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. Momentum Vol. Risk Contrib. MDD
 
First Trust Mid Cap Core AlphaDEX Fund FNX NASDAQ US Market MidCap Factors USD 97.03 773 M 72.5% Neutral 24%   8% -13%
Invesco FTSE RAFI™ US 1500 Small-Mid ETF PRFZ NASDAQ US Market MidCap/SmallCap USD 181.27 1.7 B 81.6% Neutral 26%   9% -14%
Invesco Zacks Mid-Cap Core ETF CZA NYSEARCA Global Markets Multi-Factors USD 89.76 303 M 60.1% Weak Up 20%   6% -12%
iShares Core S&P Mid-Cap ETF IJH NYSEARCA US Market MidCap USD 268.59 47 B 64.0% Neutral 22%   7% -12%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 251.08 692 M 47.8% Neutral 18%   5% -11%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 219.64 40 B 70.1% Neutral 26%   8% -10%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 35.39 542 M 25.0% Neutral 16%   4% -9%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 76.60 6.3 B 59.3% Neutral 21%   7% -11%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 42.97 1.6 B 81.0% Neutral 27%   9% -9%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 490.54 17 B 64.3% Neutral 22%   7% -12%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 177.00 7.6 B 66.9% Neutral 23%   7% -8%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 227.92 28 B 51.0% Neutral 18%   6% -9%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 88.69 1.4 B 71.9% Neutral 26%   8% -9%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 181.80 879 M 64.2% Neutral 22%   7% -11%