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
- 88
- Avg. Expense Ratio
- 0.45%
- Avg. Dividend Yield
- 0.90%
- Avg. 1 Year Return
- 22.80%
- Median Risk/Return Score
- 57 / 100
The Best Mid Cap Blend Equities ETFs
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares S&P Mid-Cap ETF | Mid Cap Blend Equities | Oct 10, 2007 | — | 9.00% | 19.47% | 0.81% | 31 | ||||||||
| VanEck S&P/ASX MidCap ETF | Mid Cap Blend Equities | Oct 14, 2013 | — | -5.02% | 8.88% | 1.47% | 11 |
Best Mid Cap Blend Equities ETFs by Risk/Return Score
The top Mid Cap Blend Equities ETFs by PortfoliosLab Risk/Return Score are CTEF (93) and CSD (90).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | |
| Invesco S&P Spin-Off ETF | 90 | 226.12M | Dec 2006 | |
| Optimize Strategy Index ETF | 88 | 239.89M | Apr 2024 | |
| iShares MSCI Peru ETF | 86 | 536.81M | Jun 2009 | |
| Counterpoint Quantitative Equity ETF | 85 | 366.29M | Nov 2023 |
Best-Performing Mid Cap Blend Equities ETFs Over 5 Years
The top Mid Cap Blend Equities ETFs is EPU (30.49%).
Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 22.80% and an average 5-year return of 9.52%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 30.49% | 536.81M | Jun 2009 | |
| Invesco S&P Spin-Off ETF | 17.76% | 226.12M | Dec 2006 | |
| Vanguard U.S. Momentum Factor ETF | 14.61% | 1.70B | Feb 2018 | |
| Pacer US Export Leaders ETF | 12.69% | 52.24M | Jul 2018 | |
| First Trust Active Factor Mid Cap ETF | 11.51% | 173.20M | Dec 2019 |
Lowest-Cost Mid Cap Blend Equities ETFs
The top Mid Cap Blend Equities ETFs is SPMD (0.03%).
With an average expense ratio of 0.45%, Mid Cap Blend Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | |
| Vanguard Extended Market ETF | 0.05% | 93.70B | Dec 2001 |
Highest-Yield Mid Cap Blend Equities ETFs
The top Mid Cap Blend Equities ETFs is SIXL (2.21%).
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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 2.21% | 185.97M | May 2020 | |
| iShares MSCI Peru ETF | 1.97% | 536.81M | Jun 2009 | |
| Formidable ETF | 1.82% | 21.81M | Apr 2021 | |
| Vanguard U.S. Minimum Volatility ETF | 1.78% | 426.50M | Feb 2018 | |
| Invesco Dynamic Market ETF | 1.77% | 95.10M | May 2003 |
Top ETFs Categories
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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.
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5 Years