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IJS: iShares S&P Small-Cap 600 Value (ETF)
Basic Info 100.53 0.64(0.63%) January 25
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/28/2000 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 1.06% |
| Expenses | 0.25% |
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Performance Analytics (As of 01/25/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.5 | -3.8 | 14.2 | 13.0 | 9.0 | 12.1 | 8.4 | 10.5 | 30.6 | 2.4 | 24.1 | -12.8 | 11.4 | 31.2 | -6.9 | 7.6 | 39.3 | 18.2 | -1.6 | 24.7 | 22.4 | -29.4 | -5.6 | 19.4 | -46.8 | 24.1 | 41.3 | -13.3 | 12.5 | 16.8 |
| SR | NA | -3.18 | 0.62 | 0.39 | 0.33 | 0.54 | NA | 0.16 | 1.33 | 0.05 | 1.33 | -0.82 | 0.84 | 1.7 | -0.44 | 0.54 | 2.82 | 1.06 | -0.05 | 0.99 | 0.6 | -0.65 | -0.41 | 0.95 | -0.7 | 1.42 | 2.19 | -0.57 | 0.49 | 0.1 |
| DD(%) | NA | 7.7 | 12.7 | 45.5 | 47.7 | 47.7 | NA | 60.1 | 12.7 | 45.5 | 11.5 | 27.8 | 7.3 | 11.4 | 14.7 | 11.1 | 5.1 | 13.5 | 26.8 | 21.7 | 35.0 | 47.9 | 17.4 | 13.5 | 51.1 | 9.5 | 15.9 | 36.1 | 21.8 | 54.5 |
| SD(%) | NA | 19.6 | 22.3 | 30.6 | 25.7 | 21.4 | NA | 60.9 | 23.0 | 44.7 | 17.0 | 17.3 | 12.8 | 18.2 | 15.8 | 14.0 | 14.0 | 17.3 | 32.2 | 24.7 | 37.0 | 46.6 | 21.2 | 17.0 | 70.4 | 16.2 | 18.5 | 25.2 | 21.3 | 399.4 |
| TR | NA | -0.61 | 0.13 | 0.12 | 0.08 | 0.11 | NA | 0.1 | 0.28 | 0.02 | 0.2 | -0.13 | 0.09 | 0.29 | -0.07 | 0.08 | 0.39 | 0.17 | -0.02 | 0.24 | 0.24 | -0.3 | -0.08 | 0.14 | -0.56 | 0.21 | 0.37 | -0.15 | 0.11 | -1.85 |
| Alpha(%) | NA | -0.07 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.07 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 | -0.01 | -0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 3.42 |
| Beta(%) | NA | 1.02 | 1.08 | 0.98 | 1.0 | 1.01 | NA | 0.99 | 1.1 | 0.95 | 1.15 | 1.08 | 1.15 | 1.07 | 1.02 | 0.99 | 1.02 | 1.09 | 1.04 | 1.02 | 0.93 | 0.99 | 1.09 | 1.19 | 0.88 | 1.08 | 1.1 | 0.99 | 0.94 | -0.22 |
| RS | NA | 0.85 | 0.86 | 0.87 | 0.88 | 0.9 | NA | 0.11 | 0.87 | 0.87 | 0.95 | 0.96 | 0.92 | 0.95 | 0.95 | 0.91 | 0.94 | 0.97 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.95 | 0.06 | 0.91 | 0.94 | 0.95 | 0.9 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2000
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See SMALL VALUE Asset Class Trend Rankings |
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Best ETFs
- IWN (iShares Russell 2000 Value) 0.57% (100%)
- IJS (iShares S&P Small-Cap 600 Value) 0.63% (99%)
- RFV (Guggenheim S&P MidCap 400 Pure Val ETF) 1.07% (99%)
- RZV (Guggenheim S&P SmallCap 600 PureVal ETF) 0.28% (98%)
- VBR (Vanguard Small-Cap Value ETF) 0.70% (98%)
- DES (WisdomTree SmallCap Dividend ETF) 0.69% (97%)
- VTWV (Vanguard Russell 2000 Value ETF) 0.73% (35%)
- VIOV (Vanguard S&P Small-Cap 600 Value ETF) 0.73% (35%)
- SLYV (SPDR® S&P 600 Small Cap Value ETF) 0.52% (30%)
- FNK (First Trust Mid Cap Value AlphaDEX® ETF) 0.65% (29%)
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