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

ETF | Mid-Cap Blend |

Last Closing

USD 64.12

Change

+0.07 (+0.11)%

Market Cap

USD 98.63B

Volume

0.03B

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: 2025-02-10 )

Largest Industry Peers for Mid-Cap Blend

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

+0.30 (+0.33%)

USD 38.83B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+0.60 (+0.10%)

USD 24.43B
VXF Vanguard Extended Market Index..

+0.88 (+0.44%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

+0.06 (+0.11%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

+0.14 (+0.14%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

+0.11 (+0.18%)

USD 4.23B
IVOO Vanguard S&P Mid-Cap 400 Index..

+0.16 (+0.15%)

USD 2.51B
FSMD Fidelity Small-Mid Factor

-0.02 (-0.05%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

+0.19 (+0.39%)

USD 0.63B
JPME JPMorgan Diversified Return U...

+0.12 (+0.12%)

USD 0.42B

ETFs Containing IJH

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

-0.38 (0.44%)

USD 0.32B
DUKQ Northern Lights Fund Trus.. 10.17 % 0.00 %

+0.12 (+0.44%)

USD 0.01B
FDCE Foundations Dynamic Core .. 6.14 % 0.00 %

+0.05 (+0.44%)

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

+0.41 (+0.44%)

USD 2.18B
AOR iShares Core Growth Alloc.. 2.08 % 0.18 %

+0.27 (+0.44%)

USD 2.24B
AOM iShares Core Moderate All.. 1.37 % 0.18 %

+0.12 (+0.44%)

USD 1.45B
AOK iShares Core Conservative.. 1.05 % 0.18 %

+0.07 (+0.44%)

USD 0.61B
PPMC 0.00 % 0.01 %

N/A

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

+0.34 (+0.44%)

CAD 2.95B
XMC:CA iShares S&P US Mid-Cap 0.00 % 0.16 %

+0.04 (+0.44%)

CAD 0.48B
XMH:CA iShares S&P US Mid-Cap CA.. 0.00 % 0.16 %

N/A

CAD 0.30B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

+0.52 (+0.44%)

CAD 3.50B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

-0.07 (0.44%)

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 %

-0.03 (0.44%)

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 2.90% 44% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.90% 44% F 55% F
Trailing 12 Months  
Capital Gain 13.33% 50% F 66% D+
Dividend Return 1.46% 72% C 24% F
Total Return 14.79% 56% F 63% D
Trailing 5 Years  
Capital Gain 53.49% 63% D 74% C
Dividend Return 8.88% 58% F 27% F
Total Return 62.36% 79% B- 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.91% 21% F 66% D+
Dividend Return 12.20% 21% F 64% D
Total Return 1.29% 53% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 29.16% 16% F 37% F
Risk Adjusted Return 41.83% 21% F 56% F
Market Capitalization 98.63B 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.

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.