US Small & Mid Cap ETFs

Benchmark Russell 2000 index funds of small-cap companies, and other small-cap based ETF trackers are compared with small-mid cap ETFs and pure mid-cap funds, in terms of performance and of volatility (risk exposure), relying on

Russell 2000
FTSE RAFI US 1500 Small-Mid Portfolio
S&P Midcap 400 ETF
Morningstar Mid-Cap
and other small-mid cap fund trackers

Offering clearly differentiated views on market trends, the funds should not be evaluated on past performance only

Our ETF US total market themes present a cross-sectional view of equity trends – in terms of market coverage, size and style. We hope to achieve a fair coverage of ETFs in each category, which is a work in progress

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

Name	Ticker	Category	SubCategory	Cur. Price	Performance	Momentum	Risk Rank
iShares Russell 2000 ETF	IWM	US Equity	SmallCap	277.90	16.0%	Weak Down	Average Risk
Vanguard Russell 2000 ETF	VTWO	US Equity	SmallCap	112.27	16.5%	Weak Down	Average Risk
SPDR® Portfolio S&P 600™ Small Cap ETF	SPSM	US Equity	SmallCap	53.42	20.9%	Weak Down	Average Risk
iShares Core S&P Mid-Cap ETF	IJH	US Equity	MidCap	73.16	16.1%	Weak Down	Below Average
Schwab U.S. Mid-Cap ETF	SCHM	US Equity	MidCap	34.51	19.0%	Neutral	Average Risk
SPDR® S&P MIDCAP 400® ETF Trust	MDY	US Equity	MidCap	667.30	15.5%	Weak Down	Below Average
Vanguard Mid-Cap ETF	VO	US Equity	MidCap	80.92	16.2%	Neutral	Low Risk
iShares Morningstar Mid-Cap ETF	IMCB	US Equity	MidCap	97.35	21.7%	Neutral	Below Average
Pacer Trendpilot® US Mid Cap ETF	PTMC	US Equity	MidCap	39.70	14.3%	Weak Down	Below Average
Vanguard S&P Mid-Cap 400 ETF	IVOO	US Equity	MidCap	123.82	15.7%	Weak Down	Below Average