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 | 8.26% | −0.51% | — | 0.120% | 73.12 Mil | ||
| iShares® ESG Screened S&P Mid-Cap ETF
XJH
| Mid-Cap Blend | 11.76% | 3.17% | — | 0.120% | 197.47 Mil | ||
| iShares US Small Cap Value Factor ETF
SVAL
| Small Value | 12.41% | 0.95% | — | 0.200% | 69.73 Mil | ||
| iShares U.S. Small-Cap Eq Fac ETF
SMLF
| Small Blend | 14.32% | 4.74% | 10.03% | 0.150% | 1.06 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 3.32% | −1.15% | 7.19% | 0.180% | 6.37 Bil | ||
| iShares S&P Small-Cap 600 Growth ETF
IJT
| Small Growth | 12.57% | 0.04% | 8.13% | 0.180% | 5.79 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 7.46% | 4.12% | 9.31% | 0.180% | 7.29 Bil | ||
| iShares S&P Mid-Cap 400 Growth ETF
IJK
| Mid-Cap Growth | 17.72% | 3.45% | 10.05% | 0.170% | 9.41 Bil | ||
| iShares Russell Small/Mid-Cap Idx K
BSMKX
| Small Blend | 9.56% | −0.64% | 8.14% | 0.070% | 556.45 Mil | ||
| iShares Russell Small/Mid-Cap Idx Inv A
BSMAX
| Small Blend | 9.26% | −0.91% | 7.85% | 0.370% | 556.45 Mil | ||
| iShares Russell Small/Mid-Cap Idx Instl
BSMIX
| Small Blend | 9.51% | −0.68% | 8.09% | 0.120% | 556.45 Mil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 11.05% | 2.93% | 8.06% | 0.230% | 12.46 Bil | ||
| iShares Russell Mid-Cap Index K
BRMKX
| Mid-Cap Blend | 12.27% | 1.99% | 9.23% | 0.050% | 1.91 Bil | ||
| iShares Russell Mid-Cap Index Inv A
BRMAX
| Mid-Cap Blend | 11.93% | 1.68% | 8.89% | 0.370% | 1.91 Bil | ||
| iShares Russell Mid-Cap Index Instl
BRMIX
| Mid-Cap Blend | 12.25% | 1.95% | 9.18% | 0.100% | 1.91 Bil | ||
| iShares Russell Mid-Cap Growth ETF
IWP
| Mid-Cap Growth | 14.68% | −0.46% | 9.47% | 0.230% | 14.21 Bil | ||
| iShares Russell Mid-Cap ETF
IWR
| Mid-Cap Blend | 12.12% | 1.80% | 9.04% | 0.190% | 33.46 Bil | ||
| iShares Russell 2500 ETF
SMMD
| Small Blend | 9.71% | −0.58% | 8.17% | 0.150% | 883.27 Mil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 9.82% | −0.90% | 6.83% | 0.240% | 11.26 Bil | ||
| iShares Russell 2000 Small-Cap Idx K
BDBKX
| Small Blend | 9.26% | −2.70% | 6.92% | 0.070% | 2.72 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv P
BDBPX
| Small Blend | 8.98% | −2.98% | 6.60% | 0.370% | 2.72 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv A
MDSKX
| Small Blend | 8.94% | −2.99% | 6.59% | 0.370% | 2.72 Bil | ||
| iShares Russell 2000 Small-Cap Idx Instl
MASKX
| Small Blend | 9.24% | −2.73% | 6.87% | 0.120% | 2.72 Bil | ||
| iShares Russell 2000 Growth ETF
IWO
| Small Growth | 8.26% | −5.07% | 6.00% | 0.240% | 10.94 Bil | ||
| iShares Russell 2000 ETF
IWM
| Small Blend | 9.16% | −2.84% | 6.78% | 0.190% | 59.39 Bil |