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

ETF | Mid-Cap Blend |

Last Closing

USD 65.71

Change

+2.61 (+4.14)%

Market Cap

USD 91.59B

Volume

0.02B

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-06 )

Largest Industry Peers for Mid-Cap Blend

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

+2.52 (+2.83%)

USD 36.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+23.74 (+4.12%)

USD 22.96B
VXF Vanguard Extended Market Index..

+8.76 (+4.68%)

USD 20.29B
SPMD SPDR Russell Small Cap Complet..

+2.30 (+4.16%)

USD 11.56B
XMHQ Invesco S&P MidCap Quality ETF

+3.59 (+3.53%)

USD 5.74B
JHMM John Hancock Multifactor Mid C..

+1.97 (+3.25%)

USD 4.01B
IVOO Vanguard S&P Mid-Cap 400 Index..

+4.40 (+4.12%)

USD 2.28B
EQAL Invesco Russell 1000 Equal Wei..

+1.22 (+2.50%)

USD 0.62B
FSMD Fidelity Small-Mid Factor

+2.03 (+4.87%)

USD 0.53B
JPME JPMorgan Diversified Return U...

+2.43 (+2.32%)

USD 0.41B

ETFs Containing IJH

XMC:CA iShares S&P US Mid-Cap 99.93 % 0.16 %

+1.65 (+3.11%)

CAD 0.36B
XMH:CA iShares S&P US Mid-Cap CA.. 99.90 % 0.16 %

+1.22 (+3.11%)

CAD 0.25B
IJH:AU iShares CoreS&P MidCap 40.. 99.66 % 0.00 %

+2.17 (+3.11%)

USD 0.32B
DUKQ Northern Lights Fund Trus.. 10.29 % 0.00 %

+0.82 (+3.11%)

USD 2.11M
FDCE 6.14 % 0.00 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 3.56 % 0.22 %

+0.87 (+3.11%)

CAD 2.75B
XUU:CA iShares Core S&P US Total.. 2.75 % 0.07 %

+2.13 (+3.11%)

CAD 3.20B
AOA iShares Core Aggressive A.. 2.73 % 0.18 %

+0.71 (+3.11%)

USD 2.08B
AOR iShares Core Growth Alloc.. 2.05 % 0.18 %

+0.30 (+3.11%)

USD 2.18B
AOM iShares Core Moderate All.. 1.36 % 0.18 %

+0.05 (+3.11%)

USD 1.43B
AOK iShares Core Conservative.. 1.02 % 0.18 %

-0.01 (3.11%)

USD 0.60B
QAI IQ Hedge Multi-Strategy T.. 0.56 % 0.54 %

+0.22 (+3.11%)

USD 0.63B
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 %

+0.93 (+3.11%)

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 -88.15% 6% D- 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -88.15% 6% D- 2% F
Trailing 12 Months  
Capital Gain -86.48% 5% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -86.48% 5% F 2% F
Trailing 5 Years  
Capital Gain -83.55% 5% F 3% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -83.55% 5% F 4% F
Average Annual (5 Year Horizon)  
Capital Gain 11.09% 21% F 69% C-
Dividend Return 12.34% 26% F 67% D+
Total Return 1.26% 44% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 27.88% 16% F 38% F
Risk Adjusted Return 44.27% 21% F 62% D
Market Capitalization 91.59B 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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.