Key stats
About ISHARES TRUST CORE S&P MID-CAP ETF
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Inception date
May 22, 2000
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
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
Stocks99.61%
Finance24.44%
Producer Manufacturing10.16%
Electronic Technology7.29%
Technology Services6.85%
Retail Trade6.42%
Health Technology6.26%
Industrial Services4.74%
Consumer Services4.69%
Process Industries4.21%
Energy Minerals3.66%
Non-Energy Minerals3.49%
Transportation3.28%
Consumer Non-Durables2.92%
Distribution Services2.54%
Consumer Durables2.47%
Commercial Services2.09%
Utilities2.07%
Health Services1.66%
Communications0.37%
Bonds, Cash & Other0.39%
Cash0.39%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history