JKJiShares Morningstar Small-Cap ETF
Grow my money#861 of 2944 for Grow my money
Seeks to track the investment results of an index composed of small-cap U.S. equities.
iShares · Since 2004 (21 years)
Annual Cost
0.25%
#1062 out of 5,332 ETFs
Fund Size
$241M
#1973 out of 5,332 ETFs
Dividend Yield
1.14%
Track Record
21 years
#201 out of 5,332 ETFs
Performance
1 Year
+34.6%
3 Years
+17.2%
5 Years
+5.5%
What's inside
Asset class
Region
Strategy
index tracking
Cap
small
Asset allocation
Stocks
99.8%
Sector breakdown
Financial Services
20.5%
Industrials
19.9%
Consumer Cyclical
14.5%
Technology
11.6%
Real Estate
11.3%
Healthcare
8.6%
Consumer Defensive
5.6%
Basic Materials
4.1%
Other
4.0%
Top holdings
Novavax IncNVAX1.3%
Signature BankSBNY1.2%
LPL Financial Holdings IncLPLA1.0%
East West Bancorp IncEWBC1.0%
Lithia Motors Inc Class ALAD1.0%
Western Alliance BancorpWAL0.9%
WEX IncWEX0.9%
II-VI IncIIVI0.9%
The Middleby CorpMIDD0.8%
US Foods Holding CorpUSFD0.8%
Risk profile
Volatility (1Y)
17.1%
Moderate
Max drawdown
-81.1%
Worst peak-to-trough loss
Sharpe (3Y)
0.72
Decent risk-adjusted returns
Sortino (3Y)
1.08
Good downside protection
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Data updated on 2026-05-05