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Upturn AI SWOT - About
iShares S&P Small-Cap 600 Growth ETF (IJT)
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Upturn Advisory Summary
04/01/2025: IJT (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 -5.21% | Avg. Invested days 44 | 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) 176658 | Beta 1.12 | 52 Weeks Range 119.89 - 151.38 | Updated Date 04/2/2025 |
52 Weeks Range 119.89 - 151.38 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares S&P Small-Cap 600 Growth ETF
ETF Overview
Overview
The iShares S&P Small-Cap 600 Growth ETF (IJT) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. It focuses on the growth sector within the small-cap market, providing exposure to companies with high growth potential. The investment strategy involves replicating the S&P SmallCap 600 Growth Index.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and track record.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including those focused on specific market segments and investment styles.
Investment Objective
Goal
To track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P SmallCap 600 Growth Index).
Composition Primarily holds stocks of small-cap U.S. companies identified as having growth potential.
Market Position
Market Share: IJT holds a substantial market share within the small-cap growth ETF segment, but it is not the only option available to investors.
Total Net Assets (AUM): 1740000000
Competitors
Key Competitors
- Vanguard S&P Small-Cap 600 Growth ETF (VON)
Competitive Landscape
The competitive landscape includes other small-cap growth ETFs, each with slightly different methodologies or expense ratios. IJT benefits from BlackRock's brand recognition and trading volume, but VON offers a lower expense ratio, potentially making it more attractive to cost-conscious investors. The overall landscape is competitive, with various players vying for assets in the small-cap growth space.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. Investors should consult past performance data to evaluate the ETFu2019s track record, but past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 Growth Index to assess tracking accuracy.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IJT generally exhibits good liquidity with a relatively high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment towards small-cap stocks influence IJT's performance.
Growth Trajectory
The growth trajectory is tied to the performance of the small-cap growth segment, with changes potentially occurring based on market cycles and sector rotations.
Moat and Competitive Advantages
Competitive Edge
IJT's competitive edge stems from its established presence in the market, the strong reputation of BlackRock as the issuer, and its relatively high trading volume. These factors contribute to investor confidence and lower transaction costs. Its focus on the S&P SmallCap 600 Growth Index provides a transparent and well-defined investment strategy. Finally, the liquidity associated with the IJT makes it a better pick from a trading stand-point.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making IJT potentially more volatile than broad market ETFs.
Market Risk
The ETF is subject to market risk, including fluctuations in the value of its underlying holdings due to economic conditions, industry trends, and company-specific factors.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to small-cap U.S. companies with growth characteristics and who are willing to accept higher volatility may find IJT suitable.
Market Risk
IJT is more suitable for long-term investors with a higher risk tolerance than passive index followers, who are looking to allocate a portion of their portfolio towards small-cap growth stocks.
Summary
The iShares S&P Small-Cap 600 Growth ETF (IJT) offers exposure to small-cap U.S. equities exhibiting growth characteristics. Managed by BlackRock, it tracks the S&P SmallCap 600 Growth Index. While it has a competitive landscape and is subject to volatility associated with small-cap stocks, IJT provides a well-defined investment strategy and good liquidity for investors seeking growth opportunities in the small-cap segment. Investors need to consider expense ratio and benchmark comparison before investing.
Similar Companies
IWO
iShares Russell 2000 Growth ETF
IWO
iShares Russell 2000 Growth ETF
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Vanguard website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and subject to change.
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 Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the small-capitalization growth sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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