5 Best U.S. Mid Cap Growth ETFs to Own Long-Term: XMMO vs IMCG vs IWP vs IJK vs FAD 1.6

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.21% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.45% CAGR

  • Back test timeframe: January 1972 – June 2023

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

  • Long-Term Performance: 7.73% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: August 2000 – June 2023

  • Number of ETFs available in this asset class: 35

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

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – June 2023

IJK vs SPY: August 2000 – June 2023

IJK vs SPY: July 28, 2000 – June 30, 2023

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B. Riley Wealth Advisors Inc. Has $2.34 Million Stock Holdings in iShares S&P Small-Cap 600 Growth ETF (IJT)

B. Riley Wealth Advisors Inc. lifted its position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Get Rating) by 200.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,657 shares of the company’s stock aft
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-06-18/