Skip to content
F
FinClaro
← All ETFs
IJH

iShares Core S&P Mid-Cap ETF

Tracks the S&P MidCap 400 Index, covering 400 mid-sized US companies. Historically one of the best-performing market-cap segments over long periods. Fills the gap between large-cap (S&P 500) and small-cap exposure.

Backtest X-Ray Correlation Risk Map
EquityTER 0.05%Dist.
TER
0.05%
AUM
$86B
CAGR
9.5%
Volatility
18.1%
Sharpe
0.36
Max Drawdown
-49.5%
Data Range
2000-06 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-49.5%
Worst date2009-02

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return10.1%
Best31.1%
Worst-15.5%
% positive89%
275 periods

Key Facts

ISIN
US4642875565
Issuer
BlackRock
Benchmark
S&P MidCap 400 Index
Total Expense Ratio (TER)
0.05%
Assets Under Management
$86B approx.
Inception Date
2000-05-22
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Optimized Sampling)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~400

Top 10 Holdings

Top 10 represent 5.2% of the fund.

1
WSOWatsco Inc.
0.65%
2
TXRHTexas Roadhouse
0.60%
3
RSReliance Inc.
0.58%
4
RPMRPM International
0.55%
5
WSMWilliams-Sonoma
0.53%
6
TOSTToast Inc.
0.50%
7
FNFFidelity National Financial
0.48%
8
BURLBurlington Stores
0.46%
9
RNRRenaissanceRe Holdings
0.45%
10
OCOwens Corning
0.43%

Sector Breakdown

Industrials
21%
Financials
17%
Consumer Discretionary
14%
Technology
12%
Healthcare
10%
Materials
6%
Energy
5%
Real Estate
6%

Source: Official issuer data · Last updated: 2026-05-12

Backtest this ETFOfficial Fund Page

Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

Similar ETFs

VTI0.03% TER

Vanguard Total Stock Market ETF

Total US Market · Vanguard

VOO0.03% TER

Vanguard S&P 500 ETF

US Large Cap · Vanguard

QQQ0.20% TER

Invesco QQQ Trust

US Large Cap Tech-Heavy · Invesco

IWM0.19% TER

iShares Russell 2000 ETF

US Small Cap · BlackRock

Continue Your Analysis

Backtest IJH

Compare IJH

X-Ray IJH

Correlation Matrix

Risk vs Return

Check Overlap

Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), BlackRock (metadata)Last verified: 2026-04-16

Related Guides from FinClaro Chile

How to Invest in S&P 500 from Chile
Compare Chilean, US, and UCITS ETF routes with tax analysis
finclaro.cl
What Is an ETF? Complete Guide
Learn the basics of ETFs, how they work, and why they matter
finclaro.cl
ETF Chile vs International Broker
Compare buying ETFs locally vs through international brokers
finclaro.cl

Related ETFs

Similar ETFs

SPY

SPDR S&P 500 ETF Trust

TER 0.09%$570B AUM
View Compare
VOO

Vanguard S&P 500 ETF

TER 0.03%$560B AUM
View Compare
IVV

iShares Core S&P 500 ETF

TER 0.03%$560B AUM
View Compare
VTI

Vanguard Total Stock Market ETF

TER 0.03%$435B AUM
View Compare

Alternative Approaches

QQQ

Invesco QQQ Trust

TER 0.20%$310B AUM
View Compare
VUG

Vanguard Growth ETF

TER 0.04%$130B AUM
View Compare
VTV

Vanguard Value ETF

TER 0.04%$130B AUM
View Compare
IEFA

iShares Core MSCI EAFE ETF

TER 0.07%$125B AUM
View Compare

💬 Frequently Asked Questions

Tracks the S&P MidCap 400 Index, covering 400 mid-sized US companies. Historically one of the best-performing market-cap segments over long periods. Fills the gap between large-cap (S&P 500) and small-cap exposure.
IJH has a total expense ratio (TER) of 0.05%, which means you pay $5 per year for every $10,000 invested.
Yes, IJH is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.
IJH is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).
IJH uses optimized sampling, holding a representative subset of the S&P MidCap 400 Index index to minimize costs while closely tracking performance.