IMCG, a passively managed ETF tracking mid-cap growth stocks, offers broad exposure to the mid-cap growth segment with low costs (0.06% expense ratio) and strong year-to-date performance of 17.88%. The fund holds 263 companies with top holdings including Snowflake, Fortinet, and Cloudflare, and received a Zacks ETF Rank of 2 (Buy). Comparable alternatives include IWP and VOT with similar strategies but larger asset bases.
IWPETF
iShares Russell Mid-Cap Growth ETF · NYSE ARCA
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5 latestFirst Trust Mid Cap Growth AlphaDEX ETF (FNY) offers exposure to mid-cap growth stocks with $546.86 million in assets. The fund has a 0.73% expense ratio, which is relatively high compared to competitors, and has returned 5.2% year-to-date and 3.41% over the past year.
It carries a Zacks ETF Rank of 3 (Hold) and is considered a medium-risk option with 226 holdings. Cheaper alternatives like Vanguard Morningstar Mid-Cap Growth ETF (VOT) and iShares Russell Mid-Cap Growth ETF (IWP) offer similar exposure with lower expense ratios.
MDYG, a passively managed mid-cap growth ETF with $2.81 billion in assets, offers low-cost exposure to mid-cap growth stocks with a 0.15% expense ratio. The fund has returned 13.11% year-to-date and 14.87% over the past year, with a medium risk profile (beta of 1.06). It holds a Zacks ETF Rank of 2 (Buy) and is recommended as an excellent option for mid-cap growth investors, though alternatives like VOT and IWP offer comparable exposure.
The iShares Russell Mid-Cap Growth ETF (IWP) is a passively managed fund with $19.74 billion in assets offering broad exposure to mid-cap growth stocks. With a low expense ratio of 0.23%, strong diversification across 270 holdings, and a Zacks ETF Rank of 2 (Buy), it presents a balanced option for long-term investors seeking mid-cap growth exposure. The fund has gained 3.16% year-to-date but is down 1.89% over the past year.
The First Trust Mid Cap Growth AlphaDEX ETF (FNY) is reviewed as a reasonable smart beta option for mid-cap growth investors, with $574.27 million in assets and a 0.73% expense ratio. However, it underperforms cheaper alternatives like Vanguard Morningstar Mid-Cap Growth ETF (VOT) at 0.05% and iShares Russell Mid-Cap Growth ETF (IWP) at 0.23%. FNY has returned 10.52% year-to-date and 8.14% over 12 months with a beta of 1.20, making it a medium-risk choice.
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