Latest news with #iSharesCoreS&PMid-CapETF
Yahoo
27-05-2025
- Business
- Yahoo
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $4.92 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market. Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with market capitalization between $2 billion and $10 billion. Thus, companies that fall under this category provide a stable and growth-heavy investment. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.25%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 5.30%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 34.80% of the portfolio. Consumer Discretionary and Financials round out the top three. Looking at individual holdings, Carlisle Cos Inc (CSL) accounts for about 4.25% of total assets, followed by Emcor Group Inc (EME) and Docusign Inc (DOCU). The top 10 holdings account for about 28.9% of total assets under management. XMHQ seeks to match the performance of the S&P MIDCAP 400 QUALITY INDEX before fees and expenses. The S&P MidCap 400 Quality Index is designed to provide equal-weighted exposure to approximately 800 securities of medium-sized companies in the larger US equity market. The ETF has lost about -1.94% so far this year and is down about -5.43% in the last one year (as of 05/27/2025). In the past 52-week period, it has traded between $82.17 and $109.35. The ETF has a beta of 1.05 and standard deviation of 21.25% for the trailing three-year period. With about 80 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap Quality ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, XMHQ is a sufficient option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $78.13 billion in assets, iShares Core S&P Mid-Cap ETF has $91.20 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap Quality ETF (XMHQ): ETF Research Reports EMCOR Group, Inc. (EME) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Docusign Inc. (DOCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
14-05-2025
- Business
- Yahoo
Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the iShares Core S&P Mid-Cap ETF (IJH) is a passively managed exchange traded fund launched on 05/22/2000. The fund is sponsored by Blackrock. It has amassed assets over $93.27 billion, making it the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. These types of companies, then, have a good balance of stability and growth potential. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.05%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.36%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.40% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Interactive Brokers Group Inc Clas (IBKR) accounts for about 0.68% of total assets, followed by Rb Global Inc (RBA) and Watsco Inc (WSO). The top 10 holdings account for about 2% of total assets under management. IJH seeks to match the performance of the S&P MidCap 400 Index before fees and expenses. The S&P MidCap 400 Index measures the performance of the mid-capitalization sector of the U.S. equity market. The ETF has lost about -1.50% so far this year and was up about 3.78% in the last one year (as of 05/14/2025). In the past 52-week period, it has traded between $51.16 and $67.87. The ETF has a beta of 1.06 and standard deviation of 20.54% for the trailing three-year period, making it a medium risk choice in the space. With about 411 holdings, it effectively diversifies company-specific risk. IShares Core S&P Mid-Cap ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IJH is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap ETF (IWR) and the Vanguard Mid-Cap ETF (VO) track a similar index. While iShares Russell Mid-Cap ETF has $41.16 billion in assets, Vanguard Mid-Cap ETF has $79.41 billion. IWR has an expense ratio of 0.19% and VO charges 0.04%. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Watsco, Inc. (WSO) : Free Stock Analysis Report Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report RB Global, Inc. (RBA) : Free Stock Analysis Report Vanguard Mid-Cap ETF (VO): ETF Research Reports iShares Russell Mid-Cap ETF (IWR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
