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Upturn AI SWOT - About
iShares Morningstar Small-Cap ETF (ISCB)
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Upturn Advisory Summary
08/14/2025: 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 19.49% | Avg. Invested days 54 | 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 08/14/2025 |
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. stocks.
Reputation and Reliability
iShares is a well-established ETF issuer with a strong reputation for reliability and a wide range of investment products.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in asset management.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstar Small Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the Morningstar Small Cap Index.
Composition The ETF primarily holds a diversified portfolio of small-cap U.S. stocks.
Market Position
Market Share: JKJ's market share within the small-cap ETF segment is moderate but significant.
Total Net Assets (AUM): 1692000000
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 highly competitive, with several large players offering similar exposure. JKJ's advantage lies in its unique Morningstar index methodology, but it faces strong competition from larger, lower-cost funds. VB and IJR are larger and more liquid. SCHA is lower in cost.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers. Performance varies based on market conditions.
Benchmark Comparison: The ETF's performance is typically compared to the Morningstar Small Cap Index to assess tracking efficiency.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume of JKJ is moderate, offering sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for JKJ is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Small-cap stocks are influenced by economic growth, interest rates, and investor sentiment towards risk.
Growth Trajectory
JKJ's growth is tied to the performance of the small-cap market and its ability to attract investment flows.
Moat and Competitive Advantages
Competitive Edge
JKJ's competitive advantage lies in its use of the Morningstar Small Cap Index, which uses a different methodology than more popular indices. It is very diversified and offers exposure to over 1600 companies. iShares is a very reputable issuer which can provide confidence to some investors. JKJ has a low expense ratio.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, leading to higher potential fluctuations in JKJ's price.
Market Risk
JKJ is subject to market risk, as its performance is tied to the overall performance of the small-cap market.
Investor Profile
Ideal Investor Profile
The ideal investor for JKJ is someone seeking diversified exposure to the small-cap market as part of a broader portfolio.
Market Risk
JKJ is suitable for long-term investors seeking growth potential and willing to accept higher volatility.
Summary
The iShares Morningstar Small-Cap ETF (JKJ) offers exposure to a broad range of U.S. small-cap stocks. It tracks the Morningstar Small Cap Index and provides diversification at a low cost. JKJ is suitable for investors seeking long-term growth, but investors should be aware of the fund's inherent volatility. Although the fund is broadly diversified, it has to compete with other well-established ETFs in the same investment scope.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and investment strategies 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 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").
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.