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iShares Core S&P Mid-Cap ETF

IJH tracks a market cap-weighted index of mid-cap US companies.

Franklin U.S. Mid Cap Multifactor Index ETF

Invesco S&P 500 Quality ETF

Invesco S&P 500 Momentum ETF

Vanguard Mid-Cap ETF

Invesco S&P MidCap Quality ETF

Invesco S&P MidCap Momentum ETF

Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by small-cap equities.

A Smarter Way To Midcap?

Launched on 05/22/2000, the iShares Core S&P Mid-Cap ETF (IJH) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.

Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar?

The iShares Core S&P Mid-Cap ETF is a low-cost ETF that gives you exposure to the mid-cap market segment. Both the bullish thesis for stocks and the risks that threaten the less diversified large-cap funds make it suitable for now and the long term. Comparing its performance to mid-cap value and growth funds reveals a lack of need for such factors, which makes its expense ratio even more appealing for what it offers.

IJH: A Good Mid-Cap Option

Avantis U.S. Small Cap Value ETF

Pacer US Small Cap Cash Cows 100 ETF

ALPS Equal Sector Weight ETF

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

Roundhill Magnificent Seven ETF

iShares Nasdaq-100 ex Top 30 ETF

Astoria US Quality Kings Etf

Invesco S&P 500 Equal Weight ETF

Defiance Large Cap ex-Mag 7 ETF

Earnings season is in full swing, and five of the “Magnificent 7” are reporting quarterly results this week. Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes out from Goldman Sachs and Vanguard have cranked up the hazard level a notch.

Desperate to Diversify: Concentration Risks Creep Higher

iShares Core S&P Small Cap ETF

With the launch of the Amplify Small-Mid Cap Equity ETF SMAP, investors have a fresh opportunity to tap into the often-overlooked sweet spot of the stock market: small- and mid-cap companies.

Small-Cap Vs. Mid-Cap: Amplify's New ETF Aims To Ride The Market's Sweet Spot

IJH is an ETF providing exposure to U.S. mid-cap stocks with assets under management of $85.1 billion, and positive net fund flows. The fund replicates the S&P MidCap 400 Index with a balanced portfolio across sectors, though it does exhibit some "economic beta" and a slightly riskier perception (slightly elevated market beta). The fund's underlying return on equity is circa 15.40% on a forward basis, with strong earnings growth expected over the next five years.

IJH: Mid-Caps Offer High IRR Potential And Possible Outperformance

ARK Industrial Innovation ETF

Vanguard Value ETF

With the tech sector experiencing some third-quarter (Q3) wobbliness, self-guided investors may wish to take more of a hands-off approach with their next big buy. Undoubtedly, it doesn't get more hands-off than an exchange-traded fund (ETF).

3 ETFs to Buy Now: Q3 Edition

Invesco QQQ

Vanguard Dividend Appreciation ETF

Stocks with proven track records of dividend growth quietly outperform their peers in terms of total net return. The Nasdaq-100 index tends to hold more than its fair share of the market's best-performing technology stocks at any given time.

Missed Out on the Bull Market Recovery? 3 ETFs to Help You Build Wealth for Decades.

iShares Core S&P 500 ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

KKR (KKR), CrowdStrike (CRWD) and GoDaddy (GDDY) will enter the S&P 500, replacing Robert Half (RHI), Comerica (CMA) and Illumina (ILMN).

ETFs in Focus on the Upcoming S&P 500 Shake-Up

The iShares Core S&P Mid-Cap ETF offers a low price-to-earnings ratio and is a solid choice for long-term investors given current valuations. Mid-caps have performed the best among the three size groups in the US market looking back decades, and I believe they will deliver solid results in the future. With a positive momentum situation and diversification, I am bullish and outline key price levels to monitor as we continue into a positive seasonal stretch.

Mid-Caps Muscle Up: IJH Looks Good On Valuation And Momentum

The S&P 500 has seen a significant rally driven by AI and tech mega-caps, while the rest of the market has lagged behind. Large caps, especially mega-tech large caps, have attracted most of the investor capital, leading to high P/E ratios. The iShares Core S&P Mid-Cap ETF offers an opportunity for investors as mid-cap stocks are undervalued compared to large caps.

IJH: Mid-Caps Looking Cheap When Valuations Are Considered

iShares Core S&P Mid-Cap ETF is a low-cost option to capture the growth potential of over 400 mid-cap holdings. IJH has the most attractive valuation metrics compared to other top peer mid-cap ETFs. Despite underperformance, mid-cap stocks may be a desirable option this year due to lowering interest rates and high valuations of large and mega-caps.

