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 | 8.94% | 0.32% | — | 0.120% | 71.33 Mil | ||
| iShares® ESG Screened S&P Mid-Cap ETF
XJH
| Mid-Cap Blend | 14.56% | 4.72% | — | 0.120% | 197.01 Mil | ||
| iShares US Small Cap Value Factor ETF
SVAL
| Small Value | 9.01% | 0.70% | — | 0.200% | 68.15 Mil | ||
| iShares U.S. Small-Cap Eq Fac ETF
SMLF
| Small Blend | 15.96% | 6.45% | 10.27% | 0.150% | 1.05 Bil | ||
| iShares S&P Small-Cap 600 Value ETF
IJS
| Small Value | 3.76% | −0.47% | 7.40% | 0.180% | 6.43 Bil | ||
| iShares S&P Small-Cap 600 Growth ETF
IJT
| Small Growth | 13.16% | 0.98% | 8.29% | 0.180% | 5.78 Bil | ||
| iShares S&P Mid-Cap 400 Value ETF
IJJ
| Mid-Cap Value | 8.76% | 5.22% | 9.62% | 0.180% | 7.32 Bil | ||
| iShares S&P Mid-Cap 400 Growth ETF
IJK
| Mid-Cap Growth | 21.61% | 5.36% | 10.58% | 0.170% | 9.51 Bil | ||
| iShares Russell Small/Mid-Cap Idx K
BSMKX
| Small Blend | 11.15% | 0.58% | 8.50% | 0.070% | 554.29 Mil | ||
| iShares Russell Small/Mid-Cap Idx Inv A
BSMAX
| Small Blend | 10.84% | 0.30% | 8.19% | 0.370% | 554.29 Mil | ||
| iShares Russell Small/Mid-Cap Idx Instl
BSMIX
| Small Blend | 11.10% | 0.53% | 8.45% | 0.120% | 554.29 Mil | ||
| iShares Russell Mid-Cap Value ETF
IWS
| Mid-Cap Value | 13.44% | 4.54% | 8.58% | 0.230% | 12.46 Bil | ||
| iShares Russell Mid-Cap Index K
BRMKX
| Mid-Cap Blend | 14.64% | 3.58% | 9.72% | 0.050% | 1.94 Bil | ||
| iShares Russell Mid-Cap Index Inv A
BRMAX
| Mid-Cap Blend | 14.31% | 3.28% | 9.40% | 0.370% | 1.94 Bil | ||
| iShares Russell Mid-Cap Index Instl
BRMIX
| Mid-Cap Blend | 14.62% | 3.54% | 9.68% | 0.100% | 1.94 Bil | ||
| iShares Russell Mid-Cap Growth ETF
IWP
| Mid-Cap Growth | 16.64% | 1.06% | 9.91% | 0.230% | 14.13 Bil | ||
| iShares Russell Mid-Cap ETF
IWR
| Mid-Cap Blend | 14.45% | 3.40% | 9.55% | 0.190% | 33.60 Bil | ||
| iShares Russell 2500 ETF
SMMD
| Small Blend | 11.28% | 0.65% | 8.51% | 0.150% | 1.08 Bil | ||
| iShares Russell 2000 Value ETF
IWN
| Small Value | 9.03% | −0.56% | 6.76% | 0.240% | 11.11 Bil | ||
| iShares Russell 2000 Small-Cap Idx K
BDBKX
| Small Blend | 9.55% | −1.86% | 6.97% | 0.070% | 2.70 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv P
BDBPX
| Small Blend | 9.26% | −2.14% | 6.65% | 0.370% | 2.70 Bil | ||
| iShares Russell 2000 Small-Cap Idx Inv A
MDSKX
| Small Blend | 9.22% | −2.16% | 6.64% | 0.370% | 2.70 Bil | ||
| iShares Russell 2000 Small-Cap Idx Instl
MASKX
| Small Blend | 9.48% | −1.91% | 6.91% | 0.120% | 2.70 Bil | ||
| iShares Russell 2000 Growth ETF
IWO
| Small Growth | 9.53% | −3.79% | 6.18% | 0.240% | 10.91 Bil | ||
| iShares Russell 2000 ETF
IWM
| Small Blend | 9.44% | −2.01% | 6.83% | 0.190% | 59.57 Bil |