Key stats
About iShares Core S&P Mid-Cap ETF
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IJH is one of the oldest US mid-cap ETFs and, like competitors IVOO and MDY, tracks the S&P MidCap 400 Index. The index, reconstituted annually, is a widely recognized benchmark for capturing the distinct risk and return characteristics for US mid-sized equities. As such, IJH favors smaller firms relative to our large-cap-leaning benchmark. In fact, the fund and our benchmark have a limited number of holdings in common. Still, IJH with its many strengths is a solid choice for midcap exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.57%
Finance25.50%
Producer Manufacturing10.20%
Technology Services6.98%
Retail Trade6.41%
Electronic Technology6.02%
Health Technology5.68%
Consumer Services4.82%
Industrial Services4.35%
Non-Energy Minerals3.72%
Process Industries3.67%
Transportation3.38%
Consumer Non-Durables3.16%
Distribution Services3.00%
Energy Minerals2.88%
Utilities2.69%
Consumer Durables2.39%
Commercial Services2.11%
Health Services2.09%
Communications0.51%
Bonds, Cash & Other0.43%
Cash0.43%
Stock breakdown by region
North America98.22%
Europe1.78%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history