Key stats
About iShares 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
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
Stocks99.52%
Finance25.18%
Producer Manufacturing10.74%
Technology Services7.15%
Health Technology6.54%
Electronic Technology6.40%
Retail Trade6.24%
Consumer Services4.96%
Industrial Services3.98%
Process Industries3.83%
Energy Minerals3.58%
Non-Energy Minerals3.23%
Transportation2.95%
Consumer Non-Durables2.89%
Distribution Services2.52%
Consumer Durables2.48%
Utilities2.46%
Commercial Services2.21%
Health Services1.80%
Communications0.41%
Bonds, Cash & Other0.48%
Cash0.48%
Stock breakdown by region
North America98.07%
Europe1.93%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history