(IJH) iShares Core S&P Mid-Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642875078 • Mid-Cap Blend
IJH: Mid-Cap, Stocks, Futures, Options, Swaps, Cash, Equivalents
The iShares Core S&P Mid-Cap ETF (IJH) is designed to track the performance of mid-capitalization companies in the U.S. equity market, as represented by the S&P MidCap 400 Index. The fund offers exposure to this market segment, which historically has provided a balance between growth potential and stability. Mid-cap companies often represent a sweet spot in the market, combining the growth opportunities of smaller firms with the established operations of larger corporations.
The ETFs investment strategy involves holding at least 80% of its assets in the securities that comprise its underlying index. This ensures high tracking accuracy relative to the S&P MidCap 400. The remaining 20% of assets may be allocated to derivatives, such as futures, options, and swap contracts, as well as cash and cash equivalents. This flexibility allows the fund to manage risk and maintain liquidity while staying aligned with its investment objective.
As a core investment vehicle, IJH is structured to provide long-term exposure to the mid-cap segment with minimal expense. Its large asset base of $783.97 billion underscores its popularity and liquidity, making it a reliable choice for investors seeking mid-cap exposure. The fund is listed on the NYSE ARCA under the ticker symbol IJH and is categorized as a mid-cap blend ETF, reflecting its balanced approach to growth and value investing.
Additional Sources for IJH ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IJH ETF Overview
Market Cap in USD | 84,884m |
Category | Mid-Cap Blend |
TER | 0.05% |
IPO / Inception | 2000-05-22 |
IJH ETF Ratings
Growth Rating | 59.8 |
Fundamental | - |
Dividend Rating | 53.2 |
Rel. Strength | -8.88 |
Analysts | - |
Fair Price Momentum | 54.04 USD |
Fair Price DCF | - |
IJH Dividends
Dividend Yield 12m | 1.39% |
Yield on Cost 5y | 2.68% |
Annual Growth 5y | 7.02% |
Payout Consistency | 96.2% |
IJH Growth Ratios
Growth Correlation 3m | -78.1% |
Growth Correlation 12m | 15.1% |
Growth Correlation 5y | 74.7% |
CAGR 5y | 13.77% |
CAGR/Max DD 5y | 0.57 |
Sharpe Ratio 12m | 0.17 |
Alpha | -9.58 |
Beta | 0.961 |
Volatility | 27.41% |
Current Volume | 9383.3k |
Average Volume 20d | 10061.9k |
As of May 09, 2025, the stock is trading at USD 58.97 with a total of 9,383,282 shares traded.
Over the past week, the price has changed by +2.99%, over one month by +15.27%, over three months by -7.78% and over the past year by +0.82%.
Partly, yes. Based on ValueRay Analyses, iShares Core S&P Mid-Cap (NYSE ARCA:IJH) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.76 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IJH as of May 2025 is 54.04. This means that IJH is currently overvalued and has a potential downside of -8.36%.
iShares Core S&P Mid-Cap has no consensus analysts rating.
According to ValueRays Forecast Model, IJH iShares Core S&P Mid-Cap will be worth about 61.2 in May 2026. The stock is currently trading at 58.97. This means that the stock has a potential upside of +3.82%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 61.2 | 3.8% |