IJR

iShares Core S&P Small-Cap ETF
*Unless otherwise stated, data provided by FactSet.

IJR Fund Description

IJR 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. The fund tracks the S&P SmallCap 600 Index. As a part of BlackRock’s Core ETFs, the fund is often used as a portfolio building block. 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. Investors should consider all in costs when comparing similar products, the fund is tough to beat for efficient, core small-cap exposure.

IJR MSCI ESG Analytics Insight

iShares Core S&P Small-Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 3.68 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. iShares Core S&P Small-Cap ETF ranks in the 11st percentile within its peer group and in the 15th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IJR MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

IJR Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 10/26/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IJR 13.60% 8.10% -7.41% -1.55% 2.44% 7.78% 11.05%
IJR (NAV) 9.60% 7.67% -9.40% -4.06% 1.64% 7.41% 10.79%
S&P Small Cap 600 9.61% 7.71% -9.36% -4.05% 1.64% 7.41% 10.82%
MSCI USA Small Cap Index 8.86% 9.47% -1.78% 4.89% 5.38% 9.20% 11.20%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IJR Summary Data

Blackrock
iShares
05/22/00
Open-Ended Fund
0.06%
$44.45B
$271.08M
0.02%

IJR Portfolio Data

$1.98B
-30.96
1.79
1.55%
12/14/20
603

IJR Index Data

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

IJR Portfolio Management

0.06%
0.01%
0.11%
-0.03%

IJR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IJR Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IJR Factset Analytics Block Liquidity

As of 10/27/20
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

3,707,023
$271.08M
3,258,361
$241.88M
0.02%
$0.01
0.00%
1.25% / -1.16%
None
0.00%
50,000
65.17
0.00%
0.08%
47,972
$75.05
5

IJR Sector/Industry Breakdown


IJR
Segment Benchmark
23.28%
21.36%
17.28%
14.37%
16.90%
15.87%
14.04%
16.44%
12.36%
15.54%
5.43%
4.76%
4.48%
4.54%
2.82%
4.02%
1.84%
0.96%
1.57%
2.15%

IJR Top 10 Holdings[View All]

0.63%
Saia, Inc. 0.53%
5.62%

IJR Countries


IJR
Segment Benchmark
100.00%
99.96%
--
0.04%

IJR Regions


IJR
Segment Benchmark
100.00%
100.00%

IJR Economic Development


IJR
Segment Benchmark
100.00%
100.00%

IJR Performance Statistics

0.97
1.04
1.05
0.99
0.44%
MSCI USA Small Cap Index

IJR MSCI ESG Ratings

3.68 / 10
14.97
11.13
3.27%
5.72%
100.12

IJR Benchmark Comparison Holdings

603
1711
541
19.91%

IJR Benchmark Comparison Summary


IJR
Segment Benchmark
603
1711
$1.98B
$4.36B
-30.96
-50.04
1.79
2.18
2.01%
1.74%
Low
Low

IJR Benchmark Comparison Market Cap Size


IJR
Segment Benchmark
0.00%
2.18%
23.94%
63.28%
68.18%
31.01%
7.89%
3.53%

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.