Blackrock SP Midcap ETF | IJH

Medium RiskEquity
Blackrock SP Midcap ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
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Blackrock SP Midcap ETF | IJH

Blackrock SP Midcap ETF | IJH

About IJH ETF

Overview:
The BlackRock SP Midcap ETF (IJH) has investments in mid-capitalization U.S. equities and is managed by BlackRock that has a total AUM of $6.28T.

IJH is an exchange-traded fund incorporated in the USA in May 2000.

About the Fund Manager:
Founded in 1988, Blackrock is the largest asset manager in the world managing $6.28T. BlackRock operates globally with 70 offices in 30 countries and clients in 100 countries. Due to its power and the sheer size and scope of its financial assets and activities, BlackRock has been called the world's largest shadow bank.

Investment Strategy:
The ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.

Sector:
IJH has invested in Technology (16%), Financials (16%), Industrials (15%), Consumer Cyclical (13%), and Healthcare (9%).

Geography:
IJH has invested 100% of its assets in the U.S.

Recommended for:
Growth

IJH looks at smaller companies relative to S&P Mid-Cap 400 benchmark. In fact, the fund and the benchmark have very few holdings in common.

According to ETFdb.com, "This ETF is one of several ETFs available that offers exposure to mid-cap U.S. stocks, an asset class that can make up a significant portion of long-term, buy-and-hold portfolios."

Additional Information:
1. Fund Factsheet
2. The Top 5 Mid Cap Core ETFs (IJH, VO)
3. The 7 Best ETFs for a Set-and-Forget Portfolio

How did we identify this ETF:
A complete pool of 2100+ ETFs is screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta, and R-squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility, and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the in-house research/quant analysts team. With the largest asset base in the space, hefty median daily volume, and extremely tight spreads, IJH offers great liquidity. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

PerformanceYTD1Y3Y5Y10Y
Blackrock SP Midcap ETF16.10%70.74%14.38%15.11%12.10%

Asset Class

Asset type breakdown
Stock US99.28%
Stock non-US0.54%
Cash0.18%

IJH Holdings - Top 10

NameiWeightage (%)
Generac Holdings Inc0.94%
Caesars Entertainment, Inc0.89%
Penn National Gaming, Inc0.78%
SolarEdge Technologies, Inc0.70%
Cognex Corporation0.66%
PTC Inc0.66%
Charles River Laboratories International, Inc0.65%
Bio-Techne Corporation0.64%
Fair Isaac Corporation0.61%
Molina Healthcare, Inc0.58%

IJH Sectors/Industry Breakdown

Sectori% of market value
Industrials17.99%
Financial Services15.89%
Technology14.80%
Consumer Cyclicals14.46%
Healthcare11.20%
Real Estate9.23%
Basic Materials5.30%
Consumer Defensive4.49%
Utilities2.90%
Communication Services2.05%
Energy1.69%

IJH Countries

Countryi% of market value
North America99.46%
United Kingdom0.54%

Projected Returns

Investment ofper month
gives returns of :
at 8.77% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 8.77% per annum
$
$
$+ 8.77

IJH Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol IJH
Exchange ARCX
ISIN US4642875078
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Mid-Cap Blend
Country US

IJH Portfolio Data & Volatility Analysis

Net Expense Ratio 0.05i
Beta 1.21i
Valuations Rates Portfolio PE 19.85392i
3 Year Standard Deviation 23.72i

Fund Strategy

iShares Core S&P Mid-Cap ETF intends to track the performance of the S&P MidCap 400 Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The ETF holds midcap U.S. stocks. Its investments are chosen using a representative sampling strategy to track the Index.

IJH Fact Sheets & Reports

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock SP Midcap ETF | IJH