Average Daily Volume
11.38M
Fund Overview
The iShares Core S&P Mid-Cap ETF (IJH) seeks to track the investment results of the S&P MidCap 400® Index, which measures the performance of mid-sized U.S. companies. The index includes 400 companies that are representative of the mid-cap segment of the U.S. equity market, offering investors exposure to firms that are larger than small-cap companies but smaller than large-cap corporations. These companies are often in a growth phase, providing a balance between the stability of large-caps and the growth potential of small-caps. IJH is one of the most popular mid-cap ETFs due to its low expense ratio and broad diversification across sectors. The fund is designed to provide long-term capital growth and is suitable for investors seeking core mid-cap exposure in their portfolios.
- Asset Class
-
Equity
- Industry
-
N/A
- Annual Dividend Rate
-
- Smart Beta
-
No
- Leveraged / Inverse
-
N/A / No
- Dividend Quality - Yield
-
- 1.45 %
- Currency Hedged
-
No
- Portfolio Turnover
-
19 %
- Dividend Date
-
Why Invest in the IJH ETF?
Potential Benefits
- Provides diversified exposure to mid-cap U.S. stocks, which historically have offered strong growth potential.
- Low expense ratio (0.05%) makes it cost-effective for long-term investors.
- Tracks the S&P MidCap 400® Index, a well-established benchmark for mid-cap equities.
- Offers liquidity and transparency, with holdings disclosed daily.
- Mid-cap stocks often provide a balance between the growth potential of small-caps and the stability of large-caps.
Potential Risks
- Mid-cap stocks can be more volatile than large-cap stocks, leading to higher price fluctuations.
- Sector concentration risks may arise if certain industries dominate the index.
- Performance may lag during economic downturns when investors favor large-cap stability.
- Limited international exposure, as the fund focuses solely on U.S. mid-cap companies.
RSI data unavailable or insufficient history.
Monthly Returns (%)
| Year |
Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sep |
Oct |
Nov |
Dec |
| 2026 |
+4.0%
|
+4.1%
|
-5.3%
|
+7.8%
|
+2.5%
|
+3.6%
|
-2.4%
|
+0.1%
|
-4.2%
|
+2.8%
|
-
|
-
|
| 2025 |
+3.8%
|
-4.3%
|
-5.4%
|
-2.5%
|
+5.5%
|
+3.6%
|
+1.6%
|
+3.4%
|
+0.5%
|
-0.5%
|
+2.2%
|
0.0%
|
| 2024 |
-1.7%
|
+5.9%
|
+5.6%
|
-5.9%
|
+4.5%
|
-1.7%
|
+5.9%
|
-0.1%
|
+1.1%
|
-0.7%
|
+8.9%
|
-7.2%
|
| 2023 |
+9.3%
|
-1.9%
|
-3.2%
|
-0.8%
|
-3.2%
|
+9.2%
|
+4.2%
|
-3.0%
|
-5.2%
|
-5.4%
|
+8.5%
|
+8.7%
|
| 2022 |
-7.3%
|
+1.2%
|
+1.3%
|
-7.1%
|
+0.8%
|
-9.6%
|
+10.9%
|
-3.2%
|
-9.2%
|
+10.6%
|
+6.0%
|
-5.5%
|
| 2021 |
+1.5%
|
+6.8%
|
+4.7%
|
+4.4%
|
+0.3%
|
-1.1%
|
+0.4%
|
+2.0%
|
-4.0%
|
+5.9%
|
-3.0%
|
+5.1%
|
| 2020 |
-2.6%
|
-9.5%
|
-20.3%
|
+14.1%
|
+7.3%
|
+1.3%
|
+4.6%
|
+3.6%
|
-3.3%
|
+2.2%
|
+14.3%
|
+6.5%
|
| 2019 |
+10.3%
|
+4.4%
|
-0.6%
|
+4.0%
|
-8.0%
|
+7.7%
|
+1.0%
|
-4.1%
|
+3.1%
|
+1.1%
|
+3.0%
|
+2.8%
|
| 2018 |
+2.8%
|
-4.4%
|
+1.0%
|
-0.3%
|
+4.2%
|
+0.4%
|
+1.7%
|
+3.2%
|
-1.1%
|
-9.6%
|
+3.2%
|
-11.3%
|
| 2017 |
+1.7%
|
+2.5%
|
-0.4%
|
+0.8%
|
-0.4%
|
+1.6%
|
+0.9%
|
-1.5%
|
+3.9%
|
+2.3%
|
+3.7%
|
+0.3%
|
< -5%
-5% to -2%
-2% to 0%
0%
0% to +2%
+2% to +5%
> +5%
Top Holdings (by weight)
| Symbol |
Company Name |
Weight |
|
EME
|
EMCOR GROUP INC |
0.7 % |
|
IBKR
|
INTERACTIVE BROKERS GROUP INC CLASS A |
0.7 % |
|
WSO
|
WATSCO INC ORDINARY SHARES |
0.7 % |
|
CASY
|
CASEY'S GENERAL STORES INC |
0.6 % |
|
FNF
|
FIDELITY NATIONAL FINANCIAL INC |
0.6 % |
|
BJ
|
BJ'S WHOLESALE CLUB HOLDINGS INC |
