Rockefeller U.S. Small-Mid Cap ETF (RSMC) Alternatives
Rockefeller U.S. Small-Mid Cap ETF (RSMC) belongs to the Small Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with RSMC. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RSMC
RSMC charges 0.75% annually. Among ETFs in the Small Cap Growth Equities category, these options have the lowest expense ratios among RSMC alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| BNY Mellon US Small Cap Core Equity ETF | 0.04% | Apr 9, 2020 | RSMC vs BKSE | |
| Schwab U.S. Small-Cap ETF | 0.04% | Nov 3, 2009 | RSMC vs SCHA | |
| Vanguard Small-Cap ETF | 0.05% | Jan 26, 2004 | RSMC vs VB | |
| iShares Morningstar Small-Cap Growth ETF | 0.06% | Jun 28, 2004 | RSMC vs ISCG | |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.07% | Apr 14, 2020 | RSMC vs BBMC |
Best Risk-Adjusted Alternatives to RSMC
Among ETFs in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| First Trust Small Cap Growth AlphaDEX Fund | 84 | Apr 19, 2011 | RSMC vs FYC | |
| Invesco WilderHill Clean Energy ETF | 82 | Mar 3, 2005 | RSMC vs PBW | |
| Schwab U.S. Small-Cap ETF | 73 | Nov 3, 2009 | RSMC vs SCHA | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 71 | Nov 15, 2016 | RSMC vs JPSE | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 71 | Apr 10, 2018 | RSMC vs ESML |
Top Performing RSMC Alternatives (YTD)
RSMC alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Invesco S&P SmallCap Momentum ETF | 15.81% | Mar 3, 2005 | RSMC vs XSMO | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 13.92% | Mar 1, 2006 | RSMC vs RZG | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 13.20% | May 1, 2023 | RSMC vs CAFG | |
| Invesco WilderHill Clean Energy ETF | 12.69% | Mar 3, 2005 | RSMC vs PBW | |
| Invesco S&P MidCap 400® Pure Growth ETF | 12.28% | Mar 1, 2006 | RSMC vs RFG |
Lowest Volatility Alternatives to RSMC
RSMC alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 10.50% | Sep 7, 2016 | RSMC vs SMMV | |
| Fidelity Small-Mid Multifactor ETF | 15.86% | Feb 26, 2019 | RSMC vs FSMD | |
| Franklin LibertyQ U.S. Small Cap Equity ETF | 15.90% | Apr 26, 2017 | RSMC vs FLQS | |
| First Trust SMID Growth Strength ETF | 16.17% | Jun 20, 2017 | RSMC vs FSGS | |
| SPDR S&P MidCap 400 ETF | 16.42% | May 4, 1995 | RSMC vs MDY |
Lowest Drawdown Alternatives to RSMC
RSMC alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | Sep 7, 2016 | RSMC vs SMMV | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | -8.00% | Nov 15, 2016 | RSMC vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | -8.13% | May 1, 2023 | RSMC vs CAFG | |
| Fidelity Small-Mid Multifactor ETF | -8.44% | Feb 26, 2019 | RSMC vs FSMD | |
| Invesco S&P SmallCap 600® Pure Growth ETF | -8.63% | Mar 1, 2006 | RSMC vs RZG |
Other ETFs from Rockefeller
Most popular Rockefeller ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Rockefeller New York Municipal Bond ETF | Municipal Bonds | 36 | 1.50% | Aug 12, 2024 | RSMC vs RMNY | |
| Rockefeller California Municipal Bond ETF | Municipal Bonds | 34 | 1.43% | Aug 12, 2024 | RSMC vs RMCA | |
| Rockefeller Opportunistic Municipal Bond ETF | High Yield Muni | 62 | 1.92% | Aug 12, 2024 | RSMC vs RMOP |
Compare RSMC with Any Fund or Stock
Compare RSMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.