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 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.
The best USA Mid Cap ETF by 1-year fund return as of 30.11.24
| 1 | Deka MSCI USA MC UCITS ETF | 37.66% | ||
| 2 | SPDR S&P 400 US Mid Cap UCITS ETF | 37.22% | ||
| 3 | iShares Edge MSCI USA Size Factor UCITS ETF | 36.42% |
All USA mid cap ETFs ranked by fund return
The largest USA Mid Cap ETF by fund size in EUR
| 1 | SPDR S&P 400 US Mid Cap UCITS ETF | 4,533 m | ||
| 2 | iShares Edge MSCI USA Size Factor UCITS ETF | 270 m | ||
| 3 | Deka MSCI USA MC UCITS ETF | 48 m |
All USA mid cap ETFs ranked by fund size
The cheapest USA Mid Cap ETF by total expense ratio
| 1 | iShares Edge MSCI USA Size Factor UCITS ETF | 0.20% p.a. | ||
| 2 | SPDR S&P 400 US Mid Cap UCITS ETF | 0.30% p.a. | ||
| 3 | Deka MSCI USA MC UCITS ETF | 0.30% p.a. |
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 | S&P MidCap 400 | |
|---|---|---|
| Number of ETFs | 1 ETF | 1 ETF |
| Number of constituents | 330 (29.11.24) | 400 |
| Investment universe | MSCI USA index: 590 (29.11.24) | S&P 1500® Composite index: appr. 1,500 US companies |
| Index rebalancing | 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 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) |
Source: justETF Research; As of 31/03/2020
MSCI USA Mid Cap index
The MSCI USA Mid Cap index measures the performance of the mid cap segments of the US market. The index covers approximately 15% of the free float-adjusted market capitalization of the US market after the largest cap stocks representing appr. 70% of the market. The index is based on free float market capitalization.
Methodology of the MSCI USA Mid Cap Factsheet Methodology
- 330 (29.11.24) mid cap stocks from the United States
- 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: 15% of the MSCI USA index after large caps covering first 70% by free float market cap are subtracted
- Index weighted by free float market cap
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
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 EUR | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| SPDR S&P 400 US Mid Cap UCITS ETFIE00B4YBJ215 | 4,533 | 0.30% p.a. | Accumulating | Ireland | Full replication | |
| iShares Edge MSCI USA Size Factor UCITS ETFIE00BD1F4K20 | 270 | 0.20% p.a. | Accumulating | Ireland | Optimized sampling | |
| Deka MSCI USA MC UCITS ETFDE000ETFL276 | 48 | 0.30% p.a. | Distributing | Germany | Full replication |
Source: justETF.com; As of 20.12.24
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 % | |
|---|---|---|---|---|---|---|
| Deka MSCI USA MC UCITS ETF | 9.85% | 15.78% | 21.07% | 37.66% | 28.13% | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 9.94% | 14.57% | 17.43% | 37.22% | 37.90% | |
| iShares Edge MSCI USA Size Factor UCITS ETF | 9.42% | 14.89% | 20.29% | 36.42% | 28.78% |
| ETF | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| Deka MSCI USA MC UCITS ETF | 29.06% | 10.51% | -13.93% | 36.19% | 8.66% | |
| SPDR S&P 400 US Mid Cap UCITS ETF | 27.67% | 11.76% | -8.28% | 34.46% | 3.41% | |
| iShares Edge MSCI USA Size Factor UCITS ETF | 26.51% | 11.95% | -13.16% | 36.10% | 7.85% |
Source: justETF.com; As of 30.11.24; Calculations in EUR including dividends