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Upturn AI SWOT - About
iShares Morningstar Small-Cap Growth ETF (ISCG)
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Upturn Advisory Summary
04/01/2025: ISCG (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 0.37% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 87116 | Beta 1.17 | 52 Weeks Range 42.14 - 54.05 | Updated Date 04/1/2025 |
52 Weeks Range 42.14 - 54.05 | Updated Date 04/1/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap Growth ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap Growth ETF (ISCG) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. It provides exposure to small-cap companies believed to have above-average growth potential.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable ETF provider with a long track record of managing various ETF products globally.
Management Expertise
BlackRock's management team possesses extensive experience in portfolio management, index tracking, and ETF operations.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstar Small Growth Index, which represents the performance of small-capitalization U.S. equity securities exhibiting growth characteristics.
Investment Approach and Strategy
Strategy: ISCG aims to track a specific index, the Morningstar Small Growth Index.
Composition The ETF primarily holds stocks of small-cap U.S. companies selected based on growth factors identified by Morningstar.
Market Position
Market Share: ISCG holds a significant, but not dominant, market share in the small-cap growth ETF space.
Total Net Assets (AUM): 2634826910
Competitors
Key Competitors
- Vanguard Small-Cap Growth ETF (VBK)
- Schwab U.S. Small-Cap Growth ETF (SCHG)
- SPDR S&P SmallCap 600 Growth ETF (SLYG)
Competitive Landscape
The small-cap growth ETF market is competitive, with several established players. ISCG benefits from BlackRock's strong brand and efficient tracking, while competitors may offer lower expense ratios or slightly different index methodologies. ISCG's primary advantage is its broad, diversified exposure to small-cap growth companies.
Financial Performance
Historical Performance: Historical performance data would need to be gathered from financial data providers. Performance varies with market conditions and economic cycles.
Benchmark Comparison: The ETF's performance closely tracks the Morningstar Small Growth Index. Deviations may occur due to fund expenses and tracking errors.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
The ETF's average trading volume is typically sufficient for most investors, facilitating relatively easy entry and exit.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and investor sentiment toward small-cap stocks significantly influence ISCG's performance.
Growth Trajectory
ISCG's growth is tied to the performance of its underlying holdings and the overall health of the small-cap growth market. The fund's strategy and holdings remain consistent with its index tracking mandate.
Moat and Competitive Advantages
Competitive Edge
ISCG's competitive advantages stem from iShares' brand recognition, extensive resources, and deep expertise in index tracking. The ETF offers a low-cost and efficient way to gain exposure to a diversified portfolio of small-cap growth stocks. Its close adherence to its benchmark index ensures consistent and predictable investment outcomes. BlackRock's scale and operational efficiency enable ISCG to maintain a competitive expense ratio within its category.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making ISCG susceptible to higher price swings.
Market Risk
ISCG is exposed to market risk, sector concentration risk, and the risk that small-cap companies may underperform during economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation and has a higher risk tolerance. Investors wanting diversified exposure to US small-cap growth companies are well suited.
Market Risk
ISCG is suitable for long-term investors and passive index followers who desire exposure to the small-cap growth segment of the U.S. equity market.
Summary
The iShares Morningstar Small-Cap Growth ETF (ISCG) offers a convenient and relatively low-cost way to access a diversified portfolio of U.S. small-cap growth stocks. Its performance closely tracks the Morningstar Small Growth Index. Investors should be aware of the volatility associated with small-cap stocks and should have a long-term investment horizon. The ETF is managed by BlackRock, a reputable and experienced ETF provider.
Similar Companies
- VBK
- SCHG
- SLYG
- IWO
- IUSG
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- BlackRock
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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 iShares Morningstar Small-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index measures the performance of U.S. stocks issued by small-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s proprietary index methodology.
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