IJH - ETF AI Analysis
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iShares Core S&P Mid-Cap ETF (IJH)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its mid-cap holdings.
Strong-Performing Top Holdings
Many of the largest positions, such as TechnipFMC, Carpenter Technology, ATI, and Okta, have posted strong year-to-date gains, helping drive the fund’s results.
Low Expense Ratio
The fund’s very low expense ratio means investors keep more of their returns compared with many other ETFs.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Sector Tilt Toward Industrials and Technology
Large weights in industrials and technology mean the fund could be more sensitive if these sectors face a downturn.
Mid-Cap Market Sensitivity
Because it focuses on mid-sized companies, the ETF may experience larger price swings than funds that hold more large, established firms.
IJH vs. SPDR S&P 500 ETF (SPY)
AUM122.78B
RegionNorth America
Expense Ratio0.05%
Beta0.91
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.23%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,157,113
30 Day Avg. Volume6,022,956
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
91.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJH Summary
IJH is an ETF that follows the S&P MidCap 400 Index, giving you a simple way to invest in mid-sized U.S. companies across many industries, including industrials, technology, and finance. It holds well-known names like Twilio and Illumina, along with hundreds of other mid-cap stocks, so your money isn’t tied to just one company or sector. Investors might choose IJH for long-term growth and diversification, since mid-sized companies can offer a mix of stability and expansion potential. A key risk is that mid-cap stocks can be more volatile than large companies, so the value of this ETF can go up and down with the market.
How much will it cost me?The iShares Core S&P Mid-Cap ETF (IJH) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P MidCap 400 Index, keeping costs down.
What would affect this ETF?The iShares Core S&P Mid-Cap ETF (IJH) could benefit from economic growth in the U.S., as mid-sized companies often thrive during periods of expansion and innovation, particularly in sectors like technology and industrials, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like financials and consumer cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or geopolitical tensions could also affect specific holdings or sectors within the ETF.
IJH Top 10 Holdings
IJH is powered by a diverse mix of U.S. mid-caps, but a few names are clearly steering the ship. High-growth tech and health care players like Twilio, Pure Storage, and Illumina have been rising, giving the fund a strong tailwind and showcasing its tilt toward innovative, mid-sized disruptors. Industrial and energy names such as ATI and TechnipFMC are also contributing steadily, reflecting solid demand in aerospace and energy. On the flip side, nVent Electric and Curtiss-Wright have seen more mixed, recently lagging action, reminding investors that even a broad mid-cap basket can have a few weak links.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.08% | $1.27B | $36.69B | 120.41% | 70 Neutral | |
| Illumina | 1.03% | $1.21B | $34.57B | 137.97% | 71 Outperform | |
| Okta | 0.94% | $1.10B | $32.89B | 103.01% | 75 Outperform | |
| Everpure | 0.92% | $1.08B | $32.53B | 13.78% | 64 Neutral | |
| TechnipFMC | 0.87% | $1.02B | $28.54B | 85.57% | 80 Outperform | |
| ATI | 0.77% | $905.82M | $25.82B | 141.78% | 78 Outperform | |
| nVent Electric | 0.71% | $835.69M | $23.90B | 49.67% | 76 Outperform | |
| Tenet Healthcare | 0.68% | $801.24M | $21.40B | 44.86% | 74 Outperform | |
| United Therapeutics | 0.63% | $740.53M | $21.38B | 23.48% | 79 Outperform | |
| Curtiss-Wright | 0.63% | $736.99M | $21.05B | 14.52% | 74 Outperform |
IJH Technical Analysis
Negative
―
Price Trends
75.63
Negative
74.88
Negative
71.74
Positive
Market Momentum
-0.84
Positive
35.26
Neutral
21.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 74.77, equal to the 50-day MA of 75.63, and equal to the 200-day MA of 71.74, indicating a neutral trend. The MACD of -0.84 indicates Positive momentum. The RSI at 35.26 is Neutral, neither overbought nor oversold. The STOCH value of 21.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IJH.
IJH Peer Comparison
Comparison Results
Performance Comparison
IJH
iShares Core S&P Mid-Cap ETF
72.98
8.21
12.68%
VO
Vanguard Mid-Cap ETF
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―
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IWR
iShares Russell Midcap ETF
―
―
―
MDY
SPDR S&P Midcap 400 ETF Trust
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―
―
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
―
―
―
IVOO
Vanguard S&P Mid-Cap 400 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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