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”

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

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.4”

Accumulated U.S. Mid Cap Growth Equities $IMCG 4-19-21

Yesterday we accumulated more shares of the iShares Morningstar Mid-Cap Growth ETF (IMCG). We didn’t buy these shares on sale this time; these shares were bought due to forgetting that this ETF was splitting on the same day as our regular Monday buy order. Lesson learned; pay attention to splits. Note: IMCG was previously listed as ticker symbol JKH. Read why we invest in IMCG right here: 4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3

iShares Morningstar U.S. Equity Style Box ETFs Ticker Symbol Changes & Stock Splits (JKH to IMCG)

NEW YORK–(BUSINESS WIRE)–

BlackRock implemented a series of product enhancements to the iShares Morningstar Style Box ETFs today. The style box suite, composed of nine ETFs, underwent benchmark changes, ticker changes, and expense ratio reductions. Three of the funds also had updates to their fund names and investment objectives. The suite is positioned as the lowest cost style box line-up in the industry.

In addition, BlackRock announced forward share splits for the nine ETFs for shareholders of record as of April 14, 2021, payable after the close of trading on April 16, 2021. These splits will lower the share price and increase the number of outstanding shares. The total value of shares outstanding is not affected and the total value of a shareholder’s investment in the fund is not affected by the forward share split.

Source: https://www.businesswire.com/news/home/20210322005482/en/PRODUCT-UPDATE-iShares-Morningstar-U.S.-Equity-Style-Box-ETFs