13 important things you should know about BlackRock IJH ETF
Updated: November 29, 2021
Bull case
15-year return above the benchmark
Low expense ratio
Bear case
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark

Before we start: if you’re looking for IJH “stock” price, you can quickly find it out by visiting Finny and typing "IJH quote". If you’re looking for a quick scoop on IJH "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IJH". You’ll get all this info in one place.

Are you looking to buy or sell IJH? Or perhaps you’re looking for IJH fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IJH ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IJH performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IJH buy or sell; the pros and cons of investing in IJH ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IJH.

And here is the list of questions we’ll answer:

  1. Describe iShares Core S&P Mid-Cap ETF (IJH).
  2. What is IJH underlying index?
  3. What are IJH holdings?
  4. What is IJH performance? What are IJH historical returns?
  5. What is IJH dividend yield?
  6. What is IJH Finny Score? IJH buy or sell?
  7. What are the pros of investing in IJH? What are IJH buy reasons?
  8. What are the cons of investing in IJH? What are IJH sell reasons?
  9. Compare and contrast: IJH vs VO.
  10. Compare and contrast: IJH vs IJR.
  11. Compare and contrast: IJH vs IWR.
  12. Compare and contrast: IJH vs MDY.
  13. Compare and contrast: IJH vs SPY.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe iShares Core S&P Mid-Cap ETF (IJH).

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400 Index. The Index measures the performance of the mid-capitalization sector of the US equity market. Uses a representative sampling strategy to try to track the Index.

2. What is IJH underlying index?

S&P MidCap 400 Index.

3. What are IJH top holdings?

IJH has 400 stock holdings and 0 bond holdings.

The top 10 holdings represent 7.16% of total assets. Here are the top holdings:

Name Symbol % Assets
Monolithic Power Systems Inc MPWR 0.80%
Generac Holdings Inc GNRC 0.78%
SolarEdge Technologies Inc SEDG 0.76%
Enphase Energy Inc ENPH 0.73%
Trimble Inc TRMB 0.71%
FactSet Research Systems Inc FDS 0.69%
Cognex Corp CGNX 0.68%
Charles River Laboratories International Inc CRL 0.67%
Fair Isaac Corp FICO 0.67%
Masimo Corp MASI 0.67%

4. What is IJH performance? What are IJH historical returns?

IJH has generated the following returns:

  • 1-month return is -0.38%;
  • 3-month return is 2.62%;
  • 1-year return is 27.67%;
  • 3-year return is 16.31%;
  • 5-year return is 12.80%;
  • 10-year return is 14.77%;
  • 15-year return is 10.13%.

5. What is IJH dividend yield?

IJH yield is 1.07%.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 40. Our quantitative analysis shows 2 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 40.

7. What are the pros of investing in IJH? What are IJH buy reasons?

The following are IJH strengths from our perspective:

  • IJH 15-year return is 10.13%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.
  • IJH expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.

8. What are the cons of investing in IJH? What are IJH negatives?

The following are IJH weaknesses from our perspective:

  • IJH 3-year return is 16.31%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • IJH 5-year return is 12.8%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • IJH 10-year return is 14.77%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.

Alternatives

9. Compare and contrast: IJH vs VO.

Both IJH and VO are ETFs.

IJH has a lower 5-year return than VO (12.8% vs 15.32%).

IJH has a higher expense ratio than VO (0.05% vs 0.04%).

IJH VO
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Net Assets $66.16B $55.23B
Expense Ratio 0.05% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index CRSP US Mid Cap Index
Dividend Yield 1.07% 1.23%

VO profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.

For further information, check out IJH vs VO comparison details.

10. Compare and contrast: IJH vs IJR.

Both IJH and IJR are ETFs.

IJH has a higher 5-year return than IJR (12.8% vs 12.32%).

IJH has a lower expense ratio than IJR (0.05% vs 0.06%).

IJH IJR
Segment Equity: U.S. - Mid Cap Equity: U.S. - Small Cap
Net Assets $66.16B $71.53B
Expense Ratio 0.05% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index S&P SmallCap 600 Index
Dividend Yield 1.07% 0.93%

IJR profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

For further information, check out IJH vs IJR comparison details.

11. Compare and contrast: IJH vs IWR.

Both IJH and IWR are ETFs.

IJH has a lower 5-year return than IWR (12.8% vs 14.56%).

IJH has a lower expense ratio than IWR (0.05% vs 0.19%).

IJH IWR
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Net Assets $66.16B $30.86B
Expense Ratio 0.05% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index Russell Midcap Index
Dividend Yield 1.07% 1%

IWR profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Index.

For further information, check out IJH vs IWR comparison details.

12. Compare and contrast: IJH vs MDY.

Both IJH and MDY are ETFs.

IJH has a higher 5-year return than MDY (12.8% vs 12.59%).

IJH has a lower expense ratio than MDY (0.05% vs 0.23%).

IJH MDY
Segment Equity: U.S. - Mid Cap Equity: U.S. - Mid Cap
Net Assets $66.16B $21.19B
Expense Ratio 0.05% 0.23%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index S&P MidCap 400 Index
Dividend Yield 1.07% 0.94%

MDY profile: The Trust seeks invest results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P MidCap 400 Index.

For further information, check out IJH vs MDY comparison details.

13. Compare and contrast: IJH vs SPY.

Both IJH and SPY are ETFs.

IJH has a lower 5-year return than SPY (12.8% vs 17.79%).

IJH has a lower expense ratio than SPY (0.05% vs 0.09%).

IJH SPY
Segment Equity: U.S. - Mid Cap Equity: U.S. - Large Cap
Net Assets $66.16B $417.28B
Expense Ratio 0.05% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index S&P MidCap 400 Index S&P 500
Dividend Yield 1.07% 1.3%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

For further information, check out IJH vs SPY comparison details.

In the IJH review, we covered IJH key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.