Tag: MDYG

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

  • The U.S. Mid Cap Growth asset class has produced 10.39% CAGR over the last 46 years.
  • The oldest U.S. Mid Cap Growth ETF has outperformed an S&P 500 index fund by 2.25% CAGR over the last 18 years.
  • There are currently 28 ETFs in the Morningstar Category called Mid Cap Growth. 11 of these funds are 10 years old or older.

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

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

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