US Small & Mid Cap Value & Growth ETFs

US Small & Mid Cap Value & Growth ETFs
  • Pininvest Analysis

Benchmarked against the FTSE RAFI US 1500 Portfolio Index ETF PowerShares PRFZ/NASDAQ, 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

 

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

US Small & Mid Cap Value & Growth ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
iShares Morningstar Mid-Cap Growth ETF JKH NYSEARCA US Market MidCap Growth USD 237.89 500 M 10.5% 18%   6% -24%
iShares Morningstar Mid-Cap Value ETF JKI NASDAQ US Market Mid Cap USD 152.82 443 M -1.8% 13%   4% -20%
iShares Russell 2000 Growth ETF IWO NYSEARCA US Market Small Cap Growth USD 193.18 8.9 B -3.5% 21%   6% -29%
iShares Russell Mid-Cap Growth ETF IWP NYSEARCA US Market MidCap Growth USD 135.64 10 B 7.8% 18%   6% -23%
iShares Russell Mid-Cap Value ETF IWS NYSEARCA US Market MidCap Value USD 86.17 11 B -0.2% 14%   4% -22%
iShares S&P Mid-Cap 400 Growth ETF IJK NYSEARCA US Market MidCap Growth USD 216.56 7.4 B -2.8% 16%   5% -24%
iShares S&P Mid-Cap 400 Value ETF IJJ NYSEARCA US Market MidCap Value USD 153.75 6.2 B -3.0% 16%   5% -24%
Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD NASDAQ US Market Small & Mid Cap USD 42.56 72 M 1.8% 20%   6% -27%
PowerShares Russell 2000 Pure Growth Portfolio PXSG NYSEARCA US Market Small Cap Growth USD 36.18 87 M 1.0% 22%   7% -30%
PowerShares Russell 2000 Pure Value Portfolio PXSV NYSEARCA US Market Small Cap Value USD 28.74 75 M -7.1% 16%   4% -25%
PowerShares S&P Midcap 400 Pure Growth ETF RFG NYSEARCA US Market MidCap Growth USD 142.46 456 M -11.4% 19%   5% -27%
PowerShares S&P Midcap 400 Pure Value ETF RFV NYSEARCA US Market MidCap Value USD 62.95 139 M -7.0% 20%   5% -27%
SPDR S&P 400 Mid Cap Growth ETF MDYG NYSEARCA US Market MidCap Growth USD 51.95 1.6 B -2.8% 16%   5% -25%
SPDR S&P 400 Mid Cap Value ETF MDYV NYSEARCA US Market MidCap Value USD 49.33 1.4 B -3.0% 16%   5% -24%
Vanguard Mid Cap Value Index Fund VOE NYSEARCA US Market MidCap Value USD 106.96 8.9 B -1.4% 14%   4% -22%
Vanguard Russell 2000 Growth ETF VTWG NASDAQ US Market Small Cap Growth USD 140.40 292 M -3.4% 20%   6% -29%
Vanguard Russell 2000 Value ETF VTWV NASDAQ US Market Small Cap Value USD 102.95 247 M -7.8% 16%   4% -26%
Vanguard S&P Mid-Cap 400 Growth Index Fund IVOG NYSEARCA US Market MidCap Growth USD 134.06 724 M -2.8% 16%   5% -25%
Vanguard S&P Mid-Cap 400 Value ETF IVOV NYSEARCA US Market MidCap Value USD 117.46 690 M -3.0% 16%   5% -24%