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IJH - ETF AI Analysis
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iShares Core S&P Mid-Cap ETF (IJH)
Rating:70Outperform
Price Target:―
Positive Factors
Broad Mid-Cap Diversification
The fund spreads its investments across many mid-sized U.S. companies, which helps reduce the impact of any single stock on overall returns.
Balanced Sector Mix
Holdings are spread across multiple sectors like industrials, technology, financials, and consumer-related areas, helping cushion the fund if one industry struggles.
Very Low Expense Ratio
The ETF charges a low fee, so investors keep more of the fund’s performance over time.
Negative Factors
Heavy U.S. Focus
With almost all assets in U.S. stocks, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Exposure to Cyclical Sectors
Significant weights in sectors like industrials and consumer cyclical can make the fund more sensitive to economic slowdowns.
Some Mixed Top-Holding Performance
While many top holdings have shown strong gains, at least one has been weak recently, which can slightly drag on overall results.
IJH vs. SPDR S&P 500 ETF (SPY)
AUM104.80B
RegionNorth America
Expense Ratio0.05%
Beta0.95
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.34%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,576,987
30 Day Avg. Volume16,756,238
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
81.42Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering399
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJH Summary
The iShares Core S&P Mid-Cap ETF (IJH) follows the S&P MidCap 400 Index, which focuses on medium‑sized U.S. companies across many sectors like industrials, technology, and finance. It holds firms such as Illumina and Royal Gold, giving investors a broad mix instead of betting on just a few stocks. Someone might invest in IJH to seek long-term growth from companies that are past the startup stage but still have room to expand, while also adding diversification to a portfolio. A key risk is that mid-cap stocks can be more volatile than large, well-known companies and can go up and down with the overall market.
How much will it cost me?The iShares Core S&P Mid-Cap ETF (IJH) has an expense ratio of 0.05%, meaning you’ll pay $0.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the S&P MidCap 400 Index, keeping costs down.
What would affect this ETF?The iShares Core S&P Mid-Cap ETF (IJH) could benefit from economic growth in the U.S., as mid-sized companies often thrive during periods of expansion and innovation, particularly in sectors like technology and industrials, which have significant weight in the fund. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in sectors like financials and consumer cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes or geopolitical tensions could also affect specific holdings or sectors within the ETF.
IJH Top 10 Holdings
IJH’s story is all about U.S. mid-caps, with industrials and tech quietly steering the ship rather than a single star stock calling the shots. Rising names like XPO, Woodward, TechnipFMC, and Coherent are giving the fund a helpful tailwind, reflecting strength in transportation, aerospace, and energy services. Lumentum and Pure Storage are more mixed, with strong business momentum but choppier trading that can occasionally tug on returns. Royal Gold has been steady overall, adding a defensive, commodity-flavored anchor to this broadly diversified mid-cap lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumentum Holdings | 1.37% | $1.43B | $44.45B | 878.62% | 61 Neutral | |
| Coherent Corp | 1.18% | $1.23B | $45.51B | 277.54% | 66 Neutral | |
| TechnipFMC | 0.79% | $824.54M | $25.21B | 131.39% | 80 Outperform | |
| Casey's General | 0.76% | $794.62M | $24.43B | 67.04% | 68 Neutral | |
| Curtiss-Wright | 0.75% | $782.30M | $24.19B | 103.32% | 74 Outperform | |
| Flex | 0.73% | $758.71M | $23.33B | 83.95% | 74 Outperform | |
| United Therapeutics | 0.71% | $746.49M | $23.50B | 74.50% | 79 Outperform | |
| Woodward | 0.66% | $691.92M | $21.27B | 97.64% | 79 Outperform | |
| XPO | 0.66% | $689.78M | $21.29B | 69.44% | 70 Outperform | |
| US Foods Holding | 0.65% | $682.25M | $20.87B | 44.50% | 74 Outperform |
IJH Technical Analysis
Negative
―
Price Trends
69.85
Negative
67.60
Negative
65.35
Positive
Market Momentum
-0.69
Positive
31.70
Neutral
13.75
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 70.37, equal to the 50-day MA of 69.85, and equal to the 200-day MA of 65.35, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 31.70 is Neutral, neither overbought nor oversold. The STOCH value of 13.75 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IJH.
IJH Peer Comparison
Comparison Results
Performance Comparison
IJH
iShares Core S&P Mid-Cap ETF
66.90
8.25
14.07%
VO
Vanguard Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
―
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MDY
SPDR S&P Midcap 400 ETF Trust
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―
―
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
―
―
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IVOO
Vanguard S&P Mid-Cap 400 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.
Disclaimer
This 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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