Are Odds Improving for a Fed Rate Cut? ETFs to Consider
Cooling inflation boosts the odds for a Fed interest rate cut in June. These ETFs can help investors ride the potential gains.
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 May 22, 2000.
2 ETFs I'd Buy in Response to Goldman's 2026 Investment Forecast
The biggest takeaway from Goldman Sachs' 2026 investment forecast, at least in my view, has to be that a more active approach might be more worth considering over a passive one, especially if you subscribe to the belief that the S&P 500 is destined for 6.5% in annual returns over the next decade, which is quite modest, even disappointing, given many investors might have the expectation for a long-term average gain closer to 10%.
IJR Over IWM: Filtering Out The Junk For Better Returns
I favor iShares Core S&P Small-Cap ETF as a long-term buy due to its embedded quality filter and lower expense ratio. I rate iShares Russell 2000 ETF a hold, as its recent outperformance is driven by speculative, unprofitable companies unlikely to sustain momentum. IJR's focus on profitable financials and industrials, lower volatility, and higher yield make it a superior core allocation for small-cap exposure.
Are Small-Caps Worth a Steak Dinner?
Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.
Small Caps Look Way Too Cheap. These 2 ETFs Look Like Great Year-end Buys
The small caps are starting to get cheap again after the latest round of market selling concentrated in the AI growth names.
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the iShares Core S&P Small-Cap ETF (IJR) is a passively managed exchange traded fund launched on May 22, 2000.
3 Reasons To Favor IJR Over IWM In Case High Rates Persist
The Fed's recent rate decision has led us to form a higher-for-longer interest rate outlook. We see a few reasons that could help IJR better navigate the interest rate uncertainties ahead than IWM. The top ones are its avoidance of microcaps and more attractive valuation judging by yield.
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares Core S&P Small-Cap ETF (IJR), a passively managed exchange traded fund launched on 05/22/2000.
Small Business Optimism Grows: What's Ahead for ETFs?
Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales, according to the latest data from the National Federation of Independent Business (NFIB). The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April.
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.
