ETF Research and Analysis

by Adam McCullough, CFA
Suitability
Morningstar will cease qualitative research coverage of iShares U.S. Industrials IYJ on or about Jan. 18, 2018, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst   Read more 

Bull Case

The fund's turnover and market impact costs are low because it weights its holdings by market capitalization. Read more 

Bear Case

This fund charges over 4 times the amount of its closest index peers.
This concentrated portfolio exposes investors to firm-specific risk, which the market usually does not compensate.
Although this portfolio invests in nearly all U.S. industrial stocks, it skews toward larger industrial companies, which tend to be more sensitive to global economic conditions and currency fluctuations. Read more 

2 ETF Picks to Harness the Small-Cap Effect 
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