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

ETF | Mid-Cap Blend |

Last Closing

USD 62.37

Change

+0.48 (+0.78)%

Market Cap

USD 94.17B

Volume

7.66M

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: 2025-01-13 )

Largest Industry Peers for Mid-Cap Blend

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

+0.64 (+0.73%)

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

+4.59 (+0.81%)

USD 23.87B
VXF Vanguard Extended Market Index..

+0.33 (+0.17%)

USD 21.17B
SPMD SPDR Russell Small Cap Complet..

+0.43 (+0.79%)

USD 12.15B
XMHQ Invesco S&P MidCap Quality ETF

+0.11 (+0.11%)

USD 5.93B
JHMM John Hancock Multifactor Mid C..

+0.39 (+0.66%)

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

+0.83 (+0.79%)

USD 2.42B
FSMD Fidelity Small-Mid Factor

+0.31 (+0.76%)

USD 0.66B
EQAL Invesco Russell 1000 Equal Wei..

+0.41 (+0.86%)

USD 0.62B
JPME JPMorgan Diversified Return U...

+1.02 (+1.00%)

USD 0.42B

ETFs Containing IJH

IJH:AU iShares CoreS&P MidCap 40.. 99.99 % 0.00 %

-0.50 (0.23%)

USD 0.32B
DUKQ Northern Lights Fund Trus.. 10.05 % 0.00 %

+0.06 (+0.23%)

USD 9.55M
FDCE Foundations Dynamic Core .. 6.14 % 0.00 %

+0.03 (+0.23%)

N/A
AOA iShares Core Aggressive A.. 2.75 % 0.18 %

-0.03 (0.23%)

USD 2.16B
AOR iShares Core Growth Alloc.. 2.07 % 0.18 %

-0.04 (0.23%)

USD 2.41B
AOM iShares Core Moderate All.. 1.37 % 0.18 %

-0.01 (0.23%)

USD 1.50B
AOK iShares Core Conservative.. 1.04 % 0.18 %

-0.05 (0.23%)

USD 0.74B
PPMC 0.00 % 0.01 %

N/A

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

-0.10 (0.23%)

CAD 2.88B
XMC:CA iShares S&P US Mid-Cap 0.00 % 0.16 %

+0.21 (+0.23%)

CAD 0.44B
XMH:CA iShares S&P US Mid-Cap CA.. 0.00 % 0.16 %

+0.20 (+0.23%)

CAD 0.29B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

-0.07 (0.23%)

CAD 3.43B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

-0.26 (0.23%)

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

-0.30 (0.23%)

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

-0.02 (0.23%)

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 0.10% 61% D- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.10% 61% D- 67% D+
Trailing 12 Months  
Capital Gain 14.62% 61% D- 71% C-
Dividend Return 1.52% 72% C 25% F
Total Return 16.14% 67% D+ 69% C-
Trailing 5 Years  
Capital Gain 50.48% 68% D+ 75% C
Dividend Return 8.95% 63% D 27% F
Total Return 59.43% 89% A- 74% C
Average Annual (5 Year Horizon)  
Capital Gain 10.92% 21% F 66% D+
Dividend Return 12.19% 21% F 64% D
Total Return 1.28% 47% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 29.16% 16% F 37% F
Risk Adjusted Return 41.82% 21% F 56% F
Market Capitalization 94.17B 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.