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
- 86
- Avg. Expense Ratio
- 0.46%
- Avg. Dividend Yield
- 0.92%
- Avg. 1 Year Return
- 22.14%
- Median Risk/Return Score
- 47 / 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 U.S. Mid-Cap Index ETF | Mid Cap Blend Equities | Aug 4, 2015 | 0.16% | 15.89% | 11.75% | 0.95% | 59 |
Best Mid Cap Blend Equities ETFs by Risk/Return Score
The top Mid Cap Blend Equities ETFs by PortfoliosLab Risk/Return Score are CSD (88) and OPTZ (88).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 88 | 193.13M | Dec 2006 | |
| Optimize Strategy Index ETF | 88 | 239.89M | Apr 2024 | |
| Pacer US Export Leaders ETF | 80 | 51.69M | Jul 2018 | |
| Counterpoint Quantitative Equity ETF | 73 | 319.02M | Nov 2023 | |
| Leuthold Select Industries ETF | 71 | 49.38M | Jan 2025 |
Best-Performing Mid Cap Blend Equities ETFs Over 5 Years
The top Mid Cap Blend Equities ETFs is EPU (22.72%).
Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 22.14% and an average 5-year return of 8.17%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 22.72% | 531.07M | Jun 2009 | |
| Invesco S&P Spin-Off ETF | 15.93% | 193.13M | Dec 2006 | |
| Vanguard U.S. Momentum Factor ETF | 12.96% | 1.60B | Feb 2018 | |
| Pacer US Export Leaders ETF | 12.03% | 51.69M | Jul 2018 | |
| Pacer US Cash Cows Growth ETF | 10.90% | 130.37M | May 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 213.90B | Jan 2004 | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.58B | Jun 2004 | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | 17.47B | Nov 2005 | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 119.17B | May 2000 | |
| Vanguard Extended Market ETF | 0.05% | 89.90B | Dec 2001 |
Highest-Yield Mid Cap Blend Equities ETFs
The top Mid Cap Blend Equities ETFs is SIXL (2.25%).
Across the lineup, Mid Cap Blend Equities ETFs show an average dividend yield of 0.92%, 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 | 2.25% | 185.97M | May 2020 | |
| Vanguard U.S. Minimum Volatility ETF | 1.94% | 421.80M | Feb 2018 | |
| JPMorgan Diversified Return US Mid Cap Equity ETF | 1.83% | 445.04M | May 2016 | |
| Formidable ETF | 1.78% | 21.81M | Apr 2021 | |
| Invesco Dynamic Market ETF | 1.67% | 95.10M | May 2003 |
Top ETFs Categories
Leveraged Equities · 533 ETFsEurope Equities · 519 ETFsGlobal Equities · 460 ETFsLarge Cap Blend Equities · 451 ETFsDerivative Income · 430 ETFsTechnology Equities · 382 ETFsDefined Outcome · 328 ETFsS&P 500 · 281 ETFsLarge Cap Growth Equities · 249 ETFsDividend · 213 ETFsEmerging Markets Equities · 207 ETFsForeign Large Cap Equities · 205 ETFsCorporate Bonds · 200 ETFsAsia Pacific Equities · 188 ETFsCryptocurrency · 182 ETFsGovernment Bonds · 175 ETFsLarge Cap Value Equities · 172 ETFsHigh Yield Bonds · 170 ETFsOptions Trading · 158 ETFsEnergy Equities · 151 ETFsMunicipal Bonds · 143 ETFsHealth & Biotech Equities · 135 ETFsNasdaq-100 · 130 ETFsREIT · 130 ETFsPrecious Metals · 122 ETFsDiversified Portfolio · 118 ETFsChina Equities · 115 ETFsEuropean Government Bonds · 115 ETFsFinancials Equities · 113 ETFsJapan Equities · 113 ETFs
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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