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DJSC
+2.66 · +6.44%
£44.04 · LSE
iShares EURO STOXX Small UCITS | Eurozone Mid-Cap Equity
BlackRock Asset Management Ireland - ETF · Ireland
AUM:£459.8M
#– of – in Eurozone Mid-Cap Equity ETFs
ℹ️
Reward Rating
65
Good
22.54% 1Y return
ℹ️
Risk Rating
46
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 22.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is DJSC?

iShares EURO STOXX Small UCITS tracks Morningstar Dev Ezn SMID TME NR EUR, providing diversified exposure across 10 holdings. Its ongoing charge is 0.40%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
DJSC delivered 22.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.40%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 15.4% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Good (65)

The scoring profile reflects moderate historical performance, with a 22.5% 1-year return (historical). The ongoing charge of 0.40% should be considered against long-term return expectations. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM£459.8M
Ongoing Charge0.40%
Dividend Yield3.21%
Holdings10
Inception DateOct 2004
DomicileIreland
DistributionQuarterly
IndexMorningstar Dev Ezn SMID TME NR EUR
ProviderBlackRock Asset Management Ireland - ETF
Beta–
CategoryEurozone Mid-Cap Equity
CurrencyGBX
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.5%
1Y
+21.0%
3Y
+38.0%
5Y
+31.1%
OpenBook InsightIf you had invested £10,000 in DJSC 5 years ago, it would have grown to £13,106 — a gain of £3,106.

Annual Returns

Calendar year performance

DJSC delivered positive returns in 3 of the last 5 calendar years.
YearDJSC
2026 YTD+9.7%
2025+24.0%
2024-6.5%
2023+10.7%
2022-10.4%
CAGR 4yr+3.6%
3/5 positive yearsAvg return: +5.5%Worst year: -10.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.1%
Low
Momentum
+5.5%
30-day change
Support Level
44.41
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses DJSC's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
65
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
69/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
22.54%
Very Good
3Y Return
8.59%
Good
5Y Return
7.28%
Good
10Y Return
9.04%
Good
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 22.54%, 3-year annualised 8.59%, 5-year annualised 7.28%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.40%
Weak
Net Expense Ratio
0.00%
Very Good
Annual Turnover
1.41%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.40%, net expense ratio of 0.00%, annual turnover of 1.4%.

💵 Income

Weight: 15%
70/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
3.21%
Neutral
Distribution Frequency
Quarterly
Good

Attractive income profile: distribution yield of 3.21%, quarterly distributions.

🌐 Diversification Quality

Weight: 25%
40/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
10
Very Weak
Top 10 Concentration
15.36%
Good
Top Sector
Industrials30.5%
Weak
Top Region
Europe Developed96.8%
Very Weak

Concentrated but typical for its category: 10 holdings, top 10 at 15.4%, Industrials sector at 30.5%, Europe Developed at 96.8%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses DJSC using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
46
Moderate RISK
Data Coverage: 83%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
35/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
15.36%
Lower Risk
Largest Holding
1.68%
Lower Risk
Number of Holdings
10
High Risk
HHI (weight²)
24
Low Risk

Reasonable spread across positions: top 10 holdings at 15.4%, largest single position at 1.68%, 10 total holdings.

🌍 Market Exposure

Weight: 25%
81/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
Europe Developed96.8%
High Risk
Top Sector
Industrials30.5%
Elevated
Top 2 Sectors
47.62%
Moderate
Cyclical Sectors
69.36%
High Risk

High market-exposure risk — returns closely track a narrow slice of the market: Europe Developed at 96.8%, Industrials sector at 30.5%, 69.4% in cyclical sectors.

📊 Volatility

Weight: 35%
20/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
6.51%
Lower Risk
Beta
—
No Data
Max Drawdown
—
No Data

Below-average volatility: 1Y volatility of 6.51% (historical).

💵 Income Reliability

Weight: 15%
66/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield
3.21%
Lower Risk
Cyclical Sector Exposure
69.36%
High Risk
Top-Sector Dependency
Industrials30.5%
Elevated

Income has some cyclical dependency: yield of 3.21%, 69.4% in cyclical sectors (financials, energy, materials, industrials, real estate), Industrials sector at 30.5%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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