iShares Core S&P Mid-Cap ETF Price & Performance (IJH)

The iShares Core S&P Mid-Cap ETF (IJH) has returned 6.2% year-to-date, slightly trailing its category average. June saw a -1.6% return, underperforming the mid-cap blend segment. The ETF maintains a low expense ratio of 0.05% and a trailing dividend yield of 1.35%, appealing to cost-conscious investors.12

Over the past decade, IJH has delivered an annualized return of about 9.1%, closely matching its benchmark. The fund’s diversified portfolio of over 400 mid-cap U.S. stocks, combined with low turnover, supports its reputation for consistent, though not top-tier, performance among mid-cap ETFs.34

IJH exhibits an above-average risk profile with a beta of 1.04 and standard deviation of 20.4%. The ETF’s portfolio is highly diversified, but investors should be aware of its higher category risk index and recent underperformance relative to peers, despite long-term stability and experienced management.25