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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
87
Avg. Expense Ratio
0.46%
Avg. Dividend Yield
0.90%
Avg. 1 Year Return
23.51%
Median Risk/Return Score
56 / 100
The Best Mid Cap Blend Equities ETFs

87 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Running Oak Efficient Growth ETFMid Cap Blend EquitiesJun 7, 20230.58%
-2.77%
0.57%
8
Invesco Raymond James SB-1 Equity ETFMid Cap Blend EquitiesMay 19, 20060.40%
Schwab Ariel ESG ETFMid Cap Blend EquitiesNov 15, 20210.59%
11.26%
0.34%
39
Schwab US Mid-Cap ETFMid Cap Blend EquitiesJan 13, 20110.04%
18.78%
11.48%
1.22%
75
ETC 6 Meridian Low Beta Equity Strategy ETFMid Cap Blend EquitiesMay 11, 20200.47%
7.29%
2.22%
27
iShares MSCI USA Size Factor ETFMid Cap Blend EquitiesApr 16, 20130.15%
9.19%
11.86%
1.42%
50
Hilton Small-Midcap Opportunity ETFMid Cap Blend EquitiesNov 28, 20230.55%
12.16%
0.90%
48
Zacks Small/Mid Cap ETFMid Cap Blend EquitiesOct 2, 20230.56%
15.71%
0.53%
64
VanEck Morningstar SMID Moat ETFMid Cap Blend EquitiesOct 4, 20220.49%
6.08%
1.30%
33
Horizon Small/Mid Cap Core Equity ETFMid Cap Blend EquitiesDec 2, 20250.75%
18.52%
0.07%
Sovereign's Capital Flourish FundMid Cap Blend EquitiesOct 2, 20230.75%
-2.57%
0.79%
7
SPDR Portfolio S&P 400 Mid Cap ETFMid Cap Blend EquitiesNov 8, 20050.05%
14.68%
11.60%
1.22%
61
SRH U.S. Quality ETFMid Cap Blend EquitiesOct 4, 20220.35%
13.16%
0.70%
64
T. Rowe Price Small-Mid Cap ETFMid Cap Blend EquitiesJun 14, 20230.55%
16.74%
0.48%
63
Thrivent Small-Mid Cap ESG ETFMid Cap Blend EquitiesOct 5, 20220.65%
18.67%
0.14%
58
First Trust Total US Market AlphaDEX ETFMid Cap Blend EquitiesDec 5, 20060.70%
8.64%
11.05%
1.63%
58
Texas Capital Texas Equity Index ETFMid Cap Blend EquitiesJul 12, 20230.49%
12.22%
0.74%
53
Invesco Bloomberg Analyst Rating Improvers ETFMid Cap Blend EquitiesMay 19, 20060.40%
9.31%
10.39%
1.60%
38
WisdomTree US Multifactor FundMid Cap Blend Equities, Multi-factorJun 29, 20170.28%
4.47%
1.31%
22
Vanguard U.S. Momentum Factor ETFMomentum, Mid Cap Blend EquitiesFeb 13, 20180.13%
23.20%
0.63%
75

Rows per page

61–80 of 87

Best Mid Cap Blend Equities ETFs by Risk/Return Score

The top Mid Cap Blend Equities ETFs by PortfoliosLab Risk/Return Score are CSD (93) and OPTZ (92). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Invesco S&P Spin-Off ETF
93
197.17MDec 2006
Optimize Strategy Index ETF
92
239.89MApr 2024
Pacer US Export Leaders ETF
85
49.65MJul 2018
Counterpoint Quantitative Equity ETF
84
337.98MNov 2023
iShares MSCI Peru ETF
83
482.48MJun 2009

Best-Performing Mid Cap Blend Equities ETFs Over 5 Years

The top Mid Cap Blend Equities ETFs is EPU (27.61%). Across the lineup, Mid Cap Blend Equities ETFs show an average 1-year return of 23.51% and an average 5-year return of 8.58%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
iShares MSCI Peru ETF
27.61%
482.48MJun 2009
Invesco S&P Spin-Off ETF
16.82%
197.17MDec 2006
Vanguard U.S. Momentum Factor ETF
13.58%
1.60BFeb 2018
Pacer US Export Leaders ETF
12.27%
49.65MJul 2018
Pacer US Cash Cows Growth ETF
10.61%
129.91MMay 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.

SymbolNameExpense RatioAUMInception
Vanguard Mid-Cap ETF0.03%213.90BJan 2004
iShares Morningstar Mid-Cap ETF0.04%1.57BJun 2004
Schwab US Mid-Cap ETF0.04%14.39BJan 2011
SPDR Portfolio S&P 400 Mid Cap ETF0.05%17.74BNov 2005
Vanguard Extended Market ETF0.05%89.90BDec 2001

Highest-Yield Mid Cap Blend Equities ETFs

The top Mid Cap Blend Equities ETFs is SIXL (2.22%). Across the lineup, Mid Cap Blend Equities ETFs show an average dividend yield of 0.90%, 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 ETF2.22%185.97MMay 2020
Vanguard U.S. Minimum Volatility ETF1.94%421.80MFeb 2018
JPMorgan Diversified Return US Mid Cap Equity ETF1.80%442.35MMay 2016
Formidable ETF1.78%21.81MApr 2021
Invesco Bloomberg MVP Multi-factor ETF1.66%101.46MMay 2003

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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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