IJH:ARCA-iShares Core S&P Mid-Cap

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 181.45

Change

+2.29 (+1.28)%

Market Cap

USD 32.40B

Volume

1.71M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P MidCap 400? (the "underlying index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 22/05/2000

Primary Benchmark: S&P MidCap 400 TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.12%

Management Expense Ratio: 0.07 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 0.71 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-18 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
VXF Vanguard Extended Market Index.. 0.07 %

+2.60 (+1.51%)

USD 94.72B
VO Vanguard Mid-Cap Index Fund ET.. 0.04 %

+3.56 (+1.45%)

USD 63.72B
IWR iShares Russell Mid-Cap ETF 0.19 %

+1.20 (+1.45%)

USD 31.97B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

+9.36 (+1.72%)

USD 19.91B
SCHM Schwab U.S. Mid-Cap ETF 0.05 %

+1.12 (+1.40%)

USD 11.17B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

+0.91 (+1.74%)

USD 9.78B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

+1.09 (+1.00%)

USD 3.96B
JHMM John Hancock Multifactor Mid C.. 0.44 %

+0.90 (+1.60%)

USD 3.67B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

+1.72 (+1.70%)

USD 1.69B
JKG iShares Morningstar Mid-Cap ET.. 0.25 %

N/A

USD 0.84B

ETFs Containing IJH

IJH:AU iShares CoreS&P MidCap 40.. 99.96 % 0.00 %

+0.04 (+0%)

USD 0.27B
XMC:CA iShares S&P US Mid-Cap 99.94 % 0.16 %

+0.49 (+0%)

CAD 0.21B
XMH:CA iShares S&P US Mid-Cap CA.. 99.88 % 0.16 %

+0.45 (+0%)

CAD 0.19B
FDCE 8.67 % 0.00 %

N/A

N/A
XAW:CA iShares Core MSCI All Cou.. 3.68 % 0.22 %

+0.21 (+0%)

CAD 2.35B
XUU:CA iShares Core S&P US Total.. 2.85 % 0.07 %

+0.38 (+0%)

CAD 2.68B
AOA iShares Core Aggressive A.. 0.00 % 0.18 %

+0.56 (+0%)

USD 3.29M
AOK iShares Core Conservative.. 0.00 % 0.18 %

+0.18 (+0%)

USD 0.61B
AOM iShares Core Moderate All.. 0.00 % 0.18 %

+0.22 (+0%)

USD 1.36B
AOR iShares Core Growth Alloc.. 0.00 % 0.18 %

+0.34 (+0%)

USD 2.00B
MIDU Direxion Daily Mid Cap Bu.. 0.00 % 1.10 %

+2.58 (+0%)

USD 0.07B
QAI IQ Hedge Multi-Strategy T.. 0.00 % 0.54 %

+0.02 (+0%)

USD 0.60B
PPMC 0.00 % 0.01 %

N/A

N/A
XAW-U:CA iShares Core MSCI All Cou.. 0.00 % 0.00 %

N/A

N/A
XUU-U:CA iShares Core S&P U.S. Tot.. 0.00 % 0.00 %

+0.21 (+0%)

N/A
XMC-U:CA iShares S&P U.S. Mid-Cap .. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.27% 67% D+ 67% D+
Dividend Return N/A N/A N/A N/A F
Total Return 9.27% 67% D+ 66% D+
Trailing 12 Months  
Capital Gain -7.20% 41% F 54% F
Dividend Return 1.46% 80% B- 27% F
Total Return -5.74% 52% F 48% F
Trailing 5 Years  
Capital Gain 34.93% 63% D 77% C+
Dividend Return 8.83% 75% C 29% F
Total Return 43.76% 63% D 72% C
Average Annual (5 Year Horizon)  
Capital Gain 8.70% 81% B- 76% C+
Dividend Return 10.28% 93% A 74% C
Total Return 1.58% 78% C+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 10.12% 37% F 67% D+
Risk Adjusted Return 101.57% 81% B- 86% B+
Market Capitalization 32.40B 100% F 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.