RSMC Alternatives & Similar ETFs

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 a closer substitute for your current allocation.

Cheapest Alternatives to RSMC

RSMC charges 0.75% annually. There are 36 ETFs in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
SCHA	Schwab U.S. Small-Cap ETF	0.04%	22.78B	Nov 2009	RSMC vs SCHA
BKSE	BNY Mellon US Small Cap Core Equity ETF	0.04%	82.78M	Apr 2020	RSMC vs BKSE
ISCG	iShares Morningstar Small-Cap Growth ETF	0.06%	965.03M	Jun 2004	RSMC vs ISCG
VBK	Vanguard Small-Cap Growth ETF	0.07%	42.80B	Jan 2004	RSMC vs VBK
BBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	0.07%	2.10B	Apr 2020	RSMC vs BBMC

Best Risk-Adjusted Alternatives to RSMC

RSMC has a PortfoliosLab risk / return rank of 21. There are 34 ETFs in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
PBW	Invesco WilderHill Clean Energy ETF	88	610.23M	Mar 2005	RSMC vs PBW
FYC	First Trust Small Cap Growth AlphaDEX Fund	79	1.14B	Apr 2011	RSMC vs FYC
SCHA	Schwab U.S. Small-Cap ETF	71	22.78B	Nov 2009	RSMC vs SCHA
SMMD	iShares Russell 2500 ETF	66	3.39B	Jul 2017	RSMC vs SMMD
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ...	66	572.77M	Nov 2016	RSMC vs JPSE

Top Performing RSMC Alternatives (YTD)

RSMC is at 10.85% YTD. There are 31 ETFs in the Small Cap Growth Equities category with higher YTD returns, going as high as 48.64%.

Symbol	Name	YTD Return	AUM	Inception
PBW	Invesco WilderHill Clean Energy ETF	48.64%	610.23M	Mar 2005	RSMC vs PBW
CAFG	Pacer US Small Cap Cash Cows Growth Leaders ETF	25.78%	24.37M	May 2023	RSMC vs CAFG
RFG	Invesco S&P MidCap 400® Pure Growth ETF	22.14%	354.44M	Mar 2006	RSMC vs RFG
XSMO	Invesco S&P SmallCap Momentum ETF	21.96%	2.89B	Mar 2005	RSMC vs XSMO
FYC	First Trust Small Cap Growth AlphaDEX Fund	20.01%	1.14B	Apr 2011	RSMC vs FYC

Lowest Volatility Alternatives to RSMC

RSMC has 17.16% 1-year volatility. There are 12 ETFs in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 9.73%.

Symbol	Name	Volatility 1Y	AUM	Inception
SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETF	9.73%	279.24M	Sep 2016	RSMC vs SMMV
FLQS	Franklin LibertyQ U.S. Small Cap Equity ETF	15.22%	50.22M	Apr 2017	RSMC vs FLQS
FSGS	First Trust SMID Growth Strength ETF	15.24%	29.37M	Jun 2017	RSMC vs FSGS
FSMD	Fidelity Small-Mid Multifactor ETF	15.26%	2.37B	Feb 2019	RSMC vs FSMD
MDY	SPDR S&P MidCap 400 ETF	15.48%	26.46B	May 1995	RSMC vs MDY

Lowest Drawdown Alternatives to RSMC

RSMC has a 1-year max drawdown of -10.49%. There are 26 ETFs in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.02%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETF	-7.02%	279.24M	Sep 2016	RSMC vs SMMV
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ...	-8.00%	572.77M	Nov 2016	RSMC vs JPSE
CAFG	Pacer US Small Cap Cash Cows Growth Leaders ETF	-8.13%	24.37M	May 2023	RSMC vs CAFG
FSMD	Fidelity Small-Mid Multifactor ETF	-8.44%	2.37B	Feb 2019	RSMC vs FSMD
RZG	Invesco S&P SmallCap 600® Pure Growth ETF	-8.63%	121.61M	Mar 2006	RSMC vs RZG

Other ETFs from Rockefeller

The 4 most viewed Rockefeller ETFs shown here include RMNY, RMCA, RMOP and span 3 categories. AUM among these funds goes as high as $756M.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RMNY	Rockefeller New York Municipal Bond ETF	Municipal Bonds	66	2.39%	25.44M	Aug 2024	RSMC vs RMNY
RMCA	Rockefeller California Municipal Bond ETF	Municipal Bonds	65	2.37%	14.71M	Aug 2024	RSMC vs RMCA
RMOP	Rockefeller Opportunistic Municipal Bond ETF	High Yield Muni	82	3.38%	209.80M	Aug 2024	RSMC vs RMOP
RGEF	Rockefeller Global Equity ETF	Global Equities	70	13.96%	755.58M	Oct 2024	RSMC vs RGEF

Often Compared With RSMC

Investors most often compare RSMC with ESML, DWAS, VB. These 11 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Small Cap Growth Equities	66	16.26%	2.41B	Apr 2018	RSMC vs ESML
DWAS	Invesco DWA SmallCap Momentum ETF	Momentum, Small Cap Growth Equities	58	18.88%	417.41M	Jul 2012	RSMC vs DWAS
VB	Vanguard Small-Cap ETF	Small Cap Blend Equities	56	14.16%	177.40B	Jan 2004	RSMC vs VB
IBIC	iShares iBonds Oct 2026 Term TIPS ETF	Inflation-Protected Bonds	98	2.37%	85.92M	Sep 2023	RSMC vs IBIC
IBID	iShares iBonds Oct 2027 Term TIPS ETF	Inflation-Protected Bonds	97	2.46%	111.60M	Sep 2023	RSMC vs IBID
BNO	United States Brent Oil Fund LP	Oil & Gas	65	90.47%	95.54M	Jun 2010	RSMC vs BNO
DBO	Invesco DB Oil Fund	Oil & Gas	65	84.75%	275.60M	Jan 2007	RSMC vs DBO
DBE	Invesco DB Energy Fund	Oil & Gas	71	83.68%	99.79M	Jan 2007	RSMC vs DBE
IVOO	Vanguard S&P Mid-Cap 400 ETF	Small Cap Growth Equities	51	14.13%	5.40B	Sep 2010	RSMC vs IVOO
COMT	iShares Commodities Select Strategy ETF	Commodities	71	39.67%	1.15B	Oct 2014	RSMC vs COMT
CAOS	Alpha Architect Tail Risk ETF	Options Trading	40	0.82%	668.40M	Aug 2013	RSMC vs CAOS

Compare RSMC with Any Fund or Stock

Compare RSMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair RSMC with funds that move differently

Rockefeller U.S. Small-Mid Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RSMC.

Explore RSMC Diversifiers

Rockefeller U.S. Small-Mid Cap ETF (RSMC) Alternatives