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

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 through August 2018

Source: https://www.portfoliovisualizer.com/

iShares S&P Mid-Cap 400 Growth ETF (IJK) vs S&P 500 index fund: August 2000 – August 2018

Source: https://www.portfoliovisualizer.com/

The Deep Value ETF Accumulator rankings for the U.S. Mid Cap Growth asset class:

Source: https://www.morningstar.com/

The top 4 U.S. Mid Cap Growth ETFs:

RFG vs MDYG vs PXMG vs JKH: April 2006 through August 2018

Source: https://www.portfoliovisualizer.com/

The top 4 U.S. Mid Cap Growth ETFs compared to an S&P 500 ETF:

RFG vs MDYG vs PXMG vs JKH vs SPY: March 2, 2006 through September 22, 2018

Source: https://www.koyfin.com/home

Pertinents and such on the top 4 U.S. Mid Cap Growth ETFs:

RFG – The Invesco S&P MidCap 400® Pure Growth ETF (Fund) is based on the S&P MidCap 400® Pure Growth Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index measures the performance of securities that exhibit strong growth characteristics in the S&P MidCap 400® Index. Growth is measured by the following risk factors: sales growth, earnings change to price and momentum. The Fund and the Index are rebalanced annually. Best long-term performance ETF in the U.S. Mid Cap Growth asset class.

MDYG – The SPDR® S&P® 400 Mid Cap Growth ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Mid Cap 400 Growth IndexSM (the “Index”). The selection universe for the S&P MidCap 400 Index includes all U.S. common equities with market capitalizations generally between $1.4 billion and $5.9 billion at the time of inclusion. The Index includes stocks exhibiting the strongest growth characteristics based on: book value to price ratio; earnings to price ratio; and sales to price ratio. Best Dividend in the U.S. Mid Cap Growth ETF category.

PXMG – The Invesco Russell MidCap Pure Growth ETF (Fund) is based on the Russell Midcap® Pure Growth Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is composed of securities with strong growth characteristics selected from the Russell Midcap® Index. Securities are weighted based on their style score. The Fund and the Index are rebalanced and reconstituted annually. Best 5-year performance in the U.S. Mid Cap Growth category.

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.

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

Disclosure: We own shares of RFG and intend to buy more shares in the future. I am not a professional investment advisor. Please perform your own due diligence or seek assistance from a Registered Investment Advisor prior to investing in any fund mentioned in this article.

 

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