(IJH) iShares Core S&P Mid-Cap - Ratings and Ratios
Mid-Cap Stocks, Equities, Index, Futures, Options
Dividends
| Dividend Yield | 1.23% |
| Yield on Cost 5y | 2.00% |
| Yield CAGR 5y | -27.19% |
| Payout Consistency | 91.9% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 15.8% |
| Value at Risk 5%th | 25.8% |
| Relative Tail Risk | -0.89% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.05 |
| Alpha | -11.81 |
| CAGR/Max DD | 0.51 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.414 |
| Beta | 0.978 |
| Beta Downside | 1.003 |
| Drawdowns 3y | |
|---|---|
| Max DD | 24.10% |
| Mean DD | 5.03% |
| Median DD | 3.93% |
Description: IJH iShares Core S&P Mid-Cap December 02, 2025
The iShares Core S&P Mid-Cap ETF (NYSE ARCA: IJH) tracks the S&P MidCap 400 Index, which captures the performance of U.S. mid-capitalization equities as defined by S&P DJI. The fund’s mandate requires at least 80 % of assets to be held in the index’s component stocks, while the remaining allocation may be used for cash, cash equivalents, or derivative instruments (futures, options, swaps) to manage liquidity and tracking error.
Key quantitative characteristics (as of the latest filing): expense ratio 0.05 %, total assets under management ≈ $85 billion, weighted average market-cap ≈ $7 billion, and a 12-month dividend yield near 1.2 %. The top sector exposures are industrials (~22 %), consumer discretionary (~18 %), and health care (~15 %). Turnover is modest, averaging around 10 % annually, reflecting the index’s relatively stable composition.
Mid-cap stocks tend to be more sensitive to domestic economic conditions than large caps. Recent U.S. GDP growth of ~2.5 % YoY, a tightening monetary policy cycle, and resilient consumer spending have historically supported earnings expansion in this segment. Conversely, rising interest rates can compress valuations, especially for growth-oriented mid-caps that rely on cheaper financing.
For a deeper, data-driven look at how IJH’s risk-adjusted returns compare to peers, you might explore the analytics platform ValueRay.
What is the price of IJH shares?
Over the past week, the price has changed by +1.86%, over one month by +3.17%, over three months by +3.39% and over the past year by +3.64%.
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 | 73.2 | 8.5% |
IJH Fundamental Data Overview December 02, 2025
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 = 101.40b USD (101.40b + (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 101.40b)
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 101.40b / 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 = 9.62% (E(101.40b)/V(101.40b) * Re(9.62%) + (debt-free company))
Discount Rate = 9.62% (= 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