US Small/Mid-Cap Index Funds
Funds and ETFs on this list can serve as a compliment to a US large-cap holding. The portfolios can be growth-, value-, or blend-oriented and typically focus on the bottom 30% of the capitalization of the US equity market. Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they simply invest the fund or ETFs assets to mirror the construction of an index (such as the S&P 500), providing investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings.
|
Name
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| AAM S&P 500 High Dividend Value ETF
SPDV
| Mid-Cap Value | 26.94% | 20.02% | 10.37% | 0.290% | $107.90M | |||
| Abacus FCF Real Assets Leaders ETF
ABLD
| Mid-Cap Value | 11.51% | 9.74% | — | 0.390% | $11.60M | |||
| Abacus FCF Small Cap Leaders ETF
ABLS
| Small Blend | — | 25.25% | — | — | 0.390% | $459,846.00 | ||
| Acquirers Small and Micro Deep Value ETF
DEEP
| Small Value | 25.27% | 11.82% | 4.15% | 0.800% | $25.68M | |||
| Alger Russell Innovation ETF
INVN
| Mid-Cap Blend | — | 26.34% | — | — | 0.550% | $10.74M | ||
| ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares
OUSM
| Small Blend | 15.42% | 13.87% | 7.79% | 0.480% | $820.46M | |||
| Amplify AI Powered Equity ETF
AIEQ
| Mid-Cap Blend | 6.93% | 17.86% | 2.72% | 0.750% | $111.86M | |||
| Amplify Cash Flow Dividend Leaders ETF
COWS
| Mid-Cap Value | 31.99% | 21.38% | — | 0.190% | $45.69M | |||
| Amplify Etho Climate Leadership U.S. ETF
ETHO
| Mid-Cap Blend | 25.54% | 18.43% | 5.32% | 0.450% | $197.00M | |||
| Barron's 400 ETF
BFOR
| Mid-Cap Blend | 17.78% | 19.42% | 8.79% | 0.650% | $241.13M | |||
| BNY Mellon MidCap Index Fund Class I
DMIDX
| Mid-Cap Blend | 15.33% | 15.71% | 6.44% | 0.250% | $1.20B | |||
| BNY Mellon MidCap Index Fund Investor Shares
PESPX
| Mid-Cap Blend | 15.05% | 15.42% | 6.17% | 0.500% | $1.20B | |||
| BNY Mellon Small Cap Stock Index Fund Class I
DISIX
| Small Blend | 20.80% | 16.01% | 5.10% | 0.250% | $791.61M | |||
| BNY Mellon Small Cap Stock Index Fund Investor Shares
DISSX
| Small Blend | 20.46% | 15.71% | 4.84% | 0.500% | $791.61M | |||
| BNY Mellon US Mid Cap Core Equity ETF
BKMC
| Mid-Cap Blend | 11.84% | 15.96% | 6.01% | 0.040% | $652.44M | |||
| BNY Mellon US Small Cap Core Equity ETF
BKSE
| Small Blend | 18.13% | 18.67% | 6.34% | 0.040% | $83.07M | |||
| Calvert US Mid Cap Core Responsible Index Fund Class A
CMJAX
| Mid-Cap Blend | 21.87% | 18.71% | 6.12% | 0.490% | $518.37M | |||
| Calvert US Mid Cap Core Responsible Index Fund Class I
CMJIX
| Mid-Cap Blend | 22.16% | 18.99% | 6.38% | 0.240% | $518.37M | |||
| Calvert US Mid Cap Core Responsible Index Fund Class R6
CMCRX
| Mid-Cap Blend | 22.22% | 19.04% | — | 0.200% | $518.37M | |||
| Calvert US Mid-Cap Core Responsible Index ETF
CVMC
| Mid-Cap Blend | 22.28% | 19.07% | — | 0.150% | $114.22M | |||
| CapForce IBD® 50 ETF
FFTY
| Mid-Cap Growth | — | −21.71% | 14.42% | −8.13% | 0.800% | $54.69M | ||
| CapForce IBD® Breakout Opportunities ETF
BOUT
| Mid-Cap Growth | — | 6.31% | 11.40% | 2.11% | 0.800% | $14.03M | ||
| Columbia Mid Cap Index Fund Class A
NTIAX
| Mid-Cap Blend | 15.19% | 15.51% | 6.24% | 0.450% | $2.36B | |||
| Columbia Mid Cap Index Fund Institutional 2 Class
CPXRX
| Mid-Cap Blend | 15.48% | 15.77% | 6.51% | 0.200% | $2.36B | |||
| Columbia Mid Cap Index Fund Institutional 3 Class
CMDYX
| Mid-Cap Blend | 15.46% | 15.80% | 6.50% | 0.200% | $2.36B |
United States