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The best ETFs for European Mid Cap Stocks

How do I invest in European Mid Cap stocks?

Medium-sized companies are the backbone of the European economy. 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 four indices available to invest with ETFs in European mid cap companies. This Investment Guide for European mid cap stocks will help you navigate between the peculiarities of the EURO STOXX® Mid, MSCI EMU Mid Cap, MSCI Europe Mid Cap, STOXX® Europe Mid 200 and ETFs tracking them. It will allow you to find the most suitable ETFs for you by ranking them according to your preferences.

 
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0,15% p.a. - 0,49% p.a.
ratio de gastos totales (TER) anual de European mid cap ETFs
en European mid cap stocks, que son seguidos por ETF
en European mid cap stocks
 
Los mejores índices para European mid cap ETFs

El mejor European Mid Cap ETF por rentabilidad del fondo a un año a partir del 30/11/22

Todos los European mid cap ETFs clasificados por la rentabilidad del fondo

 

El mayor European Mid Cap ETF por patrimonio del fondo en euros

Todos los European mid cap ETFs clasificados por patrimonio del fondo

 

El European Mid Cap ETF más barato por gastos corrientes totales

Todos los European mid cap ETFs clasificados por gastos corrientes totales

 
 

Indices on European Mid Cap Stocks compared

Methodologies of the compared indices

EURO STOXX® Mid MSCI EMU Mid Cap MSCI Europe Mid Cap STOXX® Europe Mid 200
Number of ETFs 1 ETF 1 ETF 3 ETFs 1 ETF
Number of constituents 93
(30/6/21)
120
(30/11/22)
227
(30/11/22)
200
Investment universe EURO STOXX® index: appr. 300 companies from Eurozone MSCI EMU index: 230 (30/11/22) companies from Eurozone countries MSCI Europe index: 427 (30/11/22) companies from Europe STOXX® Europe 600 index: 600 companies from 17 European countries
Index rebalancing Quarterly Quarterly Quarterly Quarterly
Selection criteria Companies ranked by size medium third of the underlying EURO STOXX® index Companies ranked by size covering appr. 15% of the free float-adjusted market cap of the MSCI EMU index after large caps covering first 70% are subtracted Companies ranked by size covering appr. 15% of the free float-adjusted market cap of the MSCI Europe index after large caps covering first 70% are subtracted Companies ranked by size from position 201 to 400 in the STOXX® Europe 600 index
Index weighting Market cap
(free float)
Market cap
(free float)
Market cap
(free float)
Market cap
(free float)

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

 

EURO STOXX® Mid index

The EURO STOXX® Mid index comprises medium sized companies from the underlying EURO STOXX® Index. EURO STOXX® index is a subset of STOXX® Europe 600 index. It includes appr. 300 companies from the Eurozone countries. Mid caps are determined as the medium 33% companies in the underlying index ranked by their market capitalisation. The stocks passing the selection screen are ranked in the index by the free float market cap.

 

Methodology of the EURO STOXX® Mid FactsheetMethodology

  • 93 (30/6/21) mid cap stocks from Eurozone
  • Stock selection is based on the size of companies – the middle third of the EURO STOXX® Index is selected
  • Index rebalancing takes place quarterly
  • Index weighted by free float market capitalization
  • Weight per constituent is capped at 20%
 

MSCI EMU Mid Cap index

The MSCI EMU Mid Cap index captures mid cap stocks across 10 developed countries in the Eurozone. With 120 constituents, the index represents appr. 15% of the free float-adjusted market capitalization of the MSCI EMU Index after the large cap stocks are subtracted. The index is based on free float market capitalization.

 

Methodology of the MSCI EMU Mid Cap FactsheetMethodology

  • 120 (30/11/22) mid cap stocks from Eurozone countries
  • Index rebalancing takes place quarterly
  • Investable index has minimum size, free float, liquidity and age of trading criteria
  • Stock selection is based on free float market cap
  • Selection criteria: Companies ranked by size covering appr. 15% of the free float-adjusted market cap of the MSCI EMU Index after large caps covering first 70% are subtracted
  • Index weighted by free float market cap
 

MSCI Europe Mid Cap index

The MSCI Europe Mid Cap index includes mid cap stocks from 15 developed countries in Europe. With 227 constituents, the index represents appr. 15% of the free float-adjusted market capitalization of the MSCI Europe Index after the large cap stocks are subtracted. The index is based on free float market capitalization.

 

Methodology of the MSCI Europe Mid Cap FactsheetMethodology

  • 227 (30/11/22) mid cap stocks from the European countries
  • Index rebalancing takes place quarterly
  • Investable index has minimum size, free float, liquidity and length of trading criteria
  • Stock selection is based on free float market cap
  • Selection criteria: Companies ranked by size covering 15% of the free float-adjusted market cap of the MSCI Europe after large caps covering first 70% are subtracted
  • Index weighted by free float market cap
 

STOXX® Europe Mid 200 index

The STOXX® Europe Mid 200 Index includes medium sized companies from the underlying STOXX® Europe 600 Index which consists of 600 companies from 17 European countries. STOXX® Europe Mid 200 includes the medium 200 stocks ranked by free float market capitalization.

