IJH
iShares Core S&P Mid-Cap ETF
The iShares S&P MidCap 400 Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S. mid-cap stocks, as represented by the Standard & Poor's MidCap 400 Index.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 107.6 B
ASSETS UNDER MGMT
5 bp
EXPENSES
Fund Basics
| Fund sponsor | Barclays Global Investors |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | May 22, 2000 |
| Assets (mns) | $107,582 |
| Expense ratio | 5 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Quarterly |
| Taxation | 1099 |
| Stock selection | Committee |
| Weighting | Market Cap |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| LUMENTUM HOLDINGS INC | 1.4 % |
| COHERENT CORP | 1.1 % |
| REGAL BELOIT CORP | 1.1 % |
| TECHNIPFMC PLC | 0.8 % |
| CURTISS-WRIGHT CORP | 0.8 % |
| CASEY'S GENERAL STORES INC | 0.7 % |
| XPO LOGISTICS INC | 0.7 % |
| FLEXTRONICS INTL LTD | 0.7 % |
| WOODWARD INC | 0.7 % |
| ROYAL GOLD INC | 0.7 % |
Constituent Breakdown
| Number of holdings | 401 |
| Herfindahl-Hirschman Index | 41 |
| Wgt avg mkt cap (mns) | $10,482 |
| Large cap (>$10bn) | 50.2% |
| Mid cap ($2-10bn) | 49.3% |
| Small cap (<$2bn) | 0.5% |
| Developed mkts. | 100.0% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 87.3 % |
 |
BRITAIN | 2.3 % |
 |
BERMUDA | 0.8 % |
 |
SINGAPORE | 0.7 % |
 |
CAYMAN ISLANDS | 0.6 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.3% | 15.5% | 11.3% | 11.3% | 7.5% | 10.4% | 7.9% | 8.3% |
| Dividend Yield | 0.0% | 1.6% | 1.5% | 1.6% | 1.6% | 1.7% | 1.6% | 1.5% |
| Total Returns | 8.3% | 17.2% | 12.9% | 12.9% | 9.0% | 12.1% | 9.5% | 9.8% | Ann. Volatility | 15.1% | 21.1% | 18.6% | 18.2% | 19.8% | 21.1% | 22.1% | 21.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.98 | 80% |
| MSCI EAFE | 0.97 | 57% |
| MSCI Emg Mkts | 0.83 | 50% |
Liquidity Measures
| Avg. volume (000) | 19,142 |
| ADV traded (mns) | $1,319 |
| Turnover | 1.2% |
| Avg. Bid/Ask (% of price) | 0.01% |
Technical Indicators
| 30d moving avg. (EMA) | $70.45 |
| Relative strength (RSI) | 46 |
| MACD/Signal | 0.09/0.50 |
| Bollinger Bands (Upper/Lower) | $73.04/$69.47 |
| Short interest (% of AUM) | 0.4% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IJH |
Expenses vs. IJH |
ALTAR Score™ vs. IJH |
|---|---|---|---|---|
| MDY | SPDR S&P Midcap 400 ETF Trust | 92.1% | +18 bp | +6.9% |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | 91.3% | -2 bp | +7.1% |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 90.7% | +2 bp | +7.0% |
| XJH | iShares ESG Screened S&P Mid-Cap ETF | 81.8% | +7 bp | +6.9% |
| QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 76.9% | +10 bp | +7.0% |
| MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | 60.0% | +10 bp | +8.9% |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 59.9% | +13 bp | +8.9% |
| IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 59.8% | +5 bp | +9.0% |
| MDYG | State Street SPDR S&P 400 Mid Cap Growth ETF | 59.3% | +10 bp | +5.1% |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 59.2% | +12 bp | +5.1% |
Risk and Returns: IJH vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/10/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.
ALTAR Score™
IJH
7.0%
Cat. Avg
5.6%
ALTAR Score™ Calculation
Category Overview
There are 1189 funds in the US Equity category, with an average ALTAR Score™
of 5.6% and a standard deviation of
2.1%. IJH's ALTAR Score™ is approximately
0.7 standard deviations
above
the category average. This places IJH in the 76th percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
IJHSELL
U/W
HOLD
O/W
BUY