iShares S&P Mid-Cap 400 Growth ETF
IJK - ETF AI Analysis
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iShares S&P Mid-Cap 400 Growth ETF (IJK)
IJK’s rating suggests it is a solid mid-cap growth ETF with generally strong underlying companies, supported by several high-quality holdings like United Therapeutics, ATI, Royal Gold, and Woodward, which show robust financial performance, positive earnings sentiment, and supportive technical trends. However, names like Roku and XPO introduce some drag on the fund’s rating due to profitability, valuation, leverage, and legal-risk concerns. The main risk factor is that many top holdings share growth-oriented traits such as high valuations and occasional overbought technical signals, which can make the ETF more sensitive to market pullbacks.
IJK vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.52B
- Region
- North America
- Expense Ratio
- 0.16%
- Beta
- 1.00
- Issuer
- iShares
- Inception Date
- Jul 24, 2000
- Dividend Yield
- 0.58%
- Asset Class
- Equity
- Index Tracked
- S&P Mid Cap 400 Growth
IJK Summary
IJK is the iShares S&P Mid-Cap 400 Growth ETF, which follows the S&P MidCap 400 Growth Index. It invests in medium-sized U.S. companies that are focused on growing their businesses, across sectors like technology, health care, and industrials. Some well-known holdings include Okta and Roku. Investors might consider IJK if they want growth potential from companies that are larger than small caps but not yet big, mature giants, and to diversify beyond the usual large-cap names. A key risk is that growth-focused mid-cap stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.16%, which means you’ll pay about $1.60 per year for every $1,000 invested. That cost is slightly higher than the cheapest broad index ETFs but still below many actively managed funds, because it’s a passively managed fund tracking a specific mid-cap growth index.
What would affect this ETF?
This ETF focuses on U.S. mid-cap growth companies in sectors like industrials, technology, and health care, so it can benefit if the U.S. economy expands, business investment rises, and innovation-friendly policies support firms such as Okta, Roku, and United Therapeutics. On the downside, higher interest rates, an economic slowdown that hits cyclical areas like industrials and consumer companies, or tighter regulations on tech and health care could weigh on the fund’s future performance.
IJK Top 10 Holdings
IJK leans heavily into U.S. mid-cap growth, with a clear tilt toward tech, health care, and industrial names. Okta and Dynatrace are two of the fund’s key growth engines, rising on strong demand for software and digital security, while Roku adds a more mixed, story-stock flavor as it wrestles with profitability. In health care, United Therapeutics and Tenet Healthcare are steady climbers, quietly supporting returns. On the flip side, industrial player nVent Electric has been lagging lately, acting as a small speed bump in an otherwise forward-moving mid-cap portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FTI | TechnipFMC | 1.50% | $151.94M | $25.10B | 47.58% | 80Outperform |
 UTHR | United Therapeutics | 1.45% | $147.03M | $25.07B | 29.67% | 79Outperform |
 ATI | ATI | 1.44% | $146.00M | $24.82B | 86.26% | 78Outperform |
 THC | Tenet Healthcare | 1.37% | $139.15M | $23.10B | 49.10% | 74Outperform |
 RGLD | Royal Gold | 1.35% | $137.37M | $23.21B | 48.63% | 78Outperform |
 ROKU | Roku | 1.27% | $129.29M | $23.93B | 53.14% | 65Neutral |
 XPO | XPO | 1.24% | $126.37M | $21.93B | 35.01% | 70Outperform |
 WWD | Woodward | 1.12% | $114.28M | $19.73B | 23.07% | 79Outperform |
 ITT | ITT | 1.10% | $112.08M | $19.30B | 13.25% | 72Outperform |
 TOST | Toast Inc | 1.07% | $108.69M | $20.06B | -9.59% | 73Outperform |
IJK Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJK, the sentiment is Positive. The current price of 109.23 is above the 20-day moving average (MA) of 108.44, below the 50-day MA of 110.00, and below the 200-day MA of 109.54, indicating a neutral trend. The MACD of -0.63 indicates Negative momentum. The RSI at 50.52 is Neutral, neither overbought nor oversold. The STOCH value of 60.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJK.
IJK Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IJK | $109.23 | $118.00(8.03% Upside) | $10.52B | 0.16% | 72Outperform |
 IJH | $74.13 | $87.54(18.10% Upside) | $124.95B | 0.05% | 73Outperform |
 VOT | $287.20 | $357.75(24.56% Upside) | $18.72B | 0.05% | 68Neutral |
 IWP | $128.90 | $164.56(27.66% Upside) | $18.16B | 0.23% | 67Neutral |
 MDYG | $104.12 | $127.00(21.97% Upside) | $2.74B | 0.15% | 71Outperform |
 IVOG | $136.27 | $172.49(26.58% Upside) | $1.69B | 0.10% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 109.23 | 13.02 | 13.53% | |
| IJH | iShares Core S&P Mid-Cap ETF | 74.13 | 9.41 | 14.53% | |
| VOT | Vanguard Mid-Cap Growth ETF | 287.20 | 2.33 | 0.82% | |
| IWP | iShares Russell Mid-Cap Growth ETF | 128.90 | -10.86 | -7.77% | |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | 104.12 | 12.35 | 13.46% | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 136.27 | 16.21 | 13.50% |
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.