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XJR - ETF AI Analysis
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iShares ESG Screened S&P Small-Cap ETF (XJR)
Rating:66Neutral
Price Target:
$44.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Sterling Infrastructure and InterDigital, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Broad Sector Diversification
The ETF is spread across 11 sectors, reducing the risk of being overly dependent on any single industry.
Negative Factors
High Geographic Concentration
With nearly all of its exposure in U.S. companies, the ETF lacks international diversification and is sensitive to domestic market conditions.
Mixed Performance in Top Holdings
Some top holdings, such as MARA Holdings and CareTrust REIT, have shown weaker year-to-date performance, which could drag down overall returns.
Small-Cap Volatility
As a small-cap ETF, it may be more sensitive to market fluctuations and economic uncertainty compared to large-cap funds.
XJR vs. SPDR S&P 500 ETF (SPY)
AUM99.53M
RegionNorth America
Expense Ratio0.12%
Beta0.96
IssueriShares
Inception DateSep 22, 2020
Dividend Yield1.73%
Asset ClassEquity
Index TrackedS&P SmallCap 600 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,613
30 Day Avg. Volume5,155
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
49.35Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering542
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XJR Summary
The iShares ESG Screened S&P Small-Cap ETF (XJR) is an investment fund that focuses on small companies in the U.S. that meet strict environmental, social, and governance (ESG) standards. It follows the S&P SmallCap 600 Sustainability Screened Index, which includes businesses like Sterling Infrastructure and InterDigital. This ETF is a great choice for investors who want to support sustainable practices while benefiting from the potential growth of smaller, innovative companies. However, since it focuses on small-cap stocks, its value can be more volatile compared to funds that invest in larger, more established companies.
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
The iShares ESG Screened S&P Small-Cap ETF (XJR) leans heavily into industrials, financials, and technology, with a clear focus on U.S.-based small-cap companies. Recent standouts include Dycom and Sanmina-Sci, both riding strong financial performance and strategic growth momentum, giving the fund a boost. However, laggards like Armstrong World and InterDigital, facing valuation concerns and mixed technical signals, have been holding back gains. The fund’s ESG focus adds a layer of sustainability appeal, but its reliance on a few rising stars and sector concentration means performance could swing with market sentiment in these areas.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SPX | 0.82% | $840.58K | $10.19B | 16.23% | 75 Outperform | |
| Dycom | 0.77% | $785.86K | $9.45B | 81.08% | 79 Outperform | |
| BorgWarner | 0.75% | $772.42K | $9.19B | 25.91% | 72 Outperform | |
| InterDigital | 0.68% | $702.44K | $8.43B | 72.33% | 76 Outperform | |
| CareTrust REIT | 0.65% | $671.79K | $8.20B | 21.12% | 79 Outperform | |
| Armstrong World | 0.64% | $658.48K | $7.89B | 14.98% | 73 Outperform | |
| Sanmina-Sci | 0.63% | $651.27K | $8.01B | 84.96% | 78 Outperform | |
| Advanced Energy | 0.60% | $613.28K | $7.40B | 70.15% | 67 Neutral | |
| Corcept Therapeutics | 0.59% | $602.24K | $8.13B | 34.32% | 72 Outperform | |
| JBT Marel | 0.58% | $600.07K | $7.22B | 15.15% | 67 Neutral |
XJR Technical Analysis
Positive
―
Price Trends
42.09
Negative
41.59
Negative
39.73
Positive
Market Momentum
-0.48
Positive
46.00
Neutral
18.06
Positive
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 41.56, equal to the 50-day MA of 42.09, and equal to the 200-day MA of 39.73, indicating a neutral trend. The MACD of -0.48 indicates Positive momentum. The RSI at 46.00 is Neutral, neither overbought nor oversold. The STOCH value of 18.06 is Positive, 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
41.09
-3.52
-7.89%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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FYX
First Trust Small Cap Core AlphaDEX Fund
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DWAS
Invesco DWA SmallCap Momentum ETF
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GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
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SMDV
ProShares Russell 2000 Dividend Growers 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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