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

ETF | Mid-Cap Blend |

Last Closing

USD 58.63

Change

+1.37 (+2.39)%

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: 2025-05-02 )

Largest Industry Peers for Mid-Cap Blend

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

+1.74 (+2.07%)

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

+12.32 (+2.35%)

USD 20.27B
VXF Vanguard Extended Market Index..

+3.71 (+2.16%)

USD 18.55B
SPMD SPDR Russell Small Cap Complet..

+1.17 (+2.33%)

USD 11.19B
XMHQ Invesco S&P MidCap Quality ETF

+2.12 (+2.29%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+1.20 (+2.14%)

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

+2.30 (+2.37%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.86 (+2.24%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.76 (+1.66%)

USD 0.58B
JPME JPMorgan Diversified Return U...

+1.46 (+1.48%)

USD 0.33B

ETFs Containing IJH

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

+0.73 (+1.41%)

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

+0.33 (+1.41%)

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

+0.18 (+1.41%)

N/A
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

+1.02 (+1.41%)

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

-0.08 (1.41%)

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

+0.33 (+1.41%)

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

+0.53 (+1.41%)

USD 2.22B
PPMC 0.00 % 0.01 %

N/A

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

+0.65 (+1.41%)

CAD 2.82B
XMC:CA iShares S&P US Mid-Cap 0.00 % 0.16 %

+0.67 (+1.41%)

CAD 0.47B
XMH:CA iShares S&P US Mid-Cap CA.. 0.00 % 0.16 %

+0.60 (+1.41%)

CAD 0.31B
XUU:CA iShares Core S&P US Total.. 0.00 % 0.07 %

+0.77 (+1.41%)

CAD 3.34B
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

+0.16 (+1.41%)

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 %

+0.47 (+1.41%)

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 -5.91% 28% F 32% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.91% 22% F 30% F
Trailing 12 Months  
Capital Gain 0.17% 22% F 45% F
Dividend Return 1.14% 67% D+ 23% F
Total Return 1.31% 22% F 37% F
Trailing 5 Years  
Capital Gain 84.77% 58% F 70% C-
Dividend Return 11.18% 58% F 26% F
Total Return 95.95% 58% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.62% 16% F 62% D
Dividend Return 8.89% 21% F 59% D-
Total Return 1.27% 47% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 25.63% 16% F 39% F
Risk Adjusted Return 34.68% 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.