IJS - ETF AI Analysis
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iShares S&P Small-Cap 600 Value ETF (IJS)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, showing solid momentum in its small-cap value holdings.
Broad Sector Diversification
Holdings are spread across many sectors, including financials, consumer cyclical, industrials, technology, and others, which helps reduce the impact if any one industry struggles.
Low Expense Ratio
The fund’s expense ratio is relatively low, which means less of your return is lost to fees 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 if the U.S. market faces a downturn.
Mixed Performance Among Top Holdings
While several top positions have shown strong gains, a few key holdings have been weak, which can drag on overall returns.
Small-Cap Value Volatility
Because the fund focuses on smaller, value-oriented companies, its share price can be more sensitive to economic cycles and market swings than large-cap funds.
IJS vs. SPDR S&P 500 ETF (SPY)
AUM7.60B
RegionNorth America
Expense Ratio0.18%
Beta0.93
IssueriShares
Inception DateJul 24, 2000
Dividend Yield1.42%
Asset ClassEquity
Index TrackedS&P Small Cap 600 Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume301,287
30 Day Avg. Volume233,959
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
156.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering462
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJS Summary
IJS is the iShares S&P Small-Cap 600 Value ETF, which follows the S&P SmallCap 600 Value Index. It invests in smaller U.S. companies that are considered “value” stocks, meaning they may be priced lower compared with their business fundamentals. The fund spreads money across many sectors like financials, consumer companies, and industrials, and holds well-known names such as CarMax and Conagra Brands. Investors might consider IJS for diversification and the long-term growth potential of smaller, overlooked companies. A key risk is that small-cap stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?The iShares S&P Small-Cap 600 Value ETF (IJS) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares S&P Small-Cap 600 Value ETF (IJS) could benefit from economic growth in the U.S., as small-cap companies often thrive in expanding markets, and its focus on undervalued stocks may attract investors during periods of rising interest in value investing. However, small-cap stocks are more sensitive to economic downturns, and sectors like financials and consumer cyclical, which have significant weight in the ETF, could face challenges if interest rates rise sharply or consumer spending slows. Regulatory changes or disruptions in industries like technology and real estate could also impact the ETF's performance.
IJS Top 10 Holdings
IJS is powered by a diverse cast of U.S. small-cap value names, with a few clear standouts steering the ship. Shipping player Matson and SM Energy have been rising, giving the fund a lift from the industrials and energy side. Victoria’s Secret has also been climbing, adding consumer flair to the mix. On the other hand, Conagra Brands is lagging and acting as a bit of dead weight, while Eastman Chemical looks more steady than exciting. Overall, the ETF leans into U.S. small-cap value across financials, cyclicals, and industrials rather than any single star performer.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Match Group | 1.02% | $77.89M | $9.26B | 17.48% | 66 Neutral | |
| Paycom | 0.97% | $74.11M | $9.79B | 9.48% | 76 Outperform | |
| SM Energy | 0.92% | $70.51M | $8.38B | 36.32% | 72 Outperform | |
| CarMax | 0.88% | $67.07M | $7.80B | 18.31% | 61 Neutral | |
| Eastman Chemical | 0.81% | $61.95M | $7.42B | 1.31% | 72 Outperform | |
| Jackson Financial Incorporation | 0.80% | $60.96M | $8.91B | 26.69% | 73 Outperform | |
| Victoria's Secret | 0.78% | $59.49M | $7.32B | 215.33% | 71 Outperform | |
| Lincoln National | 0.76% | $57.96M | $7.72B | -1.92% | 71 Outperform | |
| Matson | 0.74% | $57.02M | $6.91B | 130.21% | 77 Outperform | |
| Mohawk | 0.70% | $53.71M | $7.64B | -2.14% | 67 Neutral |
IJS Technical Analysis
Neutral
―
Price Trends
135.08
Negative
133.53
Negative
127.04
Positive
Market Momentum
-1.75
Positive
40.71
Neutral
31.41
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 131.83, equal to the 50-day MA of 135.08, and equal to the 200-day MA of 127.04, indicating a neutral trend. The MACD of -1.75 indicates Positive momentum. The RSI at 40.71 is Neutral, neither overbought nor oversold. The STOCH value of 31.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IJS.
IJS Peer Comparison
Comparison Results
Performance Comparison
IJS
iShares S&P Small-Cap 600 Value ETF
130.39
20.17
18.30%
DFSV
Dimensional US Small Cap Value ETF
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―
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SLYV
SPDR S&P 600 Small Cap Value ETF
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AVSC
Avantis U.S Small Cap Equity ETF
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BSVO
EA Bridgeway Omni Small-Cap Value ETF
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VIOV
Vanguard S&P Small-Cap 600 Value ETF
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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: ―
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