Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Core S&P Small-Cap ETF (IJR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/29/2025: 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 11.31% | Avg. Invested days 66 | 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 07/29/2025 |
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 a broad market index composed of small-capitalization U.S. equities. Its primary focus is on the U.S. small-cap market, providing broad exposure to this segment with a diversified asset allocation using a replication strategy.
Reputation and Reliability
BlackRock, the issuer, is one of the largest and most reputable asset managers globally, with a strong track record in providing reliable ETF products.
Management Expertise
BlackRock possesses extensive management expertise, with experienced portfolio managers and a robust investment process.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Index, providing exposure to the U.S. small-cap equity market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the S&P SmallCap 600 Index.
Composition The ETF primarily holds stocks of U.S. small-cap companies across various sectors.
Market Position
Market Share: IJR holds a significant market share within the small-cap ETF segment.
Total Net Assets (AUM): 74670000000
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 being a major player. IJR's competitive edge lies in its low expense ratio and strong brand recognition, while competitors may offer slightly different tracking methodologies or sector weightings. VB offers similar exposure at a slightly lower cost sometimes. SCHA aims to be a lower cost option as well.
Financial Performance
Historical Performance: The ETF's historical performance closely mirrors the performance of the S&P SmallCap 600 Index.
Benchmark Comparison: The ETF is designed to closely track the S&P SmallCap 600 Index, with minimal tracking error.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
IJR exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
IJR typically has a narrow bid-ask spread, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks significantly impact IJR's performance.
Growth Trajectory
IJR's growth trajectory is tied to the performance of the U.S. small-cap market, which can be influenced by economic cycles and sector-specific trends. There have been no significant changes to strategy and holdings, maintaining its core approach to tracking the S&P SmallCap 600.
Moat and Competitive Advantages
Competitive Edge
IJR's competitive advantages include its low expense ratio, high liquidity, and the strong brand recognition of iShares. It offers broad exposure to the U.S. small-cap market, making it an attractive option for investors seeking diversified small-cap exposure. Its replication strategy provides investors a high degree of confidence that it will closely track its index. Its size allows IJR to be more liquid and have tighter bid-ask spreads than smaller competitors.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so IJR's volatility is expected to be higher than broad market ETFs.
Market Risk
IJR is subject to market risk, including fluctuations in the overall stock market and economic downturns, which can negatively impact the value of its holdings.
Investor Profile
Ideal Investor Profile
IJR is suitable for investors seeking diversified exposure to U.S. small-cap stocks, particularly those looking for long-term growth potential.
Market Risk
IJR is suitable for long-term investors who are comfortable with moderate to high levels of volatility.
Summary
The iShares Core S&P Small-Cap ETF (IJR) offers broad exposure to the U.S. small-cap market with a low expense ratio and high liquidity. It aims to replicate the performance of the S&P SmallCap 600 Index, making it a suitable option for investors seeking diversified small-cap exposure. While small-cap stocks are generally more volatile, IJR provides a cost-effective and efficient way to access this market segment. Its strong liquidity and reputable issuer further enhance its appeal for long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market conditions can change rapidly.
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.