Equity: U.S. - Mid Cap Growth

FNY Top Performer Intra-day
Price $73.13
Today’s Change 1.44%
3:59pm 06/11/2021
SFYX Bottom Performer Intra-day
Price $14.28
Today’s Change 0.42%
4:00pm 06/11/2021

ETF.com Insight

With 12 ETFs and over $38.62B in combined AUM, the Equity: U.S. - Mid Cap Growth segment provides exposure to the U.S. space with a focus on Mid Cap securities.

Year-to-date, the best-performing ETF in the segment is the SoFi Next 500 ETF (SFYX), with a total return of 15.17%. Meanwhile, the most popular ETF is the iShares Russell Mid-Cap Growth ETF (IWP) with $14.83BB in assets under management.

Investors should take a look at the Vanguard Mid-Cap Growth ETF (VOT). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. VOT tracks a market-cap-weighted index of midcap growth companies selected by the Center for Research in Security Prices (CRSP). VOT has an expense ratio of 0.07% and tracks the CRSP US Mid Growth.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Mid Cap Growth segment is 88 out of 100, with the iShares S&P Mid-Cap 400 Growth ETF(IJK) obtaining the highest rating of 97 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.28% per year, with the SoFi Next 500 ETF (SFYX) having the lowest expense ratio, charging investors 0% yearly.

Investors should look for funds with tight tracking, such as the Invesco S&P MidCap 400 Pure Growth ETF (RFG), with a 12-month median tracking difference of 0.00%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Mid Cap Growth segment is 89 out of 100, with the iShares Russell Mid-Cap Growth ETF(IWP) obtaining the highest rating of 99 out of 100.

The iShares Russell Mid-Cap Growth ETF (IWP) is the undisputed segment leader when it comes to liquidity. The fund trades 102.42M in daily average volume. Investors should also find ample liquidity in the Vanguard Mid-Cap Growth ETF (VOT), with $28.99M in daily dollar volume.

Use limit orders to trade funds such as the Alger Mid Cap 40 ETF(FRTY), due to their double-digit market spreads.

ETF.com/ Block Liquidity

VOT
5
4
3
2
1
IWP
5
4
3
2
1
IJK
5
4
3
2
1
MDYG
5
4
3
2
1
IMCG
5
4
3
2
1
FNY
5
4
3
2
1
NUMG
5
4
3
2
1
IVOG
5
4
3
2
1
RFG
5
4
3
2
1
SFYX
5
4
3
2
1
MID
5
4
3
2
1
FRTY
5
4
3
2
1
This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The MSCI USA Mid Cap Growth Index has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.

Investors trying to match a broad market exposure should pay attention to NUMG. This fund obtains a high Fit score and investors should capture market-like returns.

Other funds diverge from the market, by nature of their investment mandates; for example, IMCG follows a Growth strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology