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 66.11 876 M -2.2% 18%   8% -26%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market Mid Cap USD 186.68 672 M 2.8% 15%   7% -21%
iShares Russell 2000 ETF IWM NYSEARCA US Market Small Cap USD 150.79 41 B -5.6% 18%   8% -27%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market Mid Cap USD 186.44 48 B -2.8% 16%   7% -24%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market Mid Cap USD 29.30 715 M -7.3% 9%   2% -14%
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio PRFZ NASDAQ US Market Small Cap Factors USD 124.27 2.0 B -7.9% 17%   7% -27%
PowerShares Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market Mid Cap USD 48.10 24 M 0.5% 15%   6% -22%
PowerShares Zacks Mid-Cap Core ETF CZA NYSEARCA US Market Mid Cap USD 68.59 257 M 5.9% 13%   6% -19%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market Mid Cap USD 54.67 5.9 B 1.4% 16%   7% -23%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market Small Cap USD 29.67 1.3 B -5.3% 18%   7% -27%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market Mid Cap USD 339.95 19 B -2.9% 16%   7% -24%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & Mid Cap USD 114.32 6.7 B -0.8% 17%   8% -25%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market Mid Cap USD 160.14 25 B 3.1% 15%   7% -22%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market Small Cap USD 121.17 1.5 B -5.6% 18%   7% -27%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market Mid Cap USD 125.87 916 M -2.9% 16%   7% -24%