IJR

iShares Core S&P Small Cap ETF
A

76
  • Overview
  • Efficiency
  • Tradability
  • Fit

IJR Fund Description

The iShares S&P SmallCap 600 ETF tracks a market-cap-weighted index of primarily small-cap US stocks. The S&P Committee selects 600 stocks representing about 3% of the publicly available market.

IJR Factset Analytics Insight

IJR delivers one of the strongest offerings in the US small-cap segment. It has a huge asset base, trades with deep liquidity, and boasts one of the lowest expense ratios. Better still, realized holding costs have typically been even cheaper than the headline fee suggests. IJR holds just a fraction of the names in our neutral benchmark index, giving the fund an appearance of being under-diversified. However, the fund still reflects the market quite accurately in both performance and coverage. IJR's avoidance of the most illiquid small-cap names may help explain its strong liquidity: its compact basket is easier for market makers to hedge. SLY and VIOO track the same index, but IJR dwarfs them in trading volume and is cheaper to hold. In all, the fund is tough to beat for cheap, efficient small-cap exposure.

IJR MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of November 21, 2017 the iShares Core S&P Small Cap ETF MSCI ESG Fund Quality Score is 3.90 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IJR ranks in the 27th percentile within its peer group and in the 7th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

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  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IJR Top 10 Countries

IJR Top 10 Sectors

IJR Top 10 Holdings View All

IJR Summary Data

BlackRock
iShares
05/22/00
Open-Ended Fund
0.07%
$34.4B
$207.27M
0.01%

IJR Portfolio Data

$1.88B
57.8
2.3
1.22%
12/19/17
600

IJR Index Data

S&P SmallCap 600 Index
Market Cap
Committee
MSCI USA Small Cap

Related ETFs to IJR

SLY, VIOO, IWM, VB, SCHA
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IJR Portfolio Management

0.07%
-0.06%
0.03%
-0.13%

IJR Tax Exposures

20% / 39.6%
--
Qualified dividends
No

IJR Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
16:00:0076.06100
15:59:5776.05100
15:59:5276.061
15:59:5176.043
15:59:2376.0771
15:59:2376.07100
15:59:2176.0886
15:59:2176.0726
15:59:1876.072
15:59:1676.0756
Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

IJR Factset Analytics Block Liquidity

As of 11/22/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IJR. IJR is rated a 5 out of 5.

IJR Tradability

2,796,674
$207.27M
2,507,138
$184.46M
0.01%
$0.01
0.01%
0.12% / -0.12%
None
100%
50,000
50.14
0.04%
0.09%
8,343
$76.19
5

IJR Sector/Industry BreakdownView All

IJRSegment Benchmark
25.38% 21.55%
15.74% 19.42%
13.26% 16.71%
12.26% 12.46%
13.44% 11.87%
6.68% 5.95%
3.85% 3.25%
3.51% 2.83%

IJR Geographic Exposure

IJRSegment Benchmark
99.62% 99.88%
0.08% 0.12%
0.12% --
0.06% --
0.01% --
0.02% --
0.09% --

IJRSegment Benchmark
99.75% 99.88%
0.17% 0.12%
99.98% / 0.02% 100.00% / 0.00%

IJR Performance Statistics

0.95
1.15
1.14
1.1
0.21%
MSCI USA Small Cap

IJR MSCI ESG Ratings

3.9 / 10
26.65
7.05
4.24%
3.44%
217.82

IJR BENCHMARK COMPARISON

    IJR
    600 Holdings
    Segment Benchmark
    1800 Constituents
    Shared Holdings
    573 (Count)
     
    21.99% (Weight)
IJRSegment Benchmark
0.42% 0.00%
61.13% 19.95%
35.51% 75.16%
2.94% 4.89%
1.42% 1.21%
Low Low