IJR:NYE-iShares Core S&P Small-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 113.54

Change

+0.46 (+0.41)%

Market Cap

USD 85.88B

Volume

5.56M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-13 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
SCHA Schwab U.S. Small-Cap ETF

+0.09 (+0.35%)

USD 18.09B
SPSM SPDR® Portfolio S&P 600 Small..

+0.19 (+0.43%)

USD 12.16B
FNDA Schwab Fundamental U.S. Small ..

+0.16 (+0.55%)

USD 9.58B
EES WisdomTree U.S. SmallCap Earni..

+0.45 (+0.86%)

USD 0.65B
JHSC John Hancock Multifactor Small..

+0.33 (+0.84%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.55%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

+0.32 (+0.70%)

USD 0.52B
SMLV SPDR® SSGA US Small Cap Low V..

+1.09 (+0.89%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

+0.36 (+0.98%)

USD 0.20B
IWC iShares Micro-Cap ETF

-0.99 (-0.79%)

N/A

ETFs Containing IJR

IJR:AU iShares Core S&P SmallCap.. 99.98 % 0.00 %

-2.86 (0.23%)

USD 0.54B
FDCE Foundations Dynamic Core .. 17.58 % 0.00 %

+0.03 (+0.23%)

N/A
DUKQ Northern Lights Fund Trus.. 5.10 % 0.00 %

+0.06 (+0.23%)

USD 9.55M
AOA iShares Core Aggressive A.. 1.28 % 0.18 %

-0.03 (0.23%)

USD 2.16B
AOR iShares Core Growth Alloc.. 0.96 % 0.18 %

-0.04 (0.23%)

USD 2.41B
AOM iShares Core Moderate All.. 0.64 % 0.18 %

-0.01 (0.23%)

USD 1.50B
AOK iShares Core Conservative.. 0.48 % 0.18 %

-0.05 (0.23%)

USD 0.74B
MATH Metalpha Technology Holdi.. 0.00 % 1.35 %

-0.20 (0.23%)

USD 0.04B
PPSC 0.00 % 0.06 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

-0.10 (0.23%)

CAD 2.88B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

-0.07 (0.23%)

CAD 3.43B
XSMC:CA iShares S&P U.S. Small-Ca.. 0.00 % 0.00 %

+0.01 (+0.23%)

N/A
XSMH:CA iShares S&P U.S. Small-Ca.. 0.00 % 0.00 %

+0.10 (+0.23%)

N/A
OVS OVS SpA 0.00 % 0.00 %

+0.11 (+0.23%)

N/A
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

-0.26 (0.23%)

N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 0.00 % 0.00 %

-0.30 (0.23%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.46% 47% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.46% 47% F 36% F
Trailing 12 Months  
Capital Gain 8.80% 13% F 61% D-
Dividend Return 2.27% 100% F 36% F
Total Return 11.06% 27% F 58% F
Trailing 5 Years  
Capital Gain 34.48% 47% F 69% C-
Dividend Return 9.36% 73% C 29% F
Total Return 43.84% 40% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.77% 20% F 66% D+
Dividend Return 11.98% 20% F 64% D
Total Return 1.21% 53% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 33.15% 27% F 31% F
Risk Adjusted Return 36.13% 13% F 50% F
Market Capitalization 85.88B 100% F 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.