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Upturn AI SWOT - About
iShares Core S&P Small-Cap ETF (IJR)
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Upturn Advisory Summary
09/16/2025: 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 17.31% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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, providing exposure to a broad range of U.S. small-cap stocks. It aims for diversified exposure within this market segment, reflecting the performance of small-sized U.S. companies.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable ETF issuer with a long track record and extensive experience in managing a wide range of ETFs.
Management Expertise
BlackRock's management team possesses deep expertise in investment management and a strong track record in managing index-tracking ETFs like IJR.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 index.
Investment Approach and Strategy
Strategy: IJR aims to replicate the performance of the S&P SmallCap 600 index through a passive investment strategy.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies included in the S&P SmallCap 600 index.
Market Position
Market Share: IJR holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 72620000000
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 several major players offering similar index-tracking products. IJR benefits from BlackRock's strong brand and distribution network. Competitors like VB often have lower expense ratios, making them attractive to cost-conscious investors. SPSM is another strong competitor, offering a cost-effective option. All have similar holdings as they are tracking the same or nearly the same index.
Financial Performance
Historical Performance: Historical financial performance data is not provided here but can be gathered from financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the S&P SmallCap 600 index, reflecting its effectiveness as a passive index tracker.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
IJR exhibits high liquidity with robust average trading volume, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IJR is typically tight, reflecting its high liquidity and reducing trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks significantly impact IJR's performance. Sector-specific trends within the small-cap universe also play a role.
Growth Trajectory
IJR's growth trajectory is tied to the overall performance of the U.S. small-cap market. Strategic shifts and changes in holdings are infrequent due to its passive tracking strategy.
Moat and Competitive Advantages
Competitive Edge
IJR benefits from BlackRock's scale, brand recognition, and extensive distribution network. Its low expense ratio and close tracking of the S&P SmallCap 600 provide a compelling value proposition for investors seeking broad small-cap exposure. The ETF's high liquidity also makes it attractive for both institutional and retail investors. Its size and track record provide stability compared to smaller or newer funds. BlackRocku2019s global presence offers further operational advantages.
Risk Analysis
Volatility
IJR's volatility is generally higher than that of large-cap ETFs, reflecting the inherent risk associated with small-cap stocks.
Market Risk
IJR is subject to market risk, particularly the risk associated with small-cap companies, which can be more sensitive to economic downturns and industry-specific challenges.
Investor Profile
Ideal Investor Profile
IJR is suitable for investors seeking broad exposure to the U.S. small-cap market and willing to accept higher volatility for potentially higher returns.
Market Risk
IJR is best suited for long-term investors seeking diversified growth and potentially willing to tolerate short-term fluctuations.
Summary
The iShares Core S&P Small-Cap ETF (IJR) offers diversified exposure to the U.S. small-cap market, tracking the S&P SmallCap 600 index. Managed by BlackRock, it boasts high liquidity and a low expense ratio, making it an attractive option for investors seeking broad small-cap exposure. While it carries higher volatility than large-cap ETFs, its potential for long-term growth makes it suitable for patient investors. IJR is an excellent choice for building a well-diversified portfolio with exposure to smaller companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance are subject to change.
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.