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Upturn AI SWOT - About
iShares Morningstar Small-Cap ETF (JKJ)
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Upturn Advisory Summary
10/23/2025: JKJ (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 22.75% | Avg. Invested days 62 | 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 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.27 | 52 Weeks Range 46.59 - 64.66 | Updated Date 06/29/2025 |
52 Weeks Range 46.59 - 64.66 | 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, which measures the performance of the small-capitalization segment of the US equity market.
Reputation and Reliability
BlackRock is a well-established and reputable asset manager, recognized for its comprehensive ETF offerings and global presence.
Management Expertise
BlackRock's experienced management team leverages its extensive research capabilities to effectively manage and track the underlying index.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: Tracks the Morningstar Small Cap Index, using a replication strategy by investing in all or a representative sample of the index's constituent stocks.
Composition Primarily composed of small-cap stocks across various sectors within the U.S. equity market.
Market Position
Market Share: The iShares Morningstar Small-Cap ETF holds a moderate market share within the broader small-cap ETF market.
Total Net Assets (AUM): 245630643
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. JKJ offers exposure to a specific Morningstar index, which might appeal to some investors but faces stiff competition from broader, more popular small-cap ETFs like VB and IJR. Its advantage lies in its specific index tracking, which can lead to different performance characteristics compared to competitors, while a disadvantage is its smaller AUM compared to major competitors.
Financial Performance
Historical Performance: Historical performance data is not provided in numerical format, but it would typically include returns over various time periods such as 1-year, 3-year, 5-year, and 10-year.
Benchmark Comparison: The ETF's performance is typically compared to the Morningstar Small Cap Index to assess tracking efficiency.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The average trading volume reflects moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, such as GDP growth, interest rates, and inflation, as well as investor sentiment towards small-cap stocks, can influence JKJ's performance.
Growth Trajectory
Growth trends depend on the performance of the underlying small-cap index and any adjustments to the ETF's holdings or strategy.
Moat and Competitive Advantages
Competitive Edge
JKJ's competitive edge stems from tracking the Morningstar Small Cap Index, which utilizes a proprietary methodology to identify and select small-cap stocks. This unique selection process differentiates it from other small-cap ETFs that track different indices. This difference can lead to varying risk-adjusted returns, making it attractive to investors seeking exposure to a specific subset of the small-cap market. BlackRock's expertise in ETF management also contributes to its reliability.
Risk Analysis
Volatility
As a small-cap ETF, JKJ is expected to exhibit higher volatility compared to large-cap ETFs, reflecting the inherent risk associated with smaller companies.
Market Risk
Specific risks include economic downturns, industry-specific challenges, and the potential for lower liquidity in individual small-cap stocks within the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to the small-cap segment of the U.S. equity market, with a tolerance for moderate to high volatility and a long-term investment horizon.
Market Risk
JKJ is best suited for long-term investors seeking diversification and potential growth from small-cap stocks, but may not be suitable for risk-averse investors or those with short-term investment goals.
Summary
The iShares Morningstar Small-Cap ETF (JKJ) offers targeted exposure to the small-cap segment of the U.S. equity market by tracking the Morningstar Small Cap Index. It is managed by BlackRock, a reputable issuer, and has a low expense ratio of 0.07%. JKJ's performance is influenced by economic conditions and investor sentiment towards small-cap stocks. It is suitable for long-term investors with a higher risk tolerance seeking diversification, but faces competition from more prominent small-cap ETFs such as VB and IJR.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official 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. Investors should conduct their own research and consult with 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 investment seeks to track the investment results of the Morningstar® US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the 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") 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.