iShares Core S&P Mid-Cap ETF (IJH)
IJH is a passive ETF by iShares tracking the investment results of the S&P MidCap 400 Index. IJH launched on May 22, 2000 and has a 0.06% expense ratio.
ETF Info
US4642875078
464287507
May 22, 2000
North America (U.S.)
1x
S&P MidCap 400 Index
Small-Cap
Blend
Expense Ratio
IJH has an expense ratio of 0.06%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
iShares Core S&P Mid-Cap ETF had a return of 18.04% year-to-date (YTD) and 19.49% in the last 12 months. Over the past 10 years, iShares Core S&P Mid-Cap ETF had an annualized return of 10.06%, while the S&P 500 had an annualized return of 11.35%, indicating that iShares Core S&P Mid-Cap ETF did not perform as well as the benchmark.
IJH
18.04%
1.02%
11.31%
19.49%
11.22%
10.06%
^GSPC (Benchmark)
26.85%
3.07%
10.27%
27.63%
13.60%
11.35%
Monthly Returns
The table below presents the monthly returns of IJH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.74% | 5.86% | 5.63% | -5.94% | 4.46% | -1.67% | 5.90% | -0.13% | 1.08% | -0.67% | 8.89% | 18.04% | |
| 2023 | 9.26% | -1.87% | -3.16% | -0.78% | -3.22% | 9.18% | 4.18% | -2.97% | -5.23% | -5.35% | 8.50% | 8.71% | 16.41% |
| 2022 | -7.26% | 1.21% | 1.31% | -7.11% | 0.77% | -9.65% | 10.92% | -3.17% | -9.22% | 10.61% | 5.97% | -5.47% | -13.11% |
| 2021 | 1.49% | 6.85% | 4.72% | 4.41% | 0.28% | -1.12% | 0.36% | 1.99% | -4.01% | 5.92% | -3.02% | 5.12% | 24.72% |
| 2020 | -2.60% | -9.48% | -20.24% | 14.12% | 7.27% | 1.34% | 4.56% | 3.57% | -3.33% | 2.24% | 14.28% | 6.46% | 13.60% |
| 2019 | 10.29% | 4.37% | -0.55% | 3.95% | -8.00% | 7.74% | 1.03% | -4.12% | 3.14% | 1.08% | 2.96% | 2.81% | 26.10% |
| 2018 | 2.77% | -4.40% | 0.96% | -0.33% | 4.18% | 0.44% | 1.70% | 3.16% | -1.09% | -9.56% | 3.15% | -11.33% | -11.19% |
| 2017 | 1.71% | 2.55% | -0.40% | 0.80% | -0.44% | 1.58% | 0.89% | -1.53% | 3.90% | 2.27% | 3.73% | 0.26% | 16.26% |
| 2016 | -5.59% | 1.32% | 8.60% | 1.14% | 2.32% | 0.52% | 4.14% | 0.50% | -0.59% | -2.68% | 7.94% | 2.22% | 20.72% |
| 2015 | -1.13% | 5.08% | 1.34% | -1.42% | 1.67% | -1.23% | 0.02% | -5.60% | -3.16% | 5.56% | 1.35% | -4.21% | -2.34% |
| 2014 | -2.19% | 4.98% | 0.37% | -1.58% | 1.72% | 4.24% | -4.42% | 5.05% | -4.51% | 3.54% | 1.89% | 0.83% | 9.71% |
| 2013 | 7.28% | 0.85% | 4.90% | 0.60% | 2.22% | -2.01% | 6.51% | -3.97% | 5.46% | 3.54% | 1.47% | 2.97% | 33.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IJH is 58, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
iShares Core S&P Mid-Cap ETF provided a 1.65% dividend yield over the last twelve months, with an annual payout of $1.07 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.07 | $0.81 | $0.81 | $0.67 | $0.59 | $0.67 | $0.57 | $0.45 | $0.53 | $0.43 | $0.39 | $0.35 |
Dividend yield | 1.65% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.83 |
| 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 | $0.81 |
| 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 | $0.81 |
| 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 | $0.67 |
| 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 | $0.59 |
| 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 | $0.67 |
| 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 | $0.57 |
| 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 | $0.45 |
| 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 | $0.53 |
| 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 | $0.43 |
| 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 | $0.39 |
| 2013 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.35 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 55.06%, occurring on Mar 9, 2009. Recovery took 439 trading sessions.
The current iShares Core S&P Mid-Cap ETF drawdown is 4.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.06% | Jun 5, 2007 | 444 | Mar 9, 2009 | 439 | Dec 2, 2010 | 883 |
| -42.18% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -31.94% | Apr 18, 2002 | 122 | Oct 9, 2002 | 254 | Oct 13, 2003 | 376 |
| -26.16% | May 2, 2011 | 108 | Oct 3, 2011 | 115 | Mar 19, 2012 | 223 |
| -25.64% | Sep 8, 2000 | 258 | Sep 21, 2001 | 122 | Mar 19, 2002 | 380 |
Volatility
Volatility Chart
The current iShares Core S&P Mid-Cap ETF volatility is 3.60%, 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.