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Asset Category: U.S. Mid Cap Growth
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Long-Term Performance: 10.34% CAGR
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Correlation to U.S. markets: 0.95
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S&P 500 Performance (US Large Cap Blend): 10.21% CAGR
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Back test timeframe: January 1972 – June 2020
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Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)
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Long-Term Performance: 7.22% CAGR
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S&P 500 Performance: 5.94% CAGR
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Back test timeframe: August 2000 – June 2020
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Number of ETFs available in this asset class: 30
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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.