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IJJ - ETF AI Analysis
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iShares S&P Mid-Cap 400 Value ETF (IJJ)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors like financials, industrials, consumer cyclical, real estate, and technology, which helps reduce the impact if any one area struggles.
Generally Strong Top Holdings
Most of the largest positions have shown strong or steady performance so far this year, which has supported the fund’s overall returns.
Low Expense Ratio for Active Exposure
The fund’s relatively low expense ratio means less of your money goes to fees and more of it stays invested in the market.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers very little geographic diversification and is highly tied to the U.S. economy.
Sector Tilts Toward Financials and Industrials
Large weights in financial and industrial stocks mean the fund could be more sensitive if these sectors face a downturn.
Some Weakness in Top Holdings
At least one of the largest positions has been lagging this year, which can slightly drag on the fund’s overall performance.
IJJ vs. SPDR S&P 500 ETF (SPY)
AUM8.53B
RegionNorth America
Expense Ratio0.18%
Beta0.85
IssueriShares
Inception DateJul 24, 2000
Dividend Yield1.66%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Value
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume153,245
30 Day Avg. Volume146,717
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
157.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering303
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJJ Summary
The iShares S&P Mid-Cap 400 Value ETF (IJJ) invests in mid-sized U.S. companies that look relatively cheap based on measures like earnings and assets. It follows the S&P Mid Cap 400 Value Index and spreads your money across many sectors, with a lot in financials and industrials. Well-known names include Alcoa and US Foods. Someone might invest in IJJ to diversify beyond large caps and to seek long-term growth from mid-sized companies that may be undervalued. A key risk is that mid-cap value stocks can be volatile and can go up and down with the overall stock market.
How much will it cost me?The iShares S&P Mid-Cap 400 Value ETF (IJJ) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This cost is lower than average for actively managed funds because it is passively managed, tracking the S&P Mid-Cap 400 Value Index to keep expenses down.
What would affect this ETF?The iShares S&P Mid-Cap 400 Value ETF could benefit from a strong U.S. economy, as mid-cap companies often thrive during periods of economic growth, particularly in sectors like financials and industrials, which have significant weight in this fund. However, rising interest rates or economic slowdowns could negatively impact these sectors and the real estate holdings, while regulatory changes in industries like energy or healthcare might also pose risks. Investors should monitor economic conditions and sector-specific developments to assess potential impacts on this ETF.
IJJ Top 10 Holdings
IJJ leans into classic U.S. value stories, with mid-cap industrials, financials, and economically sensitive names setting the tone. Alcoa has been a standout, surging on a sharp recovery that gives the fund some cyclical punch, while Wesco International and Reliance Steel add to the industrial upswing. On the steadier side, US Foods and Jones Lang LaSalle are quietly helping returns without much drama. Offsetting some of that strength, Pinnacle Financial has been choppy and Fidelity National Financial is losing steam, reminding investors that not every value play is firing at once.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| US Foods Holding | 1.32% | $113.68M | $22.04B | 40.25% | 74 Outperform | |
| Reliance Steel | 1.07% | $91.60M | $17.96B | 14.71% | 74 Outperform | |
| Toll Brothers | 0.95% | $81.77M | $15.74B | 36.11% | 77 Outperform | |
| Annaly Capital | 0.94% | $80.39M | $16.57B | 8.67% | 63 Neutral | |
| Alcoa | 0.92% | $79.20M | $15.52B | 61.98% | 76 Outperform | |
| Performance Food Group | 0.91% | $78.40M | $15.40B | 13.16% | 65 Neutral | |
| Wesco International | 0.89% | $76.22M | $14.94B | 53.59% | 75 Outperform | |
| Regal Rexnord | 0.87% | $74.66M | $14.62B | 61.31% | 69 Neutral | |
| Watsco | 0.87% | $74.43M | $16.96B | -21.26% | 71 Outperform | |
| Fidelity National Financial | 0.86% | $73.86M | $15.38B | -2.68% | 74 Outperform |
IJJ Technical Analysis
Positive
―
Price Trends
136.50
Positive
132.33
Positive
127.91
Positive
Market Momentum
1.81
Negative
60.13
Neutral
57.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 139.82, equal to the 50-day MA of 136.50, and equal to the 200-day MA of 127.91, indicating a bullish trend. The MACD of 1.81 indicates Negative momentum. The RSI at 60.13 is Neutral, neither overbought nor oversold. The STOCH value of 57.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IJJ.
IJJ Peer Comparison
Comparison Results
Performance Comparison
IJJ
iShares S&P Mid-Cap 400 Value ETF
142.09
15.83
12.54%
IJK
iShares S&P Mid-Cap 400 Growth ETF
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XMMO
Invesco S&P MidCap Momentum ETF
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XMHQ
Invesco S&P MidCap Quality ETF
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MDYV
SPDR S&P 400 Mid Cap Value ETF
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IVOV
Vanguard S&P Mid-Cap 400 Value 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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