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iShares S&P Mid-Cap 400 Value ETF

IJJ tracks an index of US mid-cap value firms from the committee-selected S&P 400 using three fundamental factors.

Launched on 07/24/2000, the iShares S&P Mid-Cap 400 Value ETF (IJJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.

Should iShares S&P Mid-Cap 400 Value ETF (IJJ) Be on Your Investing Radar?

The iShares S&P Mid-Cap 400 Value ETF tracks mid-cap companies exhibiting value characteristics, with the top ten holdings accounting for just 9.92% of ETF assets. The ETF's sector allocation is primarily to the financials, industrials, and consumer discretionary sectors. IJJ has recently started to outperform the iShares Russell Mid-Cap Growth ETF.

IJJ: Value Factor Should Continue To Outperform

The iShares S&P Mid-Cap 400 Value ETF may be worth considering for investors who believe in a rotation from large-cap to mid and small-cap stocks. IJJ aims to provide exposure to undervalued mid-cap U.S. stocks with low price-to-earnings and price-to-book ratios. IJJ has a diversified portfolio with a focus on the Financials, Industrials, and Consumer Discretionary sectors, but there may be lingering risks in the Financial sector.

IJJ: No Compelling Reason To Choose This For Mid-Value

iShares Russell 2000 Value ETF

VanEck Vectors Semiconductor ETF

Financial Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

The Santa Claus Rally refers to the jump in stock prices in the week between Christmas and New Year's Day. With the Fed rate cut bets gaining momentum, Santa rally this year should be great.

5 Top-Ranked ETFs to Tap Amid Ongoing Santa Rally

iShares MSCI USA Momentum Factor ETF

MTUM and IJJ saw massive trading volumes in the last session.

Momentum and Mid-Cap: 2 ETFs to Watch for Outsized Volume

Vanguard S&P Mid-Cap 400 Value ETF

SPDR S&P 400 Mid Cap Value ETF

Motley Fool Small-Cap Growth ETF

Vanguard Mid-Cap Value ETF

Invesco S&P MidCap Quality ETF

While many Wall Street analysts were expecting a soft landing in the U.S. economy hurt by high inflation and rates, the latest view is that "rolling recession" is turning into "rolling expansion," per a top Wall Street economist, as quoted on MarketWatch.

Time for Mid-Cap Value ETFs to Capitalize on "Rolling Expansion"?

iShares S&P Mid-Cap 400 Value ETF picks and weighs mid-cap stocks based on value and growth metrics. It is well-diversified across sectors and holdings, but valuation metrics are underwhelming. It has beaten the mid-cap benchmark by a short margin since inception.

IJJ: A Good All-Purpose Mid-Cap ETF

iShares Russell Mid-Cap Value ETF

The iShares Russell Mid-Cap Value ETF invests based on the Russell Midcap Value Index. The iShares S&P Mid-Cap 400 Value ETF invests based on the S&P MidCap 400 Value Index.

IWS Vs. IJJ: Comparing Mid-Cap Value ETFs

IJJ tracks the S&P Mid-Cap 400 Value Index. Valuation metrics are a bit disappointing.

Is IJJ The Best Mid-Cap Value ETF?

WisdomTree U.S. LargeCap Dividend Fund

IJJ and DLN traded with an outsized volume on yesterday.

2 ETFs to Watch for Outsized Volume on Mid-Cap Value & Large-Cap Value

IHS Holding Ltd

iShares S&P Mid-Cap 400 Growth ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares S&P 500 Value ETF

iShares S&P 500 Growth ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 High Beta ETF

SPDR S&P 500 ETF Trust

iShares Edge MSCI Min Vol USA ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just below a record high.

Dividend Yield Is 2022's Upside Outlier For Equity Factor Returns

SPDR Portfolio S&P 500 Value ETF

Two ETFs including SPYV and IJJ traded with an outsized volume last week.

2 ETFs to Watch for Outsized Volume on Large-Cap Value & Mid-Cap Value

Should iShares S&P MidCap 400 Value ETF (IJJ) Be on Your Investing Radar?

iShares S&P Small-Cap 600 Value ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

Since the June 30 update, growth has outperformed value across the large, mid and small-cap asset classes. Looking at the annual returns, the performance premium for large-cap growth for the 5, 10 and 15 year time frames is still pretty sizable.

StyleBox Update: Growth Has Outperformed Value Since June 30 '22

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

Schwab Intermediate-Term US Treasury ETF

IJJ and SCHR saw massive trading volumes yesterday.

2 ETFs to Watch for Outsized Volume on Mid Cap and Treasury

iShares U.S. Financials ETF

Between May 15 '22 and June 30 '22, value deteriorated more than growth on a percentage basis probably due to the collapse in energy and crude oil in June '22. Across the rest of the style boxes, value held up well into mid-June '22 when weakness in energy and commodities took the value style lower.

Style Box Update: Growth Across All Market Caps Remains Out Of Favor

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

iShares U.S. Consumer Services ETF

Mid-cap and consumer ETFs have traded at a outsized volume yesterday.

2 ETFs to Watch for Outsized Volume on Mid-Cap & Consumer

JPMorgan BetaBuilders Japan ETF

iShares MSCI EM ESG Optimized ETF

iShares MSCI Spain ETF

iShares MSCI United Kingdom ETF

iShares Latin America 40 ETF

iShares MSCI Intl Momentum Factor ETF

iShares MSCI Intl Multifactor ETF

Invesco RAFI Strategic Developed ex-US ETF

Invesco RAFI Strategic Emerging Markets ETF

SPDR S&P 400 Mid Cap Growth ETF

SPDR S&P 600 Small Cap Growth ETF

Vanguard International High Dividend Yield ETF

Growth and value equities lead the way. Targeted exposures are ascendant, while diversification is waning, in the international market.

ETF Global Dynamic Model Portfolio Rebalance - Q1 2022

Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Small-Cap 600 Growth ETF

Vanguard S&P Small-Cap 600 Value ETF

Vanguard S&P 500 Growth ETF

Vanguard S&P 500 Value ETF

The style-box updates feature the iShares ETFs since for the mid-quarter updates, the performance data on the benchmarks is not available until the end of every month, and then reported after a day or two delay. In 2021, mid and small-cap value finally beat their growth brethren, but in large-cap, growth continues to be the king.

StyleBox Update: Mid And Small-Cap Value Outperform In 2021

ETF Global Dynamic Model Portfolio Rebalance - Q4 2021

SPDR Dow Jones Industrial Average ETF

iShares MSCI Emerging Markets ex China ETF

SPDR S&P Midcap 400 ETF Trust

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

SPDR Portfolio S&P 500 Growth ETF

Vanguard FTSE Emerging Markets ETF

Since June 30th, 2021, large-cap growth has reasserted it's leadership, if only slightly, over large-cap value, even though for the small and mid-cap asset classes (SMID) value is still out-performing year-to-date. Using the Ycharts calculator, from March 23, 2020, to August 13th, 2021, the S&P 500's total return is/was 103%.

Style-Box Update: Mega-Cap Growth Reasserts Itself But Value Leads In SMID

Invesco S&P MidCap Momentum ETF

Invesco S&P MidCap Value with Momentum ETF

Investors seeking to capitalize on the improving economic conditions but worried about the resurgence in the pandemic should consider mid-cap stocks in the basket form.

News for iShares S&P Mid-Cap 400 Value ETF ETF (IJJ)