0.6 % |
|
SFM
|
SPROUTS FARMERS MARKET INC |
0.6 % |
|
GWRE
|
GUIDEWIRE SOFTWARE INC |
0.6 % |
|
DOCU
|
DOCUSIGN INC |
0.6 % |
|
CSL
|
CARLISLE COMPANIES INC |
0.6 % |
Top 10 holdings shown, out of 402 total holdings.
Related ETFs: IJH vs Peers
Comparison highlights key differences on cost, coverage, and focus within sector ETFs.
Investment Strategy
IJH aims to replicate the performance of the S&P MidCap 400® Index, a market-cap-weighted benchmark representing mid-sized U.S. companies. The index methodology selects 400 mid-cap stocks based on market capitalization, liquidity, and sector representation. The fund primarily holds common stocks of these companies and is rebalanced quarterly to align with index changes. Unlike actively managed funds, IJH follows a passive investment approach, minimizing turnover and costs while providing precise index tracking.
Frequently Asked Questions
What is the expense ratio of IJH?
IJH has an expense ratio of 0.05%, making it one of the lowest-cost mid-cap ETFs available.
How often is IJH rebalanced?
IJH is rebalanced quarterly to align with changes in the S&P MidCap 400® Index.
Does IJH pay dividends?
Yes, IJH pays dividends quarterly, as the underlying mid-cap companies in the index distribute earnings to shareholders.
How does IJH differ from small-cap or large-cap ETFs?
IJH focuses exclusively on mid-cap stocks, which are larger and more stable than small-caps but offer more growth potential than large-caps.
Industry Overview
The iShares Core S&P Mid-Cap ETF (IJH) provides exposure to mid-cap U.S. equities, a segment known for its growth potential and diversification benefits. Mid-cap companies are typically more established than small-caps but still have room for expansion, making them attractive for investors seeking a balance between risk and reward. The S&P MidCap 400® Index, which IJH tracks, includes companies across various sectors, ensuring broad market representation. Investing in mid-caps can be a strategic way to capture the growth of emerging industry leaders while mitigating some of the volatility associated with smaller companies.
Alternative Comparison
Compared to its peers, IJH stands out for its low expense ratio (0.05%), making it one of the most cost-effective mid-cap ETFs. For example, the SPDR S&P MidCap 400 ETF (MDY) has a slightly higher expense ratio (0.23%), while the Vanguard Mid-Cap ETF (VO) tracks a broader index (CRSP US Mid Cap Index) but also charges a low fee (0.04%). Unlike some factor-based or sector-specific mid-cap ETFs, IJH offers pure, broad-market exposure, making it a core holding for mid-cap allocations.
Issuer Overview
iShares, a division of BlackRock, is the largest ETF provider globally, known for its extensive range of low-cost index-tracking funds. With a strong reputation for innovation and reliability, iShares offers investors access to diverse asset classes and market segments. The iShares Core series, which includes IJH, is designed to provide foundational exposure to major market segments at minimal cost.
Conclusion
The iShares Core S&P Mid-Cap ETF (IJH) is a compelling choice for investors seeking cost-effective, diversified exposure to mid-cap U.S. equities. Its low expense ratio, broad market coverage, and strong track record make it a staple in many portfolios. While mid-cap stocks carry inherent volatility, IJH provides a balanced way to tap into the growth potential of this market segment.
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