IJH: An Attractively Valued Fund To Capture Mid-Cap Growth Potential

SPDR Bloomberg 1-3 Month T-Bill ETF

BNY Mellon Core Bond ETF

iShares Russell 2000 Value ETF

iShares 20+ Year Treasury Bond ETF

WisdomTree Bloomberg Floating Rate Treasury Fund

During LSEG Lipper's fund flows week that ended December 20, 2023, investors were overall net sellers of fund assets for the second straight week, removing a net $42.8 billion.

U.S. Weekly Fund Flows Insight Report: Large-Cap Equity ETFs Post Largest Weekly Inflow Since March 19, 2008

U.S. mid-cap equities are gaining attention for their potential to outperform in 2024. The iShares Core S&P Mid-Cap ETF stands out as a strong contender for mid-cap exposure due to factors such as benchmarking, diversification, liquidity, and low expense ratio. Historical P/E multiples suggest that mid-cap stocks are currently undervalued compared to large-cap stocks, making them an attractive investment option.

Forget Mega-Cap Tech: 2024 Will Be About Mid-Cap

IJH has heavy exposure to industrials, financials, and consumer discretionary sectors. The lack of regional banking exposure within the financials bucket in IJH is positive, but there are still economic risks to consider. The ETF's financial and industrial exposures may be impacted by disinflation and declining economic activity.

IJH: Insurance, Asset Management And Industrials Compress Multiples

IJH covers a diversified range of businesses in the industrial sector, but the current earnings yield is not compelling. The ETF has significant exposure to industrial and consumer discretionary sectors, which may not be resilient in a downcycle. The pressure from higher interest will negatively impact the earnings growth of industrial companies in the ETF. It is unsure if falls in rents will save the day.

IJH: Not A Reasonable Price For Slice Of Old America

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Stock Market ETF

Overall, ETFs pulled in $162.2 million in capital last week, taking year-to-date inflows to $275.9 billion.

5 ETFs That Saw Inflows Last Week Amid Market Weakness

iShares MSCI EAFE Value ETF

iShares Treasury Floating Rate Bond ETF

Vanguard Intermediate-Term Treasury ETF

U.S. stocks had an upbeat July. Investors poured money into the S&P 500 ETFs.

ETF Asset Reports of July: S&P 500 Wins

JPMorgan BetaBuilders Europe ETF

iShares iBoxx High Yield Corporate Bond ETF

JPMorgan Limited Duration Bond ETF

JPMorgan USD Emerging Markets Sovereign Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

During LSEG Lipper's fund-flows week that ended August 2, 2023, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the first week in three, removing a net $6.5 billion. Our fund-flows week kicked off on Thursday, July 27, with markets digesting the prior day's anticipated 25-bps rate hike from the Federal Reserve. Conventional taxable-fixed income funds realized a weekly outflow of $2.1 billion—marking their first weekly outflow in five weeks.

U.S. Weekly FundFlows Insight Report: Taxable Bond Funds Report First Outflow In Five Weeks

iShares Russell Midcap ETF

SPDR S&P Midcap 400 ETF Trust

Schwab U.S. Mid-Cap ETF

It's been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV) had risen 19% as of July 24, with consumer discretionary and information technology stocks leading the way.

Chart of the Week: Mid-Cap ETFs in Focus

iShares Core S&P Mid-Cap ETF is trading at an attractive valuation compared to the S&P 500 index and its own historical range. However, IJH has a weaker growth profile than its large-cap peers, with less exposure to growth stocks like technology. Investors should be cautious of a potential recession, which could lead to further declines in IJH's fund price.

IJH: Valuation Not Expensive

Trading at less than 13 times forecasted earnings, both U.S. small and mid-cap stocks feature compelling valuations. But amid heightened volatility in economically-sensitive sectors, which impacts material holdings in IJH, the bears have a tight grip on price action.

IJH: Mid Caps Attractive On Valuation, But Technicals Suggest More Risks Ahead

Vanguard Total Bond Market ETF

Vanguard Total International Bond ETF

iShares National Muni Bond ETF

Vanguard FTSE Developed Markets ETF

This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs can play within a portfolio.

Once Again, Bond ETFs Provide Diversification Benefits

iShares MSCI ACWI ETF

iShares 7-10 Year Treasury Bond ETF

SPDR Bloomberg High Yield Bond ETF

Schwab Intermediate-Term US Treasury ETF

Health Care Select Sector SPDR Fund

The two-year Treasury yield closed above the 5% mark for the first time since June 18, 2007, on Tuesday. For the fund flows week, conventional taxable bond funds witnessed $1.0 billion in net redemptions, while their ETF counterparts attracted $4.9 billion.

ETF And Conventional Fund Investors Became More Risk Averse During The Fund Flows Week

iShares Short-Term National Muni Bond ETF

Investors were net purchasers of fund assets for the second week in a row, but they injected only a net $853 million for the week. Equity ETFs experienced net inflows for the first week in three, taking in a little less than $3.2 billion for the most recent fund-flows week.

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