IJS: The Opportunity Risk In This Regime

IJS offers diversified exposure to undervalued U.S. small-cap stocks, managing approximately $7 billion with a 0.18% expense ratio. The first time I wrote about it, I talked about small-cap value potential amid anticipated rate cuts, but macro conditions have shifted. Interest rates are now closer to the Fed's floor, and slower economic growth may favor large-cap equities over small-cap value.

Seeking Alpha • Feb 3, 2026

Should iShares S&P Small-Cap 600 Value ETF (IJS) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Value ETF (IJS), a passively managed exchange traded fund launched on July 24, 2000.

Zacks Investment Research • Jan 16, 2026

Decoding the Bull Case for Small Caps

There's a lot of buzz about the opportunity in US small cap stocks this year. There's a confluence of factors that seem aligned just right for the segment, chief amongst them earnings growth expectations.

ETF Trends • Jan 16, 2026

IJS: Choose AVUV Instead For Small-Cap Value Exposure

IJS provides broad exposure to value stocks inside the S&P SmallCap 600 Index. Its expense ratio is 0.18% and the ETF has $7.4B in assets under management. I've rated IJS a "sell" primarily due to its relatively poor quality, particularly on its capital efficiency ratios like ROTC. This article suggests AVUV as the superior choice. AVUV's active approach allows its managers to improve the overall factor mix while maintaining adequate value factor exposure. On a TTM basis, AVUV is even slightly more attractive than IJS.

Seeking Alpha • Jan 14, 2026

Style Box Update: Small-Cap Value Outperforming Small-Cap Growth - Hasn't Happened Since 2022

For the first time since 2022, “value” has started to outperform “growth,” and it's started in the small-cap asset class. “Growth” has smoked “value” for the last 12 quarters in terms of total return, and growth beat value across all three asset classes (large, mid and small-cap) for those 12 quarters until this last quarter of 2025.

Seeking Alpha • Jan 7, 2026

High-Beta Stocks Take The Lead For Equity Risk Factors In 2025

The Invesco S&P 500 High Beta ETF (SPHB) is up a sizzling 27.3% year to date. SPHB targets the stocks in the S&P 500 with the highest sensitivity to market movements, or beta, over the past 12 months.

Seeking Alpha • Oct 16, 2025

Key ETF Asset Class Performance

The market ended the month of July on a down note, but the S&P 500 still ended the month with a gain of 2.3%. While domestic equities posted small gains in July, there was quite a bit of disparity among international markets.

Seeking Alpha • Aug 2, 2025

IJS: A Small-Cap Value Fund With Attractive Valuation But Underperfoming Peers

The iShares S&P Small-Cap 600 Value ETF (IJS) offers broad diversification in undervalued U.S. small-cap stocks but underperforms in profitability and returns compared to the S&P SmallCap 600 Index. IJS's sector allocation favors financials, industrials, and consumer discretionary, with notable positions in regional banks, mortgage REITs, and niche industrial manufacturers. Despite attractive valuations and defensive positioning, IJS has lagged behind peers in total returns over the past three and five years, especially in bullish markets.

Seeking Alpha • Apr 1, 2025

IJS: High Volatility And Limited Growth Potential

iShares S&P Small-Cap 600 Value ETF (IJS) greater higher volatility and downside risk due to its high exposure to cyclical sectors and low exposure to defensive sectors. IJS has underperformed its mid-cap and large-cap value peers over the past decade and exhibits greater price volatility with a beta ratio of 1.10. The fund's limited exposure to the technology sector weakens its long-term growth prospects, making it less attractive for investors seeking higher long-term returns.

Seeking Alpha • Jan 19, 2025

IJS: Rethinking The Approach To Small-Cap Value Exposure

IJS offers cheap exposure to undervalued small-cap U.S. stocks. Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite. IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.

Seeking Alpha • Oct 8, 2024