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

ETF | Mid-Cap Blend |

Last Closing

USD 63.23

Change

+0.24 (+0.38)%

Market Cap

USD 94.51B

Volume

5.21M

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: 2024-12-26 )

Largest Industry Peers for Mid-Cap Blend

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

+0.15 (+0.17%)

USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+2.26 (+0.39%)

USD 24.18B
VXF Vanguard Extended Market Index..

+0.83 (+0.43%)

USD 23.21B
SPMD SPDR Russell Small Cap Complet..

+0.21 (+0.38%)

USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF

+0.34 (+0.34%)

USD 6.03B
JHMM John Hancock Multifactor Mid C..

+0.12 (+0.20%)

USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.35 (+0.33%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

+0.13 (+0.31%)

USD 0.63B
EQAL Invesco Russell 1000 Equal Wei..

+0.16 (+0.33%)

USD 0.62B
JPME JPMorgan Diversified Return U...

+0.21 (+0.20%)

USD 0.42B

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 0.44B
XMH:CA iShares S&P US Mid-Cap CA.. 99.56 % 0.16 %

N/A

CAD 0.29B
DUKQ Northern Lights Fund Trus.. 10.29 % 0.00 %

+0.07 (+0.24%)

USD 3.35M
FDCE Foundations Dynamic Core .. 6.14 % 0.00 %

+0.06 (+0.24%)

N/A
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

-0.01 (0.24%)

USD 2.15B
AOK iShares Core Conservative.. 0.00 % 0.18 %

+0.03 (+0.24%)

USD 0.71B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

+0.02 (+0.24%)

USD 1.49B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

+0.05 (+0.24%)

USD 2.36B
PPMC 0.00 % 0.01 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 0.00 % 0.22 %

N/A

CAD 2.88B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

N/A

CAD 3.43B
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 14.07% 61% D- 69% C-
Dividend Return 1.49% 72% C 25% F
Total Return 15.56% 56% F 65% D
Trailing 12 Months  
Capital Gain 12.97% 61% D- 68% D+
Dividend Return 1.48% 72% C 24% F
Total Return 14.45% 44% F 64% D
Trailing 5 Years  
Capital Gain 53.61% 58% F 75% C
Dividend Return 9.01% 63% D 27% F
Total Return 62.62% 79% B- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.91% 21% F 67% D+
Dividend Return 12.18% 21% F 65% D
Total Return 1.27% 47% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 29.16% 16% F 37% F
Risk Adjusted Return 41.78% 21% F 57% F
Market Capitalization 94.51B 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.