IJH

iShares Core S&P Mid-Cap ETF
A

84
*Unless otherwise stated, data provided by FactSet.

IJH Fund Description

The iShares Core S&P MidCap ETF tracks a market-cap-weighted index of midcap US companies.

IJH Factset Analytics Insight

IJH is one of the oldest US midcap ETFs and, like competitors IVOO and MDY, tracks the S&P MidCap 400 Index. With the largest asset base in the space, hefty median daily volume, and extremely tight spreads, IJH offers great liquidity. IJH trails MDY in trading volume but easily beats IVOO, and edges both competitors in holding costs. IJH favors smaller firms relative to our large-cap-leaning benchmark. In fact, the fund and our benchmark have a limited number of holdings in common. Still, IJH with its many strengths is a solid choice for midcap exposure.

IJH MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 19, 2018 the iShares Core S&P Mid-Cap ETF MSCI ESG Fund Quality Score is 4.25 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IJH ranks in the 60th percentile within its peer group and in the 13th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

IJH CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
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Select ETFs to compare their performance:
PERFORMANCE [as of 06/19/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IJH 2.64% 4.33% 5.53% 14.70% 10.71% 12.88% 10.27%
IJH (NAV) 2.63% 4.26% 5.53% 14.64% 10.65% 12.87% 10.26%
S&P MidCap 400 Index 2.63% 4.26% 5.53% 14.66% 10.71% 12.95% 10.26%
MSCI USA Mid Cap 2.54% 2.71% 5.21% 14.87% 9.69% 12.60% 9.78%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IJH Top 10 Countries

IJH Top 10 Sectors

IJH Top 10 Holdings [View All]

IJH Summary Data

BlackRock
iShares
05/22/00
Open-Ended Fund
0.07%
$48.14B
$194.54M
0.02%

IJH Portfolio Data

$5.70B
25.28
2.35
1.22%
06/26/18
399

IJH Index Data

S&P MidCap 400 Index
Market Cap
Committee
MSCI USA Mid Cap

IJH Portfolio Management

0.07%
-0.06%
-0.02%
-0.10%

IJH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IJH Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IJH Factset Analytics Block Liquidity

As of 06/20/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IJH. IJH is rated a 5 out of 5.

IJH Tradability

1,000,680
$194.54M
1,000,923
$189.59M
0.02%
$0.03
0.00%
0.11% / -0.15%
None
100.00%
50,000
20.02
0.01%
0.08%
3,623
$199.42
5

IJH Sector/Industry Breakdown


IJH
Segment Benchmark
25.16%
21.59%
17.47%
14.82%
13.78%
16.73%
12.37%
16.48%
8.04%
7.98%
7.37%
6.87%
5.75%
5.51%
5.49%
4.16%
3.90%
2.96%
0.37%
0.70%

IJH TOP 10 HOLDINGS[View All]

0.74%
0.71%
0.71%
0.66%
0.64%
0.64%
0.64%
0.61%
0.60%
0.60%
6.55%

IJH Countries


IJH
Segment Benchmark
100.82%
99.45%
--
0.55%

IJH Regions


IJH
Segment Benchmark
100.82%
100.00%

IJH Economic Development


IJH
Segment Benchmark
100.00%
100.00%

IJH Performance Statistics

0.94
1.01
1.00
0.99
0.18%
MSCI USA Mid Cap

IJH MSCI ESG Ratings

4.25 / 10
59.63
13.01
4.58%
4.39%
283.95

IJH BENCHMARK COMPARISON HOLDINGS

399
323
48
10.65%

IJH BENCHMARK COMPARISON SUMMARY


IJH
Segment Benchmark
399
323
$5.70B
$13.10B
25.28
26.66
2.35
2.70
1.56%
1.52%
Low
--

IJH BENCHMARK COMPARISON MARKET CAP SIZE


IJH
Segment Benchmark
0.77%
45.52%
88.47%
54.48%
10.76%
0.00%
0.00%
0.00%

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.