IJH — iShares Core S&P Mid-Cap ETF
US Mid Cap Ranked #174 of 458 tracked ETFs · Issued by iShares
IJH Price Performance — Growth of $10,000
Value of a $10,000 investment in IJH over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.
IJH Drawdown
The "underwater" chart: IJH's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.
What If You'd Invested in IJH?
See what a lump sum in IJH would have grown to, with the option to add a regular monthly contribution on top. Figures use total returns — dividends are assumed reinvested.
Past performance doesn't predict future results. Assumes contributions on the first trading day of each month, no trading costs or taxes, and reinvested distributions. History is limited to the range published in the site's daily return data.
Overview
The iShares Core S&P Mid-Cap ETF (Ticker: IJH) is a US Mid Cap fund, issued by iShares. It is ranked #174 among 458 tracked ETFs across all categories, indicating a moderate position in the overall ETF landscape. With an expense ratio of 0.05%, the fund is relatively cost-effective, and its dividend yield of 3.68% offers a solid income stream for investors. The fund's $76.77 price and $122B in assets under management (AUM) suggest strong investor adoption, as a significant amount of capital is allocated to this fund, reflecting its popularity and perceived value among investors.
The iShares Core S&P Mid-Cap ETF has shown a mix of short-term and long-term gains over the past year. In the short term, the fund experienced a 1-day return of +0.52%, followed by a -2.42% weekly return, indicating some volatility. However, over the longer term, the fund has demonstrated consistent growth, with a 1-year return of +22.38% and a 3-year return of +53.80%. This suggests that the fund has been able to capitalize on both short-term market fluctuations and long-term trends, providing a balanced performance profile.
The iShares Core S&P Mid-Cap ETF is labeled as having a moderate volatility, with a beta of 1.00, indicating that it tends to move in line with the broader market. Its Sharpe ratio of 1.11 suggests that the fund provides a good risk-adjusted return, meaning that the excess return per unit of deviation in the fund's returns is relatively high. The maximum drawdown of -24.10% indicates that the fund has experienced a significant decline in value, but it has recovered from such declines, which is a positive sign. Overall, these figures imply that the fund is suitable for investors who are willing to accept moderate risk in exchange for potentially higher returns and a balanced risk-adjusted performance.
AI-generated summary based on the data on this page.
IJH Top Holdings
| # | Holding | % of Net Assets | Value |
|---|---|---|---|
| 1 | BLACKROCK GLOBAL | 3.68% | $3.91B |
| 2 | TechnipFMC PLC | 0.87% | $926M |
| 3 | Casey'S General Stores Inc. | 0.84% | $893M |
| 4 | United Therapeutics Corporation | 0.80% | $845M |
| 5 | Curtiss-Wright Corp. | 0.78% | $831M |
| 6 | FLEX LTD | 0.75% | $797M |
| 7 | XPO Inc | 0.71% | $755M |
| 8 | Woodward Inc. | 0.67% | $706M |
| 9 | Royal Gold, Inc. | 0.64% | $683M |
| 10 | US Foods Holding Corp | 0.63% | $673M |
Holdings as of 2026-03-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 10.4% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IJH's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.
Which Funds Overlap With IJH
Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IJH's top 10 — SPMD overlaps most, holding 9 of the same companies as IJH's top 10 (6.7% of IJH's assets).
| ETF | Name | Shared Companies | IJH Weight | Examples |
|---|---|---|---|---|
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | 9 | 6.7% | TechnipFMC PLC, Casey'S General Stores Inc., United Therapeutics Corporation… |
| MDYG | State Street SPDR S&P 400 Mid Cap Growth ETF | 8 | 6.1% | TechnipFMC PLC, Casey'S General Stores Inc., United Therapeutics Corporation… |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | 3 | 2.5% | TechnipFMC PLC, Casey'S General Stores Inc., Curtiss-Wright Corp. |
| VBR | Vanguard Morningstar Small-Cap Value ETF | 3 | 2.2% | United Therapeutics Corporation, FLEX LTD, US Foods Holding Corp |
| VB | Vanguard Morningstar Small-Cap ETF | 2 | 1.7% | TechnipFMC PLC, Casey'S General Stores Inc. |
Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.
Market Backdrop
10-Year Treasury Yield: 4.69% (as of 2026-08-20) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.
CBOE Volatility Index (VIX): 16.01 (as of 2026-08-20) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.
Federal Funds Rate: 3.63% (as of 2026-07-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.
What IJH's Fees Cost You
IJH charges an expense ratio of 0.05% a year, deducted automatically from the fund's value. Small percentages compound into real money — adjust the figures below to see the impact on your own numbers.
Assumes a constant gross return and no additional contributions — a simplification, but it isolates exactly what the expense ratio costs. Try the full fee calculator to model contributions and compare any two funds.
IJH Dividend Income Estimator
IJH currently yields 3.68%. Enter an amount to see the income that implies, or set a monthly income target to see the investment it would take.
Based on the fund's current trailing yield, which varies with price and distributions — treat it as an estimate, not a guarantee. Yields are not adjusted for tax.
IJH Liquidity, Domicile & Tax Treatment
Liquidity: Quoted bid/ask spread is 0.51% and average daily volume is 6.8M/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $122B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.
Domicile & tax treatment: IJH is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.
IJH Performance History
| Period | Return |
|---|---|
| 1-Day | +0.52% |
| 1-Week | -2.42% |
| 1-Month | +1.75% |
| 3-Month | +5.57% |
| 6-Month | +6.98% |
| YTD | +15.29% |
| 1-Year | +22.38% |
| 3-Year | +53.80% |
How IJH Compares to Other US Mid Cap ETFs
| Rank | Grade | Ticker | Name | 1-Year | Exp. Ratio | AUM |
|---|---|---|---|---|---|---|
| #26 | B+ |
VOE | Vanguard Morningstar Mid-Cap Value ETF | +24.44% | 0.05% | $38.6B |
| #64 | B |
IWS | iShares Russell Mid-Cap Value ETF | +28.18% | 0.23% | $15.5B |
| #125 | B |
SCHM | Schwab U.S. Mid-Cap ETF | +27.16% | 0.03% | $14.5B |
| #137 | B |
IWR | iShares Russell Mid-Cap ETF | +21.93% | 0.18% | $55.9B |
| #147 | B |
VO | Vanguard Morningstar Mid-Cap ETF | +17.56% | 0.03% | $225B |
| #174 | B |
IJH | iShares Core S&P Mid-Cap ETF | +22.38% | 0.05% | $122B |
| #210 | C |
SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | +22.39% | 0.03% | $18.3B |
| #229 | C |
MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | +21.93% | 0.23% | $26.5B |
| #231 | C |
IJK | iShares S&P Mid-Cap 400 Growth ETF | +24.94% | 0.16% | $10.7B |
| #249 | C |
MDYG | State Street SPDR S&P 400 Mid Cap Growth ETF | +25.02% | 0.15% | $2.81B |
| #272 | C |
IJJ | iShares S&P Mid-Cap 400 Value ETF | +19.48% | 0.18% | $8.82B |
| #295 | C |
MDYV | State Street SPDR S&P 400 Mid Cap Value ETF | +19.43% | 0.15% | $2.78B |
| #312 | C |
VOT | Vanguard Morningstar Mid-Cap Growth ETF | +8.09% | 0.05% | $33.5B |
| #396 | D |
IWP | iShares Russell Mid-Cap Growth ETF | +3.26% | 0.23% | $19.7B |