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
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Natixis Vaughan Nelson Mid Cap ETF | Mid Cap Blend Equities | Sep 17, 2020 | 0.85% | — | — | 0.00% | — | ||||||||
| Vanguard Mid-Cap ETF | Mid Cap Blend Equities | Jan 26, 2004 | 0.03% | 11.01% | 12.08% | 1.67% | 44 | ||||||||
| Vanguard Extended Market ETF | Mid Cap Blend Equities | Dec 27, 2001 | 0.05% | 16.22% | 12.82% | 1.01% | 54 | ||||||||
| iShares ESG Screened S&P Mid-Cap ETF | Mid Cap Blend Equities | Sep 22, 2020 | 0.12% | 16.20% | — | 1.07% | 57 | ||||||||
| Invesco S&P MidCap Quality ETF | Mid Cap Blend Equities | Dec 1, 2006 | 0.25% | 9.24% | 13.29% | 0.58% | 31 |
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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Castellan Targeted Equity ETF | 94 | — | Jun 2025 | |
| Invesco S&P Spin-Off ETF | 92 | 223.86M | Dec 2006 | |
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | |
| Amplify Etho Climate Leadership U.S. ETF | 79 | 179.24M | Nov 2015 | |
| Fidelity Fundamental Small-Mid Cap ETF | 77 | 1.28B | Feb 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.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 29.26% | 521.30M | Jun 2009 | |
| Invesco S&P Spin-Off ETF | 18.26% | 223.86M | Dec 2006 | |
| Vanguard U.S. Momentum Factor ETF | 14.07% | 1.70B | Feb 2018 | |
| Pacer US Export Leaders ETF | 12.33% | 51.51M | Jul 2018 | |
| Fidelity Fundamental Small-Mid Cap ETF | 11.00% | 1.28B | Feb 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.17B | Nov 2005 | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.62B | Jun 2004 | |
| Schwab US Mid-Cap ETF | 0.04% | 15.03B | Jan 2011 | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 123.11B | May 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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 2.21% | 185.97M | May 2020 | |
| Franklin LibertyQ U.S. Mid Cap Equity ETF | 2.09% | 1.76B | Apr 2017 | |
| iShares MSCI Peru ETF | 2.05% | 521.30M | Jun 2009 | |
| Formidable ETF | 1.80% | 21.81M | Apr 2021 | |
| Vanguard U.S. Minimum Volatility ETF | 1.80% | 426.50M | Feb 2018 |
Top ETFs Categories
Leveraged Equities · 528 ETFsEurope Equities · 513 ETFsGlobal Equities · 459 ETFsDerivative Income · 452 ETFsAsia Pacific Equities · 411 ETFsLarge Cap Blend Equities · 409 ETFsTechnology Equities · 379 ETFsDefined Outcome · 340 ETFsS&P 500 · 279 ETFsLarge Cap Growth Equities · 233 ETFsEmerging Markets Equities · 220 ETFsDividend · 215 ETFsForeign Large Cap Equities · 208 ETFsCorporate Bonds · 198 ETFsLarge Cap Value Equities · 177 ETFsGovernment Bonds · 174 ETFsCryptocurrency · 171 ETFsHigh Yield Bonds · 167 ETFsOptions Trading · 164 ETFsPrecious Metals · 159 ETFsMunicipal Bonds · 150 ETFsEnergy Equities · 142 ETFsHealth & Biotech Equities · 135 ETFsREIT · 130 ETFsNasdaq-100 · 129 ETFsDiversified Portfolio · 119 ETFsFinancials Equities · 118 ETFsEuropean Government Bonds · 115 ETFsChina Equities · 114 ETFsJapan Equities · 114 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
VO vs. VOOVO vs. VOTVO vs. VOEVO vs. VIMAXVO vs. XIC.TOVFMO vs. SPMOVFMO vs. MTUMVFMO vs. VOOVFMO vs. QMOMVFMO vs. VFMFIJH vs. IJRIJH vs. IJJIJH vs. IJKIJH vs. VOEIJH vs. VOTVXF vs. VOOVXF vs. VTIVXF vs. VBVXF vs. FZIPXVXF vs. VOTMDY vs. SPYMDY vs. IWMMDY vs. VOOMDY vs. XMVMMDY vs. VOTVFMV vs. USMVVFMV vs. VOOVFMV vs. VYMVFMV vs. SCHDVFMV vs. VFMFSCHM vs. SCHASCHM vs. VOOSCHM vs. SWMCXSCHM vs. VOTSCHM vs. IMCGXMHQ vs. XMMOXMHQ vs. IMCGXMHQ vs. RFVXMHQ vs. GRPMXMHQ vs. RWKIVOO vs. VOOIVOO vs. VOOGIVOO vs. VIOVIVOO vs. VSPMXIVOO vs. VIOGSPMD vs. SPYSPMD vs. IWRSPMD vs. IMCBSPMD vs. SWMCXSPMD vs. RFG
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