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IJSiShares S&P Small-Cap 600 Value ETF

Grow my money26y track recordRanked #117 of 2,999 in this goal

Tracks the investment results of the S&P SmallCap 600 Value Index.

By iShares · Launched 2000

Annual Cost

0.18%

#763 of 5,861 · low cost

Fund Size

$8.0B

#333 of 5,861 · large

Return (1Y)Goal

+35.4%

Track Record

26 years

#100 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$13,512+35.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Value

Index tracked

S&P SmallCap 600 Value Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.4% of fundwell diversified

BLACKROCK GLOBAL
2.9%
BLACKROCK CASH FUNDS
1.2%
Eastman Chemical Company
1.1%
LKQ Corporation
1.0%
Match Group Inc
0.9%
Celanese Corporation
0.9%
SM Energy Co.
0.9%
Molina Healthcare, Inc.
0.9%
Paycom Software Inc
0.8%
Carmax Inc
0.8%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Financial Services
20.2%
Consumer Cyclical
15.2%
Technology
13.4%
Industrials
12.2%
Real Estate
8.5%
Healthcare
7.7%
Basic Materials
6.2%
Energy
6.0%
Other
10.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.7%Moderate

Year-on-year price swings

Max drawdown
-47.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.49Below average
Sortino (3Y)
0.73Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the S&P SmallCap 600 Value Index.
Strategy
Invests primarily in small-capitalization U.S. equities exhibiting value characteristics, seeking to track the S&P SmallCap 600 Value Index. Uses representative sampling indexing to manage the Fund, aiming for lower costs and better after-tax performance.
Inception date
July 24, 2000
Fund family
iShares

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Data updated on 2026-08-04