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

246.1 -2.03%
Dec 08 close; Powered by Koyfin
Pros
3-year return above the benchmark
15-year return above the benchmark
Low expense ratio
Cons
Low net assets
5-year return below the benchmark
10-year return below the benchmark

Pros

  1. IJH 3-year return is 12.75%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  2. IJH 15-year return is 7.66%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  3. IJH expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. IJH net assets are $0.00 million. This fund is not a popular choice with retail investors.
  2. IJH 5-year return is 5.77%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  3. IJH 10-year return is 8.85%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.