iShares Core S&P Mid-Cap ETF (IJH)
$72.35−0.93%close of Oct 16, 2026
iShares Core S&P Mid-Cap ETF (IJH) is an exchange-traded fund (ETF) run by iShares (BlackRock). This fund owns about 400 medium-sized US companies in the S&P MidCap 400 index. It charges 0.05% a year. From May 2000 to October 2026 it returned about 9.6% a year, and its worst drop was −55.1%.
Written by the Tactfolio research team. Fund facts checked October 17, 2026. Prices through October 16, 2026.
- Yearly fee
- 0.05%
- about $5 on $10,000
- 1-year return
- 13.9%
- to Oct 16, 2026
- Return per year
- 9.6%
- since May 2000
- Worst drop
- −55.1%
- since 2000
- Below its high
- −7.8%
- now
- Volatility
- 21.4%
- yearly swings
- Issuer
- iShares (BlackRock)
- Tracks
- S&P MidCap 400 Index
- Started trading
- May 22, 2000
- Type
- US stocks, ETF
- Holdings
- 408 holdings as of October 15, 2026
- Expense ratio
- 0.05% a year
How has IJH done since 2000?#
From May 2000 to October 2026, IJH returned about 9.6% a year. The S&P 500 returned about 8.6% a year over the same dates. Say you put in $10,000 at the start. It would have been worth about $112,504 at the end, with every dividend reinvested.
| Period | IJH | S&P 500 (SPY) |
|---|---|---|
| 1 month | −0.6% | 1.5% |
| 3 months | −4.5% | 1.9% |
| 6 months | 1.8% | 9.3% |
| Year to date | 10.5% | 12.8% |
| 1 year | 13.9% | 16.8% |
| 3 years per year | 15.0% | 22.0% |
| 5 years per year | 7.2% | 12.8% |
| 10 years per year | 10.7% | 15.4% |
| Since 2000 per year | 9.6% | 8.6% |
Periods longer than a year show the return per year (CAGR). Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.
IJH returns by month and year#
IJH rose in 197 of its 318 months (62%). Its best month was April 2009, at 14.8%. Its worst was October 2008, at −21.3%.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.5% | 4.1 | 4.1 | −5.3 | 7.8 | 2.5 | 3.6 | −2.4 | 0.1 | −4.2 | 0.6 | ||
| 2025 | 7.4% | 3.8 | −4.3 | −5.4 | −2.5 | 5.5 | 3.6 | 1.6 | 3.4 | 0.5 | −0.5 | 2.2 | 0.0 |
| 2024 | 13.9% | −1.7 | 5.9 | 5.6 | −5.9 | 4.5 | −1.7 | 5.9 | −0.1 | 1.1 | −0.7 | 8.9 | −7.2 |
| 2023 | 16.4% | 9.3 | −1.9 | −3.2 | −0.8 | −3.2 | 9.2 | 4.2 | −3.0 | −5.2 | −5.3 | 8.5 | 8.7 |
| 2022 | −13.1% | −7.3 | 1.2 | 1.3 | −7.1 | 0.8 | −9.6 | 10.9 | −3.2 | −9.2 | 10.6 | 6.0 | −5.5 |
| 2021 | 24.7% | 1.5 | 6.9 | 4.7 | 4.4 | 0.3 | −1.1 | 0.4 | 2.0 | −4.0 | 5.9 | −3.0 | 5.1 |
