iShares S&P Mid-Cap 400 Value ETF
IJJ - ETF AI Analysis
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iShares S&P Mid-Cap 400 Value ETF (IJJ)
IJJ, the iShares S&P Mid-Cap 400 Value ETF, has an overall rating that suggests it is a solid, but not perfect, option for investors seeking diversified exposure to mid-cap value stocks. Strong contributors like Permian Resources, SharkNinja, and Jones Lang Lasalle support the fund’s rating through robust financial performance, positive earnings calls, and strategic growth initiatives. However, holdings such as Performance Food Group and Ovintiv introduce some drag due to high valuation, leverage, and weaker technical signals, and the fund’s concentration in mid-cap value names means investors should be comfortable with sector and style-specific risks.
IJJ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.83B
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 0.78
- Issuer
- iShares
- Inception Date
- Jul 24, 2000
- Dividend Yield
- 1.59%
- Asset Class
- Equity
- Index Tracked
- S&P Mid Cap 400 Value
IJJ Summary
IJJ is an ETF that follows the S&P Mid Cap 400 Value Index, focusing on mid-sized U.S. companies that appear relatively cheap based on their fundamentals. It spreads your money across many sectors, including financials, industrials, and energy, with holdings like US Foods Holding and Reliance Steel. Someone might invest in IJJ to diversify beyond large, well-known stocks and to seek long-term growth from solid, undervalued companies. A key risk is that mid-cap value stocks can still go up and down with the overall stock market, so your investment can lose value.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. That’s slightly higher than the cheapest broad index ETFs, but still reasonable because it tracks a more specialized mid-cap value index rather than a very broad, ultra-low-cost market index.
What would affect this ETF?
This ETF focuses on U.S. mid-cap value stocks, so it could benefit if the U.S. economy grows steadily, interest rates stabilize or fall, and sectors like financials, industrials, and energy stay strong, supporting companies such as US Foods, Reliance Steel, and Permian Resources. On the downside, a U.S. slowdown, higher interest rates, or pressure on cyclical areas like consumer and industrial businesses could hurt these mid-sized companies more than large, more diversified firms.
IJJ Top 10 Holdings
IJJ is leaning on a mix of industrial strength and energy tailwinds, with names like Reliance Steel and TD SYNNEX providing steady, rising support from the mid-cap value heartland. Permian Resources and Ovintiv are powering performance from the energy patch, while HF Sinclair has been a standout, giving the fund an extra boost. Consumer-focused SharkNinja adds a growthy twist, helping offset more mixed showings from distributors like Wesco. Overall, it’s a U.S.-centric, value-heavy portfolio where industrials and energy are doing the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 USFD | US Foods Holding | 1.37% | $117.53M | $23.58B | 52.13% | 74Outperform |
 RS | Reliance Steel | 1.26% | $108.45M | $21.76B | 58.96% | 74Outperform |
 SN | SharkNinja, Inc. | 1.10% | $94.38M | $31.92B | 146.18% | 76Outperform |
 PR | Permian Resources | 1.08% | $92.78M | $18.22B | 64.84% | 81Outperform |
 SNX | TD SYNNEX Corporation | 1.04% | $89.07M | $18.55B | 61.13% | 73Outperform |
 RGA | Reinsurance Group | 1.01% | $87.10M | $17.83B | 47.01% | 74Outperform |
 JLL | Jones Lang Lasalle | 1.01% | $86.89M | $17.10B | 20.61% | 79Outperform |
 PFGC | Performance Food Group | 1.00% | $86.25M | $17.51B | 14.96% | 65Neutral |
 TSE:OVV | Ovintiv | ― | ― | ― | ― | 60Neutral |
 PNFP | Pinnacle Financial Partners | 0.90% | $77.09M | $15.54B | 16.43% | 73Outperform |
IJJ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJJ, the sentiment is Positive. The current price of 147.71 is above the 20-day moving average (MA) of 144.19, above the 50-day MA of 142.89, and above the 200-day MA of 141.51, indicating a bullish trend. The MACD of 1.12 indicates Negative momentum. The RSI at 58.25 is Neutral, neither overbought nor oversold. The STOCH value of 49.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJJ.
IJJ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IJJ | $147.71 | $157.00(6.29% Upside) | $8.83B | 0.18% | 70Neutral |
 FMDE | $42.24 | $48.76(15.45% Upside) | $8.83B | 0.23% | 69Neutral |
 XMMO | $138.12 | $177.51(28.52% Upside) | $6.37B | 0.34% | 71Outperform |
 MDYV | $94.94 | $109.61(15.45% Upside) | $2.85B | 0.15% | 70Neutral |
 IMCV | $100.18 | $110.24(10.05% Upside) | $1.28B | 0.06% | 70Neutral |
 IVOV | $114.66 | $132.42(15.49% Upside) | $1.27B | 0.10% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 147.71 | 22.06 | 17.56% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 42.24 | 7.07 | 20.11% | |
| XMMO | Invesco S&P MidCap Momentum ETF | 138.12 | 5.16 | 3.88% | |
| MDYV | SPDR S&P 400 Mid Cap Value ETF | 94.94 | 14.22 | 17.61% | |
| IMCV | iShares Morningstar Mid-Cap ETF | 100.18 | 21.56 | 27.42% | |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 114.66 | 17.14 | 17.58% |
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.