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

ETF | Mid-Cap Blend |

Last Closing

USD 55.65

Change

+0.71 (+1.29)%

Market Cap

USD 83.09B

Volume

0.01B

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: 2025-04-23 )

Largest Industry Peers for Mid-Cap Blend

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

+0.99 (+1.23%)

USD 36.82B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+6.42 (+1.28%)

USD 20.27B
VXF Vanguard Extended Market Index..

+3.01 (+1.85%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

+0.61 (+1.27%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

+1.34 (+1.52%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+0.70 (+1.30%)

USD 3.62B
IVOO Vanguard S&P Mid-Cap 400 Index..

+1.22 (+1.31%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.54 (+1.46%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.45 (+1.02%)

USD 0.58B
JPME JPMorgan Diversified Return U...

+0.90 (+0.94%)

USD 0.33B

ETFs Containing IJH

XMH:CA iShares S&P US Mid-Cap CA.. 100.12 % 0.16 %

+0.32 (+0.04%)

CAD 0.31B
IJH:AU iShares CoreS&P MidCap 40.. 99.99 % 0.00 %

+1.65 (+0.04%)

USD 0.32B
XMC:CA iShares S&P US Mid-Cap 99.93 % 0.16 %

+0.54 (+0.04%)

CAD 0.47B
DUKQ Northern Lights Fund Trus.. 10.17 % 0.00 %

+0.01 (+0.04%)

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

+0.17 (+0.04%)

N/A
XAW:CA iShares Core MSCI All Cou.. 3.43 % 0.22 %

+0.73 (+0.04%)

CAD 2.82B
XUU:CA iShares Core S&P US Total.. 2.63 % 0.07 %

+1.24 (+0.04%)

CAD 3.34B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

+0.79 (+0.04%)

USD 2.08B
AOK iShares Core Conservative.. 0.00 % 0.18 %

+0.18 (+0.04%)

USD 0.63B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

+0.18 (+0.04%)

USD 1.42B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

+0.45 (+0.04%)

USD 2.22B
PPMC 0.00 % 0.01 %

N/A

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

+1.35 (+0.04%)

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

+1.05 (+0.04%)

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

+0.43 (+0.04%)

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 -10.69% 22% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.69% 17% F 27% F
Trailing 12 Months  
Capital Gain -3.84% 33% F 37% F
Dividend Return 1.15% 67% D+ 23% F
Total Return -2.68% 28% F 33% F
Trailing 5 Years  
Capital Gain 80.09% 58% F 69% C-
Dividend Return 11.48% 58% F 26% F
Total Return 91.57% 58% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.99% 21% F 63% D
Dividend Return 9.27% 21% F 60% D-
Total Return 1.28% 47% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 26.05% 16% F 38% F
Risk Adjusted Return 35.59% 21% F 51% F
Market Capitalization 83.09B 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.