IJH

iShares Core S&P Mid-Cap ETF
*Unless otherwise stated, data provided by FactSet.

IJH Fund Description

IJH 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. The index, reconstituted annually, is a widely recognized benchmark for capturing the distinct risk and return characteristics for US mid-sized equities. As such, 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.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IJH 9.37% -0.76% -10.94% -6.04% 11.04% 9.15% 11.93%
IJH (NAV) 9.38% -0.76% -10.96% -6.08% 11.03% 9.14% 11.93%
S&P MidCap 400 -- -- -- -- -- -- --
MSCI USA Mid Cap Index 8.35% -2.50% -14.75% -9.65% 12.01% 10.81% 12.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IJH Summary Data

Blackrock
iShares
05/22/00
Open-Ended Fund
0.05%
$62.07B
$322.60M
0.02%

IJH Portfolio Data

$6.75B
16.69
2.32
1.43%
09/26/22
393

IJH Index Data

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

IJH Portfolio Management

0.05%
-0.07%
-0.06%
-0.11%

IJH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IJH Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

IJH Factset Analytics Block Liquidity

As of 08/04/22
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

1,376,414
$322.60M
1,170,254
$282.59M
0.02%
$0.05
0.01%
0.07% / -2.20%
None
97.00%
50,000
23.41
0.01%
0.08%
10,106
$250.46
5

IJH Sector/Industry Breakdown


IJH
Segment Benchmark
24.29%
--
10.47%
--
6.50%
--
6.42%
--
5.65%
--
5.15%
--
4.88%
--
4.83%
--
4.64%
--
3.82%
--

IJH Countries


IJH
Segment Benchmark
100.00%
100.00%

IJH Regions


IJH
Segment Benchmark
100.00%
100.00%

IJH Economic Development


IJH
Segment Benchmark
100.00%
100.00%

IJH Performance Statistics

0.94
0.99
1.02
0.99
0.31%
MSCI USA Mid Cap Index

IJH Benchmark Comparison Holdings

393
325
25
5.01%

IJH Benchmark Comparison Summary


IJH
Segment Benchmark
393
325
$6.75B
$19.37B
16.69
21.48
2.32
2.99
1.46%
1.38%
Low
Low

IJH Benchmark Comparison Market Cap Size


IJH
Segment Benchmark
3.54%
79.26%
93.17%
20.70%
3.29%
0.04%
0.00%
0.00%

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

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.