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 69.43 - -3.0% 19%   8% -25%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 200.09 720 M 6.1% 16%   7% -21%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 157.90 46 B -5.8% 20%   8% -26%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market MidCap USD 196.86 50 B -1.6% 18%   7% -24%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 29.55 649 M -11.0% 12%   3% -18%
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio PRFZ NASDAQ US Market SmallCap Factors USD 131.19 2.0 B -7.0% 19%   7% -26%
PowerShares Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market MidCap USD 49.75 25 M -2.1% 15%   5% -22%
PowerShares Zacks Mid-Cap Core ETF CZA NYSEARCA US Market MidCap USD 73.51 278 M 7.9% 15%   6% -19%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 57.55 6.4 B 0.2% 17%   7% -23%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 31.15 1.5 B -5.3% 19%   7% -27%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 358.92 20 B -1.7% 18%   7% -24%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 119.51 7.3 B -1.5% 19%   7% -25%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 169.24 27 B 4.4% 17%   7% -22%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 127.09 1.5 B -5.6% 20%   7% -26%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 133.15 957 M -1.5% 18%   7% -24%