IJR - ETF AI Analysis
Top Page
iShares Core S&P Small Cap ETF (IJR)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year and in recent months, indicating healthy momentum in its small-cap holdings.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Low Expense Ratio
The fund charges a very low fee, so more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification.
Small-Cap Volatility Risk
Because the fund focuses on smaller companies, its share price can be more sensitive to market swings and economic slowdowns.
Top Holdings in Specialized Areas
Several leading positions are in niche health care and technology names, which can be more volatile and sensitive to company-specific news.
IJR vs. SPDR S&P 500 ETF (SPY)
AUM107.09B
RegionNorth America
Expense Ratio0.06%
Beta0.95
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.22%
Asset ClassEquity
Index TrackedS&P Small Cap 600
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,976,492
30 Day Avg. Volume3,181,297
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
172.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering601
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJR Summary
The iShares Core S&P Small Cap ETF (IJR) follows the S&P SmallCap 600 Index, which focuses on smaller U.S. companies across many industries, including financials, technology, and health care. It holds hundreds of stocks, such as Molina Healthcare and Match Group, giving investors broad exposure to small, growing businesses in one fund. Someone might invest in IJR to seek long-term growth and diversify beyond large, well-known companies. However, because it focuses on smaller firms, the ETF’s price can be more volatile and can go up and down sharply with changes in the stock market.
How much will it cost me?The iShares Core S&P Small Cap ETF (IJR) has an expense ratio of 0.06%, which means you’ll pay $0.60 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P SmallCap 600 Index, keeping costs down.
What would affect this ETF?The iShares Core S&P Small Cap ETF (IJR) could benefit from economic growth in the U.S., as small-cap companies often thrive during periods of expansion and innovation, particularly in sectors like technology and industrials. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately affect smaller companies with limited resources. Additionally, sector-specific risks, such as regulatory changes in healthcare or energy, could impact the ETF's performance.
IJR Top 10 Holdings
IJR’s story right now is driven by a handful of punchy U.S. small caps, with health care and tech names doing much of the heavy lifting. Corcept Therapeutics and Glaukos are rising steadily, giving the fund a nice boost from the biotech corner, while Paycom adds momentum from the software side despite some mixed technical signals. Brinker International and CarMax are also climbing, reflecting resilient consumer spending. On the flip side, ViaSat and Ryman are lagging a bit, reminding investors that this broadly diversified small-cap basket can be bumpy even when the overall trend is up.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Corcept Therapeutics | 0.61% | $648.89M | $12.09B | 48.72% | 76 Outperform | |
| Match Group | 0.58% | $617.48M | $10.00B | 15.94% | 66 Neutral | |
| ViaSat | 0.55% | $585.38M | $9.77B | 119.25% | 56 Neutral | |
| Glaukos | 0.55% | $583.19M | $9.64B | 99.11% | 61 Neutral | |
| Paycom | 0.54% | $573.66M | $10.08B | 5.99% | 76 Outperform | |
| Qorvo | 0.52% | $554.45M | $10.05B | 30.00% | 71 Outperform | |
| Brinker International | 0.52% | $548.65M | $8.80B | 45.88% | 70 Neutral | |
| SM Energy | 0.50% | $527.83M | $9.08B | 39.12% | 72 Outperform | |
| Protagonist Therapeutics | 0.50% | $524.49M | $9.24B | 141.20% | 68 Neutral | |
| CarMax | 0.48% | $506.75M | $8.34B | -0.56% | 61 Neutral |
IJR Technical Analysis
Negative
―
Price Trends
145.17
Negative
142.30
Negative
134.10
Positive
Market Momentum
-1.79
Positive
30.06
Neutral
14.52
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 143.16, equal to the 50-day MA of 145.17, and equal to the 200-day MA of 134.10, indicating a neutral trend. The MACD of -1.79 indicates Positive momentum. The RSI at 30.06 is Neutral, neither overbought nor oversold. The STOCH value of 14.52 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IJR.
IJR Peer Comparison
Comparison Results
Performance Comparison
IJR
iShares Core S&P Small Cap ETF
138.90
21.16
17.97%
VB
Vanguard Small-Cap ETF
―
―
―
IWM
iShares Russell 2000 ETF
―
―
―
SCHA
Schwab U.S. Small-Cap ETF
―
―
―
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
―
―
―
VIOO
Vanguard S&P Small-Cap 600 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents