IJJ ETF Analysis: S&P Mid-Cap 400 Value | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 8.433m USD | 12M Return: 18.8% | Charts, Fundamentals & Technical Analysis

Mid-Cap Stocks, Value Stocks, U.S. Equities, Index Funds
Total Rating 61
Safety 65
Buy Signal 0.14
Mid-Cap Value
Category Rotation: -2.0
TER: 0.18%
AUM: 8.43B
Avg Turnover: 25.4M
Risk 3d forecast
Volatility16.0%
VaR 5th Pctl2.78%
VaR vs Median-3.62%
Reward TTM
Sharpe Ratio0.93
Rel. Str. IBD52.8
Rel. Str. Peer Group76.7
Character TTM
Beta0.842
Beta Downside0.888
Hurst Exponent0.498
Drawdowns 3y
Max DD22.68%
CAGR/Max DD0.61
CAGR/Mean DD3.08

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 0
Feb +0.0% 0
Mar -2.3% 41
Apr +0.1% 0
May +0.3% 0
Jun +0.5% 0
Jul +0.7% 45
Aug -0.7% 26
Sep -1.8% 44
Oct -0.8% 27
Nov +2.9% 62
Dec -0.3% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IJJ S&P Mid-Cap 400 Value

The iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange-traded fund that seeks to track the performance of mid-capitalization U.S. companies exhibiting value characteristics. As an ETF, it offers investors liquid, low-cost exposure to a specific segment of the U.S. equity market through a single security.

The fund commits at least 80% of its assets to the component securities of its underlying index, with the remaining portion permitted in futures, options, swap contracts, and cash equivalents. This investment structure is typical of index-tracking ETFs, which prioritize replication of a benchmark rather than active security selection. Mid-cap value funds target medium-sized companies trading at valuations considered attractive relative to fundamentals, distinct from mid-cap growth strategies that emphasize companies with higher earnings expansion potential.

Headlines to Watch Out For
  • Fed rate cuts boost mid-cap value financials rotation
  • U.S. economic slowdown pressures mid-cap industrial margins
  • Value factor outperforms growth amid rising rate expectations
What is the price of IJJ shares?

As of July 03, 2026, the stock is trading at USD 146.78 with a total of 239,942 shares traded. Over the past week, the price has changed by +0.73%, over one month by +3.89%, over three months by +10.62% and over the past year by +18.76%.

Current recommended Stop Loss: 142.20 (which is 3.1% or 2.6 ATR below the current price).

Is IJJ a buy, sell or hold?

S&P Mid-Cap 400 Value has no consensus analysts rating.