iShares Core S&P Mid-Cap ETF (IJH)

Overview

The iShares Core S&P Mid-Cap ETF (IJH) seeks to track the investment results of a broad market index composed of U.S. mid-capitalization stocks, providing exposure to the mid-cap segment of the U.S. equity market. It is a passively managed fund and provides diversification.

Reputation and Reliability

BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.

Management Expertise

BlackRock has a large and experienced team of portfolio managers and analysts dedicated to managing its ETF products.

Goal

To track the investment results of the S&P MidCap 400 Index.

Investment Approach and Strategy

Strategy: The ETF employs a replication strategy, meaning it invests in all or substantially all of the securities in the S&P MidCap 400 Index in approximately the same proportions as they are represented in the index.

Composition The ETF primarily holds stocks of mid-sized U.S. companies across various sectors.

Market Share: IJH holds a significant market share within the mid-cap ETF category.

Total Net Assets (AUM): 74933836800

Key Competitors

• SPDR S&P MidCap 400 ETF (MDY)
• Vanguard Mid-Cap ETF (VO)

Competitive Landscape

The mid-cap ETF market is competitive, with IJH, MDY, and VO being the major players. IJH benefits from BlackRock's strong brand and efficient tracking. MDY, being one of the oldest mid-cap ETFs, enjoys high liquidity, while VO often offers a slightly lower expense ratio.

Historical Performance: Historical performance data is not provided in this context. Please see official fund factsheet for performance numbers.

Benchmark Comparison: The ETF's performance closely tracks the S&P MidCap 400 Index.

Expense Ratio: 0.03

Average Trading Volume

IJH exhibits high liquidity, generally reflected in robust average trading volumes.

Bid-Ask Spread

IJH typically maintains a tight bid-ask spread, indicating efficient trading.

Market Environment Factors

Economic growth, interest rates, and overall market sentiment significantly influence the performance of mid-cap stocks held by IJH.

Growth Trajectory

IJH's growth typically mirrors the growth and profitability of the mid-cap sector of the U.S. economy with minor fluctuations to strategy or holdings.

Competitive Edge

IJH's competitive edge arises from BlackRock's extensive resources and brand recognition. Its large asset base enables efficient tracking of the S&P MidCap 400 Index at a low cost. The ETF's high liquidity further enhances its appeal to investors. The broad diversification across mid-cap stocks also contributes to its attractiveness as a core portfolio holding. The extremely low expense ratio also gives it an edge.

Volatility

Mid-cap stocks, and therefore IJH, tend to exhibit moderate volatility, generally higher than large-cap stocks but lower than small-cap stocks.

Market Risk

IJH is subject to market risk, meaning the value of its holdings can fluctuate based on overall market conditions and investor sentiment.

Ideal Investor Profile

IJH is suitable for investors seeking exposure to the mid-cap segment of the U.S. equity market for diversification purposes or as a core holding in a portfolio.

Market Risk

IJH is best suited for long-term investors and passive index followers who want exposure to mid-cap stocks at a low cost.

The iShares Core S&P Mid-Cap ETF (IJH) provides efficient and low-cost exposure to the mid-cap segment of the U.S. equity market. It tracks the S&P MidCap 400 Index and is managed by BlackRock, a reputable issuer. Its high liquidity and low expense ratio make it an attractive option for long-term investors seeking diversification. However, investors should be aware of the moderate volatility associated with mid-cap stocks.

Data Sources:

• iShares Official Website
• S&P Dow Jones Indices
• BlackRock Fund Fact Sheet

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own research and risk tolerance.