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

ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 117.446m USD | Total Return: 25.4% in 12m

Mid-Cap Stocks, Futures, Options, Swaps, Cash Equivalents
Total Rating 51
Safety 57
Buy Signal 0.08
Mid-Cap Blend
Category Rotation: +0.5
TER: 0.05%
AUM: 117B
Avg Turnover: 543M
Risk 3d forecast
Volatility15.4%
VaR 5th Pctl2.72%
VaR vs Median-2.01%
Reward TTM
Sharpe Ratio1.27
Rel. Str. IBD56
Rel. Str. Peer Group45.2
Character TTM
Beta0.979
Beta Downside1.067
Hurst Exponent0.481
Drawdowns 3y
Max DD24.10%
CAGR/Max DD0.66
CAGR/Mean DD3.74

Warnings

No concerns identified

Tailwinds

Supp Ema20

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 U.S. companies with market capitalizations typically ranging from $5.2 billion to $15.8 billion. The fund utilizes a replication strategy, investing a minimum of 80% of its assets in index constituents, while maintaining flexibility to use derivatives and cash equivalents for the remaining 20% to manage liquidity and tracking error.

Mid-cap stocks often represent established businesses that have transitioned out of the high-risk small-cap phase but still possess higher growth potential than mature large-cap equities. This sector frequently includes regional banks, industrial manufacturers, and specialized technology firms that benefit from domestic economic expansion. Investors can use ValueRay to further analyze how these mid-sized holdings impact overall portfolio volatility.

As a mid-cap blend fund, IJH balances both growth and value characteristics, offering a diversified core holding for investors seeking to capture the sweet spot of the equity market. The fund is structured to provide broad market representation across all major GICS sectors, excluding those that do not meet the indexs liquidity and profitability requirements.

Headlines to Watch Out For
  • U.S. manufacturing activity levels impact industrial sector earnings within the index
  • Domestic consumer spending trends drive revenue for mid-cap retail components
  • Federal Reserve interest rate policy affects borrowing costs for leveraged firms
  • Improving small-to-mid enterprise earnings growth accelerates capital appreciation versus large caps
  • Domestic economic expansion strengthens performance of cyclical financial and industrial holdings
What is the price of IJH shares?

As of May 30, 2026, the stock is trading at USD 74.60 with a total of 5,461,721 shares traded.
Over the past week, the price has changed by +2.33%, over one month by +4.23%, over three months by +4.59% and over the past year by +25.44%.

Is IJH a buy, sell or hold?

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