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 33 ETFs in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Small Cap Core Equity ETF | 0.04% | 86.25M | Apr 2020 | RSMC vs BKSE | |
| Vanguard Small-Cap Growth ETF | 0.05% | 45.50B | Jan 2004 | RSMC vs VBK | |
| Vanguard Russell 2000 Growth ETF | 0.06% | 1.70B | Sep 2010 | RSMC vs VTWG | |
| iShares Morningstar Small-Cap Growth ETF | 0.06% | 982.86M | Jun 2004 | RSMC vs ISCG | |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.07% | 2.05B | Apr 2020 | RSMC vs BBMC |
Best Risk-Adjusted Alternatives to RSMC
RSMC has a PortfoliosLab risk / return rank of 21. There are 30 ETFs in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Growth AlphaDEX Fund | 90 | 1.26B | Apr 2011 | RSMC vs FYC | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 87 | 30.13M | May 2023 | RSMC vs CAFG | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 84 | 143.66M | Mar 2006 | RSMC vs RZG | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 82 | 593.76M | Nov 2016 | RSMC vs JPSE | |
| BNY Mellon US Small Cap Core Equity ETF | 78 | 86.25M | Apr 2020 | RSMC vs BKSE |
Top Performing RSMC Alternatives (YTD)
RSMC is at 11.33% YTD. There are 30 ETFs in the Small Cap Growth Equities category with higher YTD returns, going as high as 31.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 31.34% | 30.13M | May 2023 | RSMC vs CAFG | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 30.17% | 143.66M | Mar 2006 | RSMC vs RZG | |
| First Trust Small Cap Growth AlphaDEX Fund | 26.54% | 1.26B | Apr 2011 | RSMC vs FYC | |
| SPDR S&P 600 Small Cap Growth ETF | 23.81% | 5.12B | Sep 2000 | RSMC vs SLYG | |
| Vanguard S&P Small-Cap 600 Growth ETF | 23.74% | 993.30M | Sep 2010 | RSMC vs VIOG |
Lowest Volatility Alternatives to RSMC
RSMC has 17.33% 1-year volatility. There are 9 ETFs in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 9.89%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.89% | 287.62M | Sep 2016 | RSMC vs SMMV | |
| Dimensional U.S. Small Cap Growth ETF | 14.71% | — | May 2026 | RSMC vs DUSG | |
| Franklin LibertyQ U.S. Small Cap Equity ETF | 15.13% | 51.56M | Apr 2017 | RSMC vs FLQS | |
| First Trust SMID Growth Strength ETF | 15.18% | 30.46M | Jun 2017 | RSMC vs FSGS | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 15.91% | 593.76M | Nov 2016 | RSMC vs JPSE |
Lowest Drawdown Alternatives to RSMC
RSMC has a 1-year max drawdown of -10.49%. There are 21 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 | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 287.62M | Sep 2016 | RSMC vs SMMV | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | -8.00% | 593.76M | Nov 2016 | RSMC vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | -8.13% | 30.13M | May 2023 | RSMC vs CAFG | |
| Invesco S&P SmallCap 600® Pure Growth ETF | -8.63% | 143.66M | Mar 2006 | RSMC vs RZG | |
| Invesco S&P SmallCap Momentum ETF | -8.89% | 3.06B | Mar 2005 | RSMC vs XSMO |
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 | |
|---|---|---|---|---|---|---|---|
| Rockefeller New York Municipal Bond ETF | Municipal Bonds | 88 | 3.13% | 25.44M | Aug 2024 | RSMC vs RMNY | |
| Rockefeller California Municipal Bond ETF | Municipal Bonds | 88 | 2.74% | 14.71M | Aug 2024 | RSMC vs RMCA | |
| Rockefeller Opportunistic Municipal Bond ETF | High Yield Muni | 93 | 4.20% | 209.80M | Aug 2024 | RSMC vs RMOP | |
| Rockefeller Global Equity ETF | Global Equities | 70 | 14.71% | 755.58M | Oct 2024 | RSMC vs RGEF |
Often Compared With RSMC
Investors most often compare RSMC with ESML, RFG, DWAS. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare RSMC with Any Fund or Stock
Compare RSMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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