Posted on by Micah McDonald

4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.21% CAGR

  • Back test timeframe: January 1972 – June 2020

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 7.22% CAGR

  • S&P 500 Performance: 5.94% CAGR

  • Back test timeframe: August 2000 – June 2020

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 9

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2020

IJK vs SPY: August 2000 – June 2020

IJK vs SPY: July 28, 2000 – July 17, 2020

The Deep Value ETF Accumulator rankings for the 10 oldest U.S. Mid Cap Growth ETFs:

The 4 top ranked U.S. Mid Cap Growth ETFs head-to-head comparisons: 

Stated objectives of 4 top ranked U.S. Mid Cap Growth ETFs: 

JKH – The iShares Morningstar Mid-Cap Growth ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. Exposure to mid-sized U.S. companies whose earnings are expected to grow at an above-average rate relative to the market. Targeted access to a specific category of mid-cap domestic stocks. Use to tilt your portfolio towards growth stocks.

IWP – The iShares Russell Mid-Cap Growth ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. Exposure to mid-sized U.S. companies whose earnings are expected to grow at an above-average rate relative to the market. Targeted access to a specific category of mid-cap domestic stocks. Use to tilt your portfolio towards growth stocks.

VOT – Seeks to track the performance of the CRSP US Mid Cap Growth Index, which measures the investment return of mid-capitalization growth stocks. Provides a convenient way to match the performance of a diversified group of midsize growth companies. Follows a passively managed, full-replication approach.

IJK –The iShares S&P Mid-Cap 400 Growth ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. Exposure to U.S. mid-cap stocks of companies whose earnings are expected to grow at an above-average rate relative to the market. Low cost and tax efficient. Use as a complement to a portfolio’s core holdings.

Thank you for taking time to read this article. If you found it useful, please share it with a friend.

Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator

Previous Deep Value ETF Accumulator articles on U.S. Mid Cap Growth ETFs:

Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.2

Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.1

Disclosure: We currently own shares of IWP. We intend to sell our shares of IWP and buy shares of JKH in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.