Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Morningstar Small-Cap ETF (JKJ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/13/2025: 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 17.8% | 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 08/13/2025 |
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 represents the performance of small-capitalization U.S. equity securities. It focuses on a broad range of small-cap stocks across various sectors, aiming for diversified exposure.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its wide range of investment products and generally reliable performance.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in investment management, providing skilled oversight for the ETF's operations.
Investment Objective
Goal
To track the investment results of the Morningstar Small Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Morningstar Small Cap Index.
Composition The ETF holds a diversified portfolio of small-cap stocks across different sectors of the U.S. economy.
Market Position
Market Share: JKJ has a moderate market share within the small-cap ETF segment.
Total Net Assets (AUM): 156100000
Competitors
Key Competitors
- Vanguard Small-Cap ETF (VB)
- iShares Core S&P Small-Cap ETF (IJR)
- Schwab US Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is highly competitive, with several major players. JKJ distinguishes itself by tracking the Morningstar Small Cap Index, offering exposure to a distinct segment of the market. Compared to VB and IJR which track different indices with higher AUM, JKJ may have lower liquidity.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers to give an accurate analysis. Returns will vary based on market conditions.
Benchmark Comparison: Benchmark comparison needs to be obtained from financial data providers to give an accurate analysis. Expected to closely track the Morningstar Small Cap Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume is moderately active, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks significantly impact JKJ's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the overall performance of the small-cap market and any changes in the index composition.
Moat and Competitive Advantages
Competitive Edge
JKJ's competitive advantage lies in its tracking of the Morningstar Small Cap Index, which employs a unique methodology to select and weight small-cap stocks. This may offer investors a distinct exposure profile compared to more broadly based small-cap indices. The ETF benefits from the iShares brand and BlackRock's investment expertise. However, the index's specific screening criteria may lead to varying performance compared to competitors and might appeal to certain investors seeking this particular flavor of small-cap exposure.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so JKJ is expected to exhibit higher volatility.
Market Risk
Market risk is present due to fluctuations in the overall stock market, particularly affecting the value of the underlying small-cap holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to the U.S. small-cap market with a moderate to high risk tolerance.
Market Risk
JKJ is suitable for long-term investors and passive index followers seeking to participate in the growth potential of small-cap companies.
Summary
The iShares Morningstar Small-Cap ETF (JKJ) offers investors exposure to a broad basket of small-cap stocks through its tracking of the Morningstar Small Cap Index. It is managed by BlackRock's iShares, a well-known ETF provider. Given its focus on small-cap companies, the ETF can exhibit higher volatility. Its suitability is geared towards long-term investors seeking diversified small-cap exposure within their portfolios. The ETF competes within a competitive space and its unique value proposition hinges on the unique index it is tracking.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is an estimate and may vary.
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.