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]

If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the SPDR S&P MidCap 400 ETF (MDY) , a passively managed exchange traded fund launched on May 4, 1995. The fund is sponsored by State Street Investment Management. It has amassed assets over $23.09 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market. Why Mid Cap Blend Mid cap companies, with market capitalization in the range of $2 billi ...

If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) , a passively managed exchange traded fund launched on April 14, 2020. Why Mid Cap Blend Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. Thus, companies that fall under this category provide a ...

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]

Core Insights - The John Hancock Multifactor Mid Cap ETF (JHMM) is a passively managed ETF launched on September 28, 2015, with assets exceeding $4.18 billion, targeting the Mid Cap Blend segment of the US equity market [1][2] Investment Characteristics - Mid cap companies, with market capitalizations between $2 billion and $10 billion, are considered to have 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 stable and growth-oriented investment [2] Cost Structure - The annual operating expenses for JHMM are 0.42%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.03% [3] Sector Allocation and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 20.9% of the portfolio, followed by Financials and Information Technology [4] - Vistra Corp (VST) represents approximately 0.6% of total assets, with the top 10 holdings accounting for about 4.79% of total assets under management [5] Performance Metrics - JHMM aims to match the performance of the John Hancock Dimensional Mid Cap Index, which includes companies ranked between the 200th and 951st largest in the U.S. [6] - The ETF has returned approximately 4.67% year-to-date and 8.37% over the past year, with a trading range of $50.32 to $64.80 in the last 52 weeks [7] - It has a beta of 1.02 and a standard deviation of 18.1% over the trailing three-year period, indicating medium risk [7] Alternatives in the Market - JHMM 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 $85.37 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $96.71 billion in assets and an expense ratio of 0.05% [9] Conclusion - Passively managed ETFs like JHMM 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]