Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Fund Details
iShares Core S&P Mid-Cap ETF(IJH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IJH
09/16/2026: IJH (5-star) is currently NOT-A-BUY. Pass it for now.
iShares Core S&P Mid-Cap ETF (IJH) provides low-cost, diversified exposure to U.S. mid-sized companies by tracking the S&P MidCap 400 Index. Its primary strengths are its industry-leading expense ratio, exceptional liquidity, and robust backing by BlackRock. It serves as a foundational component for investors seeking to bridge the performance gap between small-cap and large-cap equities. Key risks include exposure to cyclical U.S. economic conditions and inherent mid-cap market volatility. It is most suitable for long-term investors prioritizing passive, cost-efficient, broad-market exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap stocks offer significant growth potential beyond the early stages of small-cap companies. |
| Momentum investor | Strong fit while signal remains positive | The index approach captures mid-cap market momentum effectively during broader market upswings. |
| Value investor | Mixed fit | While mid-caps can be attractively valued, this is a broad index fund rather than a dedicated value selection. |
| Dividend/Income investor | Mixed fit | The fund provides exposure to dividend-paying mid-caps but is not focused primarily on yield. |
| Low-risk investor | Medium | Mid-caps carry more volatility than large-cap benchmarks, requiring a higher risk tolerance. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for a long-term core holding to gain exposure to U.S. mid-cap companies.
Suitability
Best suited for passive, long-term investors aiming to build a diversified portfolio that includes the growth potential of mid-sized companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap equities are historically more volatile than large-cap market leaders. |
| Market risk | Medium / high | The fund is fully exposed to systemic market declines within the U.S. equity space. |
| Concentration | Low | The index is broadly diversified across 400 holdings, limiting single-stock risk. |
| Tracking/expense | Low | The extremely low expense ratio and efficient structure result in minimal tracking error. |
| Liquidity | Low | High trading volume ensures that investors can trade at market prices with minimal impact. |
| Business/sector quality | Medium | The fund includes a wide range of companies, meaning it is subject to the quality variations of the broader mid-cap sector. |
Risk Analysis
Volatility
IJH generally exhibits moderate to high volatility compared to large-cap funds, typical of the mid-cap equity asset class.
Market Risk
The fund is subject to systematic risk inherent in U.S. equity markets, particularly sectors heavily represented in the mid-cap space.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities (S&P MidCap 400) | 99.5 | This provides diversified exposure to the mid-cap segment of the U.S. economy. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | This represents the minor residual cash balance held for liquidity needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.82% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $120.90B |
| Issuer | iShares |
| Expense Ratio | 0.05% |
| Distribution Yield | 1.18% |
| Inception | May 22, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.18% |
| 1 Year | +12.77% |
| 3 Year | +13.99% |
| 5 Year | +7.79% |
| 10 Year | +10.79% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.93% |
| 3Y Volatility | 15.73% |
| 3Y Sharpe Ratio | 0.63 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 67.77% |
| Mid Cap | 28.10% |
| Micro Cap | 2.83% |
| Large Cap | 1.20% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 22.00% |
| Technology | 17.03% |
| Financial Services | 14.28% |
| Healthcare | 10.87% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.77x |
| Portfolio P/B | 2.5x |
| Portfolio P/S | 1.47x |
| Holdings Turnover | 18.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Twilio | 0.00% |
| Illumina | 0.00% |
| Okta | 0.00% |
| Everpure | 0.00% |
| TechnipFMC | 0.00% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.