Tag: IJK

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5 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.7

XMMO vs FPX vs IMCG vs MDYG vs IJK

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.22% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.56% CAGR

  • Back test timeframe: January 1972 – April 2024

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

  • Long-Term Performance: 8.10% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.39% CAGR

  • Back test timeframe: August 2000 – April 2024

  • Number of ETFs available in this asset class: 36

  • Number of ETFs in this asset class that are 10-years old or older: 12

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2024

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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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4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.26% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.48% CAGR

  • Back test timeframe: January 1972 – May 2022

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

  • Long-Term Performance: 7.79% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 6.94% CAGR

  • Back test timeframe: August 2000 – May 2022

  • Number of ETFs available in this asset class: 35

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – May 2022

IJK vs SPY: August 2000 – May 2022

IJK vs SPY: July 28, 2000 – June 24, 2022

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4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.4

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.82% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – May 2021

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

  • Long-Term Performance: 8.78% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.31% CAGR

  • Back test timeframe: August 2000 – May 2021

  • Number of ETFs available in this asset class: 34

  • 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 – April 2020

IJK vs SPY: August 2000 – May 2021

IJK vs SPY: July 28, 2000 – May 28, 2021

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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

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

Does the U.S. Mid Cap Growth asset class have a history of good long-term returns?

U.S. Mid Cap Growth vs U.S. Large Cap Blend (S&P 500): January 1972 – August 2019

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

The oldest available U.S. Mid Cap Growth ETF is the iShares S&P Mid-Cap 400 Growth ETF (IJK). It’s inception date was July 24, 2000. Since inception, IJK has outperformed an S&P 500 index fund by 1.76% CAGR.

IJK vs S&P 500 index fund: August 2000 – July 2019

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

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