US Small & Mid Cap Value & Growth ETFs

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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
 
Invesco Russell 2000 Pure Growth Portfolio PXSG NYSEARCA US Market SmallCap Growth USD 37.48 109 M 9.9% 12%   3% -9%
Invesco Russell 2000 Pure Value Portfolio PXSV NYSEARCA US Market SmallCap Value USD 28.95 98 M -0.8% 9%   2% -10%
Invesco S&P Midcap 400 Pure Growth ETF RFG NYSEARCA US Market MidCap Growth USD 156.59 400 M 8.6% 15%   5% -12%
Invesco S&P Midcap 400 Pure Value ETF RFV NYSEARCA US Market MidCap Value USD 68.51 145 M 6.8% 20%   7% -19%
iShares Morningstar Mid-Cap Growth ETF JKH NYSEARCA US Market MidCap Growth USD 275.48 551 M 30.0% 14%   6% -9%
iShares Morningstar Mid-Cap Value ETF JKI NASDAQ US Market MidCap USD 170.57 494 M 16.2% 12%   4% -8%
iShares Russell 2000 Growth ETF IWO NYSEARCA US Market SmallCap Growth USD 221.76 10 B 20.3% 16%   7% -9%
iShares Russell Mid-Cap Growth ETF IWP NYSEARCA US Market MidCap Growth USD 158.91 12 B 29.1% 14%   6% -7%
iShares Russell Mid-Cap Value ETF IWS NYSEARCA US Market MidCap Value USD 96.51 12 B 19.1% 12%   5% -7%
iShares S&P Mid-Cap 400 Growth ETF IJK NYSEARCA US Market MidCap Growth USD 243.26 7.7 B 19.1% 13%   5% -7%
iShares S&P Mid-Cap 400 Value ETF IJJ NYSEARCA US Market MidCap Value USD 172.57 6.6 B 14.6% 15%   6% -10%
Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD NASDAQ US Market Small & MidCap USD 49.81 112 M 23.0% 17%   7% -9%
SPDR S&P 400 Mid Cap Growth ETF MDYG NYSEARCA US Market MidCap Growth USD 58.31 1.8 B 19.2% 13%   5% -7%
SPDR S&P 400 Mid Cap Value ETF MDYV NYSEARCA US Market MidCap Value USD 55.30 1.5 B 14.7% 15%   6% -10%
Vanguard Mid Cap Value Index Fund VOE NYSEARCA US Market MidCap Value USD 121.49 11 B 20.6% 12%   5% -7%
Vanguard Russell 2000 Growth ETF VTWG NASDAQ US Market SmallCap Growth USD 161.29 356 M 20.6% 16%   6% -9%
Vanguard Russell 2000 Value ETF VTWV NASDAQ US Market SmallCap Value USD 112.42 296 M 11.9% 15%   5% -12%
Vanguard S&P Mid-Cap 400 Growth Index Fund IVOG NYSEARCA US Market MidCap Growth USD 150.23 798 M 19.5% 13%   5% -7%
Vanguard S&P Mid-Cap 400 Value ETF IVOV NYSEARCA US Market MidCap Value USD 131.53 771 M 14.9% 15%   6% -10%