XJH - ETF AI Analysis
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iShares ESG Screened S&P Mid-Cap ETF (XJH)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, suggesting positive momentum in its mid-cap holdings.
Leading Holdings Performing Well
Most of the top positions have delivered strong year-to-date results, which has helped support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
The ETF is overwhelmingly invested in U.S. companies, offering very limited geographic diversification outside the United States.
Sector Tilt Toward Industrials and Technology
A large share of assets in industrial and technology stocks means the fund could be more affected if these sectors face a downturn.
Mid-Cap Market Risk
Because the ETF focuses on mid-sized companies, it may be more volatile than funds that hold larger, more established firms.
XJH vs. SPDR S&P 500 ETF (SPY)
AUM405.11M
RegionNorth America
Expense Ratio0.12%
Beta0.94
IssueriShares
Inception DateSep 22, 2020
Dividend Yield1.08%
Asset ClassEquity
Index TrackedS&P MidCap 400 Sustainability Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume18,583
30 Day Avg. Volume26,435
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
58.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering356
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XJH Summary
The iShares ESG Screened S&P Mid-Cap ETF (XJH) tracks the S&P MidCap 400 Sustainability Screened Index, focusing on medium‑sized U.S. companies that meet certain environmental, social, and governance (ESG) standards. It holds a wide mix of businesses, with a lot in industrials, technology, and financials. Well‑known names include Flex and XPO. Investors might consider XJH for diversification and the potential growth that mid‑cap companies can offer, while aligning with sustainable investing values. A key risk is that mid‑cap stocks can be more volatile than large, established companies, so the ETF’s value can go up and down with the market.
How much will it cost me?The iShares ESG Screened S&P Mid-Cap ETF (XJH) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The iShares ESG Screened S&P Mid-Cap ETF (XJH) could benefit from growing interest in sustainable investing and mid-cap companies, especially in sectors like Industrials and Technology, which are positioned for innovation and expansion. However, it may face challenges from rising interest rates, which could impact mid-cap growth stocks, and potential regulatory changes affecting ESG-focused investments. Its U.S. focus also makes it sensitive to domestic economic conditions and policy shifts.
XJH Top 10 Holdings
XJH is leaning heavily on industrial and tech-focused mid-caps, with names like Flex and Sterling Infrastructure doing much of the heavy lifting as their shares keep climbing on solid growth stories. MACOM and Twilio are also rising, adding a bit of high-octane tech flair, though their rich valuations mean the ride could be bumpy. On the flip side, TechnipFMC and United Therapeutics are more mixed, occasionally losing steam and muting some of those gains. Overall, it’s a U.S.-only, ESG-screened portfolio with an industrial backbone and a tech-driven engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flex | 1.78% | $7.05M | $54.85B | 239.83% | 74 Outperform | |
| Twilio | 1.00% | $3.96M | $30.97B | 73.14% | 70 Neutral | |
| TechnipFMC | 0.93% | $3.67M | $28.22B | 97.55% | 80 Outperform | |
| Carpenter Technology | 0.91% | $3.58M | $27.90B | 125.81% | 75 Outperform | |
| Curtiss-Wright | 0.91% | $3.58M | $28.00B | 62.26% | 74 Outperform | |
| ATI | 0.87% | $3.45M | $27.09B | 129.93% | 78 Outperform | |
| nVent Electric | 0.87% | $3.43M | $26.82B | 143.42% | 76 Outperform | |
| XPO | 0.87% | $3.42M | $26.81B | 80.11% | 70 Outperform | |
| Sterling Infrastructure | 0.85% | $3.38M | $26.36B | 323.17% | 71 Outperform | |
| Illumina | 0.80% | $3.15M | $24.35B | 84.92% | 71 Outperform |
XJH Technical Analysis
Positive
―
Price Trends
49.09
Positive
47.95
Positive
46.02
Positive
Market Momentum
0.48
Negative
61.95
Neutral
57.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XJH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.93, equal to the 50-day MA of 49.09, and equal to the 200-day MA of 46.02, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 61.95 is Neutral, neither overbought nor oversold. The STOCH value of 57.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XJH.
XJH Peer Comparison
Comparison Results
Performance Comparison
XJH
iShares ESG Screened S&P Mid-Cap ETF
51.34
11.24
28.03%
EZM
WisdomTree U.S. MidCap Fund
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity 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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