| 2020 | 13.6% | −2.6 | −9.5 | −20.2 | 14.1 | 7.3 | 1.3 | 4.6 | 3.6 | −3.3 | 2.2 | 14.3 | 6.5 |
| 2019 | 26.1% | 10.3 | 4.4 | −0.5 | 4.0 | −8.0 | 7.7 | 1.0 | −4.1 | 3.1 | 1.1 | 3.0 | 2.8 |
| 2018 | −11.2% | 2.8 | −4.4 | 1.0 | −0.3 | 4.2 | 0.4 | 1.7 | 3.2 | −1.1 | −9.6 | 3.2 | −11.3 |
| 2017 | 16.3% | 1.7 | 2.6 | −0.4 | 0.8 | −0.4 | 1.6 | 0.9 | −1.5 | 3.9 | 2.3 | 3.7 | 0.3 |
| 2016 | 20.7% | −5.6 | 1.3 | 8.6 | 1.1 | 2.3 | 0.5 | 4.1 | 0.5 | −0.6 | −2.7 | 7.9 | 2.2 |
| 2015 | −2.3% | −1.1 | 5.1 | 1.3 | −1.4 | 1.7 | −1.2 | 0.0 | −5.6 | −3.2 | 5.6 | 1.4 | −4.2 |
| 2014 | 9.7% | −2.2 | 5.0 | 0.4 | −1.6 | 1.7 | 4.2 | −4.4 | 5.1 | −4.5 | 3.5 | 1.9 | 0.8 |
| 2013 | 33.5% | 7.3 | 0.9 | 4.9 | 0.6 | 2.2 | −2.0 | 6.5 | −4.0 | 5.5 | 3.5 | 1.5 | 3.0 |
| 2012 | 17.8% | 6.6 | 4.5 | 1.9 | −0.4 | −6.4 | 2.1 | −0.2 | 3.5 | 1.8 | −0.7 | 2.2 | 2.2 |
| 2011 | −2.2% | 1.8 | 4.6 | 2.5 | 2.7 | −1.3 | −2.1 | −3.6 | −7.0 | −10.6 | 13.7 | −0.2 | −0.5 |
| 2010 | 26.7% | −3.2 | 5.2 | 7.0 | 4.4 | −7.1 | −6.6 | 6.7 | −4.9 | 11.3 | 3.4 | 3.0 | 6.7 |
| 2009 | 37.8% | −6.7 | −9.4 | 8.5 | 14.8 | 3.3 | 0.5 | 8.4 | 4.4 | 5.8 | −4.5 | 4.2 | 6.1 |
| 2008 | −36.2% | −5.7 | −1.8 | −0.9 | 7.5 | 5.4 | −7.0 | −1.6 | 1.5 | −10.8 | −21.3 | −9.6 | 4.4 |
| 2007 | 7.3% | 3.7 | 0.9 | 1.3 | 2.8 | 5.0 | −2.0 | −4.9 | 1.4 | 2.7 | 2.5 | −4.8 | −0.9 |
| 2006 | 9.7% | 5.5 | −0.4 | 2.6 | 1.5 | −4.5 | −0.5 | −3.0 | 1.2 | 0.9 | 4.3 | 3.1 | −0.7 |
| 2005 | 12.9% | −2.3 | 3.3 | −1.2 | −3.6 | 5.7 | 2.5 | 5.5 | −1.0 | 0.6 | −3.1 | 5.7 | 0.6 |
| 2004 | 16.1% | 2.1 | 2.6 | 0.6 | −3.6 | 2.3 | 2.2 | −4.7 | 0.1 | 2.8 | 1.4 | 6.0 | 3.9 |
| 2003 | 35.2% | −3.2 | −2.3 | 1.0 | 6.9 | 8.3 | 1.3 | 3.7 | 4.5 | −1.6 | 7.9 | 3.3 | 1.7 |
| 2002 | −14.2% | 0.1 | −0.4 | 7.3 | −0.3 | −1.8 | −7.3 | −9.6 | 0.7 | −8.2 | 4.3 | 5.9 | −4.1 |
| 2001 | −1.3% | 1.7 | −5.7 | −7.2 | 11.3 | 2.2 | −0.4 | −1.9 | −2.7 | −12.4 | 4.3 | 7.3 | 4.8 |
| 2000 | 13.9% | 3.7 | 2.4 | 0.9 | 11.3 | −1.1 | −3.2 | −7.0 | 7.3 |
Each month runs from the last close of the month before. The first month counts from the first close.
How risky is IJH compared with the S&P 500?#
Measured from October 2021 to October 2026, on the days both traded.
- Beta 1.01. When the S&P 500 moved 1% in a day, IJH tended to move about 1.01%.
- Correlation 0.88. IJH mostly moved with the S&P 500.
