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 48.08 773 M -26.9% 34%   7% -44%
Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ NASDAQ US Market MidCap/SmallCap USD 88.21 1.7 B -29.3% 33%   7% -43%
Invesco Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market MidCap USD 49.75 25 M 0.1% 6%   0% -9%
Invesco Zacks Mid-Cap Core ETF CZA NYSEARCA Global Markets Multi-Factors USD 52.98 303 M -20.6% 37%   8% -46%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 152.33 692 M -17.5% 36%   8% -41%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 112.56 40 B -25.1% 32%   7% -41%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market MidCap USD 141.81 47 B -23.3% 35%   8% -42%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 28.31 542 M -6.8% 15%   2% -14%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 42.05 6.3 B -22.4% 33%   7% -42%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 21.39 1.6 B -27.5% 34%   7% -43%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 258.94 17 B -23.5% 35%   8% -42%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 89.86 7.6 B -20.9% 33%   8% -42%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 131.19 28 B -16.6% 31%   8% -40%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 90.71 1.4 B -24.8% 33%   7% -41%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 95.78 879 M -23.5% 35%   8% -42%