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

ETF | Mid-Cap Blend |

Last Closing

USD 59.56

Change

+0.73 (+1.24)%

Market Cap

USD 91.19B

Volume

7.48M

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: 2025-03-19 )

Largest Industry Peers for Mid-Cap Blend

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

+1.05 (+1.23%)

USD 36.41B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+6.74 (+1.25%)

USD 22.70B
VXF Vanguard Extended Market Index..

+3.02 (+1.72%)

USD 20.41B
SPMD SPDR Russell Small Cap Complet..

+0.65 (+1.26%)

USD 12.20B
XMHQ Invesco S&P MidCap Quality ETF

+1.37 (+1.49%)

USD 5.64B
JHMM John Hancock Multifactor Mid C..

+0.59 (+1.03%)

USD 3.89B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.25 (+1.25%)

USD 2.33B
FSMD Fidelity Small-Mid Factor

+0.55 (+1.41%)

USD 0.86B
EQAL Invesco Russell 1000 Equal Wei..

+0.38 (+0.80%)

USD 0.59B
JPME JPMorgan Diversified Return U...

+0.77 (+0.76%)

USD 0.38B

ETFs Containing IJH

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

+0.03 (+0.99%)

USD 0.32B
XMC:CA iShares S&P US Mid-Cap 99.90 % 0.16 %

+0.50 (+0.99%)

CAD 0.50B
XMH:CA iShares S&P US Mid-Cap CA.. 99.65 % 0.16 %

+0.26 (+0.99%)

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

+0.25 (+0.99%)

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

+0.11 (+0.99%)

N/A
XAW:CA iShares Core MSCI All Cou.. 3.50 % 0.22 %

+0.44 (+0.99%)

CAD 2.93B
XUU:CA iShares Core S&P US Total.. 2.64 % 0.07 %

+0.80 (+0.99%)

CAD 3.46B
AOA iShares Core Aggressive A.. 2.57 % 0.18 %

+0.50 (+0.99%)

USD 2.16B
AOR iShares Core Growth Alloc.. 1.93 % 0.18 %

+0.30 (+0.99%)

USD 2.25B
AOM iShares Core Moderate All.. 1.29 % 0.18 %

+0.27 (+0.99%)

USD 1.45B
AOK iShares Core Conservative.. 0.97 % 0.18 %

+0.21 (+0.99%)

USD 0.59B
PPMC 0.00 % 0.01 %

N/A

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

+0.06 (+0.99%)

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

+0.52 (+0.99%)

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

+0.21 (+0.99%)

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 -4.41% 17% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -4.41% 17% F 27% F
Trailing 12 Months  
Capital Gain -0.07% 11% F 41% F
Dividend Return 1.39% 78% C+ 26% F
Total Return 1.32% 22% F 35% F
Trailing 5 Years  
Capital Gain 135.84% 63% D 71% C-
Dividend Return 14.69% 63% D 30% F
Total Return 150.53% 74% C 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.51% 21% F 66% D+
Dividend Return 11.80% 21% F 63% D
Total Return 1.29% 47% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 29.01% 16% F 36% F
Risk Adjusted Return 40.68% 21% F 54% F
Market Capitalization 91.19B 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.