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Upturn AI SWOT - About
iShares Core S&P Small-Cap ETF (IJR)
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Upturn Advisory Summary
10/31/2025: IJR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 17.14% | Avg. Invested days 80 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 88.89 - 126.57 | Updated Date 06/29/2025 |
52 Weeks Range 88.89 - 126.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core S&P Small-Cap ETF
ETF Overview
Overview
The iShares Core S&P Small-Cap ETF (IJR) seeks to track the investment results of the S&P SmallCap 600 index, which represents small-cap U.S. equities. It provides broad exposure to the small-cap segment of the U.S. equity market and uses a replication strategy to hold all, or substantially all, of the component securities of the index.
Reputation and Reliability
BlackRock is a global leader in investment management, known for its extensive range of ETFs and strong reputation for reliable products.
Management Expertise
BlackRock has a highly experienced team managing its ETF lineup, with expertise in index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the component securities of the S&P SmallCap 600 index.
Composition The ETF primarily holds stocks of small-cap U.S. companies across various sectors.
Market Position
Market Share: IJR holds a significant market share in the small-cap ETF category.
Total Net Assets (AUM): 74780000000
Competitors
Key Competitors
- Vanguard Small-Cap ETF (VB)
- Schwab U.S. Small-Cap ETF (SCHA)
- SPDR Portfolio S&P 600 Small Cap ETF (SPSM)
Competitive Landscape
The small-cap ETF market is competitive, with IJR holding a strong position. IJR benefits from BlackRock's brand recognition and trading volume. Its expense ratio is slightly higher than some competitors like SCHA and VB, which could be a disadvantage. However, its trading volume offers good liquidity.
Financial Performance
Historical Performance: Historical performance data is available from various financial data providers (e.g., Yahoo Finance, Google Finance, BlackRock website) and generally tracks the S&P SmallCap 600 index. Specific performance figures would be needed here.
Benchmark Comparison: The ETF's performance closely tracks the S&P SmallCap 600 index, indicating effective tracking.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
IJR exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment toward small-cap companies influence IJR's performance. Strong economic conditions typically favor small-cap stocks.
Growth Trajectory
IJR's growth is tied to the performance of the underlying small-cap market, with changes reflecting shifts in the composition and valuation of the S&P SmallCap 600 index.
Moat and Competitive Advantages
Competitive Edge
IJR's advantages stem from its strong brand recognition through BlackRock, its deep liquidity, and its efficient tracking of the S&P SmallCap 600 index. Its replication strategy ensures close alignment with the index, providing investors with reliable exposure to the small-cap market. The large AUM contributes to its liquidity, making it easier to trade in and out of the fund. While its expense ratio isn't the lowest, the benefits of liquidity and brand recognition provide a competitive edge.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and IJR's volatility reflects this characteristic.
Market Risk
IJR is subject to market risk, including economic downturns and industry-specific challenges that can affect the performance of small-cap companies.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. small-cap market, particularly those who want to diversify their portfolio or gain exposure to higher-growth potential companies.
Market Risk
IJR is suitable for long-term investors and passive index followers seeking exposure to the small-cap segment of the U.S. equity market.
Summary
The iShares Core S&P Small-Cap ETF (IJR) provides investors with diversified access to the U.S. small-cap market, closely tracking the S&P SmallCap 600 index. Backed by BlackRock, it offers high liquidity and a low expense ratio for its category. While small-cap stocks are inherently more volatile, IJR offers a convenient and efficient way to gain exposure to this segment of the market. It's suitable for long-term investors seeking broad market exposure and potential growth from smaller companies.
Similar ETFs
Sources and Disclaimers
Data Sources:
- BlackRock website
- Yahoo Finance
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core S&P Small-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.