(IJH) iShares Core S&P Mid-Cap - Ratings and Ratios
Mid-Cap, Stocks, Sector, Index, Allocation
Description: IJH iShares Core S&P Mid-Cap
The iShares Core S & P Mid-Cap ETF (NYSE ARCA: IJH) tracks the S & P MidCap 150 Index, which captures the performance of U.S. mid-capitalization equities as defined by S&P DJI. The fund is required to hold at least 80 % of its net assets in the index’s constituent stocks, with the remaining allocation permitted for futures, options, swaps, cash, or cash equivalents to manage liquidity and tracking error.
Key fund metrics (as of the latest reporting period) include an expense ratio of 0.05 %-among the lowest in the mid-cap space-and total assets under management of roughly $70 billion, indicating strong investor demand and deep market liquidity. The top sector weightings are typically Technology (~22 %), Industrials (~15 %), and Consumer Discretionary (~14 %), reflecting the broader economic exposure of mid-cap firms to business-cycle dynamics.
Recent market conditions suggest that mid-cap performance is sensitive to U.S. monetary policy and corporate earnings trends. A 0.5 % YoY increase in the mid-cap earnings growth rate in Q2 2024, coupled with a modest rise in the Federal Reserve’s policy rate, has historically boosted the sector’s relative outperformance versus large-cap peers during the same period.
If you want a data-driven, quantitative deep-dive into IJH’s risk-adjusted returns and factor exposures, consider exploring ValueRay’s analytical platform for further insight.
IJH ETF Overview
| Market Cap in USD | 100,617m |
| Category | Mid-Cap Blend |
| TER | 0.05% |
| IPO / Inception | 2000-05-22 |
IJH ETF Ratings
| Growth Rating | 45.0% |
| Fundamental | - |
| Dividend Rating | 49.4% |
| Return 12m vs S&P 500 | -11.0% |
| Analyst Rating | - |
IJH Dividends
| Dividend Yield 12m | 0.96% |
| Yield on Cost 5y | 1.69% |
| Annual Growth 5y | 8.85% |
| Payout Consistency | 96.2% |
| Payout Ratio | % |
IJH Growth Ratios
| Growth Correlation 3m | 65.5% |
| Growth Correlation 12m | 13.2% |
| Growth Correlation 5y | 74.1% |
| CAGR 5y | 14.30% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.59 |
| CAGR/Mean DD 3y (Pain Ratio) | 2.85 |
| Sharpe Ratio 12m | -0.39 |
| Alpha | -13.45 |
| Beta | 1.180 |
| Volatility | 19.38% |
| Current Volume | 20288.3k |
| Average Volume 20d | 8785.1k |
| Stop Loss | 62.4 (-3%) |
| Signal | -0.44 |
What is the price of IJH shares?
Over the past week, the price has changed by -1.15%, over one month by -1.61%, over three months by +2.77% and over the past year by +2.17%.
Is iShares Core S&P Mid-Cap a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IJH is around 62.18 USD . This means that IJH is currently overvalued and has a potential downside of -3.36%.
Is IJH a buy, sell or hold?
What are the forecasts/targets for the IJH price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 70.5 | 9.5% |
Last update: 2025-10-06 02:05
IJH Fundamental Data Overview
Beta = 1.18
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 100.62b USD (100.62b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 100.62b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 100.62b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 10.36% (E(100.62b)/V(100.62b) * Re(10.36%) + (debt-free company))
Discount Rate = 10.36% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IJH ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle