Broad Market

Mid Cap ETFs

Big enough to be profitable, small enough to grow. Mid caps have historically matched small-cap returns with less drawdown, yet get skipped by investors who only own an S&P 500 fund plus a small-cap sleeve.

Theme performance

Equal-weighted across every fund in this objective

1Y: +10.2%
5Y ann.: +11.5%
10Y ann.: —
All-time ann.: —

Sort5 funds

IJH

iShares Core S&P Mid-Cap ETF

iShares

The standard S&P MidCap 400 exposure at a low fee.

Fee: 0.05%
AUM: $96.4B
Yield: 1.4%

1Y: +9.1%
5Y ann.: +11.4%
10Y ann.: —
Max ann.: —

Vanguard Mid-Cap ETF

Vanguard

Broader mid-cap definition than the S&P 400, with the lowest fee in the group.

Fee: 0.04%
AUM: $84.1B
Yield: 1.3%

1Y: +10.4%
5Y ann.: +11.9%
10Y ann.: —
Max ann.: —

Vanguard Small-Cap ETF

Vanguard

Broader and cheaper than IWM, with a mid-cap tilt that has helped returns.

Fee: 0.05%
AUM: $62.1B
Yield: 1.4%

1Y: +12.9%
5Y ann.: +11.8%
10Y ann.: —
Max ann.: —

IWR

iShares Russell Mid-Cap ETF

iShares

Russell mid-cap coverage, which reaches further down the cap scale than the S&P version.

Fee: 0.19%
AUM: $41.4B
Yield: 1.3%

1Y: +9.9%
5Y ann.: +11.4%
10Y ann.: —
Max ann.: —

MDY

SPDR S&P MidCap 400 ETF Trust

SPDR

The original mid-cap fund, structured as a unit trust with a higher fee than IJH.

Fee: 0.24%
AUM: $22.6B
Yield: 1.2%

1Y: +8.9%
5Y ann.: +11.1%
10Y ann.: —
Max ann.: —