Launched on November 8, 2005, the State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.The fund is sponsored by State Street Investment Management. It has amassed assets over $15.07 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendWith market capitalization between $2 billion and $10 billion, mi ...

Core Insights - The Vanguard S&P Mid-Cap 400 ETF (IVOO) is designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, launched on September 9, 2010, with assets over $2.78 billion [1] - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of growth potential and stability, making them attractive for investors [2] - The ETF has an annual operating expense ratio of 0.07% and a 12-month trailing dividend yield of 1.33%, positioning it as a cost-effective investment option [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.8% of the portfolio, followed by Financials and Consumer Discretionary [4] - Interactive Brokers Group Inc (IBKR) is the largest individual holding at approximately 0.96% of total assets, with the top 10 holdings accounting for about 5.36% of total assets under management [5] Performance Metrics - IVOO aims to match the performance of the S&P MidCap 400 Index, which consists of 400 domestic common stocks, and has increased by roughly 5.24% year-to-date and 7.54% over the past year as of September 1, 2025 [6] - The ETF has a beta of 1.05 and a standard deviation of 19.41% over the trailing three-year period, indicating a medium risk profile [7] Alternatives and Market Position - IVOO holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $87.41 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $99.70 billion in assets and an expense ratio of 0.05% [9] Investment Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The Schwab U.S. Mid-Cap ETF (SCHM) is a passively managed fund launched on January 13, 2011, with over $11.83 billion in assets, targeting the Mid Cap Blend segment of the U.S. equity market [1] Group 1: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, provide a balance of stability and growth potential, offering less risk and higher growth opportunities compared to small and large companies [2] - The ETF has an annual operating expense of 0.04%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.4% [3] Group 2: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.1% of the portfolio, followed by Financials and Consumer Discretionary [4] - Robinhood Markets Inc Class A (HOOD) represents approximately 1.51% of total assets, with the top 10 holdings accounting for about 6.82% of total assets under management [5] Group 3: Performance Metrics - SCHM aims to match the performance of the Dow Jones U.S. Mid-Cap Total Stock Market Index, which includes mid-cap stocks ranked 501-1000 by market capitalization [6] - The ETF has increased by roughly 4.65% year-to-date and is up about 8.79% over the past year, with a trading range between $22.92 and $30.08 in the last 52 weeks [7] Group 4: Alternatives and Market Position - SCHM holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), with assets of $86.07 billion and $97.22 billion respectively, and expense ratios of 0.04% and 0.05% [9] Group 5: Market Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The First Trust Mid Cap Core AlphaDEX ETF (FNX) is a passively managed ETF launched on May 8, 2007, with assets exceeding $1.15 billion, targeting the Mid Cap Blend segment of the US equity market [1] - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of growth potential and stability compared to large and small cap companies [2] - FNX has an annual operating expense ratio of 0.58% and a 12-month trailing dividend yield of 1.22%, making it one of the more expensive ETFs in its category [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 20.2% of the portfolio, followed by Industrials and Consumer Discretionary [4] - Riot Platforms, Inc. (RIOT) represents about 0.58% of total assets, with the top 10 holdings accounting for roughly 4.95% of total assets under management [5] Performance Metrics - FNX aims to match the performance of the Nasdaq AlphaDEX Mid Cap Core Index, with a year-to-date return of approximately 4.33% and an increase of about 8% over the past year as of August 19, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 20.64% over the trailing three-year period, indicating a medium risk profile [7] Alternatives - FNX holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $86.31 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.54 billion in assets and an expense ratio of 0.05% [9] Conclusion - Passively managed ETFs like FNX are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The iShares Russell Mid-Cap ETF (IWR) is a passively managed fund launched on July 17, 2001, with over $43.61 billion in assets, making it one of the largest ETFs in the Mid Cap Blend segment of the US equity market [1] Group 1: Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of stability and growth potential, generally exhibiting higher growth prospects and lower volatility compared to large and small cap companies [2] - The