4 Best Long-Term Performance U.S. Mid Cap Blend ETFs

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  • Asset Class: US Mid Cap Blend

  • Long-Term Performance: 11.97% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.39% CAGR

  • Back test timeframe: January 1972 – December 2019

  • Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)

  • Long-Term Performance: 10.87% CAGR

  • S&P 500 Performance: 9.40% CAGR

  • Back test timeframe: September 1995 – December 2019

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 13

US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019

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MDY vs SPY: September 1995 – December 2019

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MDY vs SPY: May 5, 1995 – January 10, 2020

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The Deep Value ETF Accumulator rankings for the 13 oldest US Mid Cap Blend ETFs:

The top 4 ranked US Mid Cap Blend ETFs head-to-head comparisons:

CZA vs EZM vs VO vs JKG: May 2007 – December 2019

CZA vs EZM vs VO vs JKG: April 3, 2007 – January 10, 2020

 

Stated objectives of top 4 ranked US Mid Cap Blend ETFs:

CZA – The Invesco Zacks Mid-Cap ETF (Fund) is based on the Zacks Mid-Cap Core Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index selects securities from a universe of mid-capitalization securities, including master limited partnerships (MLPs) and American depositary receipts (ADRs)and business development companies (BDCs). The Fund and the Index are rebalanced quarterly.

EZM – WisdomTree U.S. MidCap Fund* seeks to track the investment results of earnings-generating mid-cap companies in the U.S. equity market. Gain broad U.S. mid cap equity exposure to profitable companies. Use to complement or replace mid cap active and passive strategies with the potential for more favorable valuations.

VO – Vanguard Mid-Cap ETF. Seeks to track the performance of the CRSP US Mid Cap Index, which measures the investment return of mid-capitalization stocks. Provides a convenient way to match the performance of a diversified group of medium-size companies. Follows a passively managed, full-replication approach.

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