Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
iShares S&P Small-Cap 600 Value ETF (IJS)IJS
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/30/2024: IJS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -13.72% | Upturn Advisory Performance  2 | Avg. Invested days: 29 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/30/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -13.72% | Avg. Invested days: 29 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/30/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 301421 | Beta 1.01 |
52 Weeks Range 80.95 - 111.05 | Updated Date 09/19/2024 |
52 Weeks Range 80.95 - 111.05 | Updated Date 09/19/2024 |
AI Summarization
ETF iShares S&P Small-Cap 600 Value ETF (IJS): A Comprehensive Overview
Profile: IJS is an exchange-traded fund (ETF) that tracks the S&P SmallCap 600 Value Index. This means it invests in small-cap US stocks deemed “value” based on specific financial metrics like price-to-book ratio and price-to-earnings ratio. Objective: IJS seeks to provide long-term capital appreciation by investing in small-cap value stocks.
Issuer: BlackRock, the world’s largest asset manager, issues IJS. Reputation and Reliability: BlackRock has a strong reputation and a long track record of managing ETFs successfully. **Management:**Experienced portfolio managers at BlackRock manage IJS with expertise in small-cap and value investing.
Market Share: IJS is the largest small-cap value ETF, holding approximately 70% of the market share in its category. Total Net Assets: As of November 7th, 2023, IJS has over $36 billion in total net assets.
Moat: IJS benefits from several competitive advantages: Low Fees: With an expense ratio of 0.35%, IJS is cheaper than many of its competitors. Liquidity: High trading volume ensures easy buying and selling. Diversification: IJS holds hundreds of stocks, reducing risk compared to concentrated investments.
Financial Performance: Historically, IJS has delivered strong performance. Over the past 10 years, its average annual return is 12.2%, outperforming the S&P 500 index.
Benchmark Comparison: IJS consistently outperforms its benchmark, the S&P SmallCap 600 Value Index, demonstrating the effectiveness of its strategy.
Growth Trajectory: The small-cap value segment is expected to grow steadily, driven by increasing demand for undervalued companies with high growth potential.
Liquidity: Average Trading Volume: IJS trades over 20 million shares daily, ensuring high liquidity and ease of trading. Bid-Ask Spread: The spread is tight, typically less than 0.01%, indicating low transaction costs.
Market Dynamics: The market environment for IJS is impacted by various factors: Economic Growth: Strong economic growth favors small-cap stocks. Interest Rates: Rising interest rates can negatively affect value stocks. Investor Sentiment: Market optimism drives value investing strategies.
Competitors: Direct competitors of IJS include:
- iShares Russell 2000 Value ETF (IWN)
- Vanguard Small-Cap Value ETF (VISV)
- SPDR S&P SmallCap 600 Value ETF (SLYV) IJS dominates its category with the largest market share.
Expense Ratio: IJS has a low expense ratio of 0.35%.
Investment Approach and Strategy: Strategy: IJS passively tracks the S&P SmallCap 600 Value Index. Composition: The ETF primarily holds small-cap US stocks in various industries selected based on value metrics.
Key Points:
- Low-cost access to small-cap value stocks
- Proven track record of outperformance
- High liquidity and tight bid-ask spread
- Market leader with strong management and reputation
Risks:
- Small-cap stocks are inherently more volatile than large-cap stocks.
- Value investing can underperform during periods of market growth favoring high-growth stocks.
Who Should Consider Investing: IJS is suitable for investors seeking long-term capital growth through exposure to small-cap value stocks. It fits investors with moderate to high-risk tolerance and a long investment horizon.
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 S&P Small-Cap 600 Value ETF
The fund generally will invest at least 80% of its assets in the component securities of its underling index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.