December 5, 2014

Top Mid Cap Growth ETFs 2014

Mid cap growth ETFs invest most of assets in stocks of U.S. medium sized companies with high potential growth. These ETFs may provide little to no dividend income for investors. ETFs are traded like stocks and can provide better tax strategies for investors.

Mid Growth Funds

These top performers are sorted based on its 1 year total return performance (up to November 27, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.


Top performing mid cap growth ETFs 2014 are:
    Top Mid Cap Growth ETFs
  1. Vanguard Mid-Cap Growth ETF (VOT)
  2. PowerShares DWA Momentum ETF (PDP)
  3. iShares Russell Mid-Cap Growth (IWP)
  4. iShares Morningstar Mid-Cap Growth (JKH)
  5. RevenueShares NavellierOverall A-100 ETF (RWV)
  6. PowerShares Fundamental Pure Mid Growth ETF (PXMG)
  7. iShares S&P Mid-Cap 400 Growth (IJK)
  8. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
  9. First Trust Multi Cap Gr AlphaDEX ETF (FAD)
  10. SPDR® S&P 400 Mid Cap Growth ETF (MDYG)
  11. Barron's 400 ETF (BFOR)
  12. First Trust Mid Cap Growth AlphaDEX ETF (FNY)
  13. PowerShares DWA NASDAQ Momentum ETF (DWAQ)
  14. Guggenheim S&P MidCap 400 Pure Growth ETF (RFG)

Vanguard Mid-Cap Growth ETF

Vanguard Mid-Cap Growth ETF is one of the lowest cost mid cap growth ETFs in this list. With expense fee of 0.09%, it has $2.68 billion of assets. The current dividend yield is 0.55%. Morningstar has ranked this top stocks mutual fund with 4 stars rating.

More: Best Performing Mid Cap Growth Mutual Funds

This mid cap growth ETF has returned 22.94% over the past 3 year and 18.00% over the past 5 year. Top 5 equities are Vertex Pharmaceuticals Inc, Health Care REIT, Inc., Avago Technologies Ltd, Moody's Corporation, and AvalonBay Communities Inc. Top 3 sectors are consumer cyclical, technology, and industrials.

PowerShares DWA Momentum ETF

PowerShares DWA Momentum ETF utilizes its assets to purchase in stocks that comprise the Index, Dorsey Wright Technical Leaders Index. This index consists of 100 stocks from US companies from a broad mid- and large-capitalization universe. The current dividend yield is 0.22%. The total assets are $1.59 billion. Its expense fee is 0.65% per year.

More: Best iShares Exchange Traded Funds

Morningstar ranks this best mid cap growth fund with 5 star rating. This equity fund has 3 year annualized return of 23.08%. In 2014, the year-to-date return is 14.04%. Top 2 sectors are consumer cyclical, and industrials. Top 3 stocks are Apple Inc, Jazz Pharmaceuticals Plc, and O’Reilly Automotive Inc.

iShares Russell Mid-Cap Growth ETF

Ranked with 4 stars rating, iShares Russell Mid-Cap Growth ETF has assets of $5.62 billion. The expense ratio fee is 0.25%. The 52 week price range of this ETF is $80.04-$94.15. This index ETF utilizes its assets to buy mid-capitalization U.S. equities that exhibit growth characteristics.

This top mid cap growth ETF has year-to-date return of 12.13% in 2014. Top 3 stocks are Kroger Co, Crown Castle International Corp, and Vertex Pharmaceuticals Inc. Top 2 sectors are consumer cyclical, industrials, and technology.

ETF Performance


NoETF NameSymbolExpense Ratio (%)1-Year Return %
1Vanguard Mid-Cap Growth ETFVOT0.0917.66
2PowerShares DWA Momentum ETFPDP0.6417.45
3iShares Russell Mid-Cap GrowthIWP0.2515.75
4iShares Morningstar Mid-Cap GrowthJKH0.315.32
5RevenueShares NavellierOverall A-100 ETFRWV0.614.96
6PowerShares Fundamental Pure Mid Gr ETFPXMG0.3913.84
7iShares S&P Mid-Cap 400 GrowthIJK0.2511.33
8Vanguard S&P Mid-Cap 400 Growth ETFIVOG0.211.32
9First Trust Multi Cap Gr AlphaDEX® ETFFAD0.711.25
10SPDR® S&P 400 Mid Cap Growth ETFMDYG0.2510.89
11Barron's 400 ETFBFOR0.659.42
12First Trust Mid Cap Growth AlphaDEX® ETFFNY0.78.8
13PowerShares DWA NASDAQ Momentum ETFDWAQ0.67.16
14Guggenheim S&P MidCap 400® Pure Gr ETFRFG0.355.76

No comments:

Post a Comment

The Importance of Diversification in Investing

Diversification is a key principle in investing, and it's especially important in today's uncertain economic climate. By spreading y...