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Upturn AI SWOT - About
iShares Morningstar Small-Cap ETF (ISCB)
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Upturn Advisory Summary
10/24/2025: ISCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 27.26% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 46.43 - 64.01 | Updated Date 06/29/2025 |
52 Weeks Range 46.43 - 64.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap ETF (JKJ) seeks to track the investment results of the Morningstar Small Cap Index, providing exposure to a broad range of small-capitalization U.S. equities. It aims for diversified exposure across various sectors within the small-cap market segment.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in investment management, including specialized teams dedicated to ETF management.
Investment Objective
Goal
To track the investment results of the Morningstar Small Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the Morningstar Small Cap Index in proportion to their weighting in the index.
Composition The ETF primarily holds a diversified portfolio of small-cap U.S. stocks across a broad range of sectors.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 379400000
Competitors
Key Competitors
- Vanguard Small-Cap ETF (VB)
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab U.S. Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is competitive with several large players. JKJ offers a specific index-tracking approach, while competitors may track different small-cap indices. A potential advantage of JKJ is its focus on the Morningstar Small Cap Index. A disadvantage might be lower AUM and potentially lower liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data not directly provided but can be accessed through financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar Small Cap Index to assess tracking effectiveness. Data not directly provided.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume indicates the ease with which shares can be bought and sold.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading the ETF, with a narrower spread indicating greater liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap stocks influence JKJ's performance.
Growth Trajectory
Growth depends on the overall performance of small-cap stocks and the ETF's ability to accurately track its index, with occasional adjustments to holdings as the index changes.
Moat and Competitive Advantages
Competitive Edge
JKJ's competitive advantage stems from its use of the Morningstar Small Cap Index, which might have unique characteristics in its selection and weighting criteria. This index could potentially capture different aspects of the small-cap market compared to other indices. However, JKJ does not appear to have a large moat in comparison to similar funds that focus on small caps, as a wide variety of funds track similar indices in the small-cap market. iShares, however, benefits from its established reputation and brand recognition.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so JKJ is expected to exhibit higher volatility.
Market Risk
JKJ is subject to market risk, specifically the risk of declines in the value of small-cap stocks due to economic downturns, industry-specific challenges, or other market factors.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the small-cap segment of the U.S. equity market for diversification or growth potential are ideal investors.
Market Risk
JKJ is suitable for long-term investors who are comfortable with the higher volatility associated with small-cap stocks.
Summary
The iShares Morningstar Small-Cap ETF (JKJ) offers diversified exposure to small-cap U.S. equities by tracking the Morningstar Small Cap Index. It is managed by BlackRock, a reputable ETF provider. While offering a relatively low expense ratio, it faces competition from other small-cap ETFs. The fund is suitable for long-term investors seeking growth potential within the small-cap market and can tolerate higher volatility. AUM is relatively low which can affect liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- BlackRock
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Market share data may not be readily available. Consult 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 Morningstar Small-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited both "growth" and "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider").
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