U.S. Small & Mid Cap Value & Growth ETFs

U.S. Small & Mid Cap Value & Growth ETFs
Components Performance/Risk
Period Return
21.8%
Return Rank
Average
Risk Exposure
Average Risk

Benchmarked against the Invesco FTSE RAFI™ US 1500 Small-Mid ETF , our Small & Mid Cap Value & Growth ETF selection compares the two well-known investment styles excluding large-cap companies, in terms of performance and of volatility (risk exposure)

The analysis may be of special relevance in uncertain time

Style rotation is indicative of consensus views on market trends and you may note changing perceptions over time by adjusting the reference periods on the toolbar

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares S&P Mid-Cap 400 Value ETF IJJ US EquityMidCap Value146.7518.6% Weak Up Below Average
Invesco S&P MidCap 400® Pure Value ETF RFV US EquityMidCap Value147.6719.0% Weak Up Average Risk
iShares Russell Mid-Cap Value ETF IWS US EquityMidCap Value164.9323.4% Weak Up Below Average
SPDR® S&P 400™ Mid Cap Value ETF MDYV US EquityMidCap Value94.2918.9% Weak Up Below Average
Vanguard Mid-Cap Value ETF VOE US EquityMidCap Value202.4524.2% Weak Up Low Risk
iShares Morningstar Mid-Cap Value ETF IMCV US EquityMidCap Value93.9524.6% Weak Up Low Risk
Vanguard S&P Mid-Cap 400 Value ETF IVOV US EquityMidCap Value113.4217.5% Weak Up Below Average
iShares S&P Mid-Cap 400 Growth ETF IJK US EquityMidCap Growth113.2722.3% Neutral Average Risk
Invesco S&P MidCap 400® Pure Growth ETF RFG US EquityMidCap Growth61.2721.8% Neutral Above Average
iShares Russell Mid-Cap Growth ETF IWP US EquityMidCap Growth138.40-1.1% Neutral Average Risk
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