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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
85
Avg. Expense Ratio
0.45%
Avg. Dividend Yield
0.93%
Avg. 1 Year Return
23.93%
Median Risk/Return Score
56 / 100
The Best Mid Cap Blend Equities ETFs

85 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
WisdomTree U.S. MidCap Earnings FundMid Cap Blend EquitiesFeb 23, 20070.38%
13.15%
11.49%
1.22%
57
Inspire Fidelis Multi Factor ETFMid Cap Blend EquitiesAug 23, 20220.76%
16.94%
0.82%
74
Fidelity Fundamental Small-Mid Cap ETFMid Cap Blend EquitiesFeb 2, 20210.43%
22.57%
0.43%
77
RiverNorth Patriot ETFMid Cap Blend EquitiesFeb 28, 20220.77%
8.50%
1.42%
31
Franklin LibertyQ U.S. Mid Cap Equity ETFMid Cap Blend EquitiesApr 26, 20170.30%
4.10%
2.09%
24
Fidelity Enhanced Mid Cap ETFMid Cap Blend EquitiesDec 20, 20070.23%
11.51%
1.09%
50
First Trust Mid Cap Core AlphaDEX FundMid Cap Blend EquitiesMay 8, 20070.60%
15.63%
12.78%
0.80%
62
Formidable ETFMid Cap Blend EquitiesApr 29, 20211.19%
1.32%
1.80%
17
First Trust SMID Capital Strength ETFMid Cap Blend EquitiesJun 20, 20170.60%
4.02%
1.00%
14
First Trust Dividend Strength ETFMid Cap Blend EquitiesDec 5, 20060.70%
9.70%
11.50%
1.60%
57
Fundstrat Granny Shots US Small- & Mid-Cap ETFMid Cap Blend EquitiesNov 17, 20250.75%
18.83%
0.00%
Invesco S&P MidCap 400® GARP ETFMid Cap Blend EquitiesDec 3, 20100.35%
8.25%
11.61%
0.73%
45
iShares Core S&P Mid-Cap ETFMid Cap Blend EquitiesMay 22, 20000.05%
16.04%
11.87%
1.17%
56
iShares Morningstar Mid-Cap ETFMid Cap Blend EquitiesJun 28, 20040.04%
16.70%
11.94%
1.22%
64
Alger Russell Innovation ETFMid Cap Blend EquitiesJan 6, 20250.55%
-1.52%
0.29%
17
IQ Candriam U.S. Mid Cap Equity ETFMid Cap Blend EquitiesOct 24, 20220.15%
13.96%
1.05%
56
Vanguard S&P Mid-Cap 400 ETFMid Cap Blend EquitiesSep 7, 20100.07%
16.05%
11.84%
1.17%
56
Applied Finance IVS US SMID ETFMid Cap Blend EquitiesDec 3, 20250.59%
17.86%
0.06%
JPMorgan Diversified Return US Mid Cap Equity ETFMid Cap Blend EquitiesMay 11, 20160.24%
15.68%
11.69%
1.76%
72
Keeley Dividend ETFMid Cap Blend Equities, DividendDec 8, 20250.00%
15.91%
1.31%

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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 (94) and CSD (92). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Castellan Targeted Equity ETF
94
Jun 2025
Invesco S&P Spin-Off ETF
92
223.86MDec 2006
Optimize Strategy Index ETF
92
239.89MApr 2024
Amplify Etho Climate Leadership U.S. ETF
79
179.24MNov 2015
Fidelity Fundamental Small-Mid Cap ETF
77
1.28BFeb 2021

Best-Performing Mid Cap Blend Equities ETFs Over 5 Years

The top Mid Cap Blend Equities ETFs is EPU (29.26%). Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 23.93% and an average 5-year return of 8.95%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
iShares MSCI Peru ETF
29.26%
521.30MJun 2009
Invesco S&P Spin-Off ETF
18.26%
223.86MDec 2006
Vanguard U.S. Momentum Factor ETF
14.07%
1.70BFeb 2018
Pacer US Export Leaders ETF
12.33%
51.51MJul 2018
Fidelity Fundamental Small-Mid Cap ETF
11.00%
1.28BFeb 2021

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%18.17BNov 2005
Vanguard Mid-Cap ETF0.03%218.80BJan 2004
iShares Morningstar Mid-Cap ETF0.04%1.62BJun 2004
Schwab US Mid-Cap ETF0.04%15.03BJan 2011
iShares Core S&P Mid-Cap ETF0.05%123.11BMay 2000

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 0.93%, 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 ETF2.21%185.97MMay 2020
Franklin LibertyQ U.S. Mid Cap Equity ETF2.09%1.76BApr 2017
iShares MSCI Peru ETF2.05%521.30MJun 2009
Vanguard U.S. Minimum Volatility ETF1.80%426.50MFeb 2018
Formidable ETF1.80%21.81MApr 2021

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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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