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iSharesMid-Cap GrowthIJK · NYSE Arca

iShares S&P Mid-Cap 400 Growth ETF (IJK)

Price
$111.52
11 Sept 2026
Assets
$10.7B
Total net assets
Expense ratio
0.16%
Category 1.05%
Yield
0.54%
Trailing distributions
3Y CAGR
15.2%-2.1%
Category 17.3%
5Y CAGR
7.4%+3.6%
Category 3.7%
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iShares S&P Mid-Cap 400 Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-5.6%-2.9%+11.8%+15.4%+15.0%+15.2%+7.4%+10.9%+8.6%
Mid-Cap Growth average-4.8%-2.7%12.0%9.7%9.5%17.3%3.7%12.9%9.8%
Difference-0.8%-0.1%-0.2%+5.7%+5.4%-2.1%+3.6%-2.0%-1.3%

Holdings

The 10 largest positions make up 14.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
TWLOTwilio Inc Class A1.94%
FTITechnipFMC PLC1.69%
PEverpure Inc Class A1.59%
OKTAOkta Inc Class A1.57%
ATIATI Inc1.51%
NVTnVent Electric PLC1.32%
CRSCarpenter Technology Corp1.28%
THCTenet Healthcare Corp1.24%
XPOXPO Inc1.23%
UTHRUnited Therapeutics Corp1.17%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.9
P/B
4.5
P/S
3.1
P/CF
17.9

Sector allocation

Share of the equity the fund holds.

26.4%Industrials11 sectors
  1. Industrials26.4%
  2. Technology23.7%
  3. Health care16.0%
  4. Consumer discretionary7.3%
  5. Financial services7.3%
  6. Real estate5.5%
  7. Materials4.7%
  8. Energy3.3%
  9. Communication services2.4%
  10. Consumer staples1.8%
  11. Utilities1.6%

Asset mix

  • Stocks100.0%
  • Cash0.0%

ETF details

Issuer
iShares
Category
Equity · Mid-Cap Growth
Ticker
IJK
Exchange
NYSE Arca
Inception
24 Jul 2000 (26.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.16% (category 1.05%)
Holdings turnover
45% (category 91%)
Distribution yield
0.54%
Beta, 3 years
1.05
Total net assets
$10.7B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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