Summary
IJR Chart
SPY Vs. IJR: This Chart Shows It's Time To Buy Small Caps
Driven by high valuations and rising treasury rates after the U.S. credit downgrade, SPDR® S&P 500 ETF Trust's valuation risk is among the highest level since the dot-com bubble. Small-cap ETF such iShares Core S&P Small-Cap ETF offers a more attractive risk/return profile. IJR's current yield spread over SPY is at a multi-decade high, and its valuation discount is compelling relative to its own historical level too.
IJR Unlocks The Hidden Small-Cap Premium
IJR could offer a compelling mean reversion trade, capitalizing on the unusually wide small-cap premium and valuation gap versus large caps. This is because IJR tracks the S&P SmallCap 600, which better selects profitable small caps. And because the forward P/E of profitable small-cap companies is lower than that of unprofitable ones, signaling in my opinion, a technical inconsistency in favor of the S&P 600.
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Core S&P Small-Cap ETF (IJR), a passively managed exchange traded fund launched on 05/22/2000.
iShares Core S&P Small-Cap ETF Dividends
 IJR 5 months ago Paid | Quarterly | $1.14 Per Share |
| IJR 8 months ago Paid | Quarterly | $0.52 Per Share |
| IJR 11 months ago Paid | Quarterly | $0.39 Per Share |
| IJR 21 Mar 2024 Paid | Quarterly | $0.33 Per Share |
| IJR 20 Dec 2023 Paid | Quarterly | $0.28 Per Share |
iShares Core S&P Small-Cap ETF Earnings
| IJR 5 months ago Paid | Quarterly | $1.14 Per Share |
| IJR 8 months ago Paid | Quarterly | $0.52 Per Share |
| IJR 11 months ago Paid | Quarterly | $0.39 Per Share |
| IJR 21 Mar 2024 Paid | Quarterly | $0.33 Per Share |
| IJR 20 Dec 2023 Paid | Quarterly | $0.28 Per Share |
iShares Core S&P Small-Cap ETF (IJR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares Core S&P Small-Cap ETF ever had a stock split?
iShares Core S&P Small-Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The index in question focuses on mapping the progress and performance of the small-cap segment within the United States equity market, following standards and determinations set by SPDJI. It aims to provide a comprehensive view of this market sector, emphasizing those companies with smaller market capitalizations that exhibit potential for growth or unique market value. The fund associated with this index commits to investing at least 80% of its assets directly into the securities that make up its index, ensuring alignment with the sector's movements and successes. This strategy involves a direct correlation with the economic characteristics inherent to these small-cap companies, thereby mirroring the index's performance closely.
Products and Services
- Component Securities Investment
The primary strategy involves substantial investment in the component securities that define the index. This ensures that the fund's performance is closely tied to the performance of the small-capitalization sector of the U.S. equity market, mirroring the gains and losses within this space.
- Economic Characteristics Alignment
In addition to direct investments, the fund seeks out opportunities and assets that possess economic characteristics substantially identical to the component securities of its index. This method allows for a broader investment strategy while maintaining a focus on the small-cap market's dynamics.
- Derivative Investments
Up to 20% of the fund's assets may be allocated towards investments in futures, options, and swap contracts. This inclusion of derivatives provides the fund with additional flexibility in its investment approach, allowing it to hedge against potential market volatility or to speculate on future movements within the small-cap sector.
- Cash and Cash Equivalents
The fund is also allowed to invest in cash and cash equivalents, providing liquidity and a safeguard during periods of uncertainty or market downturns. This strategic component of the fund's investment approach ensures that it can quickly respond to changing market conditions, protecting its investors' capital.
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