US-MID-CAP-GROWTH Archives - Deep Value ETF Accumulator

March 22, 2021 09:29 AM Eastern Daylight Time

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

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

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

Tag: US-MID-CAP-GROWTH

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

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?