U.S. Small/Mid Cap Index Funds
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares® ESG Screened S&P Small-Cap ETF
XJR
| Small Blend | 9.75% | 0.57% | — | 0.120% | 72.99 Mil | ||
| iShares® ESG Screened S&P Mid-Cap ETF
XJH
| Mid-Cap Blend | 12.40% | 3.89% | — | 0.120% | 197.09 Mil | ||
| iShares US Small Cap Value Factor ETF
SVAL
| Small Value | 11.11% | 1.87% | — | 0.200% | 68.68 Mil | ||
| iShares U.S. Small-Cap Eq Fac ETF
SMLF
| Small Blend | 15.10% | 5.72% | 9.99% | 0.150% | 1.06 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 4.21% | 0.15% | 7.12% | 0.180% | 6.32 Bil | ||
| iShares S&P Small-Cap 600 Growth ETF
IJT
| Small Growth | 14.46% | 0.89% | 8.15% | 0.180% | 5.80 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 7.44% | 4.93% | 9.21% | 0.180% | 7.22 Bil | ||
| iShares S&P Mid-Cap 400 Growth ETF
IJK
| Mid-Cap Growth | 18.98% | 4.08% | 10.05% | 0.170% | 9.36 Bil | ||
| iShares Russell Small/Mid-Cap Idx K
BSMKX
| Small Blend | 10.78% | 0.30% | 8.13% | 0.070% | 553.92 Mil | ||
| iShares Russell Small/Mid-Cap Idx Inv A
BSMAX
| Small Blend | 10.40% | < 0.01% | 7.83% | 0.370% | 553.92 Mil | ||
| iShares Russell Small/Mid-Cap Idx Instl
BSMIX
| Small Blend | 10.66% | 0.23% | 8.07% | 0.120% | 553.92 Mil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 11.31% | 3.62% | 7.98% | 0.230% | 12.46 Bil | ||
| iShares Russell Mid-Cap Index K
BRMKX
| Mid-Cap Blend | 13.20% | 2.63% | 9.20% | 0.050% | 1.92 Bil | ||
| iShares Russell Mid-Cap Index Inv A
BRMAX
| Mid-Cap Blend | 12.78% | 2.28% | 8.86% | 0.370% | 1.92 Bil | ||
| iShares Russell Mid-Cap Index Instl
BRMIX
| Mid-Cap Blend | 13.10% | 2.57% | 9.16% | 0.100% | 1.92 Bil | ||
| iShares Russell Mid-Cap Growth ETF
IWP
| Mid-Cap Growth | 17.32% | 0.16% | 9.60% | 0.230% | 14.36 Bil | ||
| iShares Russell Mid-Cap ETF
IWR
| Mid-Cap Blend | 13.01% | 2.42% | 9.01% | 0.190% | 33.55 Bil | ||
| iShares Russell 2500 ETF
SMMD
| Small Blend | 10.88% | 0.34% | 8.15% | 0.150% | 879.17 Mil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 10.28% | 0.23% | 6.71% | 0.240% | 11.20 Bil | ||
| iShares Russell 2000 Small-Cap Idx K
BDBKX
| Small Blend | 10.92% | −1.54% | 6.96% | 0.070% | 2.71 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv P
BDBPX
| Small Blend | 10.59% | −1.85% | 6.64% | 0.370% | 2.71 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv A
MDSKX
| Small Blend | 10.59% | −1.84% | 6.64% | 0.370% | 2.71 Bil | ||
| iShares Russell 2000 Small-Cap Idx Instl
MASKX
| Small Blend | 10.85% | −1.60% | 6.89% | 0.120% | 2.71 Bil | ||
| iShares Russell 2000 Growth ETF
IWO
| Small Growth | 11.14% | −3.92% | 6.20% | 0.240% | 10.97 Bil | ||
| iShares Russell 2000 ETF
IWM
| Small Blend | 10.84% | −1.70% | 6.81% | 0.190% | 58.64 Bil |