XJH - ETF AI Analysis
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iShares ESG Screened S&P Mid-Cap ETF (XJH)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, helped by solid returns from many of its holdings.
Low Expense Ratio
The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.
Broad Sector Diversification
Holdings spread across many sectors, with meaningful exposure to industrials, technology, financials, and health care, help reduce the impact if any one industry struggles.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little diversification across global markets.
Mid-Cap Volatility Risk
Because the fund focuses on mid-sized companies, its share price can be more volatile than funds that hold larger, more established firms.
Sector Tilt Toward Industrials
A relatively large weight in industrial stocks means the ETF could be more sensitive to economic cycles and slowdowns in that sector.
XJH vs. SPDR S&P 500 ETF (SPY)
AUM408.35M
RegionNorth America
Expense Ratio0.12%
Beta0.92
IssueriShares
Inception DateSep 22, 2020
Dividend Yield1.14%
Asset ClassEquity
Index TrackedS&P MidCap 400 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,011
30 Day Avg. Volume17,964
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
61.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering360
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XJH Summary
The iShares ESG Screened S&P Mid-Cap ETF (XJH) tracks the S&P MidCap 400 Sustainability Screened Index, focusing on mid-sized U.S. companies that meet certain environmental, social, and governance (ESG) standards. It spreads your money across many sectors like industrials, technology, and financials, with well-known names such as Illumina and Twilio among its top holdings. Someone might consider this ETF to seek growth from mid-sized companies while also aligning their investments with sustainability values. A key risk is that mid-cap stocks can be more volatile than large companies, so the ETF’s value can rise and fall significantly with the market.
How much will it cost me?The iShares ESG Screened S&P Mid-Cap ETF (XJH) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares ESG Screened S&P Mid-Cap ETF (XJH) could benefit from growing interest in sustainable investing and mid-cap companies, especially in sectors like Industrials and Technology, which are positioned for innovation and expansion. However, it may face challenges from rising interest rates, which could impact mid-cap growth stocks, and potential regulatory changes affecting ESG-focused investments. Its U.S. focus also makes it sensitive to domestic economic conditions and policy shifts.
XJH Top 10 Holdings
XJH leans into U.S. mid-cap growth stories with a clear tilt toward tech and industrial names. Cloud players like Twilio and Okta have been rising, giving the fund much of its recent spark, while Entegris and TD SYNNEX add steady, if sometimes mixed, support from the semiconductor and IT supply chain. On the flip side, nVent Electric and XPO show more uneven momentum, occasionally acting as a speed bump. Overall, the ETF is broadly diversified but still driven by a core cluster of tech and industrial innovators in the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.51% | $6.14M | $45.24B | 186.17% | 70 Neutral | |
| Okta | 1.15% | $4.69M | $36.97B | 126.68% | 75 Outperform | |
| TechnipFMC | 0.88% | $3.58M | $26.99B | 80.91% | 80 Outperform | |
| nVent Electric | 0.87% | $3.56M | $27.44B | 73.37% | 76 Outperform | |
| ATI | 0.85% | $3.46M | $26.20B | 136.74% | 78 Outperform | |
| United Therapeutics | 0.80% | $3.25M | $23.23B | 19.56% | 79 Outperform | |
| Entegris | 0.79% | $3.22M | $25.44B | 68.82% | 66 Neutral | |
| TD SYNNEX Corporation | 0.71% | $2.89M | $22.21B | 75.45% | 73 Outperform | |
| XPO | 0.68% | $2.79M | $21.79B | 44.82% | 70 Outperform | |
| MACOM Technology Solutions Holdings | 0.68% | $2.78M | $24.56B | 152.41% | 64 Neutral |
XJH Technical Analysis
Positive
―
Price Trends
50.85
Negative
50.64
Negative
48.71
Positive
Market Momentum
-0.46
Negative
48.06
Neutral
45.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XJH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.59, equal to the 50-day MA of 50.85, and equal to the 200-day MA of 48.71, indicating a neutral trend. The MACD of -0.46 indicates Negative momentum. The RSI at 48.06 is Neutral, neither overbought nor oversold. The STOCH value of 45.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XJH.
XJH Peer Comparison
Comparison Results
Performance Comparison
XJH
iShares ESG Screened S&P Mid-Cap ETF
49.74
6.10
13.98%
EZM
WisdomTree U.S. MidCap Fund
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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AVMC
Avantis U.S. Mid Cap Equity 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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