Small Cap Value ETFs: IJS Is Lagging AVUV In 2022

Summary

  • IJS is a value ETF picking stocks in the S&P SmallCap 600 Index.
  • Financials and industrials weigh 39.4% of the portfolio.
  • IJS beats its parent index in 2022, but it lags AVUV.
  • The weaknesses of old-school value indexes.
  • Looking for a helping hand in the market? Members of Quantitative Risk & Value get exclusive ideas and guidance to navigate any climate. Learn More »

Wooden block cube flipping between 2022 to 2023 for change and preparation merry Christmas and happy new year.

Dilok Klaisataporn

This ETF review series aims at evaluating products regarding the relative past performance of their strategies and metrics of their current portfolios. As holdings and weights change over time, updated reviews are posted when necessary.

Strategy and

IJS Sector breakdown

IJS Sector breakdown (chart: author; data: iShares)

IJS vs. IJR and competitors in 2022

IJS vs. IJR and competitors in 2022 (Portfolio123)

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This article was written by

Fred Piard profile picture
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Data-driven portfolios and risk indicators.
Author of Quantitative Risk & Value and three books, I have been investing in systematic strategies since 2010. I have a PhD in computer science, an MSc in software engineering, an MSc in civil engineering and 30 years of professional experience in various sectors. My aim is making simple and efficient quantitative investing techniques available to my followers. Quantitative models can make investment decisions faster, reproducible and emotionless by focusing on relevant information in the middle of market noise. Moreover, models can be refined to meet specific risk tolerance and objectives. 

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I am an individual investor and an IT professional, not a finance professional. My writings are data analysis and opinions, not investment advice. They may contain inaccurate information, despite all the effort I put in them. Readers are responsible for all consequences of using information included in my work, and are encouraged to do their own research from various sources.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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