ducovest

IJH:ARCA-iShares Core S&P Mid-Cap (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 61.6

Change

+0.22 (+0.36)%

Market Cap

USD 32.40B

Volume

6.73M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P MidCap 400? (the "underlying index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Company Website : www.ishares.com

Currency: USD

Country : USA

Inception Date: 22/05/2000

Primary Benchmark: S&P MidCap 400 TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.12%

Management Expense Ratio: 0.07 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 0.62 %
EMEQ Macquarie Focused Emerging Markets Equity ETF 0.57 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IWR iShares Russell Mid-Cap ETF 0.19 %

N/A

 USD 36.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

N/A

 USD 22.56B
VXF Vanguard Extended Market Index.. 0.07 %

N/A

 USD 20.40B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

N/A

 USD 10.60B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

N/A

 USD 5.28B
JHMM John Hancock Multifactor Mid C.. 0.44 %

N/A

 USD 3.83B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

N/A

 USD 2.16B
EQAL Invesco Russell 1000 Equal Wei.. 0.20 %

N/A

 USD 0.60B
FSMD Fidelity Small-Mid Factor 0.00 %

N/A

 USD 0.43B
JPME JPMorgan Diversified Return U... 0.24 %

N/A

 USD 0.41B

ETFs Containing IJH

IJH:AU iShares CoreS&P MidCap 40.. 99.98 % 0.00 %

N/A

 USD 0.32B
XMC:CA iShares S&P US Mid-Cap 99.95 % 0.16 %

N/A

 CAD 0.32B
XMH:CA iShares S&P US Mid-Cap CA.. 99.90 % 0.16 %

N/A

 CAD 0.24B
FDCE 6.14 % 0.00 %

N/A

 N/A
XAW:CA iShares Core MSCI All Cou.. 3.69 % 0.22 %

N/A

 CAD 2.61B
XUU:CA iShares Core S&P US Total.. 2.84 % 0.07 %

N/A

 CAD 3.02B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

N/A

 USD 2.04B
AOK iShares Core Conservative.. 0.00 % 0.18 %

N/A

 USD 0.59B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

N/A

 USD 1.41B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

N/A

 USD 2.14B
QAI IQ Hedge Multi-Strategy T.. 0.00 % 0.54 %

N/A

 USD 0.57B
PPMC 0.00 % 0.01 %

N/A

 N/A
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

N/A

 N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 0.00 % 0.00 %

N/A

 N/A
XMC-U:CA iShares S&P U.S. Mid-Cap .. 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.13% 89% A- 71% C-
Dividend Return 0.58% 24% F 14% F
Total Return 11.71% 89% A- 67% D+
Trailing 12 Months  
Capital Gain 13.35% 72% C 71% C-
Dividend Return 1.45% 67% D+ 22% F
Total Return 14.80% 72% C 67% D+
Trailing 5 Years  
Capital Gain 59.42% 78% C+ 76% C+
Dividend Return 7.44% 50% F 24% F
Total Return 66.86% 78% C+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 12.42% 79% B- 75% C
Dividend Return 13.66% 79% B- 73% C
Total Return 1.25% 53% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 23.47% 32% F 44% F
Risk Adjusted Return 58.22% 53% F 78% C+
Market Capitalization 32.40B 100% F 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.