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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
Strong Top Holdings
Several of the ETF's largest positions, like Comfort Systems and Ciena, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it a cost-effective choice for investors.
Sector Diversification
The fund is spread across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, offering minimal exposure to international markets.
Mixed Recent Performance
While the year-to-date performance is positive, the ETF has seen weaker returns over the past month.
Small Individual Holdings
The top holdings make up a relatively small percentage of the portfolio, which may dilute the impact of strong-performing stocks.
IJH vs. SPDR S&P 500 ETF (SPY)
AUM104.16B
RegionNorth America
Expense Ratio0.05%
Beta0.93
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. Volume7,731,332
30 Day Avg. Volume10,179,920
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
77.08Price 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 an investment fund that focuses on mid-sized U.S. companies, tracking the S&P MidCap 400 Index. It includes businesses across various industries like technology, healthcare, and financials, offering a mix of growth potential and stability. Some of its top holdings include Pure Storage and Comfort Systems. Investors might consider IJH for diversification, as mid-cap companies often strike a balance between the rapid growth of small firms and the stability of large corporations. However, new investors should know that mid-cap stocks can be more volatile than large-cap stocks, meaning their value can rise and fall with market conditions.
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
The iShares Core S&P Mid-Cap ETF (IJH) leans heavily into industrials and technology, with names like Comfort Systems and Ciena driving recent gains thanks to strong earnings and growth momentum. Lumentum Holdings has also been a bright spot, benefiting from its focus on AI and cloud infrastructure. However, Pure Storage has been lagging, with bearish technical signals weighing on its performance. The fund’s U.S.-centric portfolio captures the dynamism of mid-sized companies, but its concentration in tech and industrials means sector-specific risks could impact overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 1.04% | $1.07B | $33.66B | 181.14% | 70 Outperform | |
| Coherent Corp | 0.92% | $946.74M | $29.71B | 99.30% | 66 Neutral | |
| Lumentum Holdings | 0.81% | $841.97M | $26.42B | 344.43% | 61 Neutral | |
| Flex | 0.71% | $737.31M | $23.13B | 61.95% | 74 Outperform | |
| United Therapeutics | 0.67% | $690.12M | $21.65B | 40.62% | 79 Outperform | |
| Twilio | 0.66% | $683.84M | $21.46B | 30.29% | 70 Neutral | |
| Pure Storage | 0.66% | $680.90M | $22.59B | 9.52% | 64 Neutral | |
| Casey's General | 0.65% | $672.16M | $21.01B | 42.20% | 68 Neutral | |
| Curtiss-Wright | 0.64% | $660.81M | $20.73B | 57.12% | 74 Outperform | |
| Illumina | 0.63% | $654.91M | $20.55B | 0.68% | 71 Outperform |
IJH Technical Analysis
Positive
―
Price Trends
65.31
Positive
64.89
Positive
62.13
Positive
Market Momentum
0.58
Negative
56.75
Neutral
67.41
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 66.55, equal to the 50-day MA of 65.31, and equal to the 200-day MA of 62.13, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 56.75 is Neutral, neither overbought nor oversold. The STOCH value of 67.41 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
66.93
5.65
9.22%
VO
Vanguard Mid-Cap ETF
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―
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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
―
―
―
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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