ESG Screened S&P Small-Cap ETF (XJR)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Recent Performance
The ETF has shown solid gains over the year so far and in recent months, indicating positive recent momentum.
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the fund may experience larger price swings than funds holding bigger, more established firms.
Mixed Performance Among Top Holdings
While several top positions have performed strongly, a few have been weak, which can create uneven contributions to returns.
XJR vs. SPDR S&P 500 ETF (SPY)
AUM120.36M
RegionNorth America
Expense Ratio0.12%
Beta0.95
IssueriShares
Inception DateSep 22, 2020
Dividend Yield1.06%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,618
30 Day Avg. Volume12,487
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
52.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering536
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XJR Summary
XJR is the iShares ESG Screened S&P Small-Cap ETF, which follows the S&P SmallCap 600 Sustainability Screened Index. It invests in many smaller U.S. companies that meet certain environmental, social, and governance (ESG) standards. The fund spreads money across sectors like financials, technology, and industrials, and holds names such as TTM Technologies and Lumen Technologies. Someone might invest in XJR to seek long-term growth from small, potentially fast-growing companies while also supporting more sustainable business practices. A key risk is that small-cap stocks can be more volatile, so the price can move up and down sharply with the market.
How much will it cost me?The iShares ESG Screened S&P Small-Cap ETF (XJR) has an expense ratio of 0.12%, which means you’ll pay $1.20 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 management.
What would affect this ETF?The iShares ESG Screened S&P Small-Cap ETF (XJR) could benefit from growing interest in ESG investing and the innovative potential of small-cap companies, particularly in sectors like technology and industrials. However, it may face challenges from economic slowdowns, rising interest rates, or regulatory changes that impact small-cap firms disproportionately. Its focus on U.S. companies also makes it sensitive to domestic economic conditions and policy shifts.
XJR Top 10 Holdings
XJR’s story is all about U.S. small caps with an ESG twist, and its leaders are mostly in tech and industrial niches. SiTime, Semtech, and InterDigital have been rising, giving the fund a lift as demand for specialized chips and connectivity stays in the spotlight. Element Solutions and Zurn Water Solutions add steady, fundamentals-driven support. On the flip side, Sanmina has been mixed and Lumen Technologies is clearly lagging, acting like a small anchor on performance. Overall, sector exposure is spread across tech, industrials, and real estate rather than any single giant name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| InterDigital | 0.67% | $795.80K | $9.29B | 67.63% | 76 Outperform | |
| CareTrust REIT | 0.67% | $795.18K | $8.97B | 61.74% | 80 Outperform | |
| SiTime Corporation | 0.65% | $763.51K | $10.80B | 147.18% | 61 Neutral | |
| JBT Marel | 0.63% | $745.76K | $8.47B | 39.37% | 73 Outperform | |
| Armstrong World | 0.62% | $731.60K | $8.48B | 32.33% | 77 Outperform | |
| Element Solutions | 0.61% | $722.60K | $8.15B | 37.68% | 65 Neutral | |
| Sanmina-Sci | 0.60% | $709.63K | $8.07B | 74.19% | 79 Outperform | |
| Semtech | 0.56% | $661.66K | $8.08B | 136.76% | 69 Neutral | |
| Formfactor | 0.56% | $654.48K | $7.34B | 177.72% | 68 Neutral | |
| Zurn Water Solutions | 0.55% | $653.03K | $8.54B | 43.27% | 79 Outperform |
XJR Technical Analysis
Positive
―
Price Trends
44.73
Positive
43.35
Positive
41.73
Positive
Market Momentum
0.37
Positive
53.35
Neutral
38.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XJR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.70, equal to the 50-day MA of 44.73, and equal to the 200-day MA of 41.73, indicating a bullish trend. The MACD of 0.37 indicates Positive momentum. The RSI at 53.35 is Neutral, neither overbought nor oversold. The STOCH value of 38.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XJR.
XJR Peer Comparison
Comparison Results
Performance Comparison
XJR
iShares ESG Screened S&P Small-Cap ETF
45.81
5.94
14.90%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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―
―
GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
―
―
―
JHSC
John Hancock Multifactor Small Cap ETF
―
―
―
EES
WisdomTree U.S. SmallCap Fund
―
―
―
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity 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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