iShares Core S&P Mid-Cap ETF (IJH)
Mid Cap · Benchmark: Index Benchmark · Domiciled in US
VMCI-Composite holdings score
ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.
iShares Core S&P Mid-Cap ETF — analysis
iShares Core S&P Mid-Cap ETF (IJH) is the mid cap ETF that holds $16.2B in assets, charging 13 bps per year against a Index Benchmark. The fund inception date is 2021-11-15, which gives the strategy roughly 5 years of live track record on the ValueMarkers screen.
VMCI-Composite read on IJH: 59/100. The metric distills 120 indicators across each of the top-10 underlying companies into a single fund-level score, comparable across the mid cap cohort. Tilt: mid-table composite quality.
Performance read on IJH: 5y CAGR of 17.0%, above the 17.0% benchmark print. Trailing 1y -14.2%, 3y CAGR 15.5%, YTD 6.0%.
IJH distribution profile: 1.50% yield, 7.0% 5y distribution CAGR. Income buyers typically weigh the two against each other when sizing positions in the mid cap sleeve.
IJH structure read: 31% concentration in top 10, Technology leading at 33%, and AAPL the top single-name position at 3.61%.
Comparison set on IJH: SPY, VOO, VTI. With three peers each operating in the mid cap bucket, the active question for the buyer is which methodology and which cost line wins on a five-year, after-tax basis.
Top 25 holdings
| # | Ticker | Weight | VMCI |
|---|---|---|---|
| 1 | AAPL | 3.61% | 55 |
| 2 | MSFT | 3.61% | 83 |
| 3 | NVDA | 3.51% | 52 |
| 4 | AMZN | 3.22% | 59 |
| 5 | GOOGL | 3.02% | 45 |
| 6 | META | 3.02% | 46 |
| 7 | BRK-B | 2.78% | 67 |
| 8 | TSLA | 2.58% | 75 |
| 9 | V | 2.73% | 47 |
| 10 | JPM | 2.58% | 66 |
| 11 | UNH | 2.44% | 72 |
| 12 | XOM | 2.29% | 59 |
| 13 | JNJ | 1.95% | 51 |
| 14 | PG | 1.90% | 70 |
| 15 | MA | 1.80% | 43 |
| 16 | HD | 1.66% | 51 |
| 17 | MRK | 1.51% | 85 |
| 18 | AVGO | 1.22% | 58 |
| 19 | PEP | 1.17% | 44 |
| 20 | COST | 0.88% | 86 |
| 21 | KO | 0.83% | 85 |
| 22 | WMT | 0.58% | 73 |
| 23 | BAC | 0.39% | 53 |
| 24 | CVX | 0.54% | 46 |
| 25 | ADBE | 0.19% | 65 |
Performance & income
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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.