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.
El mejor European Mid Cap ETF por rentabilidad del fondo a un año a partir del 30/11/24
| 1 | iShares MSCI EMU Mid Cap UCITS ETF | 15,70% | ||
| 2 | iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 15,36% | ||
| 3 | iShares MSCI Europe Mid Cap UCITS ETF | 15,30% |
Todos los European mid cap ETFs clasificados por la rentabilidad del fondo
El mayor European Mid Cap ETF por patrimonio del fondo en euros
| 1 | iShares EURO STOXX Mid UCITS ETF | 399 m | ||
| 2 | iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 270 m | ||
| 3 | iShares MSCI EMU Mid Cap UCITS ETF | 140 m |
Todos los European mid cap ETFs clasificados por patrimonio del fondo
El European Mid Cap ETF más barato por gastos corrientes totales
| 1 | iShares MSCI Europe Mid Cap UCITS ETF | 0,15% p.a. | ||
| 2 | iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 0,15% p.a. | ||
| 3 | iShares Edge MSCI Europe Size Factor UCITS ETF | 0,25% p.a. |
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 | 2 ETFs | 0 ETFs |
| Number of constituents | 93 (30/6/21) | 120 (29/11/24) | 227 (29/11/24) | 200 |
| Investment universe | EURO STOXX® index: appr. 300 companies from Eurozone | MSCI EMU index: 222 (29/11/24) companies from Eurozone countries | MSCI Europe index: 415 (29/11/24) 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 (30/6/21) 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 Factsheet Methodology
- 120 (29/11/24) 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 Factsheet Methodology
- 227 (29/11/24) 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
Comparativa de European Mid Cap ETFs
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 | 399 | 0,40% p.a. | Distribución | Irlanda | Optimizada muestreo | |
| iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)IE00BF20LF40 | 270 | 0,15% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| iShares MSCI EMU Mid Cap UCITS ETFIE00BCLWRD08 | 140 | 0,49% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| iShares Edge MSCI Europe Size Factor UCITS ETFIE00BQN1KC32 | 22 | 0,25% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| iShares MSCI Europe Mid Cap UCITS ETFIE00BYXYX745 | 10 | 0,15% p.a. | Distribución | Irlanda | Optimizada muestreo |
Fuente: justETF.com; A partir de 21/12/24
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 MSCI EMU Mid Cap UCITS ETF | 1,40% | 0,91% | -0,17% | 15,70% | 6,71% | |
| iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 1,35% | 0,54% | 1,49% | 15,36% | 6,37% | |
| iShares MSCI Europe Mid Cap UCITS ETF | 1,46% | 0,49% | 1,45% | 15,30% | 6,35% | |
| iShares Edge MSCI Europe Size Factor UCITS ETF | 0,00% | -1,03% | -0,11% | 12,13% | 3,82% | |
| iShares EURO STOXX Mid UCITS ETF | 0,47% | -0,46% | -1,86% | 11,92% | 5,33% |
| ETF | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| iShares MSCI EMU Mid Cap UCITS ETF | 11,48% | 9,01% | -15,18% | 15,43% | 4,42% | |
| iShares MSCI Europe Mid Cap UCITS ETF | 9,42% | 14,33% | -18,83% | 21,38% | 4,06% | |
| iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc) | 9,32% | 14,38% | -18,97% | 21,38% | 4,11% | |
| iShares EURO STOXX Mid UCITS ETF | 7,86% | 10,43% | -14,86% | 16,58% | 1,72% | |
| iShares Edge MSCI Europe Size Factor UCITS ETF | 6,36% | 14,75% | -18,63% | 19,70% | 2,09% |
Fuente: justETF.com; A partir de 30/11/24; Cálculos en EUR, incluidos los dividendos