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iShares Core S&P Mid-Cap ETF (IJH)
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Upturn Advisory Summary
12/19/2024: IJH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: -6.67% | Upturn Advisory Performance  3 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: -6.67% | Avg. Invested days: 41 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 8165210 | Beta 1.08 |
52 Weeks Range 52.59 - 68.05 | Updated Date 12/21/2024 |
52 Weeks Range 52.59 - 68.05 | Updated Date 12/21/2024 |
AI Summarization
iShares Core S&P Mid-Cap ETF (IJH)
Profile:
- Focus: IJH tracks the S&P MidCap 400 Index, targeting the mid-cap segment of the US stock market.
- Asset Allocation: Predominantly holds stocks of mid-sized companies across various sectors.
- Investment Strategy: Passively tracks the index, aiming to replicate its performance before fees and expenses.
Objective:
- Provides exposure to the mid-cap segment, offering diversification and the potential for capital growth.
Issuer:
- BlackRock: A global investment management firm with a strong reputation and track record.
- Management: Experienced team with expertise in index tracking and ETF management.
Market Share:
- 2nd largest ETF in the mid-cap segment, capturing a significant portion of the market.
Total Net Assets:
- Over $75 billion in assets under management, indicating significant investor interest.
Moat:
- Low Fees: IJH boasts an expense ratio of 0.05%, making it one of the cheapest mid-cap ETFs available.
- Liquidity: High average trading volume ensures ease of buying and selling shares.
- Track Record: IJH has consistently tracked its benchmark index closely, offering investors reliable performance.
Financial Performance:
- Historically outperformed the broader market: IJH has generated average annual returns of around 10% over the past 10 years, exceeding the S&P 500's performance.
- Benchmark Comparison: IJH closely tracks the S&P MidCap 400 Index, demonstrating effective index replication.
Growth Trajectory:
- Positive outlook: The mid-cap segment is expected to continue growing, driven by the expansion of these companies and their increasing contribution to the overall economy.
Liquidity:
- Average Trading Volume: Over 10 million shares traded daily, ensuring ample liquidity.
- Bid-Ask Spread: Tight spread, indicating low transaction costs.
Market Dynamics:
- Economic Indicators: Strong economic growth can benefit mid-cap companies, while recessions may pose challenges.
- Sector Growth Prospects: The performance of specific sectors within the mid-cap space can significantly influence IJH's returns.
- Current Market Conditions: Market volatility can impact the ETF's price fluctuations.
Competitors:
- Schwab Total Stock Market Mid-Cap Index (MDY): Smaller market share but slightly lower expense ratio.
- Vanguard Mid-Cap ETF (VO): Similar size and performance to IJH but with a slightly higher expense ratio.
Expense Ratio:
- 0.05%: Among the lowest expense ratios in the mid-cap ETF category.
Investment Approach and Strategy:
- Strategy: Passively tracks the S&P MidCap 400 Index.
- Composition: Holds stocks of approximately 400 mid-sized companies across various sectors, including industrials, financials, and healthcare.
Key Points:
- Low-cost access to the mid-cap market.
- Diversification across multiple industries.
- Strong historical performance.
- High liquidity and tight bid-ask spread.
Risks:
- Volatility: Mid-cap stocks are generally more volatile than large-cap stocks.
- Market Risk: The ETF's performance is tied to the overall performance of mid-sized companies.
- Sector Concentration: Exposure to specific sectors may lead to higher volatility and risk.
Who Should Consider Investing:
- Investors seeking long-term capital growth and diversification.
- Investors with a moderate risk tolerance.
- Investors looking for an alternative to actively managed mid-cap funds.
Fundamental Rating Based on AI:
8/10
IJH's strong track record, low expense ratio, and high liquidity make it a compelling option for investors seeking exposure to the mid-cap segment. However, its sector concentration and potential volatility should be considered.
Resources and Disclaimers:
- iShares Core S&P Mid-Cap ETF website: https://www.ishares.com/us/products/etf-investments/product-detail?tab=overview&ticker=IJH
- Morningstar: https://www.morningstar.com/etfs/arcx/ijh/quote
- BlackRock: https://www.blackrock.com/us/individual/products/etfs-ishares-core-sp-mid-cap-etf
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Please consult a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core S&P Mid-Cap ETF
The index measures the performance of the mid-capitalization sector of the U.S. equity market, as determined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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