Core Viewpoint - The Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed ETF aimed at providing broad exposure to the Mid Cap Blend segment of the US equity market, with assets exceeding $4.90 billion, making it one of the larger ETFs in this category [1]. Group 1: Mid Cap Blend Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, generally exhibit higher growth prospects and lower volatility compared to large and small cap companies, offering a balance of stability and growth potential [2]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.25%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.65% [3]. - XMHQ aims to match the performance of the S&P MIDCAP 400 QUALITY INDEX, with a year-to-date return of approximately 2.97% and a decline of about 1.23% over the past year as of August 1, 2025 [6]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 35.4% of the portfolio, followed by Financials and Healthcare [4]. - Carlisle Cos Inc (CSL) is the largest holding at approximately 4.72% of total assets, with the top 10 holdings accounting for about 28.61% of total assets under management [5]. Group 4: Risk and Alternatives - XMHQ has a beta of 1.02 and a standard deviation of 20.39% over the trailing three-year period, indicating effective diversification of company-specific risk with around 82 holdings [7]. - Alternatives to XMHQ 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]. Group 5: Bottom Line - Passively managed ETFs like XMHQ 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 Viewpoint - The BNY Mellon US Mid Cap Core Equity ETF (BKMC) is a passively managed ETF launched on April 9, 2020, with assets exceeding $565.02 million, targeting the Mid Cap Blend segment of the US equity market [1][2]. Group 1: Mid Cap Blend Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are noted for higher growth prospects and lower volatility compared to large and small cap companies [2]. - Blend ETFs typically hold a mix of growth and value stocks, providing a balanced investment approach [2]. Group 2: Cost Structure - The annual operating expenses for BKMC are 0.04%, making it one of the least expensive ETFs in its category [3]. - The ETF has a 12-month trailing dividend yield of 1.46% [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 22.6% of the portfolio, followed by Financials and Consumer Discretionary [4]. - Sofi Technologies Inc (SOFI) represents about 0.61% of total assets, with the top 10 holdings accounting for around 5.44% of total assets under management [5]. Group 4: Performance Metrics - BKMC aims to match the performance of the SOLACTIVE GBS UNITED STATES 400 INDEX, which tracks the largest 400 mid cap companies in the US [6]. - The ETF has gained approximately 4.51% year-to-date and 9.29% over the past year, with a trading range between $83.55 and $110.43 in the last 52 weeks [6]. Group 5: Risk Assessment - The ETF has a beta of 1.04 and a standard deviation of 18.87% over the trailing three-year period, indicating effective diversification of company-specific risk with about 403 holdings [7]. Group 6: Alternatives - BKMC carries 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]. - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), with assets of $85.74 billion and $98.36 billion respectively, and expense ratios of 0.04% and 0.05% [9]. Group 7: Investment Appeal - Passively managed ETFs like BKMC are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10].

Core Viewpoint - The SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is a passively managed ETF that provides broad exposure to the Mid Cap Blend segment of the US equity market, with assets exceeding $13.78 billion, making it one of the larger ETFs in this category [1] Group 1: Mid Cap Blend Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, typically offer higher growth prospects compared to large cap companies while being less risky than small cap companies, providing a balance of stability and growth potential [2] - Blend ETFs hold a mix of growth and value stocks, exhibiting characteristics of both types of equities [2] Group 2: Cost Structure - The annual operating expenses for SPMD are 0.03%, making it one of the least expensive options in the ETF space [3] - The ETF has a 12-month trailing dividend yield of 1.41% [3] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.10% of the portfolio, followed by Financials and Consumer Discretionary [4] - Interactive Brokers Gro Cl A (IBKR) represents approximately 0.87% of total assets, with the top 10 holdings accounting for about 6.81% of total assets under management [5] Group 4: Performance Metrics - SPMD aims to match the performance of the S&P 1000 Index, having gained about 3.93% year-to-date and 6.76% over the past year as of July 24, 2025 [6] - The ETF has traded between $44.89 and $59.56 in the past 52 weeks [6] - It has a beta of 1.05 and a standard deviation of 19.52% over the trailing three-year period, indicating effective diversification of company-specific risk with approximately 404 holdings [7] Group 5: Alternatives and Market Position - SPMD holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), with assets of $85.79 billion and $98.68 billion respectively, and expense ratios of 0.04% and 0.05% [9] Group 6: Investment Appeal - Passively managed ETFs like SPMD are increasingly favored by retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Viewpoint - The Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) is a passively managed ETF that provides broad exposure to the Mid Cap Blend segment of the US equity market, with assets exceeding $1.63 billion [1] Group 1: Fund Overview - FLQM was launched on April 26, 2017, and is sponsored by Franklin Templeton Investments [1] - The ETF targets mid-cap companies with market capitalizations between $2 billion and $10 billion, which are seen as having higher growth prospects compared to large-cap companies while being less risky than small-cap firms [2] Group 2: Costs and Performance - The ETF has an expense ratio of 0.30%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.42% [3] - FLQM aims to match the performance of the LibertyQ U.S. Mid Cap Equity Index, which includes mid-cap companies with favorable exposure to quality, value, momentum, and low volatility factors [6] - As of July 16, 2025, FLQM has experienced a year-to-date loss of approximately -0.08% but has gained about 4.04% over the past year [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 22.90% of the portfolio, followed by Consumer Discretionary and Financials [4] - Idexx Laboratories Inc (IDXX) represents about 1.34% of total assets, with the top 10 holdings accounting for approximately 11.82% of total assets under management [5] Group 4: Risk and Alternatives - FLQM has a beta of 0.97 and a standard deviation of 16.55% over the trailing three-year period, indicating effective diversification of company-specific risk with around 205 holdings [7] - The ETF carries 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] - Alternatives include the Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH), which have significantly larger asset bases and lower expense ratios [9]

Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the iShares Core S&P Mid-Cap ETF (IJH) , a passively managed exchange traded fund launched on 05/22/2000. The fund is sponsored by Blackrock. It has amassed assets over $97.42 billion, making it the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Why Mid Cap Blend Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are les ...

Core Insights - The Invesco S&P MidCap 400 GARP ETF (GRPM) is a passively managed ETF launched on December 3, 2010, with assets exceeding $471.95 million, targeting the Mid Cap Blend segment of the US equity market [1] - Mid cap companies, with market capitalizations between $2 billion and $10 billion, provide a balance of lower risk and higher growth opportunities compared to small and large companies [2] - The ETF has an annual operating expense ratio of 0.35% and a 12-month trailing dividend yield of 0.87%, which is competitive within its peer group [3] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 26.30% to the Consumer Discretionary sector, followed by Energy and Industrials [4] - Celsius Holdings Inc (CELH) represents about 4.67% of total assets, with the top 10 holdings accounting for around 27.7% of total assets under management [5] Performance Metrics - GRPM aims to match the performance of the S&P MIDCAP 400 GARP INDEX, which tracks companies with consistent growth and strong financials [6] - The ETF has increased by approximately 1.46% year-to-date and is up about 0.48% over the past year, with a trading range of $90.38 to $126.41 in the last 52 weeks [6] - The ETF has a beta of 1.09 and a standard deviation of 21.77% over the trailing three-year period, indicating effective diversification of company-specific risk [7] Alternatives and Market Position - GRPM 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] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $84.90 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $98.18 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]