What are the Best Mid Cap ETFs to invest in Jul 2024?
| Name | Expense Ratio | 5Y Returns | 10Y Returns |
|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | 0.05 | 6.01% | 8.87% |
| VO Vanguard Mid-Cap ETF | 0.04 | 6.5% | 9.05% |
| IWR iShares Russell Mid-Cap ETF | 0.19 | 6.23% | 8.82% |
| MDY SPDR® S&P MIDCAP 400 ETF Trust | 0.23 | 5.77% | 8.63% |
| VOE Vanguard Mid-Cap Value ETF | 0.07 | 5.4% | 8.39% |
iShares Core S&P Mid-Cap ETF ($IJH)
This investment follows the S&P MidCap 400 Index, which focuses on medium-sized U.S. companies. The fund invests at least 80% of its money in stocks from this index or similar ones. The remaining 20% can be used for things like futures, options, swaps, or held as cash.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Jabil Inc | 0.81 | Technology |
| Hubbell Inc | 0.72 | Industrials |
| Reliance Steel & Aluminum Co | 0.68 | Basic Materials |
| Builders FirstSource Inc | 0.66 | Industrials |
| Super Micro Computer Inc | 0.59 | Technology |
| Deckers Outdoor Corp | 0.58 | Consumer Cyclical |
| Carlisle Companies Inc | 0.58 | Industrials |
| Watsco Inc Class A | 0.58 | Industrials |
| Ovintiv Inc | 0.57 | Energy |
| Graco Inc | 0.56 | Industrials |
Vanguard Mid-Cap ETF ($VO)
This investment follows the CRSP US Mid Cap Index, which focuses on mid-sized U.S. companies. The fund invests heavily in stocks from this index, trying to hold each stock in proportion to its presence in the index.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Amphenol Corp Class A | 0.81 | Technology |
| Arthur J. Gallagher & Co | 0.80 | Financial Services |
| Carrier Global Corp Ordinary Shares | 0.75 | Industrials |
| Motorola Solutions Inc | 0.74 | Technology |
| PACCAR Inc | 0.72 | Industrials |
| TransDigm Group Inc | 0.72 | Industrials |
| Arista Networks Inc | 0.69 | Technology |
| Welltower Inc | 0.69 | Real Estate |
| Microchip Technology Inc | 0.69 | Technology |
| Hess Corp | 0.69 | Energy |
iShares Russell Mid-Cap ETF ($IWR)
This investment follows the Russell Midcap Index, which tracks mid-sized U.S. companies. The fund puts at least 80% of its money into stocks from this index or similar ones. The other 20% can be in things like futures, options, swaps, or held as cash.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Phillips 66 | 0.54 | Energy |
| Parker Hannifin Corp | 0.53 | Industrials |
| Arthur J. Gallagher & Co | 0.53 | Financial Services |
| Aflac Inc | 0.51 | Financial Services |
| Amphenol Corp Class A | 0.51 | Technology |
| Trane Technologies PLC Class A | 0.50 | Industrials |
| Marvell Technology Inc | 0.48 | Technology |
| Apollo Global Management Inc Class A | 0.48 | Financial Services |
| TransDigm Group Inc | 0.48 | Industrials |
| Hess Corp | 0.47 | Energy |
SPDR® S&P MIDCAP 400 ETF Trust ($MDY)
This investment aims to match the performance of the S&P MidCap 400® Index™, focusing on mid-sized U.S. companies. The fund holds stocks from this index, with each stock's weight in the fund being similar to its weight in the index.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Hubbell Inc | 0.74 | Industrials |
| Jabil Inc | 0.74 | Technology |
| Builders FirstSource Inc | 0.69 | Industrials |
| Reliance Steel & Aluminum Co | 0.68 | Basic Materials |
| Deckers Outdoor Corp | 0.59 | Consumer Cyclical |
| Carlisle Companies Inc | 0.57 | Industrials |
| Watsco Inc Class A | 0.56 | Industrials |
| Super Micro Computer Inc | 0.55 | Technology |
| Graco Inc | 0.55 | Industrials |
| Owens-Corning Inc | 0.54 | Industrials |
Vanguard Mid-Cap Value ETF ($VOE)
This investment follows the CRSP US Mid Cap Value Index, focusing on "value" stocks from mid-sized U.S. companies. The fund invests heavily in stocks from this index, aiming to match its composition closely.
| Top 10 Holdings | % Allocation | Sector |
|---|---|---|
| Arthur J. Gallagher & Co | 1.53 | Financial Services |
| Carrier Global Corp Ordinary Shares | 1.44 | Industrials |
| PACCAR Inc | 1.39 | Industrials |
| PG&E Corp | 1.23 | Utilities |
| Nucor Corp | 1.21 | Basic Materials |
| Centene Corp | 1.16 | Healthcare |
| Digital Realty Trust Inc | 1.14 | Real Estate |
| Corteva Inc | 1.13 | Basic Materials |
| Baker Hughes Co Class A | 1.11 | Energy |
| Ameriprise Financial Inc | 1.06 | Financial Services |
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