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The Best Mid Cap Blend Equities ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.

Number of ETFs
87
Avg. Expense Ratio
0.46%
Avg. Dividend Yield
0.90%
Avg. 1 Year Return
23.51%
Median Risk/Return Score
56 / 100
The Best Mid Cap Blend Equities ETFs

87 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Alpha Blue Capital US Small-Mid Cap Dynamic ETFMid Cap Blend EquitiesDec 18, 20230.27%
8.32%
1.24%
44
First Trust Active Factor Mid Cap ETFMid Cap Blend EquitiesDec 3, 20190.65%
17.32%
0.77%
74
Avantis U.S. Mid Cap Equity ETFMid Cap Blend EquitiesNov 7, 20230.20%
12.08%
1.22%
62
ALPS Barron's 400 ETFMid Cap Blend EquitiesJun 4, 20130.65%
11.60%
12.73%
0.53%
56
Invesco Bloomberg MVP Multi-factor ETFMid Cap Blend EquitiesMay 1, 20030.29%
7.15%
9.61%
1.66%
38
Pacer US Cash Cows Growth ETFMid Cap Blend EquitiesMay 2, 20190.60%
6.91%
0.22%
53
Carbon Collective Climate Solutions U.S. Equity ET...Mid Cap Blend EquitiesSep 19, 20220.35%
13.00%
0.56%
41
Capital Group U.S. Small and Mid Cap ETFMid Cap Blend EquitiesJan 14, 20250.51%
10.09%
0.36%
47
Counterpoint Quantitative Equity ETFMid Cap Blend EquitiesNov 28, 20230.75%
25.84%
0.71%
84
Invesco S&P Spin-Off ETFMid Cap Blend EquitiesDec 15, 20060.65%
41.25%
14.42%
0.11%
93
Castellan Targeted Equity ETFMid Cap Blend EquitiesJun 18, 20250.45%
31.09%
0.06%
Calvert US Mid-Cap Core Responsible Index ETFMid Cap Blend EquitiesJan 30, 20230.15%
15.12%
1.17%
62
Invesco Zacks Mid-Cap ETFMid Cap Blend EquitiesApr 2, 20070.69%
8.00%
10.43%
1.44%
40
Xtrackers Russell US Multifactor ETFMid Cap Blend Equities, Multi-factorNov 24, 20150.17%
11.87%
11.45%
1.44%
65
GMO Domestic Resilience ETFMid Cap Blend EquitiesSep 30, 20250.50%
20.43%
0.30%
Harbor Mid Cap Core ETFMid Cap Blend EquitiesMay 1, 20250.88%
14.38%
1.56%
65
iShares MSCI Peru ETFMid Cap Blend EquitiesJun 19, 20090.59%
18.51%
14.80%
1.38%
83
Invesco Russell 1000 Equal Weight ETFMid Cap Blend EquitiesDec 23, 20140.20%
12.56%
10.80%
1.64%
73
Amplify Etho Climate Leadership U.S. ETFMid Cap Blend Equities, ESGNov 18, 20150.45%
16.89%
0.73%
72
iShares MSCI USA Equal Weighted ETFMid Cap Blend EquitiesMay 5, 20100.09%
9.25%
11.71%
1.52%
53

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Best Mid Cap Blend Equities ETFs by Risk/Return Score

The top Mid Cap Blend Equities ETFs by PortfoliosLab Risk/Return Score are CSD (93) and OPTZ (92). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Invesco S&P Spin-Off ETF
93
197.17MDec 2006
Optimize Strategy Index ETF
92
239.89MApr 2024
Pacer US Export Leaders ETF
85
49.65MJul 2018
Counterpoint Quantitative Equity ETF
84
337.98MNov 2023
iShares MSCI Peru ETF
83
482.48MJun 2009

Best-Performing Mid Cap Blend Equities ETFs Over 5 Years

The top Mid Cap Blend Equities ETFs is EPU (27.61%). Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 23.51% and an average 5-year return of 8.58%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
iShares MSCI Peru ETF
27.61%
482.48MJun 2009
Invesco S&P Spin-Off ETF
16.82%
197.17MDec 2006
Vanguard U.S. Momentum Factor ETF
13.58%
1.60BFeb 2018
Pacer US Export Leaders ETF
12.27%
49.65MJul 2018
Pacer US Cash Cows Growth ETF
10.61%
129.91MMay 2019

Lowest-Cost Mid Cap Blend Equities ETFs

The top Mid Cap Blend Equities ETFs is VO (0.03%). With an average expense ratio of 0.46%, Mid Cap Blend Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Vanguard Mid-Cap ETF0.03%213.90BJan 2004
iShares Morningstar Mid-Cap ETF0.04%1.57BJun 2004
Schwab US Mid-Cap ETF0.04%14.39BJan 2011
SPDR Portfolio S&P 400 Mid Cap ETF0.05%17.74BNov 2005
iShares Core S&P Mid-Cap ETF0.05%118.50BMay 2000

Highest-Yield Mid Cap Blend Equities ETFs

The top Mid Cap Blend Equities ETFs is SIXL (2.22%). Across the lineup, Mid Cap Blend Equities ETFs show an average dividend yield of 0.90%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
ETC 6 Meridian Low Beta Equity Strategy ETF2.22%185.97MMay 2020
Vanguard U.S. Minimum Volatility ETF1.94%421.80MFeb 2018
JPMorgan Diversified Return US Mid Cap Equity ETF1.80%442.35MMay 2016
Formidable ETF1.78%21.81MApr 2021
Invesco Bloomberg MVP Multi-factor ETF1.66%101.46MMay 2003

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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