IJR: AI 评分 47/100 — AI 分析 (4月 2026)

The iShares Core S&P Small-Cap ETF (IJR) seeks to replicate the performance of the small-capitalization sector of the U.S. equity market. It provides investors with diversified exposure to small-cap stocks, offering potential growth opportunities.

Key Facts: Price: $123.67 AI Score: 47/100 Sector: Financial Services

公司概况

概要：

IJR offers investors diversified exposure to the U.S. small-cap market, tracking the S&P SmallCap 600 index with a low expense ratio. It is a core holding for those seeking long-term capital appreciation through exposure to smaller, high-growth potential companies, with a current market capitalization of $93.98B.

IJR是做什么的？

The iShares Core S&P Small-Cap ETF (IJR) is designed to provide investors with a convenient and cost-effective way to access the small-capitalization segment of the U.S. equity market. The fund aims to replicate the performance of the S&P SmallCap 600 Index, which represents approximately 3% of the total U.S. equity market. Launched with the goal of offering broad market exposure, IJR has become a core holding in many portfolios, particularly for investors seeking long-term growth. The ETF invests primarily in the component securities of its underlying index, holding at least 80% of its assets in these stocks. The remaining portion may be allocated to futures, options, swap contracts, and cash equivalents, allowing for efficient portfolio management and replication of the index's performance. IJR's strategy focuses on mirroring the returns of the small-cap market, providing diversification across various sectors and industries within this segment. By investing in IJR, investors gain exposure to a wide array of smaller companies with significant growth potential, making it a valuable tool for portfolio diversification and long-term investment strategies.

IJR的投资论点是什么？

IJR presents a notable market position for investors seeking exposure to the high-growth potential of the U.S. small-cap market. With a beta of 1.19, IJR offers the potential for higher returns compared to broader market indices, albeit with increased volatility. The fund's strategy of replicating the S&P SmallCap 600 Index provides diversified exposure to a wide range of sectors and industries within the small-cap space. As the U.S. economy continues to recover and expand, small-cap companies are poised to benefit from increased domestic demand and favorable business conditions. Furthermore, IJR's low expense ratio makes it a cost-effective way to access this market segment, enhancing its appeal to long-term investors. The absence of a dividend yield is offset by the potential for capital appreciation, making IJR a suitable choice for growth-oriented portfolios.

IJR在哪个行业运营？

IJR operates within the asset management industry, specifically focusing on exchange-traded funds (ETFs) that track market indices. The ETF market has experienced significant growth in recent years, driven by increasing investor demand for low-cost, diversified investment products. IJR competes with other small-cap ETFs and broader market ETFs, such as EFA, IJH, ITOT, IVW and IWD. The competitive landscape is characterized by a focus on expense ratios, tracking accuracy, and liquidity. As the U.S. economy continues to evolve, the small-cap segment is expected to play a crucial role in driving innovation and growth, making IJR a relevant and attractive investment option for investors seeking exposure to this dynamic market segment.

Asset Management

Financial Services

IJR有哪些增长机遇？

Increased Adoption of ETFs: The growing popularity of ETFs as investment vehicles presents a significant growth opportunity for IJR. As more investors seek low-cost, diversified exposure to specific market segments, the demand for ETFs like IJR is expected to increase. The global ETF market is projected to reach trillions in assets under management by 2030, offering substantial potential for IJR to attract new capital and expand its asset base.
Small-Cap Outperformance: Historically, small-cap stocks have outperformed large-cap stocks over long periods, offering investors the potential for higher returns. As investors recognize this potential, they may allocate a greater portion of their portfolios to small-cap ETFs like IJR. This trend could drive increased demand for IJR and contribute to its long-term growth.
Economic Recovery and Expansion: Small-cap companies are often more sensitive to economic cycles than large-cap companies. As the U.S. economy recovers and expands, small-cap companies are poised to benefit from increased domestic demand and favorable business conditions. This could lead to improved financial performance for the companies held in IJR's portfolio, driving its overall returns.
Innovation and Technological Advancements: Small-cap companies are often at the forefront of innovation and technological advancements. By investing in IJR, investors gain exposure to these innovative companies, which have the potential to disrupt existing industries and create new markets. This exposure to innovation could drive long-term growth for IJR and its investors.
Strategic Acquisitions and Mergers: Small-cap companies are often attractive targets for strategic acquisitions and mergers by larger companies. When a company held in IJR's portfolio is acquired, it can result in a significant increase in the value of IJR's holdings. This potential for strategic acquisitions and mergers adds another layer of growth potential for IJR.

Market Cap of $93.98B, reflecting substantial investor interest in small-cap exposure.
Beta of 1.19, indicating higher volatility and potential for greater returns compared to the broader market.
Tracks the S&P SmallCap 600 Index, providing diversified exposure to the U.S. small-cap market.
Expense ratio offers a cost-effective way to access the small-cap market segment.
Absence of dividend yield, making it suitable for growth-oriented investors focused on capital appreciation.

IJR提供哪些产品和服务？

Tracks the performance of the S&P SmallCap 600 Index.
Provides diversified exposure to the U.S. small-cap equity market.
Invests primarily in the component securities of its underlying index.
Offers a cost-effective way to access the small-cap market segment.
Replicates the returns of the small-cap market.
Provides diversification across various sectors and industries within the small-cap segment.

