- ISIN
- US4642875078
- CUSIP
- 464287507
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Region
- North America (U.S.)
- Category
- Mid Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P MidCap 400 Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $124B
Share Price Chart
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Performance
IJH Performance Chart
iShares Core S&P Mid-Cap ETF (IJH) is up 15.8% since the beginning of the year. IJH is currently trading at $76 per share. Investors who bought $1,000 worth of IJH shares 5 years ago would now be looking at an investment worth $1,532.
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Returns By Period
iShares Core S&P Mid-Cap ETF (IJH) has returned 15.82% so far this year and 27.53% over the past 12 months. Over the last ten years, IJH has returned 11.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares Core S&P Mid-Cap ETF
- 1D
- 0.38%
- 1M
- 3.76%
- YTD
- 15.82%
- 6M
- 13.38%
- 1Y
- 27.53%
- 3Y*
- 16.50%
- 5Y*
- 8.90%
- 10Y*
- 11.74%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IJH Monthly Returns History
Based on dividend-adjusted daily data since May 26, 2000, IJH's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +14.8%, while the worst month was Oct 2008 at -21.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IJH closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.8%, while the worst single day was Mar 16, 2020 at -14.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.05% | 4.11% | -5.32% | 7.76% | 2.51% | 2.23% | 15.82% | ||||||
| 2025 | 3.76% | -4.28% | -5.45% | -2.47% | 5.50% | 3.62% | 1.63% | 3.38% | 0.48% | -0.51% | 2.17% | -0.02% | 7.42% |
| 2024 | -1.74% | 5.86% | 5.63% | -5.94% | 4.46% | -1.67% | 5.90% | -0.13% | 1.08% | -0.67% | 8.89% | -7.17% | 13.92% |
| 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% | 16.40% |
| 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% | -4.02% | 5.92% | -3.02% | 5.12% | 24.72% |
Benchmark Metrics
iShares Core S&P Mid-Cap ETF has an annualized alpha of 3.24%, beta of 1.04, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since May 26, 2000.
- This ETF captured 115.90% of S&P 500 Index gains and 100.36% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 3.24% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.04 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.24%
- Beta
- 1.04
- R²
- 0.85
- Upside Capture
- 115.90%
- Downside Capture
- 100.36%
Expense Ratio
IJH has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
IJH ranks 57 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Core S&P Mid-Cap ETF (IJH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IJH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 2.78 | +0.35 |
| Martin ratioReturn relative to average drawdown | 11.45 | 12.44 | -0.99 |
Dividends
Dividend History
iShares Core S&P Mid-Cap ETF provided a 1.17% dividend yield over the last twelve months, with an annual payout of $0.89 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.89 | $0.89 | $0.83 | $0.81 | $0.81 | $0.67 | $0.59 | $0.67 | $0.57 | $0.45 | $0.53 | $0.44 |
Dividend yield | 1.17% | 1.36% | 1.33% | 1.46% | 1.68% | 1.18% | 1.28% | 1.63% | 1.72% | 1.19% | 1.60% | 1.56% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.35 | ||||||
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.33 | $0.89 |
| 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 |
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.
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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 0.12%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.07%Mar 2009 | 1y 9mo | 1y 8mo | 3y 6moJun 2007 - Dec 2010 |
COVID crash2020 | -42.18%Mar 2020 | 1mo 1d | 7mo 21d | 8mo 22dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -31.94%Oct 2002 | 5mo 24d | 1y 4d | 1y 5moApr 2002 - Oct 2003 |
2011 bear market2011 | -26.16%Oct 2011 | 5mo 4d | 5mo 18d | 10mo 22dMay 2011 - Mar 2012 |
Dot-com crash2000–2002 | -25.64%Sep 2001 | 1y 13d | 5mo 29d | 1y 6moSep 2000 - Mar 2002 |
Drawdown Indicators
| IJH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.07% | -56.78% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -9.10% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -24.10% | -18.90% | -5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -24.10% | -25.43% | +1.33% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -33.92% | -8.26% |
Current DrawdownCurrent decline from peak | -0.12% | -1.80% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -10.71% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.03% | +0.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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