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iSharesSmall ValueIJS · NYSE Arca

iShares S&P Small-Cap 600 Value ETF (IJS)

Price
$134.67
11 Sept 2026
Assets
$8.2B
Total net assets
Expense ratio
0.18%
Category 1.09%
Yield
1.32%
Trailing distributions
3Y CAGR
15.3%0.0%
Category 15.3%
5Y CAGR
8.1%-0.5%
Category 8.6%
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iShares S&P Small-Cap 600 Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.2%-0.2%+16.8%+19.1%+22.2%+15.3%+8.1%+10.0%+9.9%
Small Value average-2.6%2.2%16.5%18.9%19.0%15.3%8.6%10.1%11.1%
Difference-0.6%-2.4%+0.3%+0.2%+3.2%0.0%-0.5%-0.1%-1.3%

Holdings

The 10 largest positions make up 9.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
XTSLABlackRock Cash Funds Treasury SL Agency1.64%
PAYCPaycom Software Inc1.08%
MTCHMatch Group Inc Ordinary Shares - New1.03%
JXNJackson Financial Inc1.00%
KMXCarMax Inc0.94%
SMSM Energy Co0.92%
EMNEastman Chemical Co0.90%
CAGConagra Brands Inc0.83%
LWLamb Weston Holdings Inc0.82%
LNCLincoln National Corp0.79%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
16.3
P/B
1.5
P/S
0.9
P/CF
7.9

Sector allocation

Share of the equity the fund holds.

20.4%Financial services11 sectors
  1. Financial services20.4%
  2. Consumer discretionary14.7%
  3. Technology12.7%
  4. Industrials12.6%
  5. Real estate8.1%
  6. Energy7.3%
  7. Health care6.8%
  8. Materials6.2%
  9. Consumer staples5.3%
  10. Communication services3.9%
  11. Utilities2.0%

Asset mix

  • Stocks99.8%
  • Cash0.3%

ETF details

Issuer
iShares
Category
Equity · Small Value
Ticker
IJS
Exchange
NYSE Arca
Inception
24 Jul 2000 (26.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.18% (category 1.09%)
Holdings turnover
56% (category 107%)
Distribution yield
1.32%
Beta, 3 years
1.04
Total net assets
$8.2B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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