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

Continue reading “4 Best U.S. Mid Cap Growth ETFs to Own Long-Term 1.5”