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

ETF | Mid-Cap Blend |

Last Closing

USD 61.9

Change

-0.01 (-0.02)%

Market Cap

USD 98.63B

Volume

8.88M

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: 2025-02-25 )

Largest Industry Peers for Mid-Cap Blend

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

-0.26 (-0.29%)

USD 40.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

-0.21 (-0.04%)

USD 24.43B
VXF Vanguard Extended Market Index..

-1.63 (-0.86%)

USD 22.40B
SPMD SPDR Russell Small Cap Complet..

-0.01 (-0.02%)

USD 12.79B
XMHQ Invesco S&P MidCap Quality ETF

+0.36 (+0.38%)

USD 6.19B
JHMM John Hancock Multifactor Mid C..

+0.05 (+0.08%)

USD 4.20B
IVOO Vanguard S&P Mid-Cap 400 Index..

-0.04 (-0.04%)

USD 2.52B
FSMD Fidelity Small-Mid Factor

-0.02 (-0.05%)

USD 0.81B
EQAL Invesco Russell 1000 Equal Wei..

-0.18 (-0.36%)

USD 0.65B
JPME JPMorgan Diversified Return U...

+0.26 (+0.25%)

USD 0.41B

ETFs Containing IJH

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

+0.20 (+-0.41%)

USD 0.32B
XMH:CA iShares S&P US Mid-Cap CA.. 99.91 % 0.16 %

-0.04 (-0.41%)

CAD 0.33B
DUKQ Northern Lights Fund Trus.. 10.17 % 0.00 %

-0.11 (-0.41%)

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

-0.03 (-0.41%)

N/A
XAW:CA iShares Core MSCI All Cou.. 3.65 % 0.22 %

+0.10 (+-0.41%)

CAD 2.97B
XUU:CA iShares Core S&P US Total.. 2.71 % 0.07 %

-0.13 (-0.41%)

CAD 3.54B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

+0.04 (+-0.41%)

USD 2.18B
AOK iShares Core Conservative.. 0.00 % 0.18 %

+0.12 (+-0.41%)

USD 0.61B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

+0.18 (+-0.41%)

USD 1.45B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

+0.05 (+-0.41%)

USD 2.24B
PPMC 0.00 % 0.01 %

N/A

N/A
XMC:CA iShares S&P US Mid-Cap 0.00 % 0.16 %

+0.11 (+-0.41%)

CAD 0.51B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

-0.30 (-0.41%)

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

-0.32 (-0.41%)

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

-0.12 (-0.41%)

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 -0.66% 28% F 31% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.66% 28% F 30% F
Trailing 12 Months  
Capital Gain 8.07% 28% F 59% D-
Dividend Return 1.44% 72% C 25% F
Total Return 9.51% 22% F 53% F
Trailing 5 Years  
Capital Gain 67.25% 63% D 73% C
Dividend Return 10.02% 58% F 27% F
Total Return 77.27% 79% B- 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.83% 21% F 66% D+
Dividend Return 12.12% 21% F 63% D
Total Return 1.29% 53% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 29.14% 16% F 36% F
Risk Adjusted Return 41.59% 21% F 55% 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.