IJR - ETF AI Analysis
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iShares Core S&P Small Cap ETF (IJR)
IJR, the iShares Core S&P Small Cap ETF, has a solid overall rating driven by several strong holdings like Paycom and Jackson Financial, which show robust revenue growth, profitability, and supportive earnings calls that point to healthy business momentum and reasonable valuations. The fund is held back somewhat by weaker names such as ViaSat, where profitability challenges and high leverage create risk, and by holdings with bearish or overbought technical signals, adding volatility. The main risk factor is its focus on small-cap stocks, which tend to be more volatile and can be more sensitive to leverage, cash flow issues, and valuation concerns across multiple holdings.
IJR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 105.63B
- Region
- North America
- Expense Ratio
- 0.06%
- Beta
- 0.92
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 1.21%
- Asset Class
- Equity
- Index Tracked
- S&P Small Cap 600
IJR Summary
IJR is the iShares Core S&P Small Cap ETF, which follows the S&P SmallCap 600 index. It invests in many smaller U.S. companies across different industries like financials, technology, and health care. These are businesses that are past the startup stage but still have room to grow. Well-known holdings include Match Group and Paycom. Someone might invest in IJR to diversify beyond large, famous companies and to tap into the growth potential of smaller firms. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can move up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.06%, which means you’ll pay about $0.60 per year for every $1,000 invested. That’s lower than the average ETF because it’s a passively managed fund that simply tracks the S&P SmallCap 600 index instead of paying managers to pick individual stocks.
What would affect this ETF?
This U.S. small-cap ETF could benefit if the American economy grows steadily, interest rates eventually ease, and sectors like technology, industrials, and financials continue to innovate and expand, supporting its broad mix of smaller companies. On the other hand, higher-for-longer interest rates, an economic slowdown that hits small businesses harder, or tighter regulations on areas like finance, health care, or energy could weigh on many of its holdings and increase volatility for investors.
IJR Top 10 Holdings
IJR is leaning on a mix of rising small-cap growth stories, with Glaukos and Paycom acting as key engines thanks to strong sales and upbeat earnings momentum. ViaSat and SM Energy add more punch, both showing solid recent gains, though their higher leverage keeps them a bit volatile. On the flip side, Element Solutions has been lagging, putting a mild drag on returns, while Ryman and Life Time Group look steadier but not spectacular. Overall, the fund is broadly diversified across U.S. sectors, with no single industry or stock dominating the stage.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GKOS | Glaukos | 0.80% | $843.15M | $14.07B | 170.93% | 61Neutral |
 VSAT | ViaSat | 0.60% | $638.33M | $10.61B | 86.11% | 56Neutral |
 PAYC | Paycom | 0.58% | $612.41M | $11.70B | 42.20% | 76Outperform |
 MTCH | Match Group | 0.54% | $571.90M | $9.51B | 30.09% | 66Neutral |
 SM | SM Energy | 0.55% | $577.85M | $9.60B | 79.22% | 72Outperform |
 PTGX | Protagonist Therapeutics | 0.53% | $563.92M | $9.37B | 77.27% | 68Neutral |
 RHP | Ryman | 0.52% | $546.84M | $9.09B | 55.22% | 66Neutral |
 LTH | Life Time Group Holdings | 0.49% | $515.40M | $10.13B | 77.19% | 71Outperform |
 JXN | Jackson Financial Incorporation | 0.48% | $505.85M | $9.14B | 36.53% | 73Outperform |
 TGTX | TG Therapeutics | 0.49% | $522.14M | $9.36B | 72.37% | 65Neutral |
IJR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJR, the sentiment is Positive. The current price of 141.48 is above the 20-day moving average (MA) of 138.23, above the 50-day MA of 139.98, and above the 200-day MA of 136.57, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 59.66 is Neutral, neither overbought nor oversold. The STOCH value of 81.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJR.
IJR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IJR | $141.48 | $148.00(4.61% Upside) | $105.63B | 0.06% | 65Neutral |
 VB | $291.80 | $365.10(25.12% Upside) | $78.71B | 0.03% | 66Neutral |
 IWM | $279.14 | $373.63(33.85% Upside) | $75.49B | 0.19% | 63Neutral |
 SCHA | $33.05 | $43.08(30.34% Upside) | $22.04B | 0.03% | 63Neutral |
 SPSM | $54.98 | $66.06(20.16% Upside) | $16.01B | 0.03% | 66Neutral |
 VIOO | $131.70 | $160.59(21.93% Upside) | $4.14B | 0.07% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IJR | iShares Core S&P Small Cap ETF | 141.48 | 24.44 | 20.88% | |
| VB | Vanguard Small-Cap ETF | 291.80 | 41.25 | 16.47% | |
| IWM | iShares Russell 2000 ETF | 279.14 | 36.92 | 15.24% | |
| SCHA | Schwab U.S. Small-Cap ETF | 33.05 | 5.48 | 19.90% | |
| SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 54.98 | 9.50 | 20.89% | |
| VIOO | Vanguard S&P Small-Cap 600 ETF | 131.70 | 22.89 | 21.04% |
This 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.