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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.


Category is Mid Cap Blend Equities
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
SPDR S&P 400 US Mid Cap UCITS ETFMid Cap Blend EquitiesJan 30, 20120.30%
3.64%
9.91%
0.00%
43
SRH U.S. Quality ETFMid Cap Blend EquitiesOct 4, 20220.35%
4.53%
0.75%
43
T. Rowe Price Small-Mid Cap ETFMid Cap Blend EquitiesJun 14, 20230.55%
2.95%
0.55%
48
Thrivent Small-Mid Cap ESG ETFMid Cap Blend EquitiesOct 5, 20220.65%
0.50%
0.17%
50
First Trust Total US Market AlphaDEX ETFMid Cap Blend EquitiesDec 5, 20060.70%
7.34%
11.06%
1.65%
57
Texas Capital Texas Equity Index ETFMid Cap Blend EquitiesJul 12, 20230.49%
5.99%
0.79%
55
Invesco Bloomberg Analyst Rating Improvers ETFMid Cap Blend EquitiesMay 19, 20060.40%
-0.70%
9.50%
1.76%
21
WisdomTree US Multifactor FundMid Cap Blend Equities, Multi-factorJun 29, 20170.28%
-2.36%
1.41%
13
Vanguard U.S. Momentum Factor ETFMid Cap Blend Equities, Actively ManagedFeb 13, 20180.13%
5.06%
0.74%
69
Vanguard U.S. Minimum Volatility ETFMid Cap Blend Equities, Actively ManagedFeb 13, 20180.13%
3.39%
2.03%
31
Vanguard U.S. Quality Factor ETFMid Cap Blend Equities, Actively ManagedFeb 13, 20180.13%
-1.61%
1.20%
33
Natixis Vaughan Nelson Mid Cap ETFMid Cap Blend Equities, Actively ManagedSep 17, 20200.85%0.00%
iShares ESG Screened S&P Mid-Cap ETFMid Cap Blend EquitiesSep 22, 20200.12%
2.71%
1.22%
41
iShares S&P U.S. Mid-Cap Index ETFMid Cap Blend EquitiesAug 4, 20150.16%
4.72%
10.97%
1.05%
30
Invesco S&P MidCap Quality ETFMid Cap Blend EquitiesDec 1, 20060.25%
1.89%
12.61%
0.59%
31

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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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