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Upturn AI SWOT - About
iShares Core S&P Mid-Cap ETF (IJH)
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Upturn Advisory Summary
08/14/2025: IJH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.33% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. The ETF employs a replication strategy, holding all or a substantial portion of the securities in the underlying index.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a well-established and reputable asset manager with a long track record of providing reliable investment products.
Management Expertise
BlackRock possesses extensive expertise in managing ETFs, with a large team of experienced professionals dedicated to 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: The ETF aims to replicate the S&P MidCap 400 Index.
Composition Primarily holds stocks of mid-sized U.S. companies across various sectors.
Market Position
Market Share: IJH holds a significant market share within the mid-cap ETF segment.
Total Net Assets (AUM): 74477000000
Competitors
Key Competitors
- SPDR S&P MidCap ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
Competitive Landscape
The mid-cap ETF market is competitive, with several major players. IJH benefits from BlackRock's strong brand and low expense ratio. MDY offers similar exposure but with a slightly higher expense ratio and different weighting methodology. VO is another low-cost alternative from Vanguard. IJH benefits from its generally higher liquidity compared to other smaller funds.
Financial Performance
Historical Performance: Historical performance can be sourced from financial data providers; performance varies year to year.
Benchmark Comparison: The ETF's performance closely tracks the S&P MidCap 400 Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IJH exhibits high liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IJH is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment influence the performance of mid-cap stocks and, consequently, IJH.
Growth Trajectory
IJH's growth is tied to the overall performance of the mid-cap segment of the U.S. equity market. Changes in sector allocation within the index can also impact the ETF's performance.
Moat and Competitive Advantages
Competitive Edge
IJH benefits from BlackRock's strong brand recognition, large AUM, and low expense ratio. The ETF's high liquidity makes it attractive to both institutional and retail investors. Its replication strategy ensures close tracking of the S&P MidCap 400 Index. The combination of low cost and broad exposure provides a competitive edge in the mid-cap ETF market. These factors collectively contribute to its popularity and market share.
Risk Analysis
Volatility
IJH's volatility is generally moderate, reflecting the risk profile of mid-cap stocks.
Market Risk
IJH is subject to market risk, meaning its value can fluctuate based on overall market conditions and economic factors. Mid-cap stocks can be more volatile than large-cap stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the mid-cap segment of the U.S. equity market and is comfortable with moderate risk.
Market Risk
IJH is suitable for long-term investors seeking diversification and passive index exposure.
Summary
The iShares Core S&P Mid-Cap ETF (IJH) offers a low-cost and liquid way to gain exposure to mid-sized U.S. companies. It closely tracks the S&P MidCap 400 Index, providing diversification across various sectors. The ETF benefits from BlackRock's strong brand and experienced management. While subject to market risk, IJH is a suitable investment for long-term investors seeking to enhance their portfolio with mid-cap equities. Its competitive expense ratio and high liquidity make it a compelling choice within the mid-cap ETF landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- S&P Dow Jones Indices Website
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change, and past performance is not indicative of future results.
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.