The iShares Core S&P Mid-Cap ETF (IJH) offers exposure to mid-capitalization U.S. equities, tracking the S&P MidCap 400 Index. With a substantial AUM of $104.63 billion and a low expense ratio of 0.05%, IJH provides a cost-effective way to access this segment of the market. Its diversified portfolio and focus on mid-cap stocks make it a core holding for investors seeking balanced equity exposure. Past performance does not guarantee future results.
The iShares Core S&P Mid-Cap ETF (IJH) offers exposure to mid-capitalization U.S. equities, tracking the S&P MidCap 400 Index. With a substantial AUM of $104.63 billion and a low expense ratio of 0.05%, IJH provides a cost-effective way to access this segment of the market. Its diversified portfolio and focus on mid-cap stocks make it a core holding for investors seeking balanced equity exposure. Past performance does not guarantee future results.
ETF Overview
The iShares Core S&P Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
The iShares Core S&P Mid-Cap ETF (IJH) aims to replicate the performance of the S&P MidCap 400 Index, providing investors with broad exposure to the mid-sized segment of the U.S. equity market. This ETF is designed for investors seeking to diversify their portfolios with companies that have the potential for growth, but are generally less volatile than small-cap stocks. IJH's strategy involves holding a basket of 401 stocks, weighted by market capitalization, reflecting the composition of the underlying index. The fund's top holdings include companies like Lumentum Holdings Inc (1.44%), Coherent Corp (1.18%), and TechnipFMC PLC (0.78%). IJH's sector allocation is heavily weighted towards Industrials (24.4%), Technology (15.7%), and Financial Services (14.0%), indicating a focus on these key areas of the U.S. economy. The fund's country exposure is primarily in the United States (94.4%), with smaller allocations to the United Kingdom (2.3%) and other countries. IJH is suitable for investors looking for a core equity holding with a focus on mid-cap stocks, offering a balance between growth potential and relative stability. Past performance does not guarantee future results.
Risk Metrics
Investing in the iShares Core S&P Mid-Cap ETF (IJH) involves several risks. While the fund holds 401 stocks, the top holdings constitute a significant portion of the portfolio, creating some concentration risk; for example, Lumentum Holdings Inc represents 1.44% of the fund. Sector risk is also present, with Industrials, Technology, and Financial Services comprising over half of the fund's assets. This means that the fund's performance is closely tied to the performance of these sectors. IJH has a beta of 1.12, indicating that it is slightly more volatile than the overall market. The fund's expense ratio of 0.05% can create a minor drag on performance over time, although it is relatively low. Investors should also consider the potential impact of market fluctuations and economic conditions on the value of mid-cap stocks. Past performance does not guarantee future results.
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Risk Metrics
Beta: 1.12
Questions & Answers
What is IJH and what does it track?
The iShares Core S&P Mid-Cap ETF (IJH) is an exchange-traded fund that aims to mirror the investment results of the S&P MidCap 400 Index. This index is composed of mid-capitalization U.S. equities, representing a segment of the stock market that falls between large-cap and small-cap companies. By investing in IJH, investors gain exposure to a diversified portfolio of approximately 401 mid-cap stocks. The ETF's objective is to provide a return that closely corresponds to the performance of the S&P MidCap 400 Index, before fees and expenses. As of 2026-03-15, IJH has an AUM of $104.63 billion.
What is the expense ratio for IJH?
The iShares Core S&P Mid-Cap ETF (IJH) has an expense ratio of 0.05%. This means that for every $10,000 invested in the fund, investors will pay $5 in annual fees. This expense ratio is considered very low, especially when compared to the category average for mid-cap ETFs. The low expense ratio makes IJH a cost-effective option for investors seeking exposure to mid-cap U.S. equities, as it minimizes the impact of fees on overall returns.
What are the top holdings in IJH?
As of 2026-03-15, the top holdings in the iShares Core S&P Mid-Cap ETF (IJH) are: Lumentum Holdings Inc (1.44%), Coherent Corp (1.18%), and TechnipFMC PLC (0.78%). Other significant holdings include Curtiss-Wright Corp (0.75%) and Casey's General Stores Inc (0.74%). These companies represent a diverse range of industries within the mid-cap segment of the U.S. equity market. The fund's allocation to these top holdings reflects its strategy of tracking the S&P MidCap 400 Index.
Is IJH a good long-term investment?
Whether the iShares Core S&P Mid-Cap ETF (IJH) is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and time horizon. IJH offers exposure to a diversified portfolio of mid-cap U.S. equities, which can provide a balance between growth potential and relative stability. The fund's low expense ratio of 0.05% can also contribute to long-term returns. However, the may be worth researching fund's beta of 1.12, which indicates that it is slightly more volatile than the overall market. Past performance does not guarantee future results, and investors should carefully evaluate their own circumstances before making any investment decisions.
How does IJH compare to similar ETFs?
The iShares Core S&P Mid-Cap ETF (IJH) is a popular choice for investors seeking mid-cap exposure, and it competes with other ETFs in this space. IJH stands out due to its large AUM of $104.63 billion, indicating strong investor confidence and liquidity. Its expense ratio of 0.05% is also competitive, often lower than similar ETFs. IJH's strategy of tracking the S&P MidCap 400 Index is a common approach, but some competing ETFs may use different weighting methodologies or focus on specific sectors within the mid-cap market. Investors should compare the expense ratios, tracking error, and investment strategies of different mid-cap ETFs to determine which one best aligns with their needs.
Does IJH pay dividends?
Yes, the iShares Core S&P Mid-Cap ETF (IJH) distributes dividends to its shareholders. As of 2026-03-15, IJH has a dividend yield of 4.19%. The dividend yield represents the annual dividend payment as a percentage of the fund's share price. Dividends are typically paid quarterly, providing investors with a regular income stream. The amount of the dividend payment can vary depending on the performance of the underlying companies in the fund's portfolio.