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JKG
+18.71 · +8.15%
$248.17 · NYSE ARCA

iShares Morningstar Mid-Cap ETF (JKG) ETF Analysis | Mid-Cap Blend

iShares · United States
AUM:$1.5B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.04% — among the lowest available for this category.

What is JKG?

The investment seeks to track the investment results of the Morningstar® US Mid Cap IndexSM composed of mid-capitalization U. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
JKG delivered 15.6% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.04% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 7.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.5B
Expense Ratio0.04%
Dividend Yield1.08%
Holdings402
Inception DateJun 2004
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.13
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.8%
1Y
+21.1%
3Y
+53.6%
5Y
+40.3%
OpenBook InsightIf you had invested £10,000 in JKG 5 years ago, it would have grown to £14,032 — a gain of £4,032.

Annual Returns

Calendar year performance

JKG delivered positive returns in 4 of the last 5 calendar years.
YearJKG
2026 YTD+12.7%
2025+8.7%
2024+14.0%
2023+14.7%
2022-17.2%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +6.6%Worst year: -17.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
19.7%
Low
Momentum
+12.6%
30-day change
Support Level
84.00
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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