JKD
+10.23 · +4.85%
$221.23 · NYSE ARCA

iShares Morningstar U.S. Equity ETF (JKD) ETF Analysis | Large Blend

iShares · United States
AUM:$1.2B
#– of – in Large Blend ETFs

Educational tool only – Figures 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 17.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.03% — among the lowest available for this category.

What is JKD?

The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap IndexSM composed of large- and mid-capitalization U. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JKD delivered 17.7% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.03% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 36.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.2B
Expense Ratio0.03%
Dividend Yield1.26%
Holdings533
Inception DateJun 2004
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would JKD affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.5%
1Y
+23.0%
3Y
+71.8%
5Y
+71.0%
OpenBook InsightIf you had invested £10,000 in JKD 5 years ago, it would have grown to £17,102 — a gain of £7,102.

Annual Returns

Calendar year performance

JKD delivered positive returns in 4 of the last 5 calendar years.
YearJKD
2026 YTD+8.2%
2025+16.4%
2024+24.3%
2023+25.6%
2022-21.2%
CAGR 4yr+9.4%
4/5 positive yearsAvg return: +10.7%Worst year: -21.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
30.6%
High
Momentum
+12.1%
30-day change
Support Level
90.53
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.