IJH - ETF AI Analysis
Top Page
iShares Core S&P Mid-Cap ETF (IJH)
IJH, the iShares Core S&P Mid-Cap ETF, earns a solid overall rating driven by several strong holdings with healthy financial performance and growth prospects, such as Permian Resources, United Therapeutics, and ATI, which benefit from robust earnings, positive outlooks, and strategic initiatives. The fund’s rating is slightly tempered by holdings like Entegris and nVent Electric, where valuation concerns and mixed or bearish technical signals introduce some caution. A key risk factor is the ETF’s exposure to individual mid-cap names with high valuations or sector-specific pressures, which can increase volatility compared with more diversified or large-cap funds.
IJH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 123.27B
- Region
- North America
- Expense Ratio
- 0.05%
- Beta
- 0.89
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 1.22%
- Asset Class
- Equity
- Index Tracked
- S&P Mid Cap 400
IJH Summary
The iShares Core S&P Mid-Cap ETF (IJH) is a fund that follows the S&P MidCap 400 Index, which is made up of medium‑sized U.S. companies from many sectors like industrials, technology, and health care. It holds well-known names such as Okta and Roku, giving investors a simple way to own a broad slice of “middle-sized” corporate America. Someone might invest in IJH to diversify beyond just large companies and to seek long-term growth from firms that are still expanding. A key risk is that these mid-sized stocks can be volatile and can go up and down with the overall stock market.
How much will it cost me?
IJH has an expense ratio of 0.05%, which means you’ll pay about $0.50 per year for every $1,000 you invest. This cost is lower than the average ETF because IJH is a passively managed fund that simply tracks the S&P MidCap 400 index instead of trying to beat the market.
What would affect this ETF?
IJH focuses on U.S. mid-sized companies across many sectors, so it can benefit if the U.S. economy grows steadily, business investment picks up, and technology, industrial, and health care names like Okta, nVent Electric, and United Therapeutics continue to innovate and expand. On the downside, higher interest rates, an economic slowdown that hits mid-sized firms harder than large companies, or sector-specific issues in areas like industrials, real estate, or health care could weigh on the ETF’s future performance.
IJH Top 10 Holdings
IJH’s story right now is driven by a handful of rising mid-cap names across tech, health care, and energy. Okta and Entegris are helping power returns, riding strong momentum in software security and semiconductor materials, while United Therapeutics adds steady strength from the health care side. On the flip side, nVent Electric is losing steam and ATI has seen more mixed trading, slightly tugging on performance. Permian Resources has been a bright spot, riding firm energy markets. Overall, the fund is broadly diversified across U.S. mid-caps, with no single sector or stock dominating the stage.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 OKTA | Okta | 0.92% | $1.10B | $36.40B | 101.98% | 75Outperform |
 FTI | TechnipFMC | 0.78% | $942.67M | $26.74B | 61.72% | 80Outperform |
 UTHR | United Therapeutics | 0.76% | $919.12M | $25.68B | 33.83% | 79Outperform |
 ENTG | Entegris | 0.69% | $832.47M | $23.59B | 65.51% | 66Neutral |
 ATI | ATI | 0.71% | $853.58M | $22.49B | 76.19% | 78Outperform |
 USFD | US Foods Holding | 0.68% | $822.75M | $22.41B | 45.69% | 74Outperform |
 RS | Reliance Steel | 0.68% | $822.36M | $22.26B | 58.65% | 74Outperform |
 XPO | XPO | 0.67% | $806.93M | $22.09B | 33.26% | 70Outperform |
 THC | Tenet Healthcare | 0.65% | $778.28M | $21.75B | 30.22% | 74Outperform |
 PR | Permian Resources | 0.61% | $739.44M | $21.79B | 95.54% | 81Outperform |
IJH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJH, the sentiment is Positive. The current price of 73.92 is above the 20-day moving average (MA) of 73.11, above the 50-day MA of 73.66, and above the 200-day MA of 72.72, indicating a bullish trend. The MACD of 0.01 indicates Negative momentum. The RSI at 54.59 is Neutral, neither overbought nor oversold. The STOCH value of 76.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJH.
IJH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IJH | $73.92 | $83.00(12.28% Upside) | $123.27B | 0.05% | 73Outperform |
 VO | $81.66 | $98.53(20.66% Upside) | $107.39B | 0.03% | 69Neutral |
 IWR | $110.32 | $131.49(19.19% Upside) | $58.03B | 0.18% | 68Neutral |
 MDY | $674.04 | $826.37(22.60% Upside) | $25.89B | 0.23% | 70Outperform |
 SPMD | $64.73 | $79.68(23.09% Upside) | $18.86B | 0.03% | 71Outperform |
 IVOO | $125.05 | $156.36(25.04% Upside) | $3.84B | 0.07% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | 73.92 | 10.40 | 16.37% | |
| VO | Vanguard Mid-Cap ETF | 81.66 | 10.91 | 15.43% | |
| IWR | iShares Russell Midcap ETF | 110.32 | 16.92 | 18.12% | |
| MDY | State Street Spdr S&P Midcap 400 Etf Trust | 674.04 | 92.84 | 15.97% | |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 64.73 | 9.09 | 16.34% | |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 125.05 | 17.52 | 16.29% |
This 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.