U.S. Small Cap Growth ETF Rankings

by: MyPlanIQ

We are working our way through the US Equity ETFs, ranking each sub-class to derive a set of top performing ETFs that we will then use to build a plan of ETFs and measure the performance.

We have completed Large, Mid Cap and Small Cap Blend ETFs and this article covers Small Cap Growth. We rank and determine a cutoff based on trading volume for liquidity and lowtrading friction, then rank them based on their returns and assign a score.

We start with a full list of small cap blend ETFs:




iShares Russell 2000 Growth In


Vanguard Small Cap Growth ETF


iShares S&P SmallCap 600 Growt


SPDR S&P 600 Small Cap Growth


iShares Morningstar Small Grow


PowerShares Dynamic Small Cap


Rydex S&P SmallCap 600 Pure Gr


Vanguard S&P Small-Cap 600 Gr


Vanguard Russell 2000 Growth I

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We now apply trading volume data for us to be able to reduce the number of ETFs that we examine. As with the other ETFs, we apply a minimum trading volume to maximize liquidity and minimize trading friction. In this case, there is a cliff around 200,000 and above, and then it drops down to around 20,000.

We are then left with three alternatives:

5 Yr AR%
3yr AR%
1yr AR%
Vanguard Small Cap Growth ETF
iShares Russell 2000 Growth
iShares S&P SmallCap 600 Growth
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We selected VBK and IWO, although IJT comes close.

We can review the performance of blend and growth ETFs to see their relative merits.

Click to enlargeWe have one more sub-class to analyze and then we will be able to create a set of ETFs for the US equity sub class.

Disclosure: I am long IJR, IWO. MyPlanIQ does not have any business relationship with the company, or companies, providing the ETFs mentioned in this article.