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 62.24 773 M -9.3% 41%   8% -44%
Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ NASDAQ US Market MidCap/SmallCap USD 110.81 1.7 B -12.2% 41%   7% -43%
Invesco Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market MidCap USD 49.75 25 M 0.0% 0%   0% 0%
Invesco Zacks Mid-Cap Core ETF CZA NYSEARCA Global Markets Multi-Factors USD 61.59 303 M -14.0% 42%   7% -46%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 185.98 692 M -4.1% 41%   8% -41%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 142.41 40 B -7.6% 39%   8% -41%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market MidCap USD 177.47 47 B -7.8% 41%   8% -42%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 27.34 542 M -7.3% 16%   1% -16%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 52.74 6.3 B -7.3% 38%   7% -42%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 26.33 1.6 B -13.0% 42%   8% -43%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 323.92 17 B -8.0% 40%   8% -42%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 119.02 7.6 B 0.5% 38%   8% -42%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 165.01 28 B -1.1% 36%   7% -40%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 114.68 1.4 B -7.5% 40%   8% -41%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 120.11 879 M -7.8% 41%   8% -42%