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iShares S&P SmallCap 600 Value ETF

IJS
ETF · Currency in USD
ISIN
US4642878791
CUSIP
464287879
Issuer
iShares
Inception Date
Jul 24, 2000
Region
North America (U.S.)
Category
Small Cap Value Equities
Expense Ratio
0.25%
Index Tracked
S&P SmallCap 600/Citigroup Value Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

IJSPrice Chart


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IJSPerformance

The chart shows the growth of $10,000 invested in iShares S&P SmallCap 600 Value ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,845 for a total return of roughly 318.45%. All prices are adjusted for splits and dividends.


IJS (iShares S&P SmallCap 600 Value ETF)
Benchmark (S&P 500)

IJSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M8.30%
6M5.14%
YTD30.50%
1Y60.39%
5Y13.29%
10Y13.72%

IJSMonthly Returns Heatmap


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IJSSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares S&P SmallCap 600 Value ETF Sharpe ratio is 2.31. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IJS (iShares S&P SmallCap 600 Value ETF)
Benchmark (S&P 500)

IJSDividends

iShares S&P SmallCap 600 Value ETF granted a 1.04% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.10 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.10$0.81$1.34$1.15$1.08$0.85$0.86$0.83$0.66$0.75$0.46$0.41

Dividend yield

1.04%1.00%1.66%1.75%1.41%1.22%1.59%1.41%1.18%1.87%1.32%1.14%

IJSDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IJS (iShares S&P SmallCap 600 Value ETF)
Benchmark (S&P 500)

IJSWorst Drawdowns

The table below shows the maximum drawdowns of the iShares S&P SmallCap 600 Value ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares S&P SmallCap 600 Value ETF is 47.68%, recorded on Mar 23, 2020. It took 200 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.68%Aug 23, 2018397Mar 23, 2020200Jan 6, 2021597
-26.76%Apr 7, 2011124Oct 3, 201183Feb 1, 2012207
-21.68%Apr 26, 201050Jul 6, 2010111Dec 10, 2010161
-20.54%Jun 24, 2015161Feb 11, 2016103Jul 11, 2016264
-13.55%Mar 27, 201248Jun 4, 201267Sep 7, 2012115
-12.72%Jun 9, 202128Jul 19, 2021
-11.13%Jul 7, 201470Oct 13, 201432Nov 26, 2014102
-10.36%Sep 17, 201242Nov 15, 201224Dec 20, 201266
-10.25%Mar 15, 20218Mar 24, 202147Jun 1, 202155
-9.1%Jan 20, 201014Feb 8, 201014Mar 1, 201028

IJSVolatility Chart

Current iShares S&P SmallCap 600 Value ETF volatility is 8.38%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IJS (iShares S&P SmallCap 600 Value ETF)
Benchmark (S&P 500)

IJSAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
AVUVSep 24, 20190.25%41.76%26.80%1.03%Compare IJS and AVUV
IJRMay 22, 20000.07%24.56%14.60%1.12%Compare IJS and IJR
VBRJan 30, 20040.07%27.24%13.39%1.58%Compare IJS and VBR

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