ETF has annual operating expenses of 0.19% and a 12-month trailing dividend yield of 1.29%, which is competitive within its peer group [3] Group 2: Sector Exposure and Holdings - The ETF's largest sector allocation is to Industrials, comprising approximately 18.4% of the portfolio, followed by Financials and Consumer Discretionary [4] - Royal Caribbean Group Ltd (RCL) represents about 0.68% of total assets, with the top 10 holdings accounting for approximately 5.46% of total assets under management [5] Group 3: Performance Metrics - IWR aims to match the performance of the Russell MidCap Index, having gained roughly 7.39% year-to-date and approximately 15.44% over the past year as of August 15, 2025 [6] - The ETF has a beta of 1.03 and a standard deviation of 17.91% over the trailing three-year period, indicating a medium risk profile with effective diversification across 824 holdings [7] Group 4: Alternatives - The iShares Russell Mid-Cap ETF holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Alternatives include the Vanguard Mid-Cap ETF (VO) with $86.40 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.90 billion in assets and an expense ratio of 0.05% [9] Group 5: Conclusion - Passively managed ETFs like IWR are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The SPDR S&P MidCap 400 ETF (MDY) is a significant player in the Mid Cap Blend segment of the US equity market, with assets exceeding $23.09 billion, making it one of the larger ETFs in this category [1] Group 1: Mid Cap Blend Overview - Mid cap companies, with market capitalizations between $2 billion and $10 billion, provide a balance of stability and growth potential, offering less risk and higher growth opportunities compared to small and large companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Costs and Performance - The annual operating expense ratio for MDY is 0.23%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.18% [3] - MDY aims to match the performance of the S&P MidCap 400 Index, having gained approximately 2.72% year-to-date and about 10.49% over the past year, with a trading range of $468.22 to $620.12 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.7% of the portfolio, followed by Financials and Consumer Discretionary [4] - The top 10 holdings represent around 7.15% of total assets, with Interactive Brokers Group Inc. and Emcor Group Inc. among the notable names [5] Group 4: Risk and Alternatives - MDY has a beta of 1.05 and a standard deviation of 19.55% over the trailing three-year period, categorizing it as a medium-risk investment [7] - Alternatives to MDY include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), which have larger asset bases and lower expense ratios of 0.04% and 0.05%, respectively [9]

Core Insights - The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is a passively managed ETF launched on April 14, 2020, with assets exceeding $1.89 billion, targeting the Mid Cap Blend segment of the US equity market [1][2] Mid Cap Blend Overview - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering higher growth prospects than large cap companies while being less volatile than small cap companies, making them a stable investment option [2] Cost Structure - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the lower-cost options in the market, with a 12-month trailing dividend yield of 1.27% [3] Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector at approximately 21.5%, followed by Financials and Consumer Discretionary [4] - The top holding is Jpmorgan Us Govt Mmkt Fun at about 1.21% of total assets, with the top 10 holdings comprising around 6.01% of total assets under management [5] Performance Metrics - BBMC aims to match the performance of the Morningstar US Mid Cap Target Market Exposure Extended Index, having gained about 5.4% year-to-date and approximately 17.63% over the past year as of August 13, 2025 [6] - The ETF has a beta of 1.10 and a standard deviation of 20.05% over the trailing three-year period, indicating effective diversification with around 565 holdings [7] Alternatives in the Market - Other ETFs in the Mid Cap Blend space include the Vanguard Mid-Cap ETF (VO) with $86.13 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $97.30 billion in assets and an expense ratio of 0.05% [9] Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The Vanguard Mid-Cap ETF (VO) is a passively managed fund launched on January 26, 2004, with assets exceeding $85.49 billion, making it one of the largest ETFs in the Mid Cap Blend segment of the US equity market [1] Group 1: Mid Cap Blend Characteristics - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering a balance of stability and growth potential compared to large and small cap companies [2] - Blend ETFs typically hold a mix of growth and value stocks, as well as stocks exhibiting both characteristics [2] Group 2: Cost Structure - The ETF has an annual operating expense ratio of 0.04%, positioning it as one of the least expensive options in the market [3] - It offers a 12-month trailing dividend yield of 