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Upturn AI SWOT - About
iShares Morningstar Small-Cap Value ETF (ISCV)
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Upturn Advisory Summary
08/14/2025: ISCV (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 7.46% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 50.28 - 69.09 | Updated Date 06/29/2025 |
52 Weeks Range 50.28 - 69.09 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap Value ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap Value ETF (ISCV) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics. It focuses on U.S. small-cap stocks with strong value characteristics.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for reliability and a long track record in the ETF market.
Management Expertise
BlackRock has extensive experience in managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To track the investment results of the Morningstar Small Value Index, providing exposure to small-cap U.S. equities with value characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the Morningstar Small Value Index, a benchmark of small-cap U.S. stocks that are considered to be undervalued.
Composition Primarily holds small-cap U.S. stocks identified as having strong value characteristics based on Morningstar's proprietary methodology.
Market Position
Market Share: ISCV holds a notable market share in the small-cap value ETF segment.
Total Net Assets (AUM): 910000000
Competitors
Key Competitors
- Vanguard Small-Cap Value ETF (VBR)
- Avantis U.S. Small Cap Value ETF (AVUV)
- Schwab Fundamental U.S. Small Company Index ETF (FNDA)
Competitive Landscape
The small-cap value ETF market is competitive, with several established players. ISCV benefits from BlackRock's brand recognition but faces competition from lower-cost options like VBR and potentially higher-performing active ETFs like AVUV. FNDA offers a fundamentally weighted approach which some investors may prefer.
Financial Performance
Historical Performance: Historical performance is based on past data and is not indicative of future returns.
Benchmark Comparison: The ETF's performance is compared to the Morningstar Small Value Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
ISCV exhibits a moderate average trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward value stocks influence ISCV's performance. Strong economic growth typically benefits small-cap value stocks.
Growth Trajectory
Growth trends follow value investing interest. Changes to the index composition or fund strategy could lead to different holdings over time.
Moat and Competitive Advantages
Competitive Edge
ISCV benefits from BlackRock's brand recognition and established ETF infrastructure. It provides a relatively low-cost way to access the small-cap value segment. Its reliance on the Morningstar index provides a distinct methodology compared to some competitors. This disciplined approach can be attractive to certain investors, but other funds may offer similar exposure.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and value stocks can be sensitive to economic cycles.
Market Risk
ISCV is subject to market risk, particularly related to small-cap value stocks. Economic downturns or changes in investor sentiment towards value investing can negatively impact performance.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. small-cap value stocks, diversification, and long-term capital appreciation.
Market Risk
Suitable for long-term investors seeking value exposure and diversification within a portfolio. Could be also used by active traders looking for short term value plays.
Summary
The iShares Morningstar Small-Cap Value ETF (ISCV) offers a straightforward way to invest in U.S. small-cap stocks with value characteristics. Tracking the Morningstar Small Value Index, it benefits from BlackRock's strong brand and expertise in the ETF market. While it faces competition from other small-cap value ETFs, ISCV's disciplined approach and reasonable expense ratio make it a solid choice for long-term investors. However, investors should be aware of the inherent risks associated with small-cap and value investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market share estimates are approximate.
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 Value 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 underlying index measures the performance of U.S. stocks issued by small-capitalization companies that have exhibited above-average "value" 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.