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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.
Les frais totaux sur encours annuels (TER) des European mid cap ETFs
sur le secteur a European mid cap ETF investissables via des ETF
sur le secteur a European mid cap ETF
 
Les meilleurs ETF pour le secteur a European mid cap ETF

Le meilleur European Mid Cap ETF selon le rendement sur un an au 31/01/2024

Classement de tous les $rankingLink en fonction de leur rendement

 

Le plus grand European Mid Cap ETF en fonction du volume du fonds en EUR

Classement de tous les $rankingLink en fonction du volume du fonds

 

L’European Mid Cap ETF le plus avantageux en fonction des frais totaux sur encours

Classement de tous les $rankingLink en fonction des frais totaux sur encours

 
 

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 2 ETFs 1 ETF
Number of constituents 93
(30/06/2021)
124
(31/01/2024)
235
(31/01/2024)
200
Investment universe EURO STOXX® index: appr. 300 companies from Eurozone MSCI EMU index: 227 (31/01/2024) companies from Eurozone countries MSCI Europe index: 425 (31/01/2024) 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 Factsheet Methodology

  • 93 (30/06/2021) 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 124 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 Factsheet Methodology

  • 124 (31/01/2024) 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 235 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 Factsheet Methodology

  • 235 (31/01/2024) 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 Factsheet Methodology

  • 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%
 

Comparaison des European Mid Cap ETF

Les principales caractéristiques en un coup d’œil

Pour la sélection d’un European mid cap ETFs, outre la méthodologie de l’indice et les performances, d’autres facteurs jouent un rôle important lors de la décision. Pour faciliter la comparaison, vous trouverez une liste des European mid cap stocks avec les indications relatives à la taille, aux frais, à l’utilisation des revenus, au domicile du fonds et à la méthode de réplication classée en fonction de la taille des fonds.

Comparaison détaillée de tous les $rankingLink
Comparaison graphique de tous les $rankingLink

ETF
ISIN
  Taille fonds
en M EUR
Frais
en %
Utilisation
des revenus
Domicile
du fonds
Méthode de
réplication
iShares STOXX Europe Mid 200 UCITS ETF (DE)DE0005933998 428 0,21% p.a. Distribution Allemagne Réplication complète
iShares EURO STOXX Mid UCITS ETFIE00B02KXL92 364 0,40% p.a. Distribution Irlande Échantillonnage optimisé
iShares MSCI EMU Mid Cap UCITS ETFIE00BCLWRD08 132 0,49% p.a. Capitalisation Irlande Réplication complète
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)IE00BF20LF40 62 0,15% p.a. Capitalisation Irlande Échantillonnage optimisé
iShares Edge MSCI Europe Size Factor UCITS ETFIE00BQN1KC32 16 0,25% p.a. Capitalisation Irlande Échantillonnage optimisé
iShares MSCI Europe Mid Cap UCITS ETFIE00BYXYX745 6 0,15% p.a. Distribution Irlande Échantillonnage optimisé

Source : justETF.com ; situation au : 25/02/2024

 

Comparaison des performances des Mid Cap ETFs on European equities

Le tableau suivant compare les performances de tous les European mid cap ETFs. Toutes les indications relatives aux performances sont données à la fin du mois et comprennent les distributions. Outre les performances à une date de référence, l’évolution dans le temps est décisive pour la comparaison des ETFs. Pour cela, servez-vous aussi de nos comparaisons graphiques.

ETF   1 mois
en %
3 mois
en %
6 mois
en %
1 an
en %
3 ans
en %
iShares STOXX Europe Mid 200 UCITS ETF (DE) -1,17% 12,78% 1,70% 5,39% 11,17%
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) -0,29% 13,10% 1,64% 5,08% 12,73%
iShares MSCI Europe Mid Cap UCITS ETF -0,34% 13,18% 1,67% 4,96% 12,65%
iShares Edge MSCI Europe Size Factor UCITS ETF -1,22% 12,87% 1,13% 4,40% 11,31%
iShares EURO STOXX Mid UCITS ETF -0,28% 12,17% -1,05% 1,22% 9,75%
iShares MSCI EMU Mid Cap UCITS ETF 0,33% 12,07% -0,50% 0,90% 8,51%
ETF   2024
en %
2023
en %
2022
en %
2021
en %
2020
en %
iShares MSCI EMU Mid Cap UCITS ETF 0,33% 9,01% -15,18% 15,43% 4,42%
iShares EURO STOXX Mid UCITS ETF -0,28% 10,43% -14,86% 16,58% 1,72%
iShares MSCI Europe Mid Cap UCITS ETF -0,68% 14,33% -18,83% 21,38% 4,06%
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) -0,73% 14,38% -18,97% 21,38% 4,11%
iShares STOXX Europe Mid 200 UCITS ETF (DE) -1,17% 15,87% -19,41% 18,57% 0,95%
iShares Edge MSCI Europe Size Factor UCITS ETF -1,22% 14,75% -18,63% 19,70% 2,09%

Source : justETF.com ; situation au : 31/01/2024 ; indications en EUR, distributions comprises