 

Methodology of the STOXX® Europe Mid 200 FactsheetMethodology

  • 200 stocks mid cap from STOXX® Europe 600 Index
  • The index contains only stocks from European countries
  • Index rebalancing on quarterly basis
  • Stock selection is based on their free float market cap
  • Selection criteria: stocks ranked from 201 to 400 by their free float market cap in STOXX® Europe 600 Index are selected
  • Index weighted by free float market capitalization
  • Weight per constituents is capped at 20%
 

European Mid Cap ETFs en comparación

Los factores más importantes de un vistazo

A la hora de elegir el a European mid cap ETF hay que tener en cuenta otros factores además de la metodología del índice subyacente y el rendimiento de un ETF. Para una mejor comparación, encontrarás una lista de todos los European mid cap ETFs con detalles sobre el patrimonio, el coste, la edad, los ingresos, el domicilio y el método de replicación clasificados por patrimonio del fondo.

Compara todos los European mid cap ETFs en detalle
Compara todos los European mid cap ETFs en un gráfico

ETF
ISIN
  Patrimonio
en m EUR
Gastos corrientes
en %
Uso del beneficio Domicilio del fondo Método de replica
iShares EURO STOXX Mid UCITS ETFIE00B02KXL92 307 0,40% p.a. Distribución Irlanda Optimizada muestreo
iShares MSCI EMU Mid Cap UCITS ETFIE00BCLWRD08 152 0,49% p.a. Acumulación Irlanda Replicación física perfecta
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)IE00BF20LF40 54 0,15% p.a. Acumulación Irlanda Optimizada muestreo
Amundi ETF MSCI Europe Low Size Factor UCITS ETFLU1681041544 25 0,23% p.a. Acumulación Luxemburgo Swap sin fondos
iShares Edge MSCI Europe Size Factor UCITS ETFIE00BQN1KC32 18 0,25% p.a. Acumulación Irlanda Optimizada muestreo
iShares MSCI Europe Mid Cap UCITS ETFIE00BYXYX745 6 0,15% p.a. Distribución Irlanda Optimizada muestreo
Invesco STOXX Europe Mid 200 UCITS ETFIE00B60SX063 6 0,35% p.a. Acumulación Irlanda Swap sin fondos

Fuente: justETF.com; A partir de 3/12/22

 

Comparación del rendimiento de todos los Mid Cap ETFs on European equities

La tabla muestra los rendimientos de todos los European mid cap ETFs en comparación. Todas las cifras de rentabilidad incluyen los dividendos a final de mes. Además de la rentabilidad es importante la fecha de referencia en la que se realiza la comparación. Para encontrar el mejor ETF, también puedes realizar una comparación gráfica.

ETF   1 mes
en %
3 meses
en %
6 meses
en %
1 año
en %
3 años
en %
iShares EURO STOXX Mid UCITS ETF 6,91% 4,53% -6,15% -10,56% 3,67%
iShares MSCI EMU Mid Cap UCITS ETF 5,79% 4,36% -5,25% -10,57% 5,27%
iShares Edge MSCI Europe Size Factor UCITS ETF 7,18% 2,67% -6,88% -12,66% 4,43%
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) 6,59% 3,36% -5,53% -12,89% 7,89%
iShares MSCI Europe Mid Cap UCITS ETF 6,51% 3,13% -5,84% -13,02% 7,82%
Amundi ETF MSCI Europe Low Size Factor UCITS ETF 6,52% 3,16% -5,72% -13,39% 7,12%
Invesco STOXX Europe Mid 200 UCITS ETF 7,45% 2,55% -6,78% -13,80% 0,46%
ETF   2022
en %
2021
en %
2020
en %
2019
en %
2018
en %
iShares MSCI EMU Mid Cap UCITS ETF -13,62% 15,43% 4,42% 27,44% -14,99%
iShares EURO STOXX Mid UCITS ETF -13,89% 16,58% 1,72% 24,47% -11,94%
iShares Edge MSCI Europe Size Factor UCITS ETF -16,46% 19,70% 2,09% 26,95% -13,10%
iShares MSCI Europe Mid Cap UCITS ETF -16,67% 21,38% 4,06% 30,17% -12,98%
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) -16,67% 21,38% 4,11% 30,36% -13,01%
Amundi ETF MSCI Europe Low Size Factor UCITS ETF -17,13% 21,39% 4,02% 29,94% -13,12%
Invesco STOXX Europe Mid 200 UCITS ETF -17,80% 18,71% 0,38% 25,95% -11,41%

Fuente: justETF.com; A partir de 30/11/22; Cálculos en EUR, incluidos los dividendos