US Small & Mid Cap ETFs

US Small & Mid Cap  ETFs
  • Pininvest Analysis

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

US Small & Mid Cap ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
First Trust Mid Cap Core AlphaDEX Fund FNX NASDAQ US Market MidCap Factors USD 73.58 907 M 16.0% 15%   8% -9%
Invesco FTSE RAFI US 1500 Small-Mid Portfolio PRFZ NASDAQ US Market SmallCap Factors USD 138.57 2.0 B 12.6% 15%   7% -11%
Invesco Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market MidCap USD 49.75 25 M 6.5% 8%   2% -9%
Invesco Zacks Mid-Cap Core ETF CZA NYSEARCA US Market MidCap USD 78.33 324 M 25.9% 12%   6% -7%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 215.04 806 M 24.5% 12%   6% -7%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 169.07 47 B 16.2% 15%   8% -10%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market MidCap USD 209.15 54 B 17.1% 14%   7% -9%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 31.19 625 M 1.1% 12%   5% -11%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 61.62 7.1 B 19.4% 13%   7% -7%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 33.28 1.7 B 16.0% 15%   8% -9%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 381.45 19 B 16.8% 14%   7% -9%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 129.65 8.4 B 19.9% 14%   7% -8%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 183.55 30 B 24.3% 12%   6% -6%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 135.67 1.6 B 16.2% 15%   8% -10%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 141.19 1.0 B 17.1% 14%   7% -9%