1.51% [3] Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector, comprising approximately 17.7% of the portfolio, followed by Financials and Information Technology [4] - Constellation Energy Corp (CEG) represents about 1.16% of total assets, with the top 10 holdings accounting for roughly 5.78% of total assets under management [5] Group 4: Performance Metrics - The ETF aims to match the performance of the CRSP US Mid Cap Index, which includes U.S. companies in the top 70%-85% of investable market capitalization [6] - Year-to-date, the ETF has increased by about 8.2% and has risen approximately 17.93% over the past year as of August 11, 2025 [6] - The ETF has traded between $228.54 and $289.77 in the past 52 weeks [6] Group 5: Risk Assessment - The ETF has a beta of 1.02 and a standard deviation of 17.15% over the trailing three-year period, categorizing it as a medium risk investment [7] - With around 304 holdings, it effectively diversifies company-specific risk [7] Group 6: Alternatives - The Vanguard Mid-Cap ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable metrics [8] - Other alternatives include the iShares Russell Mid-Cap ETF (IWR) with $42.76 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Mid-Cap ETF (IJH) with $95.63 billion in assets and an expense ratio of 0.05% [9] Group 7: Conclusion - Passively managed ETFs like VO are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10]

Core Insights - The iShares Morningstar Mid-Cap ETF (IMCB) is a passively managed ETF launched on June 28, 2004, with assets exceeding $1.14 billion, targeting the Mid Cap Blend segment of the US equity market [1][2]. Mid Cap Blend Overview - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering higher growth prospects than large cap companies and lower volatility than small cap companies, making them a stable investment option [2]. Cost Structure - The ETF has an annual operating expense ratio of 0.04%, positioning it among the least expensive options in the market, with a 12-month trailing dividend yield of 1.42% [3]. Sector Exposure and Holdings - The ETF's largest sector allocation is to Industrials at approximately 17.6%, followed by Financials and Information Technology [4]. - Capital One Financial Corp (COF) represents about 1.19% of total assets, with the top 10 holdings accounting for around 6.82% of total assets under management [5]. Performance Metrics - IMCB aims to match the performance of the Morningstar US Mid Cap Index, having gained about 7% year-to-date and approximately 16.48% over the past year as of August 5, 2025 [6]. - The ETF has traded between $65.41 and $82.27 in the past 52 weeks [6]. - It has a beta of 1.02 and a standard deviation of 17.4% over the trailing three-year period, indicating effective diversification of company-specific risk with around 413 holdings [7]. Alternatives in the Market - IMCB holds a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Mid Cap Blend area [8]. - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $85.39 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $96.30 billion in assets and a 0.05% expense ratio [9]. Investment Trends - There is a growing trend among retail and institutional investors towards passively managed ETFs due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10].

Core Insights - The Vanguard Extended Market ETF (VXF) is designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, with assets exceeding $22.36 billion, making it one of the larger ETFs in this category [1] Group 1: Mid Cap Blend Characteristics - Mid cap companies have market capitalizations between $2 billion and $10 billion, offering a balance of stability and growth potential compared to large and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - VXF has an annual operating expense ratio of 0.05%, positioning it as one of the cheaper options in the ETF space [3] - The ETF has a 12-month trailing dividend yield of 1.14% [3] Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Information Technology sector, comprising about 19% of the portfolio, followed by Industrials and Financials [4] - Individual holdings include Slcmt1142 at approximately 2.01% of total assets, with Microstrategy Inc (MSTR) and Applovin Corp (APP) also notable [5] Group 4: Performance Metrics - VXF aims to match the performance of the S&P Completion Index, with a year-to-date return of approximately 2.53% and a 12-month return of about 12.22% as of August 4, 2025 [6] - The ETF has traded between $150.43 and $207.15 over the past 52 weeks [6] Group 5: Risk Assessment - VXF has a beta of 1.17 and a standard deviation of 21.74% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF holds about 3,383 assets, effectively diversifying company-specific risk [7] Group 6: Alternatives - VXF carries a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Mid Cap Blend market segment [8] - Alternatives include the Vanguard Mid-Cap ETF (VO) with $84.02 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $95.08 billion in assets and a 0.05% expense ratio [9] Group 7: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]