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. 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

iShares Core S&P Mid-Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 4.20 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. iShares Core S&P Mid-Cap ETF ranks in the 23th percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IJH MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

IJH Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 12/03/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IJH 0.20% 7.32% 21.12% 6.47% 8.57% 8.23% 12.74%
IJH (NAV) 0.19% 7.24% 21.10% 6.45% 8.57% 8.22% 12.72%
S&P Mid Cap 400 0.20% 7.25% 21.16% 6.50% 8.64% 8.29% 12.72%
MSCI USA Mid Cap Index 0.82% 6.47% 26.55% 12.76% 11.53% 8.71% 13.48%
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
0.07%
$51.67B
$136.25M
0.02%

IJH Portfolio Data

$5.97B
25.55
2.27
1.45%
12/26/19
402

IJH Index Data

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

IJH Portfolio Management

0.07%
-0.08%
-0.05%
-0.11%

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IJH Factset Analytics Block Liquidity

As of 12/04/19
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

693,750
$136.25M
673,348
$133.95M
0.02%
$0.04
0.00%
0.10% / -0.13%
None
100.00%
50,000
13.47
0.01%
0.09%
2,394
$198.51
5

IJH Sector/Industry Breakdown


IJH
Segment Benchmark
27.70%
23.01%
17.55%
15.29%
14.59%
16.30%
13.44%
17.01%
9.49%
10.15%
5.94%
5.58%
4.69%
6.23%
3.42%
2.95%
2.81%
2.80%
0.37%
0.68%

IJH Countries


IJH
Segment Benchmark
100.00%
99.36%
--
0.64%

IJH Regions


IJH
Segment Benchmark
100.00%
100.00%

IJH Economic Development


IJH
Segment Benchmark
100.00%
100.00%

IJH Performance Statistics

0.94
1.05
1.04
1.02
0.25%
MSCI USA Mid Cap Index

IJH MSCI ESG Ratings

4.20 / 10
56.63
22.73
5.12%
4.84%
192.16

IJH Benchmark Comparison Holdings

402
331
41
8.39%

IJH Benchmark Comparison Summary


IJH
Segment Benchmark
402
331
$5.97B
$14.40B
25.55
31.58
2.27
2.85
1.66%
1.55%
Low
Low

IJH Benchmark Comparison Market Cap Size


IJH
Segment Benchmark
1.20%
55.46%
89.00%
44.47%
9.80%
0.07%
0.00%
0.00%

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