The best ETFs for USA Mid Cap Stocks

How do I invest in USA Mid Cap stocks?

It is well known that companies with smaller market capitalizations generate higher returns over the long term. However, they also come with higher risks that investors should efficiently manage. Investing in mid cap stocks presents a good compromise for investors seeking higher returns with moderate risks.

There are essentially three indices available to invest with ETFs in USA mid cap companies. This Investment Guide for USA mid cap stocks will help you navigate between the peculiarities of the Russell Midcap, MSCI USA Mid Cap, S&P MidCap 400 and ETFs tracking them. It will allow you to find the most suitable mid cap USA ETFs for you by ranking them according to your preferences.

0.20% p.a. - 0.35% p.a.
annual total expense ratio (TER) of USA mid cap ETFs
on USA mid cap stocks, which are tracked by ETFs
on USA mid cap stocks
The best indices for USA mid cap ETFs

The best USA Mid Cap ETF by 1-year fund return as of 31/10/20

All USA mid cap ETFs ranked by fund return

 

The largest USA Mid Cap ETF by fund size in CHF

All USA mid cap ETFs ranked by fund size

 

The cheapest USA Mid Cap ETF by total expense ratio

All USA mid cap ETFs ranked by total expense ratio

 
 

Indices on USA Mid Cap Stocks compared

Methodologies of the compared indices

MSCI USA Mid Cap Russell Midcap S&P MidCap 400
Number of ETFs 0 ETFs 0 ETFs 2 ETFs
Number of constituents Appr. 800 400
Investment universe MSCI USA index: 618 (30/10/20) Russell 1000® index: appr. 1,000 largest US companies S&P 1500® Composite index: appr. 1,500 US companies
Index rebalancing Quarterly Annually (new IPOs additions quarterly) Quarterly
Selection criteria Companies of the MSCI USA index ranked by size covering appr. 15% of the free float-adjusted market cap in the US after large caps covering first 70% are subtracted Companies of the Russell 1000® index ranked 201 to 1,000 by total market cap Companies of the S&P 1500® Composite index with unadjusted market cap of 2.4 billion to 8.2 billion USD
Index weighting Market cap
(free float)
Market cap
(free float)
Market cap
(free float)

Source: justETF Research; As of 31/03/2020

 

S&P MidCap 400 index

The S&P MidCap 400 index includes 400 mid cap US stocks from the underlying S&P 1500® Composite index. Companies with an unadjusted market cap of 2.4 billion to 8.2 billion USD are included in the index.

 

Methodology of the S&P MidCap 400 Factsheet Methodology

  • 400 mid cap stocks from the United States
  • Index rebalancing takes place quarterly
  • Index is a subset of S&P 1500® Composite index
  • Index has minimum liquidity, free float and financial viability (positive earnings in the last year and quarter) inclusion criteria
  • Selection criteria: companies with unadjusted market cap of 2.4 billion to 8.2 billion USD are included
  • Index weighted by free float market cap
 

USA Mid Cap ETFs in comparison

The most important factors at a glance

When choosing a USA mid cap ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all USA mid cap ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all USA mid cap ETFs in detail
Compare all USA mid cap ETFs in a chart

Provider
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
SPDR S&P 400 US Mid Cap UCITS ETFIE00B4YBJ215 702 0.30% p.a. Accumulating Ireland Full replication
iShares Edge MSCI USA Size Factor UCITS ETFIE00BD1F4K20 108 0.20% p.a. Accumulating Ireland Optimized sampling
ComStage S&P MidCap 400 UCITS ETFLU0392495965 16 0.35% p.a. Distributing Luxembourg Unfunded swap

Source: justETF.com; As of 22/11/20

 

Return comparison of all Mid Cap ETFs on US equities

The table shows the returns of all USA mid cap ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
iShares Edge MSCI USA Size Factor UCITS ETF 0.16% 3.24% 11.56% -4.64% 8.33%
ComStage S&P MidCap 400 UCITS ETF 1.23% 2.85% 9.35% -8.76% -0.91%
SPDR S&P 400 US Mid Cap UCITS ETF 1.20% 2.81% 9.23% -8.96% -2.06%
ETF   2020
in %
2019
in %
2018
in %
2017
in %
2016
in %
iShares Edge MSCI USA Size Factor UCITS ETF -8.35% 26.05% -9.26% 12.87% -
ComStage S&P MidCap 400 UCITS ETF -12.45% 25.78% -12.07% 12.67% 14.20%
SPDR S&P 400 US Mid Cap UCITS ETF -12.60% 23.15% -10.84% 10.73% 22.81%

Source: justETF.com; As of 31/10/20; Calculations in CHF including dividends