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

U.S. Small & Mid Cap Value & Growth ETFs
Components Performance/Risk
Period Return
24.3%
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 Value151.2820.1% Weak Up Below Average
Invesco S&P MidCap 400® Pure Value ETF RFV US EquityMidCap Value152.2423.6% Weak Up Average Risk
iShares Russell Mid-Cap Value ETF IWS US EquityMidCap Value173.1727.5% Weak Up Below Average
SPDR® S&P 400™ Mid Cap Value ETF MDYV US EquityMidCap Value97.1020.5% Weak Up Below Average
Vanguard Mid-Cap Value ETF VOE US EquityMidCap Value210.3126.4% Weak Up Low Risk
iShares Morningstar Mid-Cap Value ETF IMCV US EquityMidCap Value98.2327.9% Weak Up Low Risk
Vanguard S&P Mid-Cap 400 Value ETF IVOV US EquityMidCap Value116.9019.2% Weak Up Below Average
iShares S&P Mid-Cap 400 Growth ETF IJK US EquityMidCap Growth118.6125.3% Neutral Average Risk
Invesco S&P MidCap 400® Pure Growth ETF RFG US EquityMidCap Growth63.6325.4% Neutral Above Average
iShares Russell Mid-Cap Growth ETF IWP US EquityMidCap Growth147.114.1% Neutral Average Risk
1 – 10 of 17