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iShares Morningstar Small-Cap Growth ETF (ISCG)
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Upturn Advisory Summary
11/05/2025: ISCG (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 31.7% | Avg. Invested days 78 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 38.67 - 53.96 | Updated Date 06/30/2025 |
52 Weeks Range 38.67 - 53.96 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap Growth ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap Growth ETF (ISCG) seeks to track the investment results of the Morningstar Small Growth Index, a market-cap weighted index that measures the performance of small-capitalization stocks exhibiting growth characteristics.
Reputation and Reliability
BlackRock is one of the world's largest asset managers, known for its extensive ETF offerings and solid track record.
Management Expertise
BlackRock has a large and experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
To track the investment results of the Morningstar Small Growth Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Morningstar Small Growth Index).
Composition Primarily holds small-cap US growth stocks.
Market Position
Market Share: ISCG's market share in the small-cap growth ETF sector is moderate and it is not a dominant player, having multiple competitors with significant AUM.
Total Net Assets (AUM): 578900000
Competitors
Key Competitors
- Vanguard Small-Cap Growth ETF (VBK)
- Schwab U.S. Small-Cap Growth ETF (SCHA)
- SPDR S&P 600 Small Cap Growth ETF (SLYG)
Competitive Landscape
The small-cap growth ETF market is competitive, with several ETFs offering similar exposure. ISCG competes on expense ratio, tracking error, and AUM. VBK has a higher AUM while SCHA has a similar expense ratio. ISCG benefits from BlackRock's brand and distribution network. ISCG's competitors tend to have more favorable tax implications.
Financial Performance
Historical Performance: Historical performance data should be obtained from reputable financial data providers.
Benchmark Comparison: Performance compared to the Morningstar Small Growth Index should be obtained from the fund's factsheet or prospectus.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
ISCG's average trading volume typically indicates moderate liquidity, which is adequate for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence ISCG's performance.
Growth Trajectory
ISCG's growth trajectory mirrors the performance of the underlying small-cap growth stocks, with adjustments made periodically to reflect changes in the Morningstar Small Growth Index.
Moat and Competitive Advantages
Competitive Edge
ISCG benefits from the BlackRock brand name and distribution network. It offers a cost-effective way to gain exposure to a specific segment of the market. However, ISCG does not have a unique investment strategy or superior management compared to its competitors. Its competitiveness primarily hinges on tracking the index accurately and keeping expenses low.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making ISCG relatively volatile.
Market Risk
ISCG is subject to market risk, particularly the risk of investing in small-cap stocks, which can be more sensitive to economic downturns and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation and is comfortable with the higher volatility associated with small-cap stocks.
Market Risk
Suitable for long-term investors seeking growth and willing to tolerate higher risk than broad-market ETFs. Not ideal for risk-averse investors.
Summary
ISCG offers exposure to small-cap growth stocks within the Morningstar index. BlackRock's reputation and low expense ratio are key benefits, although competitors exist. ISCG's price is sensitive to changes in the small-cap sector of the equity market. It is suitable for investors seeking growth but also willing to accept higher volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
Data and analysis provided for informational purposes only and should not be considered investment advice. Market share and performance data may vary and is subject to change. Consult with a qualified 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 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund 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 index measures the performance of U.S. stocks issued by small-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s proprietary index methodology.
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.