IJJ:NYE-iShares S&P Mid-Cap 400 Value ETF (USD)

ETF | Mid-Cap Value |

Last Closing

USD 122.32

Change

-1.30 (-1.05)%

Market Cap

USD 7.75B

Volume

0.19M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to 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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Mid-Cap Value

Symbol Name Price(Change) Market Cap
VOE Vanguard Mid-Cap Value Index F..

-0.54 (-0.32%)

USD 18.00B
IWS iShares Russell Mid-Cap Value ..

-0.80 (-0.60%)

USD 13.48B
KOMP SPDR Kensho New Economies Comp..

-0.58 (-1.18%)

USD 2.03B
PVAL Putnam Focused Large Cap Value..

+0.01 (+0.03%)

USD 1.19B
IVOV Vanguard S&P Mid-Cap 400 Value..

-0.97 (-1.01%)

USD 0.93B
XMLV Invesco S&P MidCap Low Volatil..

-0.19 (-0.31%)

USD 0.83B
DIV Global X SuperDividend U.S. ET..

-0.02 (-0.08%)

USD 0.65B
VUSE Vident Core U.S. Equity Fund

-0.42 (-0.74%)

USD 0.58B
XMVM Invesco S&P MidCap Value with ..

-0.72 (-1.30%)

USD 0.25B
PY Principal Value ETF

-0.51 (-1.02%)

USD 0.08B

ETFs Containing IJJ

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.26% 13% F 49% F
Dividend Return 1.41% 57% F 28% F
Total Return 8.67% 13% F 44% F
Trailing 12 Months  
Capital Gain 25.28% 29% F 63% D
Dividend Return 2.21% 63% D 30% F
Total Return 27.48% 29% F 60% D-
Trailing 5 Years  
Capital Gain 58.05% 53% F 72% C
Dividend Return 9.68% 63% D 32% F
Total Return 67.72% 65% D 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.25% N/A N/A 75% C
Dividend Return 14.83% N/A N/A 73% C
Total Return 1.58% N/A N/A 37% F
Risk Return Profile  
Volatility (Standard Deviation) 26.27% N/A N/A 39% F
Risk Adjusted Return 56.47% N/A N/A 73% C
Market Capitalization 7.75B 82% B 82% B

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:

There is nothing we particularly dislike