(IJH) Core S&P Mid-Cap - Overview

ETF Category: Mid-Cap Blend | Exchange: NYSE (USA) | Market Cap: 119.167m USD | Total Return: 23.9% in 12m

Mid-Cap Equities, Index Funds, Derivatives, Cash Equivalents
Total Rating 55
Safety 56
Buy Signal -0.26
Mid-Cap Blend
Category Rotation: +0.6
TER: 0.05%
AUM: 119B
Avg Turnover: 546M
Risk 3d forecast
Volatility17.6%
VaR 5th Pctl3.10%
VaR vs Median-1.80%
Reward TTM
Sharpe Ratio1.18
Rel. Str. IBD57.4
Rel. Str. Peer Group48.6
Character TTM
Beta0.978
Beta Downside1.056
Hurst Exponent0.501
Drawdowns 3y
Max DD24.10%
CAGR/Max DD0.63
CAGR/Mean DD3.53

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: IJH Core S&P Mid-Cap

The iShares Core S&P Mid-Cap ETF (IJH) tracks the S&P MidCap 400 Index, providing exposure to the mid-capitalization segment of the United States equity market. The fund maintains a physical replication strategy by investing at least 80% of its assets in the underlying index securities, while utilizing derivatives and cash equivalents for the remaining 20% to manage liquidity and tracking error.

Mid-cap companies typically represent businesses with established operations that are in a secondary growth phase, often offering a balance between the stability of large-caps and the growth potential of small-caps. This segment frequently includes regional banks, industrial suppliers, and specialized healthcare providers that have outgrown small-cap benchmarks but have not yet reached the scale of the S&P 500.

Investors can further evaluate these underlying holdings and valuation metrics by visiting ValueRay. Since its inception in 2000, IJH has served as a core building block for diversified portfolios seeking representation in the mid-cap blend category.

Headlines to Watch Out For
  • U.S. industrial production and manufacturing activity drive mid-cap cyclical earnings
  • Domestic consumer spending trends impact core retail and services constituents
  • Federal Reserve interest rate policy influences borrowing costs for mid-market expansion
  • Relative valuation spread between mid-cap and large-cap indices attracts capital flows
What is the price of IJH shares?

As of June 06, 2026, the stock is trading at USD 73.95 with a total of 7,704,802 shares traded.
Over the past week, the price has changed by -0.87%, over one month by +0.93%, over three months by +6.10% and over the past year by +23.89%.

Is IJH a buy, sell or hold?

Core S&P Mid-Cap has no consensus analysts rating.