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JKK
+21.10 · +7.23%
$312.79 · NYSE ARCA

iShares Morningstar Small-Cap Growth ETF (JKK) ETF Analysis | Small Growth

iShares · United States
AUM:$915.0M
#– of – in Small Growth 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 22.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.06% — among the lowest available for this category.

What is JKK?

The investment seeks to track the investment results of the Morningstar® US Small Cap Broad Growth Extended IndexSM composed of small-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
JKK delivered 22.4% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.06% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 6.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$915.0M
Expense Ratio0.06%
Dividend Yield0.10%
Holdings964
Inception DateJun 2004
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.16
CategorySmall Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.7%
1Y
+28.6%
3Y
+53.0%
5Y
+21.6%
OpenBook InsightIf you had invested £10,000 in JKK 5 years ago, it would have grown to £12,160 — a gain of £2,160.

Annual Returns

Calendar year performance

JKK delivered positive returns in 4 of the last 5 calendar years.
YearJKK
2026 YTD+11.5%
2025+12.1%
2024+13.9%
2023+22.6%
2022-28.0%
CAGR 4yr+3.0%
4/5 positive yearsAvg return: +6.4%Worst year: -28.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
28.1%
Moderate
Momentum
+13.4%
30-day change
Support Level
55.48
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.
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