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.

Mid Cap Blend Equities

The Castellan Targeted Equity ETF seeks capital appreciation by investing in a concentrated portfolio of up to 50 U.S. equity securities selected through a proprietary methodology combining value, momentum, and earnings factors with both quantitative screening and qualitative analysis.

Cboe US

CTEF

NYSEArca

Invesco S&P Spin-Off ETF tracks the S&P U.S. Spin-Off Index, investing in U.S. equities that have been spun off from their parent companies within the last four years. The fund provides exposure to mostly large- and mid-cap spin-off companies.

The Fund invests in individual stocks selected through quantitative models and artificial intelligence to achieve capital appreciation by targeting high-ranking stocks with exposure to multiple factors. It employs multiple machine learning models to dynamically adjust factor exposures in response to changing market conditions.

Symbol	Name	Sharpe Ratio (1Y)	Sharpe Ratio (5Y)	Sharpe Ratio (10Y)	Risk / Return Rank
CTEF	Castellan Targeted Equity ETF	2.76	—	—	92
EPU	iShares MSCI Peru ETF	2.51	1.19	0.57	83
CSD	Invesco S&P Spin-Off ETF	2.38	0.75	0.54	89
CPAI	Counterpoint Quantitative Equity ETF	2.11	—	—	83
OPTZ	Optimize Strategy Index ETF	2.03	—	—	82

Top Mid Cap Blend Equities ETFs by Sharpe Ratio

Top Mid Cap Blend Equities ETFs by Sharpe Ratio