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iShares Core S&P Mid-Cap ETF (IJH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS4642875078
CUSIP464287507
IssueriShares
Inception DateMay 22, 2000
RegionNorth America (U.S.)
CategorySmall Cap Growth Equities
Index TrackedS&P MidCap 400 Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

The iShares Core S&P Mid-Cap ETF has an expense ratio of 0.06% which is considered to be low.


0.50%1.00%1.50%2.00%0.06%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


iShares Core S&P Mid-Cap ETF

Popular comparisons: IJH vs. VO, IJH vs. IJR, IJH vs. SCHM, IJH vs. VOT, IJH vs. IJJ, IJH vs. VOE, IJH vs. IVOO, IJH vs. CZA, IJH vs. JKG, IJH vs. IEFA

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Core S&P Mid-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
19.43%
17.59%
IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares Core S&P Mid-Cap ETF had a return of 2.35% year-to-date (YTD) and 15.26% in the last 12 months. Over the past 10 years, iShares Core S&P Mid-Cap ETF had an annualized return of 9.24%, while the S&P 500 had an annualized return of 10.22%, indicating that iShares Core S&P Mid-Cap ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date2.35%4.14%
1 month-4.81%-4.93%
6 months19.43%17.59%
1 year15.26%20.28%
5 years (annualized)9.42%11.33%
10 years (annualized)9.24%10.22%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.74%5.86%5.63%
2023-5.23%-5.35%8.50%8.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IJH is 57, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of IJH is 5757
iShares Core S&P Mid-Cap ETF(IJH)
The Sharpe Ratio Rank of IJH is 5757Sharpe Ratio Rank
The Sortino Ratio Rank of IJH is 5858Sortino Ratio Rank
The Omega Ratio Rank of IJH is 5555Omega Ratio Rank
The Calmar Ratio Rank of IJH is 6262Calmar Ratio Rank
The Martin Ratio Rank of IJH is 5555Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


IJH
Sharpe ratio
The chart of Sharpe ratio for IJH, currently valued at 0.92, compared to the broader market-1.000.001.002.003.004.000.92
Sortino ratio
The chart of Sortino ratio for IJH, currently valued at 1.41, compared to the broader market-2.000.002.004.006.008.001.41
Omega ratio
The chart of Omega ratio for IJH, currently valued at 1.16, compared to the broader market1.001.502.001.16
Calmar ratio
The chart of Calmar ratio for IJH, currently valued at 0.84, compared to the broader market0.002.004.006.008.000.84
Martin ratio
The chart of Martin ratio for IJH, currently valued at 3.03, compared to the broader market0.0010.0020.0030.0040.0050.0060.003.03
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-1.000.001.002.003.004.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.44, compared to the broader market-2.000.002.004.006.008.002.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.29, compared to the broader market1.001.502.001.29
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.27, compared to the broader market0.002.004.006.008.001.27
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.65, compared to the broader market0.0010.0020.0030.0040.0050.0060.006.65

Sharpe Ratio

The current iShares Core S&P Mid-Cap ETF Sharpe ratio is 0.92. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.92
1.66
IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Core S&P Mid-Cap ETF granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $0.78 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.78$0.81$0.81$0.67$0.59$0.67$0.57$0.45$0.53$0.43$0.39$0.35

Dividend yield

1.38%1.46%1.68%1.18%1.28%1.62%1.72%1.19%1.60%1.56%1.34%1.29%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Core S&P Mid-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.16
2023$0.00$0.00$0.19$0.00$0.00$0.15$0.00$0.00$0.23$0.00$0.00$0.24
2022$0.00$0.00$0.17$0.00$0.00$0.16$0.00$0.00$0.27$0.00$0.00$0.22
2021$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.20$0.00$0.00$0.19
2020$0.00$0.00$0.16$0.00$0.00$0.13$0.00$0.00$0.17$0.00$0.00$0.13
2019$0.00$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.18
2018$0.00$0.00$0.14$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.09
2017$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.10
2016$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.16
2015$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.14
2014$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.13
2013$0.07$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-6.85%
-5.46%
IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Core S&P Mid-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Core S&P Mid-Cap ETF was 55.07%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.

The current iShares Core S&P Mid-Cap ETF drawdown is 6.85%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.07%Jun 5, 2007444Mar 9, 2009439Dec 2, 2010883
-42.18%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-31.94%Apr 18, 2002122Oct 9, 2002254Oct 13, 2003376
-26.16%May 2, 2011108Oct 3, 2011115Mar 19, 2012223
-25.64%Sep 8, 2000258Sep 21, 2001122Mar 19, 2002380

Volatility

Volatility Chart

The current iShares Core S&P Mid-Cap ETF volatility is 4.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%NovemberDecember2024FebruaryMarchApril
4.24%
3.15%
IJH (iShares Core S&P Mid-Cap ETF)
Benchmark (^GSPC)