ducovest

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

ETF | Mid-Cap Blend |

Last Closing

USD 62.2

Change

0.00 (0.00)%

Market Cap

USD 88.34B

Volume

9.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Company Website : http://www.ishares.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Mid-Cap Blend

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

N/A

 USD 36.20B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

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 USD 22.15B
VXF Vanguard Extended Market Index..

N/A

 USD 20.05B
SPMD SPDR Russell Small Cap Complet..

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 USD 10.86B
XMHQ Invesco S&P MidCap Quality ETF

N/A

 USD 5.30B
JHMM John Hancock Multifactor Mid C..

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 USD 3.97B
IVOO Vanguard S&P Mid-Cap 400 Index..

N/A

 USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

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 USD 0.61B
FSMD Fidelity Small-Mid Factor

N/A

 USD 0.47B
JPME JPMorgan Diversified Return U...

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 99.96 % 0.16 %

N/A

 CAD 0.33B
XMH:CA iShares S&P US Mid-Cap CA.. 99.93 % 0.16 %

N/A

 CAD 0.24B
DUKQ Northern Lights Fund Trus.. 10.39 % 0.00 %

N/A

 N/A
FDCE 6.14 % 0.00 %

N/A

 N/A
XAW:CA iShares Core MSCI All Cou.. 3.61 % 0.22 %

N/A

 CAD 2.62B
XUU:CA iShares Core S&P US Total.. 2.78 % 0.07 %

N/A

 CAD 3.05B
QAI IQ Hedge Multi-Strategy T.. 0.83 % 0.54 %

N/A

 USD 0.63B
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 0.60B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

N/A

 USD 1.42B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

N/A

 USD 2.15B
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
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.21% 50% F 65% D
Dividend Return 0.58% 24% F 12% F
Total Return 12.79% 44% F 59% D-
Trailing 12 Months  
Capital Gain 24.55% 44% F 70% C-
Dividend Return 1.58% 94% A 27% F
Total Return 26.13% 44% F 67% D+
Trailing 5 Years  
Capital Gain 59.45% 61% D- 75% C
Dividend Return 7.37% 44% F 23% F
Total Return 66.81% 83% B 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.53% 72% C 74% C
Dividend Return 13.80% 72% C 72% C
Total Return 1.26% 44% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 24.25% 22% F 43% F
Risk Adjusted Return 56.89% 28% F 74% C
Market Capitalization 88.34B 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 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.