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 S&P Small-Cap 600 Value ETF (IJS)
- 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
04/01/2025: IJS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -11.77% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 391465 | Beta 1.15 | 52 Weeks Range 92.18 - 118.30 | Updated Date 04/2/2025 |
52 Weeks Range 92.18 - 118.30 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares S&P Small-Cap 600 Value ETF
ETF Overview
Overview
The iShares S&P Small-Cap 600 Value ETF (IJS) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics. The ETF focuses on companies within the S&P SmallCap 600 Index that have relatively low valuations based on factors like book value to price, earnings to price, and sales to price.
Reputation and Reliability
iShares, managed by BlackRock, is one of the largest and most reputable ETF providers globally, known for its broad range of ETFs and consistent tracking performance.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team of portfolio managers, analysts, and traders overseeing the iShares funds.
Investment Objective
Goal
The investment objective of IJS is to track the investment results of the S&P SmallCap 600 Value Index.
Investment Approach and Strategy
Strategy: IJS aims to replicate the performance of the S&P SmallCap 600 Value Index by investing in a portfolio of securities that, as far as practicable, consists of the component stocks of the index.
Composition The ETF holds a portfolio of small-cap U.S. stocks identified as value stocks based on their valuation metrics.
Market Position
Market Share: IJS holds a significant market share within the small-cap value ETF segment.
Total Net Assets (AUM): 906592704
Competitors
Key Competitors
- VBR
- AVUV
- SLYV
- IWN
Competitive Landscape
The small-cap value ETF industry is competitive, with IJS facing competition from ETFs with similar investment objectives. IJS benefits from BlackRock's strong brand and broad distribution network. However, competitors may offer lower expense ratios or slightly different index methodologies.
Financial Performance
Historical Performance: Historical performance data available through various financial data providers.
Benchmark Comparison: The ETF's performance is compared to the S&P SmallCap 600 Value Index to assess its tracking effectiveness.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IJS generally exhibits adequate liquidity with a reasonable average trading volume, facilitating easy buying and selling.
Bid-Ask Spread
The bid-ask spread for IJS is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment toward small-cap stocks and value investing affect IJS.
Growth Trajectory
Growth trajectory is tied to the performance of the underlying small-cap value market. The ETF's holdings are periodically rebalanced to maintain alignment with the index.
Moat and Competitive Advantages
Competitive Edge
IJS leverages BlackRock's brand, expertise, and established distribution network. The fund's tracking of the well-known S&P SmallCap 600 Value Index provides investors with a familiar and transparent benchmark. Furthermore, IJS's size and liquidity contribute to its appeal among investors seeking exposure to small-cap value stocks.
Risk Analysis
Volatility
IJS can exhibit higher volatility than broader market ETFs due to its focus on small-cap stocks, which are inherently more volatile.
Market Risk
Market risk is present due to the potential for declines in the overall stock market, especially within the small-cap sector. There's also value trap risk, where stocks appear cheap but remain undervalued due to fundamental problems.
Investor Profile
Ideal Investor Profile
IJS is suitable for investors seeking exposure to U.S. small-cap value stocks and are willing to accept a higher level of risk in exchange for potentially higher returns.
Market Risk
IJS is more suitable for long-term investors who have a diversified portfolio and understand the risks associated with small-cap stocks.
Summary
The iShares S&P Small-Cap 600 Value ETF (IJS) provides targeted exposure to the small-cap value segment of the U.S. equity market. Managed by BlackRock, the fund offers a cost-effective and liquid way to track the S&P SmallCap 600 Value Index. Investors should consider the inherent volatility of small-cap stocks and the potential for value investing to underperform in certain market conditions. Overall, IJS is a viable option for investors seeking diversified exposure to small-cap value companies.
Similar Companies
- VBR
- AVUV
- SLYV
- IWN
- VTVT
- EFV
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is estimated 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 S&P Small-Cap 600 Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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.