IJR如何赚钱？

Generates revenue through management fees charged to investors.
Aims to replicate the performance of the S&P SmallCap 600 Index.
Trades like a stock on major exchanges, providing liquidity for investors.

Individual investors seeking diversified exposure to the U.S. small-cap market.
Institutional investors looking for a cost-effective way to access the small-cap segment.
Financial advisors who use IJR as a core holding in client portfolios.

Low expense ratio, making it a cost-competitive option for investors.
Strong brand recognition as part of the iShares family of ETFs.
High liquidity, allowing investors to easily buy and sell shares.
Diversified exposure to the U.S. small-cap market, reducing risk.

什么因素可能推动IJR股价上涨？

Upcoming: Potential for small-cap outperformance as the U.S. economy recovers.
Ongoing: Continued adoption of ETFs as investment vehicles.
Ongoing: Innovation and technological advancements within the small-cap sector.
Upcoming: Strategic acquisitions and mergers involving small-cap companies.

IJR的主要风险是什么？

Potential: Higher volatility compared to large-cap ETFs.
Potential: Market downturns.
Ongoing: Increased competition from other ETFs.
Potential: Changes in investor sentiment.
Ongoing: Susceptibility to market fluctuations.

IJR的核心优势是什么？

Diversified exposure to the U.S. small-cap market.
Low expense ratio.
High liquidity.
Strong brand recognition.

IJR的劣势是什么？

Higher volatility compared to large-cap ETFs.
Absence of dividend yield.
Potential for underperformance during periods of economic slowdown.
Susceptibility to market fluctuations.

IJR有哪些机遇？

Increased adoption of ETFs.
Small-cap outperformance.
Economic recovery and expansion.
Innovation and technological advancements.

IJR面临哪些威胁？

Increased competition from other ETFs.
Market downturns.
Changes in investor sentiment.
Regulatory changes.

IJR的竞争对手是谁？

iShares MSCI EAFE ETF — Tracks a broader international developed market index. — (EFA)
iShares Core S&P Mid-Cap ETF — Focuses on mid-capitalization companies. — (IJH)
iShares Core Total U.S. Stock Market ETF — Provides exposure to the entire U.S. stock market. — (ITOT)
iShares S&P 500 Growth ETF — Targets growth stocks within the S&P 500. — (IVW)
iShares Russell 1000 Value ETF — Focuses on value stocks within the Russell 1000 index. — (IWD)

Key Metrics

Price: $123.67 (-1.13%)
Market Cap: $96
Volume: NaN
MoonshotScore: 47/100

常见问题

What does iShares Core S&P Small-Cap ETF do?

The iShares Core S&P Small-Cap ETF (IJR) aims to replicate the investment results of the S&P SmallCap 600 Index, which represents the small-cap sector of the U.S. equity market. By investing in IJR, investors gain exposure to a diversified portfolio of small-cap stocks, spanning various sectors and industries. The fund seeks to provide a cost-effective and convenient way to access the growth potential of smaller companies, which often exhibit higher growth rates compared to their larger counterparts. IJR's strategy focuses on mirroring the returns of the S&P SmallCap 600 Index, making it a valuable tool for portfolio diversification and long-term investment strategies.

Is IJR stock a good buy?

IJR can be a good buy for investors seeking exposure to the U.S. small-cap market and willing to accept higher volatility for potentially higher returns. With a beta of 1.19, IJR is more volatile than the broader market. The fund's low expense ratio enhances its appeal, but the absence of a dividend yield may not suit all investors. The potential for small-cap outperformance during economic recovery and expansion makes IJR an attractive option for growth-oriented portfolios. However, investors should carefully consider their risk tolerance and investment objectives before investing in IJR.

What are the main risks for IJR?

The main risks for IJR include higher volatility compared to large-cap ETFs, potential underperformance during market downturns, and increased competition from other ETFs. Small-cap stocks are generally more sensitive to economic cycles and market fluctuations, which can lead to greater price swings for IJR. Changes in investor sentiment and regulatory changes could also negatively impact IJR's performance. Investors should be aware of these risks and carefully consider their investment objectives and risk tolerance before investing in IJR. The medium AI risk assessment further underscores the need for careful consideration.

Is IJR a good investment right now?

Use the AI score and analyst targets on this page to evaluate iShares Core S&P Small-Cap ETF (IJR). Our analysis considers fundamentals, technicals, and market sentiment to help you decide.

What is the MoonshotScore for IJR?

The MoonshotScore is a proprietary 0-100 AI rating that evaluates iShares Core S&P Small-Cap ETF across multiple dimensions including financial health, growth trajectory, and risk factors.

Where can I find IJR financial statements?

iShares Core S&P Small-Cap ETF financial data including revenue, earnings, and balance sheet metrics are available in the Financials tab on this page, sourced from institutional-grade data providers.

What do analysts say about IJR?

Analyst consensus targets and ratings for iShares Core S&P Small-Cap ETF are shown in the analysis section. These are aggregated from major Wall Street firms and updated regularly.

How volatile is IJR stock?

Check the beta and historical price range on this page to assess iShares Core S&P Small-Cap ETF's volatility relative to the broader market.