IJH - ETF AI Analysis
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iShares Core S&P Mid-Cap ETF (IJH)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in mid-cap stocks.
Strong Top Holdings
Most of the largest positions have delivered strong year-to-date gains, helping support the fund’s overall returns.
Very Low Expense Ratio
The fund charges a very low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Mid-Cap Market Sensitivity
Because it focuses on mid-sized companies, the ETF can be more sensitive to economic slowdowns than large-cap funds.
Sector Tilts
Large weights in industrials, technology, and financials mean the fund could be hit harder if these sectors face a downturn.
IJH vs. SPDR S&P 500 ETF (SPY)
AUM115.64B
RegionNorth America
Expense Ratio0.05%
Beta0.93
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1.22%
Asset ClassEquity
Index TrackedS&P Mid Cap 400
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,702,659
30 Day Avg. Volume15,558,445
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
83.08Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJH Summary
The iShares Core S&P Mid-Cap ETF (IJH) is a fund that follows the S&P MidCap 400 Index, which is made up of medium‑sized U.S. companies across many sectors like industrials, technology, and financials. It holds firms such as Flex and TechnipFMC, giving you a broad mix instead of betting on just one stock. Investors might consider IJH to add diversification and capture the growth potential of mid-sized companies that are still expanding but more established than small caps. A key risk is that mid-cap stocks can be volatile and the value of the ETF can go up and down with the overall stock 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 right now is all about U.S. mid-caps in the industrial and tech fast lane. Rising names like Entegris, Fabrinet, and MasTec are giving the fund a solid push, helped by strong demand in semiconductors, manufacturing, and infrastructure. XPO and TechnipFMC are also pulling their weight, adding momentum from transportation and energy. A few holdings, like nVent Electric and Curtiss-Wright, look a bit stretched and are trading more cautiously, but overall the ETF leans into cyclical, industrial America rather than mega-cap tech giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 0.97% | $1.12B | $33.61B | 156.71% | 74 Outperform | |
| TechnipFMC | 0.89% | $1.03B | $29.91B | 161.56% | 80 Outperform | |
| Curtiss-Wright | 0.77% | $892.03M | $26.48B | 111.86% | 74 Outperform | |
| XPO | 0.75% | $869.45M | $26.26B | 125.57% | 70 Outperform | |
| Fabrinet | 0.72% | $827.66M | $25.80B | 237.27% | 78 Outperform | |
| United Therapeutics | 0.71% | $823.64M | $24.86B | 90.88% | 79 Outperform | |
| Entegris | 0.69% | $802.23M | $23.75B | 95.92% | 66 Neutral | |
| MasTec | 0.69% | $798.53M | $29.65B | 205.85% | 74 Outperform | |
| Everpure | 0.68% | $782.74M | $23.60B | 63.00% | 64 Neutral | |
| nVent Electric | 0.67% | $771.43M | $22.99B | 159.73% | 76 Outperform |
IJH Technical Analysis
Positive
―
Price Trends
69.87
Positive
69.25
Positive
66.71
Positive
Market Momentum
0.97
Positive
62.20
Neutral
40.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 71.68, equal to the 50-day MA of 69.87, and equal to the 200-day MA of 66.71, indicating a bullish trend. The MACD of 0.97 indicates Positive momentum. The RSI at 62.20 is Neutral, neither overbought nor oversold. The STOCH value of 40.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJH.
IJH Peer Comparison
Comparison Results
Performance Comparison
IJH
iShares Core S&P Mid-Cap ETF
72.81
15.10
26.17%
VO
Vanguard Mid-Cap ETF
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IWR
iShares Russell Midcap ETF
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―
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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.
DisclaimerThis 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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