Equity: U.S. - Mid Cap Growth

JKH Top Performer Intra-day
Price $280.41
Today’s Change 0.84%
9:50am 05/29/2020
IVOG Bottom Performer Intra-day
Price $136.89
Today’s Change -0.44%
9:34am 05/29/2020

ETF.com Insight

With 9 ETFs and over $28.41B 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 iShares Morningstar Mid-Cap Growth ETF (JKH), with a total return of 4.58%. Meanwhile, the most popular ETF is the iShares Russell Mid-Cap Growth ETF (IWP) with $11.57BB 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.

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. - Mid Cap Growth segment is 94 out of 100, with the SPDR S&P 400 Mid Cap Growth ETF(MDYG) 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 0.29% per year, with the Vanguard Mid-Cap Growth ETF (VOT) having the lowest expense ratio, charging investors 0.07% yearly.

Investors should look for funds with tight tracking, such as the Vanguard Mid-Cap Growth ETF (VOT), with a 12-month median tracking difference of -0.05%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. - Mid Cap Growth segment is 92 out of 100, with the Vanguard Mid-Cap Growth ETF(VOT) obtaining the highest rating of 98 out of 100.

The iShares Russell Mid-Cap Growth ETF (IWP) is the undisputed segment leader when it comes to liquidity. The fund trades 73.61M in daily average volume. Investors should also find ample liquidity in the Vanguard Mid-Cap Growth ETF (VOT), with $35.00M in daily dollar volume.

Use limit orders to trade funds such as the First Trust Mid Cap Growth AlphaDEX Fund(FNY), 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
FNY
5
4
3
2
1
IVOG
5
4
3
2
1
JKH
5
4
3
2
1
NUMG
5
4
3
2
1
RFG
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 IWP. 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, RFG follows a Growth strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology