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Janus Henderson Small Cap Growth Alpha ETF (JSML)
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Upturn Advisory Summary
12/04/2025: JSML (2-star) is currently NOT-A-BUY. Pass it for now.
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 42.96% | Avg. Invested days 97 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.31 | 52 Weeks Range 52.84 - 73.34 | Updated Date 06/29/2025 |
52 Weeks Range 52.84 - 73.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Janus Henderson Small Cap Growth Alpha ETF
ETF Overview
Overview
The Janus Henderson Small Cap Growth Alpha ETF (JSML) seeks long-term growth of capital by investing in a diversified portfolio of small-cap U.S. companies with above-average growth potential. It focuses on companies believed to exhibit strong growth characteristics.
Reputation and Reliability
Janus Henderson Investors is a well-established global asset manager with a long history and a solid reputation.
Management Expertise
The management team has considerable experience in growth equity investing and a proven track record within small-cap equities.
Investment Objective
Goal
To seek long-term growth of capital.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on fundamental research and quantitative analysis to identify companies with strong growth prospects.
Composition Primarily invests in U.S. small-cap stocks, focusing on companies with high growth potential.
Market Position
Market Share: JSML holds a moderate market share within the small-cap growth ETF segment.
Total Net Assets (AUM): 193900000
Competitors
Key Competitors
- IWO
- VBK
- SCHA
Competitive Landscape
The small-cap growth ETF market is highly competitive. JSML differentiates itself through its active management approach, seeking alpha generation. Competitors, often passively managed, offer exposure at a lower cost but may lack alpha potential. JSML's advantage lies in stock-picking ability, but this introduces performance risk compared to index-tracking ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved dynamically to reflect up-to-date performance. Performance should be reviewed across 1-year, 3-year, 5-year, and 10-year periods (if available).
Benchmark Comparison: JSML's performance should be compared to the Russell 2000 Growth Index to assess its effectiveness in generating alpha.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
JSML exhibits moderate liquidity with an average trading volume reflecting its asset size and investor interest.
Bid-Ask Spread
The bid-ask spread is generally tight for JSML, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment towards small-cap stocks influence JSML. Sector-specific trends and technological advancements impacting the holdings also play a role.
Growth Trajectory
JSML's growth trajectory depends on its ability to identify and capitalize on emerging growth opportunities within the small-cap space. Changes in investment strategy and sector allocation can influence its path.
Moat and Competitive Advantages
Competitive Edge
JSML's competitive edge lies in its active management approach, aiming to deliver alpha beyond benchmark returns. The fund's research-driven stock selection process and experienced management team seek to identify undervalued growth opportunities. This active approach allows for flexibility in navigating market conditions and potentially outperforming passive peers. Furthermore, the ETF's focus on fundamental analysis gives it an edge.
Risk Analysis
Volatility
JSML's volatility tends to be higher than broader market indices due to its focus on small-cap growth stocks.
Market Risk
Specific market risks associated with JSML include small-cap risk, growth stock risk (which can be sensitive to interest rate changes), and sector concentration risk (depending on its allocation). Additionally, active management introduces the risk of underperformance compared to the benchmark.
Investor Profile
Ideal Investor Profile
The ideal investor for JSML is one seeking long-term capital appreciation and is comfortable with the higher volatility typically associated with small-cap growth stocks.
Market Risk
JSML is best suited for long-term investors with a higher risk tolerance who are looking for growth potential and are willing to accept the potential for fluctuations in value.
Summary
The Janus Henderson Small Cap Growth Alpha ETF (JSML) offers exposure to a portfolio of actively managed small-cap growth companies. With an experienced management team and a focus on identifying undervalued growth opportunities, JSML aims to generate alpha for long-term investors. It's suited for investors with high risk tolerance and offers capital appreciation. However, JSML's active management and focus on small-cap stocks present higher volatility than broader market indices. Investors should carefully consider their risk tolerance and investment objectives before investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Janus Henderson Investors Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should 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 Janus Henderson Small Cap Growth Alpha ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small-sized capitalization ("small cap") companies selected for their growth potential. For purposes of the 80% policy, the fund's managers consider small cap companies to be those whose market capitalization falls within the 12-month range of the Russell 2000TM Growth Index.
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