There's a lot to like about iShares S&P Small-Cap 600 Value ETF IJS. It enjoys a considerable cost advantage against its actively managed counterparts and has less exposure to unprofitable stocks than its closest index peers. However, there are cheaper index alternatives, including a couple that track this fund's index. It earns a Morningstar Analyst Rating of Bronze.
iShares S&P Small-Cap 600 Value ETF IJS
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IJS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IJS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IJS’s parent organization’s priorities and whether they’re in line with investors’ interests.
This is a solid small-value fund, but there are cheaper alternatives.
