iShares S&P Mid-Cap 400 Value ETF IJJ

iShares S&P Mid-Cap 400 Value ETF, anteriormente conocido como iShares S&P MidCap 400 Value Index Fund (el Fondo), es un fondo cotizado en bolsa. El Fondo busca resultados de inversión que se correspondan generalmente con el rendimiento del precio y el rendimiento por dividendos del S&P MidCap 400 Value Index (el Índice). El Índice de Valor mide el rendimiento del sector de capitalización mediana de valor del mercado de valores de Estados Unidos y está compuesto por aquellas acciones en el S&P MidCap 400 Index que muestran las características de valor más fuertes. El Fondo invierte en una muestra representativa de valores incluidos en el Índice que en conjunto tienen un perfil de inversión similar al Índice. El Índice es un subconjunto del S&P 400 Index y está compuesto por aquellas empresas que muestran las características de valor más fuertes dentro del S&P 400 Index, representando aproximadamente el 53% de la capitalización de mercado del Índice. BlackRock Fund Advisors (BFA) actúa como asesor de inversiones del Fondo.

Con 7 acciones de IJJ (USD 985,64) habrías recibido USD 16,52 en dividendos en los últimos 12 meses.

• Zacks Investment Research 23 sept

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

  The iShares S&P Mid-Cap 400 Value ETF (IJJ) is highlighted as a strong investment option for those seeking mid-cap value exposure. With $8.57 billion in assets, a low 0.18% expense ratio, and a Zacks ETF Rank of 1 (Strong Buy), the fund has delivered 8.77% returns year-to-date and 10.9% over the past year. The ETF holds 308 diversified holdings with heaviest exposure to Financials, Industrials, and Consumer Discretionary sectors.

  

• The Motley Fool 4 sept

  Moving Away From Megacaps? Here's How the Russell 2000 Value and S&P Mid-Cap 400 Value ETF Compare.

  The article compares two value ETFs for investors seeking exposure beyond megacap tech stocks. IWN (Russell 2000 Value ETF) delivered stronger 1-year returns of 31% but carries higher volatility and fees, while IJJ (S&P Mid-Cap 400 Value ETF) offers lower costs (0.18% expense ratio), reduced drawdowns, and more stability. The choice depends on individual risk tolerance and portfolio goals.

  

• The Motley Fool 13 feb

  Better iShares ETF: IJJ's Mid-Cap Focus vs. ISCV's Small-Cap Stocks

  The article compares two iShares value ETFs: IJJ focuses on mid-cap stocks with 305 holdings, higher AUM ($8.3B), and greater stability but higher expense ratio (0.18%); ISCV targets small-caps with 1,083 holdings, lower costs (0.06%), higher dividend yield, but greater volatility. IJJ suits investors seeking growth-stability balance, while ISCV appeals to aggressive investors willing to accept higher risk for growth potential.

  

• Seeking Alpha 2 jul

  The Stock Market Is Acting A Little Tired

  I was not happy to see so much selling into strength last Friday, the last day of the quarter – following what should have been encouraging inflation news.

  

• Seeking Alpha 30 jun

  S&P 500 Four Under Five

  Four stocks in the S&P 500 have a lower earnings multiple than the 4.9 percentage point gap between the average and median multiple of the index’s components. Click to read more.