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iShares Core S&P Small-Cap ETF IJR

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Morningstar’s Analysis

Will IJR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This is a great choice for exposure to small U.S. stocks.

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Summary

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IShares Core S&P Small-Cap ETF IJR effectively diversifies risk, avoids some of the riskiest small-cap stocks, and enjoys a sizable cost advantage over most of its peers. While this fund’s liquidity requirements help mitigate transaction costs, small-cap stocks tend to be more expensive to index, owing to their lower trade volume, than larger stocks. They are also more susceptible to mispricing, though the index this fund tracks has been tough to beat. The fund warrants a downgrade to a Morningstar Analyst Rating of Silver from Gold.

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