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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
88
Avg. Expense Ratio
0.45%
Avg. Dividend Yield
0.91%
Avg. 1 Year Return
19.95%
Median Risk/Return Score
54 / 100
The Best Mid Cap Blend Equities ETFs

11 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
iShares Global Water UCITS ETF USD (Dist)Global Equities, Water Equities, Mid Cap Blend EquitiesMar 16, 20070.65%
2.48%
9.64%
1.36%
17
Global X E-commerce UCITS ETF USD (Acc)Consumer Discretionary Equities, Mid Cap Blend Equities, Global EquitiesNov 16, 20210.50%
-9.38%
0.00%
8
State Street SPDR MSCI Emerging Markets Small Cap ...Emerging Markets Equities, Foreign Small & Mid Cap Equities, Mid Cap Blend EquitiesMay 13, 20110.55%
5.79%
8.09%
0.00%
25
iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc)Europe Equities, Foreign Small & Mid Cap Equities, Mid Cap Blend EquitiesSep 13, 20130.49%
13.41%
0.00%
68
Northern Trust Listed Private Equity UCITS ETF USD...Global Equities, Private Equity, Financial Services, Mid Cap Blend EquitiesDec 9, 20210.40%
-14.48%
0.00%
3
iShares MSCI Japan Small Cap UCITS ETF USD (Dist)Japan Equities, Mid Cap Blend EquitiesMay 9, 20080.58%
13.81%
7.78%
0.99%
60
iShares MSCI Turkey UCITS ETF USD (Dist)Emerging Markets Equities, Mid Cap Blend EquitiesNov 3, 20060.74%
18.50%
2.37%
1.82%
31
iShares Edge MSCI USA Size Factor UCITS ETFMid Cap Blend EquitiesOct 13, 20160.20%
8.44%
0.00%
44
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF US...Mid Cap Blend EquitiesOct 13, 20160.20%
8.49%
0.43%
43
iShares MSCI World Mid-Cap Equal Weight UCITS ETFMid Cap Blend Equities, Equal WeightOct 3, 20140.30%
6.88%
8.29%
0.00%
42
SPDR S&P 400 US Mid Cap UCITS ETFMid Cap Blend EquitiesJan 30, 20120.30%
13.51%
7.13%
0.00%
64

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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 CTEF (93) and CSD (89). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Castellan Targeted Equity ETF
93
Jun 2025
Invesco S&P Spin-Off ETF
89
226.30MDec 2006
iShares MSCI Peru ETF
85
525.21MJun 2009
Counterpoint Quantitative Equity ETF
84
370.07MNov 2023
SRH U.S. Quality ETF
84
170.62MOct 2022

Best-Performing Mid Cap Blend Equities ETFs Over 5 Years

The top Mid Cap Blend Equities ETFs is EPU (29.59%). Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 19.95% and an average 5-year return of 9.03%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
iShares MSCI Peru ETF
29.59%
525.21MJun 2009
Invesco S&P Spin-Off ETF
16.90%
226.30MDec 2006
Vanguard U.S. Momentum Factor ETF
13.06%
2.00BFeb 2018
Pacer US Export Leaders ETF
11.57%
53.85MJul 2018
First Trust Active Factor Mid Cap ETF
10.93%
181.59MDec 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.

SymbolNameExpense RatioAUMInception
SPDR Portfolio S&P 400 Mid Cap ETF0.03%18.30BNov 2005
Vanguard Mid-Cap ETF0.03%224.00BJan 2004
Schwab US Mid-Cap ETF0.04%14.59BJan 2011
iShares Morningstar Mid-Cap ETF0.04%1.64BJun 2004
Vanguard Extended Market ETF0.05%97.70BDec 2001

Highest-Yield Mid Cap Blend Equities ETFs

The top Mid Cap Blend Equities ETFs is SIXL (2.18%). Across the lineup, Mid Cap Blend Equities ETFs show an average dividend yield of 0.91%, 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 ETF2.18%185.97MMay 2020
iShares MSCI Peru ETF2.02%525.21MJun 2009
Formidable ETF1.84%21.81MApr 2021
Vanguard U.S. Minimum Volatility ETF1.77%418.00MFeb 2018
JPMorgan Diversified Return US Mid Cap Equity ETF1.76%462.68MMay 2016

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Top ETFs Comparisons

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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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