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. Vol. Contrib. MDD
 
First Trust Mid Cap Core AlphaDEX Fund FNX NASDAQ US Market MidCap Factors USD 67.80 787 M 1.9% 17%   7% -26%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market Mid Cap USD 188.39 773 M 2.9% 15%   6% -21%
iShares Russell 2000 ETF IWM NYSEARCA US Market Small Cap USD 155.75 42 B 0.5% 18%   7% -27%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market Mid Cap USD 191.24 45 B 0.7% 16%   6% -24%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market Mid Cap USD 30.90 489 M -0.9% 10%   3% -9%
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio PRFZ NASDAQ US Market Small Cap Factors USD 129.75 1.9 B -1.2% 17%   7% -27%
PowerShares Russell 2000 Equal Weight Portfolio EQWS NYSEARCA US Market Small Cap USD 43.00 24 M 1.2% 18%   6% -27%
PowerShares Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market Mid Cap USD 49.33 24 M 5.2% 15%   5% -22%
PowerShares Zacks Mid-Cap Core ETF CZA NYSEARCA US Market Mid Cap USD 68.35 266 M 5.3% 14%   6% -19%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market Mid Cap USD 55.77 4.6 B 4.5% 16%   7% -23%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market Small Cap USD 30.66 1.1 B 0.5% 17%   7% -27%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market Mid Cap USD 347.37 20 B 0.0% 16%   6% -24%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & Mid Cap USD 116.79 6.1 B 3.3% 17%   7% -25%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market Mid Cap USD 160.60 23 B 3.2% 16%   7% -22%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market Small Cap USD 125.01 1.4 B 0.5% 18%   7% -27%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market Mid Cap USD 128.89 852 M 1.0% 16%   6% -24%