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Upturn AI SWOT - About
iShares Morningstar Small-Cap Value ETF (JKL)
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Upturn Advisory Summary
08/13/2025: JKL (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 7.71% | 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 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.45 | 52 Weeks Range 50.53 - 69.44 | Updated Date 06/29/2025 |
52 Weeks Range 50.53 - 69.44 | 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 provides exposure to smaller, potentially undervalued companies.
Reputation and Reliability
iShares, a brand of BlackRock, is a well-established and reputable issuer of ETFs with a long track record of providing reliable investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of portfolio managers and analysts dedicated to ETF product development and management.
Investment Objective
Goal
To track the investment results of the Morningstar Small Value Index, composed of small-capitalization U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Morningstar Small Value Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks that are considered to be undervalued based on Morningstar's proprietary valuation methodology.
Market Position
Market Share: ISCV's market share within the small-cap value ETF category is notable but not dominant, with several other prominent ETFs competing for investor assets.
Total Net Assets (AUM): 733600000
Competitors
Key Competitors
- VBR
- AVUV
- IJS
- DFSV
Competitive Landscape
The small-cap value ETF market is competitive. ISCV benefits from iShares' brand recognition and low expense ratio compared to some actively managed competitors like AVUV, but faces strong competition from established players like VBR with high AUM. IJS offers a similar index-tracking approach at a slightly higher expense ratio, while DFSV utilizes a multifactor strategy. Overall, ISCV's competitive edge lies in its combination of a reputable issuer, a well-defined index, and a reasonable expense ratio.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources and may vary depending on the time period analyzed.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar Small Value Index to assess its tracking efficiency.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
ISCV's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
ISCV's performance is influenced by factors such as interest rates, economic growth, and investor sentiment towards small-cap and value stocks.
Growth Trajectory
The ETF's growth depends on the overall demand for small-cap value investments and its ability to attract and retain assets under management.
Moat and Competitive Advantages
Competitive Edge
ISCV's competitive advantages stem from BlackRock's established reputation, the ETF's relatively low expense ratio, and its transparent index-tracking approach. The fund benefits from the brand recognition of iShares and BlackRock. Its expense ratio is competitive among small-cap value ETFs, attracting cost-conscious investors. The clear index-tracking strategy provides transparency and predictability for investors.
Risk Analysis
Volatility
ISCV may experience higher volatility than broader market ETFs due to its focus on small-cap stocks.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its underlying assets due to economic downturns, industry-specific factors, or company-specific events.
Investor Profile
Ideal Investor Profile
The ideal investor for ISCV is someone seeking exposure to small-cap value stocks as part of a diversified portfolio, and who understands the potential for higher volatility.
Market Risk
ISCV is suitable for long-term investors who are comfortable with the risks associated with small-cap investing and who seek value exposure.
Summary
The iShares Morningstar Small-Cap Value ETF (ISCV) offers a cost-effective way to access a diversified portfolio of undervalued small-cap stocks. It seeks to replicate the performance of the Morningstar Small Value Index, providing exposure to a potentially higher-growth segment of the market. While its volatility can be higher than broader market ETFs, it provides value-focused exposure with a reasonably low expense ratio. Investors should understand the risks associated with small-cap investing before investing in ISCV. ISCV is suitable for long term investors looking to diversify their portfolio and seeking potential returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 Value 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 Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. 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 above-average "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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