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 70.36 877 M 12.6% 18%   8% -19%
iShares Morningstar Mid-Cap ETF JKG NYSEARCA US Market MidCap USD 205.57 772 M 18.2% 15%   7% -16%
iShares Russell 2000 ETF IWM NYSEARCA US Market SmallCap USD 158.51 45 B 8.4% 18%   8% -18%
iShares S&P Midcap 400 Index Fund IJH NYSEARCA US Market MidCap USD 199.52 52 B 10.9% 17%   7% -17%
Pacer Trendpilot US Mid Cap ETF PTMC BATS US Market MidCap USD 30.07 622 M -2.3% 12%   3% -11%
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio PRFZ NASDAQ US Market SmallCap Factors USD 132.05 1.9 B 6.0% 18%   7% -18%
PowerShares Russell Midcap Equal Weight Portfolio EQWM NYSEARCA US Market MidCap USD 49.75 25 M 9.0% 13%   4% -16%
PowerShares Zacks Mid-Cap Core ETF CZA NYSEARCA US Market MidCap USD 75.50 299 M 18.2% 14%   6% -15%
Schwab U.S. Mid-Cap ETF SCHM NYSEARCA US Market MidCap USD 58.77 6.6 B 14.5% 16%   7% -17%
SPDR Portfolio Small Cap ETF SPSM NYSEARCA US Market SmallCap USD 31.32 1.5 B 8.7% 18%   7% -19%
SPDR S&P Midcap 400 ETF Trust MDY NYSEARCA US Market MidCap USD 363.82 19 B 10.7% 17%   7% -17%
Vanguard Extended Market ETF VXF NYSEARCA US Market Small & MidCap USD 122.21 7.7 B 14.1% 17%   8% -18%
Vanguard Mid-Cap Index Fund VO NYSEARCA US Market MidCap USD 173.44 29 B 17.8% 15%   7% -17%
Vanguard Russell 2000 ETF VTWO NASDAQ US Market SmallCap USD 127.50 1.5 B 8.6% 18%   7% -18%
Vanguard S&P Mid-Cap 400 ETF IVOO NYSEARCA US Market MidCap USD 134.82 981 M 10.9% 17%   7% -18%