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 | 10.92% | −0.44% | — | 0.120% | 73.88 Mil | ||
| iShares® ESG Screened S&P Mid-Cap ETF
XJH
| Mid-Cap Blend | 14.73% | 3.56% | — | 0.120% | 199.56 Mil | ||
| iShares US Small Cap Value Factor ETF
SVAL
| Small Value | 13.72% | 0.80% | — | 0.200% | 70.18 Mil | ||
| iShares U.S. Small-Cap Eq Fac ETF
SMLF
| Small Blend | 17.20% | 5.14% | 10.19% | 0.150% | 1.07 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 5.82% | −0.96% | 7.19% | 0.180% | 6.46 Bil | ||
| iShares S&P Small-Cap 600 Growth ETF
IJT
| Small Growth | 15.02% | −0.06% | 8.12% | 0.180% | 5.84 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 9.93% | 4.47% | 9.35% | 0.180% | 7.37 Bil | ||
| iShares S&P Mid-Cap 400 Growth ETF
IJK
| Mid-Cap Growth | 21.03% | 3.84% | 10.31% | 0.170% | 9.50 Bil | ||
| iShares Russell Small/Mid-Cap Idx K
BSMKX
| Small Blend | 12.20% | −0.42% | 8.32% | 0.070% | 558.90 Mil | ||
| iShares Russell Small/Mid-Cap Idx Inv A
BSMAX
| Small Blend | 11.83% | −0.72% | 8.02% | 0.370% | 558.90 Mil | ||
| iShares Russell Small/Mid-Cap Idx Instl
BSMIX
| Small Blend | 12.15% | −0.47% | 8.27% | 0.120% | 558.90 Mil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 13.66% | 3.42% | 8.28% | 0.230% | 14.20 Bil | ||
| iShares Russell Mid-Cap Index K
BRMKX
| Mid-Cap Blend | 14.75% | 2.36% | 9.46% | 0.050% | 1.95 Bil | ||
| iShares Russell Mid-Cap Index Inv A
BRMAX
| Mid-Cap Blend | 14.42% | 2.03% | 9.14% | 0.370% | 1.95 Bil | ||
| iShares Russell Mid-Cap Index Instl
BRMIX
| Mid-Cap Blend | 14.74% | 2.32% | 9.43% | 0.100% | 1.95 Bil | ||
| iShares Russell Mid-Cap Growth ETF
IWP
| Mid-Cap Growth | 16.73% | −0.35% | 9.71% | 0.230% | 17.64 Bil | ||
| iShares Russell Mid-Cap ETF
IWR
| Mid-Cap Blend | 14.60% | 2.17% | 9.29% | 0.190% | 37.06 Bil | ||
| iShares Russell 2500 ETF
SMMD
| Small Blend | 12.25% | −0.38% | 8.34% | 0.150% | 947.55 Mil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 12.18% | −0.92% | 6.86% | 0.240% | 11.34 Bil | ||
| iShares Russell 2000 Small-Cap Idx K
BDBKX
| Small Blend | 11.86% | −2.69% | 6.98% | 0.070% | 2.75 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv P
BDBPX
| Small Blend | 11.53% | −2.99% | 6.66% | 0.370% | 2.75 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv A
MDSKX
| Small Blend | 11.53% | −2.98% | 6.65% | 0.370% | 2.75 Bil | ||
| iShares Russell 2000 Small-Cap Idx Instl
MASKX
| Small Blend | 11.80% | −2.75% | 6.92% | 0.120% | 2.75 Bil | ||
| iShares Russell 2000 Growth ETF
IWO
| Small Growth | 11.10% | −5.05% | 6.10% | 0.240% | 11.01 Bil | ||
| iShares Russell 2000 ETF
IWM
| Small Blend | 11.75% | −2.84% | 6.84% | 0.190% | 60.00 Bil |