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% | 84.47M | Apr 2020 | RSMC vs BKSE | |
| Vanguard Small-Cap Growth ETF | 0.05% | 45.50B | Jan 2004 | RSMC vs VBK | |
| iShares Morningstar Small-Cap Growth ETF | 0.06% | 1.03B | Jun 2004 | RSMC vs ISCG | |
| Vanguard Russell 2000 Growth ETF | 0.06% | 1.70B | Sep 2010 | RSMC vs VTWG | |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.07% | 2.39B | Apr 2020 | RSMC vs BBMC |
Best Risk-Adjusted Alternatives to RSMC
RSMC has a PortfoliosLab risk / return rank of 23. There are 32 ETFs in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Growth AlphaDEX Fund | 87 | 1.22B | Apr 2011 | RSMC vs FYC | |
| Invesco S&P SmallCap 600® Pure Growth ETF | 80 | 128.19M | Mar 2006 | RSMC vs RZG | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 73 | 2.85B | Apr 2018 | RSMC vs ESML | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 73 | 588.28M | Nov 2016 | RSMC vs JPSE | |
| Invesco WilderHill Clean Energy ETF | 73 | 568.95M | Mar 2005 | RSMC vs PBW |
Top Performing RSMC Alternatives (YTD)
RSMC is at 13.15% YTD. There are 29 ETFs in the Small Cap Growth Equities category with higher YTD returns, going as high as 28.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P SmallCap 600® Pure Growth ETF | 28.86% | 128.19M | Mar 2006 | RSMC vs RZG | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | 27.99% | 24.50M | May 2023 | RSMC vs CAFG | |
| First Trust Small Cap Growth AlphaDEX Fund | 25.87% | 1.22B | Apr 2011 | RSMC vs FYC | |
| Invesco S&P SmallCap Momentum ETF | 25.14% | 3.21B | Mar 2005 | RSMC vs XSMO | |
| Invesco WilderHill Clean Energy ETF | 24.55% | 568.95M | Mar 2005 | RSMC vs PBW |
Lowest Volatility Alternatives to RSMC
RSMC has 17.31% 1-year volatility. There are 8 ETFs in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.83% | 278.38M | Sep 2016 | RSMC vs SMMV | |
| First Trust SMID Growth Strength ETF | 15.24% | 27.85M | Jun 2017 | RSMC vs FSGS | |
| Franklin LibertyQ U.S. Small Cap Equity ETF | 15.28% | 49.68M | Apr 2017 | RSMC vs FLQS | |
| Fidelity Small-Mid Multifactor ETF | 15.73% | 2.43B | Feb 2019 | RSMC vs FSMD | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | 16.21% | 588.28M | Nov 2016 | RSMC vs JPSE |
Lowest Drawdown Alternatives to RSMC
RSMC has a 1-year max drawdown of -10.49%. There are 23 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% | 278.38M | Sep 2016 | RSMC vs SMMV | |
| JPMorgan Diversified Return U.S. Small Cap Equity ... | -8.00% | 588.28M | Nov 2016 | RSMC vs JPSE | |
| Pacer US Small Cap Cash Cows Growth Leaders ETF | -8.13% | 24.50M | May 2023 | RSMC vs CAFG | |
| Fidelity Small-Mid Multifactor ETF | -8.44% | 2.43B | Feb 2019 | RSMC vs FSMD | |
| Invesco S&P SmallCap 600® Pure Growth ETF | -8.63% | 128.19M | 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 | |
|---|---|---|---|---|---|---|---|
| Rockefeller New York Municipal Bond ETF | Municipal Bonds | 70 | 2.88% | 25.44M | Aug 2024 | RSMC vs RMNY | |
| Rockefeller California Municipal Bond ETF | Municipal Bonds | 71 | 2.75% | 14.71M | Aug 2024 | RSMC vs RMCA | |
| Rockefeller Opportunistic Municipal Bond ETF | High Yield Muni | 82 | 3.85% | 209.80M | Aug 2024 | RSMC vs RMOP | |
| Rockefeller Global Equity ETF | Global Equities | 65 | 11.69% | 755.58M | Oct 2024 | RSMC vs RGEF |
Often Compared With RSMC
Investors most often compare RSMC with RFG, DWAS, VB. 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