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Upturn AI SWOT - About
iShares Morningstar Small-Cap ETF (JKJ)
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Upturn Advisory Summary
03/31/2025: JKJ (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 -4.03% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/31/2025 |
Key Highlights
Volume (30-day avg) 7591 | Beta 1.27 | 52 Weeks Range 51.32 - 64.66 | Updated Date 04/2/2025 |
52 Weeks Range 51.32 - 64.66 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap ETF (JKJ) seeks to track the investment results of the Morningstar Small Cap Index, providing exposure to a broad range of small-capitalization U.S. stocks. It aims to reflect the performance of the small-cap segment of the U.S. equity market, often used as a diversification tool or to capitalize on the potential growth of smaller companies. JKJ's strategy revolves around replicating the index by investing in its constituent securities.
Reputation and Reliability
iShares, managed by BlackRock, is a well-regarded and reliable ETF issuer with a long history of providing a diverse range of investment products.
Management Expertise
BlackRock has extensive expertise in ETF management, with a dedicated team focused on index replication and portfolio optimization.
Investment Objective
Goal
To track the investment results of the Morningstar Small Cap Index.
Investment Approach and Strategy
Strategy: Tracks the Morningstar Small Cap Index.
Composition Primarily holds stocks of small-capitalization U.S. companies.
Market Position
Market Share: Insufficient data to provide an accurate market share for JKJ specifically, as market share data is typically categorized by broader small-cap ETF segments rather than this specific index fund.
Total Net Assets (AUM): 195340711.87
Competitors
Key Competitors
- IWM
- VB
- SMLV
- SLY
Competitive Landscape
The small-cap ETF market is highly competitive, with numerous funds offering exposure to this segment. JKJ competes with larger, more liquid funds like IWM and VB. JKJ's advantage lies in its specific index methodology which may appeal to certain investors, however, it often faces disadvantages compared to funds with larger AUMs, such as lower liquidity and potentially higher tracking error due to a smaller scale.
Financial Performance
Historical Performance: Insufficient data to provide specific historical performance in numerical format. Consult financial data sources for detailed returns.
Benchmark Comparison: Insufficient data to provide specific benchmark comparisons in numerical format. Consult financial data sources for detailed comparisons.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's average trading volume reflects moderate liquidity, sufficient for most retail investors but potentially less so for larger institutional traders.
Bid-Ask Spread
The bid-ask spread for the ETF typically reflects moderate trading costs, which should be considered when executing trades.
Market Dynamics
Market Environment Factors
JKJ's performance is influenced by factors such as overall economic growth, interest rates, and investor sentiment towards small-cap stocks. Sector-specific performance within the small-cap universe also impacts the ETF.
Growth Trajectory
The growth trajectory of JKJ depends on investor demand for small-cap exposure and the continued performance of the underlying Morningstar Small Cap Index. Changes to strategy and holdings reflect adjustments made by the index provider.
Moat and Competitive Advantages
Competitive Edge
JKJ's competitive advantage lies primarily in its specific index methodology provided by Morningstar, which may offer a slightly different risk/return profile compared to other small-cap ETFs. The Morningstar index methodology focuses on value-oriented investing, potentially offering downside protection. It benefits from iShares' brand recognition and distribution network. However, the ETF is smaller than competitors and trades less frequently.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, so JKJ is expected to exhibit higher volatility compared to broad market ETFs.
Market Risk
The underlying assets of JKJ are subject to market risk, including economic downturns, industry-specific challenges, and changes in investor sentiment. Small-cap companies are particularly vulnerable to adverse economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the U.S. small-cap market with a tilt towards the Morningstar index methodology. JKJ can also be attractive to investors looking to complement a portfolio of large-cap stocks.
Market Risk
JKJ is more suitable for long-term investors who are comfortable with the higher volatility associated with small-cap stocks. It may also be used by passive index followers seeking broad small-cap exposure.
Summary
iShares Morningstar Small-Cap ETF (JKJ) provides exposure to a broad range of U.S. small-cap companies, tracking the Morningstar Small Cap Index. It is managed by BlackRock's iShares and offers a specific index methodology. Compared to its competitors, it has a smaller AUM and market share. The ETF is subject to the general market risk of small-cap companies and is more suitable for long-term investors who seek the potential growth of small companies while being prepared for their higher volatility.
Similar Companies
IJR
iShares Core S&P Small-Cap ETF
IJR
iShares Core S&P Small-Cap ETF
IWM
iShares Russell 2000 ETF
IWM
iShares Russell 2000 ETF
SMLV
SPDR® SSGA US Small Cap Low Volatility Index ETF
SMLV
SPDR® SSGA US Small Cap Low Volatility Index ETF
VB
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VB
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Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETFdb.com
- YCharts
Disclaimers:
Data is provided for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data can fluctuate and may not be precise.
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 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited both "growth" and "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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