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.
ETFs to Tap Small-Cap's Largest Weekly Gain Since November
The small-cap index records its biggest weekly gain since November. We highlight five top-ranked ETFs to tap the current momentum.
IJR Vs. IWM: IJR Is A Better Bet For The Return Of Small-Cap Stocks
Since my last writings, the latest dividend declarations and also interest rate changes have made small-cap one of the most attractive market sectors. I thus see attractive valuation in both IJR and IWM. However, a few differences between these funds make me prefer IJR.
Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?
The iShares Core S&P Small-Cap ETF (IJR) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Prediction: These 2 iShares ETFs Will Outperform the Russell 2000 This Year
The iShares exchange-traded funds (ETFs) are worth exploring if you're looking for passive options to help you bring greater balance and customization to your portfolio.
IJR: The Time Is Now To Be In Small Caps
I reiterate a buy rating on iShares Core S&P Small-Cap ETF due to its compelling valuation, imminent EPS growth, and strong long-term technical trends. IJR offers exposure to the S&P SmallCap 600 Index, featuring a low expense ratio and a higher dividend yield than the S&P 500. Despite recent volatility, IJR's portfolio is well-diversified with a focus on value and cyclical stocks, making it sensitive to interest rate changes.
How to Play the January Effect With Small-Cap ETFs
Wall Street was off to a volatile start in 2025, following a steep sell-off in the final weeks of 2024. Notably, the small-cap Russell 2000 Index fell 8.4% in December, marking its worst month since September 2022.
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 05/22/2000.
Trade Tracker: Jim Lebenthal buys more IJR, Adobe and Wabtec
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's still bullish on these stocks.
Small-Cap ETFs Set to Explode Under Trump Presidency
Here, we highlight the reasons that are likely to drive the outperformance.
