Launched on July 17, 2001, the iShares Russell Mid-Cap ETF (IWR) 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 Blackrock. It has amassed assets over $43.61 billion, making it one of the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendCompared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less v ...

Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) , a passively managed exchange traded fund launched on 11/08/2005.The fund is sponsored by State Street Global Advisors. It has amassed assets over $13.78 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, mid cap companies ...

Core Viewpoint - The VanEck Morningstar Wide Moat ETF (MOAT) is a significant player in the Large Cap Blend segment of the US equity market, with over $13.05 billion in assets, making it one of the largest ETFs in this category [1] Group 1: Fund Overview - MOAT is a passively managed ETF launched on April 24, 2012, sponsored by Van Eck [1] - The fund targets companies with market capitalizations above $10 billion, which are typically stable with predictable cash flows [2] Group 2: Costs and Performance - The ETF has an expense ratio of 0.47%, which is competitive within its peer group, and a 12-month trailing dividend yield of 1.30% [3] - MOAT aims to match the performance of the Morningstar Wide Moat Focus Index, which tracks 20 attractively priced companies with sustainable competitive advantages [6] - Year-to-date, the ETF has increased by approximately 5.12% and has risen about 14.21% over the past year, with a trading range of $76.53 to $98.73 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 25.90% of the portfolio, followed by Healthcare and Industrials [4] - Boeing Co accounts for approximately 3.29% of total assets, with the top 10 holdings representing about 28.68% of total assets under management [5] Group 4: Risk Profile - MOAT has a beta of 1.01 and a standard deviation of 19.03% over the trailing three-year period, categorizing it as a medium-risk investment [7] - The ETF holds around 54 stocks, effectively diversifying company-specific risk [7] Group 5: Alternatives - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Large Cap Blend area [8] - Other comparable ETFs include the SPDR S&P 500 ETF (SPY) with $643.46 billion in assets and an expense ratio of 0.09%, and the Vanguard S&P 500 ETF (VOO) with $691.94 billion in assets and an expense ratio of 0.03% [9] Group 6: 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 Vanguard Small-Cap ETF (VB) is a significant player in the Small Cap Blend segment of the US equity market, with assets exceeding $64.97 billion, making it one of the largest ETFs in this category [1] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with increased risks [2] - Blend ETFs, like VB, typically hold a mix of growth and value stocks, showcasing characteristics of both types of equities [2] Cost Structure - The annual operating expenses for the Vanguard Small-Cap ETF are 0.05%, positioning it as one of the least expensive options in the market [3] - The ETF has a 12-month trailing dividend yield of 1.36% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 20.90% of the portfolio, followed by Financials and Information Technology [4] - Individual holdings include Slcmt1142 at about 1% of total assets, along with Nrg Energy Inc (NRG) and Expand Energy Corp (EXE) [5] Performance Metrics - VB aims to replicate the performance of the CRSP US Small Cap Index, which includes U.S. companies in the bottom 2%-15% of investable market capitalization [6] - As of July 10, 2025, the ETF has gained about 2.09% year-to-date and approximately 14.26% over the past year, with a trading range between $193.73 and $261.58 in the last 52 weeks [7] - The ETF has a beta of 1.07 and a standard deviation of 20.67% over the trailing three-year period, indicating a medium risk profile [7] Competitive Landscape - The Vanguard Small-Cap ETF holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Alternatives in the market include the iShares Russell 2000 ETF (IWM) with $66.93 billion in assets and an expense ratio of 0.19%, and the iShares Core S&P Small-Cap ETF (IJR) with $81.70 billion in assets and an expense ratio of 0.06% [9] Conclusion - Passively managed ETFs like VB are increasingly favored by both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]