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Upturn AI SWOT - About
iShares Core S&P Mid-Cap ETF (IJH)
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Upturn Advisory Summary
04/01/2025: IJH (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -6.75% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 9937030 | Beta 1.11 | 52 Weeks Range 55.42 - 67.87 | Updated Date 04/2/2025 |
52 Weeks Range 55.42 - 67.87 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Core S&P Mid-Cap ETF
ETF Overview
Overview
The iShares Core S&P Mid-Cap ETF (IJH) seeks to track the investment results of the S&P MidCap 400, representing the U.S. mid-cap market. It offers broad exposure to medium-sized U.S. companies and is designed for investors seeking long-term capital appreciation.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for ETF innovation and a long track record.
Management Expertise
BlackRock's management team is experienced in managing index-tracking ETFs, leveraging sophisticated portfolio management techniques.
Investment Objective
Goal
The investment objective of the iShares Core S&P Mid-Cap ETF is to track the investment results of an index composed of mid-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: This ETF employs a 'passive' or indexing investment approach, designed to track the performance of the S&P MidCap 400 Index.
Composition The ETF holds a diversified portfolio of stocks comprising the S&P MidCap 400 Index.
Market Position
Market Share: The iShares Core S&P Mid-Cap ETF (IJH) holds a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 72470000000
Competitors
Key Competitors
- SPDR S&P MidCap 400 ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with multiple ETFs tracking similar indices. IJH benefits from BlackRock's brand recognition and extensive distribution network. Competing funds may offer slightly lower expense ratios, but IJH's liquidity and tradability are advantageous for many investors.
Financial Performance
Historical Performance: Historical performance data is readily available from iShares and major financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the S&P MidCap 400 Index, with minimal tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume is high, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends influence the performance of mid-cap stocks held by IJH.
Growth Trajectory
The ETF's growth is tied to the overall performance of the U.S. mid-cap market, with holdings updated periodically to reflect changes in the index.
Moat and Competitive Advantages
Competitive Edge
IJH's competitive advantage stems from its large AUM, leading to economies of scale and tight tracking of its benchmark index. Its low expense ratio and high liquidity make it an attractive option for investors seeking broad mid-cap exposure. Backed by BlackRock's brand, IJH benefits from a trusted reputation and wide distribution. Its long-standing history and established track record further enhance its appeal. This combination of factors provides a strong moat against competitors.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the overall mid-cap market, exhibiting moderate fluctuations.
Market Risk
The ETF is subject to market risk, including economic downturns and fluctuations in interest rates and investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor for IJH is a long-term investor seeking broad exposure to the U.S. mid-cap market as part of a diversified portfolio.
Market Risk
The ETF is suitable for long-term investors and passive index followers.
Summary
The iShares Core S&P Mid-Cap ETF (IJH) provides broad exposure to the U.S. mid-cap market at a low cost. Its investment strategy is to closely track the S&P MidCap 400 Index. Backed by BlackRock, it benefits from high liquidity and a strong reputation, making it suitable for long-term investors. As a passively managed fund, it offers efficient access to mid-cap stocks and provides a means for diversification.
Similar Companies
IWR
iShares Russell Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
MDY
SPDR® S&P MIDCAP 400 ETF Trust
MDY
SPDR® S&P MIDCAP 400 ETF Trust
SCHM
Schwab U.S. Mid-Cap ETF
SCHM
Schwab U.S. Mid-Cap ETF
VO
Vanguard Mid-Cap Index Fund ETF Shares
VO
Vanguard Mid-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Morningstar
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly and impact the value of investments.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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