Year-to-Date Weekly Chart

Mid-Cap Growth vs. Value Stocks Investment Style

JKH vs JKI

Mstar Mid-Cap Growth Ishares ETF vs Mstar Mid-Cap Value Ishares ETF

Overview

We use ETFs to illustrate a lot of market activity here on Stavera. The reason that we do that is because it's very easy for an individual to change strategic investment weightings by buying and selling sector or some other style of ETF. It's nearly impossible for an individual to purchase a propertly weighted group of stocks on their own that would represent a sector or investment style.

We provide several key comparisons, like this one, to illustrate the difference between two investment styles. In this comparison we are comparing Mid-Cap Growth vs. Value Stocks by using these two ETFs:

  • JKH: Mstar Mid-Cap Growth Ishares ETF
  • JKI: Mstar Mid-Cap Value Ishares ETF

Large Cap Growth

First, let us look at the performance over the last year of JKH - Mstar Mid-Cap Growth Ishares ETF. The closing price on 2020-02-28 was $250.58 and the most recent closing price on 2021-03-05 the closing price was $366.01, for a total return of 46.1%.

A month ago, the price was at $366.01, for a total return of -10.7%.

Large Cap Value

Let's compare the performance to the performance of JKI - Mstar Mid-Cap Value Ishares ETF. The closing price on 2020-02-28 was $142.35 and the most recent closing price on 2021-03-05 the closing price was $179.84, for a total return of 26.3%.

An investment a year ago in JKH would have yielded a 19.7% better return over the last year as compared to investing in JKI.

A month ago, the price of $JKI was at $166.23, for a total return of 7.6%. This was 18.2% better than JKH. Investing in JKH a year ago would have generated a better return than an investment in JKI but the performance in the latest month indicates that an investment a month ago in JKI would have been better than one in JKH.


Weekly Returns of JKH and JKI
The table below illustrates the weekly closing price of these ETFs and weekly return over the last month for each:
DescriptionJKH CloseReturnJKI CloseReturn
Month Ago405.10 166.23 
3 Wks Ago417.713.11%169.451.94%
2 Wks Ago411.88-1.40%172.641.88%
1 Wks Ago388.66-5.64%172.58-0.03%
Latest Wk366.01-5.83%179.844.21%


The return over the last month for JKH (Mid Cap Growth) is -9.6%.
The return over the last month for JKI (Mid Cap Value) is 8.2%.

The Mid-Cap style contains the companies with a market value of betwee than $2 Billion and $10 Billion. A growth stock is considered to be a stock that will grow in price and value than other companies in its industry, where a value stock has solid fundamentals and is priced below competitors based on an analysis of P/E ratios, yields and other metrics.




About the Writer

This page was created and is maintained by Kurt Tietjen, Founder of Stavera, High Peak Media & HomeGearWorks.com. Kurt is an executive, data scientist and software engineer who holds an MBA in Management Information Systems. In 2010, he partnered with scientists at Northwestern University to launch The Street Wire. This was one of the first mainstream uses of what would become “Narrative Science”, an artificial intelligence platform specializing in natural language generation. You can contact Kurt on LinkedIn here.