Midcap ETF Overview

Midcap ETFs invest in the equity of companies with market capitalizations of roughly $2 billion to $10 billion. To some, midcap stocks are attractive because of the theoretically greater growth potential than large-caps but also because they have less risk than smaller companies.

Midcap ETFs are part of the following market segments:

With 54 ETFs traded in the U.S. markets, Midcap ETFs gather total assets under management of $216.96B. The average expense ratio is 0.41%. Midcap ETFs can be found in the following asset classes:

  • Equity

The largest Midcap ETF is the iShares Core S&P Mid-Cap ETF IJH with $54.36B in assets. In the last trailing year, the best performing Midcap ETF was the JKH at 25.62%. The most-recent ETF launched in the Midcap space was the Syntax Stratified MidCap ETF SMDY in 01/17/20.

Top ETF Performers

FNY First Trust Mid Cap Growth AlphaDEX Fund 4.10%
JKH iShares Morningstar Mid-Cap Growth ETF 3.36%
VOT Vanguard Mid-Cap Growth ETF 2.87%
IWP iShares Russell Mid-Cap Growth ETF 2.40%
RFG Invesco S&P MidCap 400 Pure Growth ETF 2.35%

Bottom ETF Performers

DIM WisdomTree International MidCap Dividend Fund -3.36%
MIDZ Direxion Daily Mid Cap Bear 3X Shares -2.32%
RFV Invesco S&P MidCap 400 Pure Value ETF -2.31%
SMDD ProShares UltraPro Short MidCap400 -2.21%
FNK First Trust Mid Cap Value AlphaDEX Fund -2.17%

Top Creations

VO Vanguard Mid-Cap ETF 877.66
VOE Vanguard Mid-Cap Value ETF 91.10
JHMM John Hancock Multifactor Mid Cap ETF 72.41
XMMO Invesco S&P Midcap Momentum ETF 56.36
VOT Vanguard Mid-Cap Growth ETF 48.26

Top Redemptions

MDY SPDR S&P Midcap 400 ETF Trust -257.08
IJH iShares Core S&P Mid-Cap ETF -199.11
IJK iShares S&P Mid-Cap 400 Growth ETF -131.51
IWS iShares Russell Mid-Cap Value ETF -128.27
IJJ iShares S&P Mid-Cap 400 Value ETF -127.70

AUM Winners

MIDZ Direxion Daily Mid Cap Bear 3X Shares 77.18%
AFMC First Trust Active Factor Mid Cap ETF 50.27%
NUMV Nuveen ESG Mid-Cap Value ETF 13.55%
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 10.42%
XMMO Invesco S&P Midcap Momentum ETF 8.63%

AUM Losers

MYY ProShares Short MidCap400 -19.21%
FNK First Trust Mid Cap Value AlphaDEX Fund -12.03%
UMDD ProShares UltraPro MidCap400 -11.39%
MIDU Direxion Daily Mid Cap Bull 3x Shares -10.09%
EWMC Invesco S&P MidCap 400 Equal Weight ETF -8.50%

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Podcasts

ETF Prime Podcast: Best & Worst ETF Returns

Why midcaps can't be overlooked, and fixing emerging market indexes.