- Up and down months. In months the S&P 500 rose, IJH rose 90% as much on average. In months it fell, IJH fell 111% as much.
| Measure | IJH | S&P 500 (SPY) |
|---|---|---|
| Return per year | 7.2% | 12.8% |
| Volatility | 19.6% | 17.1% |
| Worst drop | −24.1% | −24.5% |
| Sharpe ratio | 0.45 | 0.79 |
| Sortino ratio | 0.66 | 1.15 |
| Calmar ratio | 0.30 | 0.52 |
Volatility is how much the price swings in a year. The Sharpe ratio is return per unit of volatility, the Sortino ratio counts only the falls, and the Calmar ratio is the return per year over the worst drop. Higher ratios mean more return for the risk taken.
Is IJH above its 200-day average?#
IJH closed 0.1% below its 200-day average on October 16, 2026. A rule that holds IJH only above that average would be out of it today.
- vs 200-day average
- −0.1%
- below it
- 50-day vs 200-day
- +3.0%
- trend rising
- vs 52-week high
- −7.8%
- high of $78.43
A moving average is the average close over the last so many days. Trend rules such as the 10-month moving average strategy hold a fund only while it is above one. You can build that rule for IJH and backtest it in a minute.
What was IJH’s worst drop?#
A drawdown is how far a fund falls from its last high point. IJH’s worst fall was −55.1%, from June 4, 2007 to March 9, 2009. It got back to that high on December 2, 2010. On October 16, 2026 it was 7.8% below its highest close.
| Drop | From the high | To the bottom | Back to the high |
|---|---|---|---|
| −55.1% | Jun 4, 2007 | Mar 9, 200921 months | Dec 2, 201021 months |
| −42.2% | Feb 20, 2020 | Mar 23, 202032 days | Nov 9, 20208 months |
| −31.9% | Apr 17, 2002 | Oct 9, 20026 months | Oct 13, 200312 months |
| −26.2% | Apr 29, 2011 | Oct 3, 20115 months | Mar 19, 20126 months |
| −25.6% | Sep 7, 2000 | Sep 21, 200112 months | Mar 19, 20026 months |
Big drops are normal for some funds. They matter because selling during a drop locks in the loss.
What does IJH hold?#
This fund owns about 400 medium-sized US companies in the S&P MidCap 400 index. Mid-sized companies can grow faster than giant ones. Their stock prices can also move up and down more.
It tracks the S&P MidCap 400 Index. It had 408 holdings as of October 15, 2026, according to iShares (BlackRock).
What is the IJH expense ratio?#
IJH charges 0.05% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.05% fee comes to about $5 a year. Of the 162 ETFs on Tactfolio, 77% charge more.
You never get a bill for it. The fund takes the fee out of its own value a little each day.
Which Tactfolio strategies hold IJH?#
No classic strategy holds IJH yet. You can add it to your own rules in the builder and see how they would have done.
How does IJH compare with similar ETFs?#
Funds that can stand in for IJH:
- MDY: State Street SPDR S&P MidCap 400 ETF Trust, 0.23% a year
- SCHM: Schwab U.S. Mid-Cap ETF, 0.03% a year
- VO: Vanguard Morningstar Mid-Cap ETF, 0.03% a year
- IWR: iShares Russell Mid-Cap ETF, 0.18% a year
See all 8 IJH alternatives, compared on the same dates as IJH.
Test IJH in your own rules#
Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add IJH, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.
The details#
Prices come from Tactfolio’s stored daily prices for IJH and SPY. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns. Beta and correlation compare daily returns with the S&P 500 over the same dates.
Fund facts come from iShares (BlackRock). We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.
Common questions#
What is the expense ratio of IJH?#
IJH charges 0.05% a year, according to iShares (BlackRock) as of October 17, 2026. That is about $5 a year for every $10,000 you hold.
When did IJH start trading?#
IJH started trading on May 22, 2000. It is run by iShares (BlackRock).
What does IJH track?#
IJH tracks the S&P MidCap 400 Index. This fund owns about 400 medium-sized US companies in the S&P MidCap 400 index.
How much has IJH returned per year?#
From May 2000 to October 2026, IJH returned about 9.6% a year with dividends reinvested. Its worst drop was −55.1%. Past returns do not tell you what it will do next.
Is IJH above its 200-day moving average?#
On October 16, 2026, IJH closed 0.1% below its 200-day moving average. This page updates after each US market close.
Which strategies use IJH?#
None of Tactfolio’s classic strategies hold IJH yet. You can test it in your own rules in the builder.