The table below compares the performance and other essential indicators like dividend yield and expense ratio of 3 Mid Cap Value Equities ETFs.
Click on any item in the list to see complete information, including risk and performance analysis.
Category: Mid Cap Value Equities
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares Morningstar Mid-Cap ETF | Mid Cap Value Equities | Jun 28, 2004 | 0.06% | 4.05% | 8.49% | 2.16% | ||||||||
iShares Morningstar Mid-Cap Value ETF | Mid Cap Value Equities | Jun 28, 2004 | 0.30% | 3.28% | -3.55% | 2.16% | ||||||||
SPDR S&P 400 Mid Cap Value ETF | Mid Cap Value Equities | Nov 8, 2005 | 0.15% | -0.94% | 8.60% | 1.67% |
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