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Upturn AI SWOT - About
iShares Core S&P Mid-Cap ETF (IJH)
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Upturn Advisory Summary
06/27/2025: IJH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit 7.14% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 49.99 - 67.65 | Updated Date 06/29/2025 |
52 Weeks Range 49.99 - 67.65 | Updated Date 06/29/2025 |
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 index, representing the performance of mid-sized U.S. companies. It offers broad exposure to the mid-cap segment of the U.S. equity market with a diversified asset allocation and passive investment strategy.
Reputation and Reliability
iShares (BlackRock) is one of the largest and most reputable ETF providers globally, known for its reliable and well-managed funds.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team focused on index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the S&P MidCap 400.
Composition Primarily holds stocks of mid-sized U.S. companies.
Market Position
Market Share: IJH holds a significant market share in the mid-cap ETF segment.
Total Net Assets (AUM): 72480000000
Competitors
Key Competitors
- SPDR S&P MidCap 400 ETF Trust (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with several large providers offering similar products. IJH's advantages include its large AUM and strong brand recognition, while competitors may offer slightly lower expense ratios or different tracking methodologies.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance is closely aligned with the S&P MidCap 400 index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IJH exhibits high liquidity with a large average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks influence IJH's performance.
Growth Trajectory
IJH's growth is tied to the performance of the U.S. mid-cap equity market, with adjustments to holdings reflecting index changes.
Moat and Competitive Advantages
Competitive Edge
IJH's competitive edge lies in its large AUM, established brand, and low expense ratio. It benefits from BlackRock's extensive ETF management expertise and a highly liquid market, allowing for easy trading. This attracts both institutional and retail investors seeking broad mid-cap exposure. The ETFu2019s brand recognition and substantial AUM often lead to tighter tracking error compared to smaller funds.
Risk Analysis
Volatility
IJH's volatility is similar to that of the S&P MidCap 400 index.
Market Risk
IJH is subject to market risk, including fluctuations in stock prices and economic downturns affecting mid-cap companies.
Investor Profile
Ideal Investor Profile
IJH is suitable for investors seeking broad exposure to the mid-cap segment of the U.S. equity market and who are comfortable with moderate levels of risk.
Market Risk
IJH is best for long-term investors and passive index followers.
Summary
The iShares Core S&P Mid-Cap ETF (IJH) provides broad exposure to U.S. mid-cap stocks, tracking the S&P MidCap 400 index. Backed by BlackRock's expertise, it offers a low expense ratio and high liquidity. While subject to market risk, its diversification makes it a suitable choice for long-term investors and passive index followers. Its large AUM and established reputation contribute to its competitive edge within the mid-cap ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
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 share data is estimated and may vary.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.