The table below compares the performance and other essential indicators like dividend yield and expense ratio of 29 Mid Cap Blend Equities ETFs.
Mid Cap Blend Equities ETFs are exchange-traded funds that invest in a mix of mid-capitalization companies, combining both growth and value stocks. These ETFs aim to expose investors to a diversified portfolio of medium-sized companies that demonstrate a balance of potential capital appreciation and income generation.
Mid-cap companies typically have market capitalizations between $2 billion and $10 billion. Blend equities capture characteristics of both growth and value stocks, offering investors the advantage of diversification across different investment styles. Growth stocks are companies with higher potential for growth, while value stocks are undervalued and may be priced lower than their intrinsic value.
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 400 US Mid Cap UCITS ETF | Mid Cap Blend Equities | Jan 30, 2012 | 0.30% | 4.39% | — | 0.00% | ||||||||
| SPDR S&P 400 US Mid Cap UCITS ETF | Mid Cap Blend Equities | Jan 30, 2012 | 0.30% | 5.59% | 12.49% | 0.00% | ||||||||
| Timothy Plan Us Large/Mid Cap Core Enhanced ETF | Mid Cap Blend Equities | Jul 28, 2021 | 0.52% | 5.41% | — | 1.35% | ||||||||
| Natixis Vaughan Nelson Mid Cap ETF | Mid Cap Blend Equities, Actively Managed | Sep 17, 2020 | 0.85% | 6.88% | — | 1.03% | ||||||||
| Vanguard Mid-Cap Value ETF | Mid Cap Blend Equities | Aug 17, 2006 | 0.07% | 4.15% | 8.60% | 2.22% | ||||||||
| Vanguard Mid-Cap Growth ETF | Mid Cap Blend Equities | Aug 17, 2006 | 0.07% | 2.71% | 10.52% | 0.71% | ||||||||
| iShares ESG Screened S&P Mid-Cap ETF | Mid Cap Blend Equities | Sep 22, 2020 | 0.12% | 3.15% | — | 1.26% | ||||||||
| iShares S&P U.S. Mid-Cap Index ETF | Mid Cap Blend Equities | Aug 4, 2015 | 0.16% | 7.24% | — | 1.09% | ||||||||
| Invesco S&P MidCap Quality ETF | Mid Cap Blend Equities | Dec 1, 2006 | 0.25% | 17.74% | 12.72% | 0.61% |
Risk vs. Return Scatterplot
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