This asset class invests in mid-sized U.S. companies that sit between the large- and small-cap spectrum, capturing a balance of stability and growth potential. Blend funds combine growth and value styles, tracking indexes like the S&P MidCap 400 or CRSP Mid Cap for diversified exposure.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) | 8.64% | 17.18% | 16.30% | 7.59% | 11.30% | 11.33% | 9.61% | … | … |
| IJH (iShares Core S&P Mid-Cap ETF) | 12.31% | 23.89% | 15.90% | 7.86% | 11.00% | 11.13% | 9.76% | … | … |
| IWR (iShares Russell Midcap ETF) | 10.62% | 20.25% | 16.76% | 7.65% | 11.64% | 11.60% | 9.82% | … | … |
| VXF (Vanguard Extended Market ETF) | 11.25% | 25.88% | 19.16% | 5.83% | 11.72% | 11.34% | 9.87% | … | … |
| MDY (SPDR S&P Midcap 400 ETF Trust) | 12.10% | 23.48% | 15.57% | 7.61% | 10.76% | 10.90% | 9.56% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2004
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