Mid-Cap Stocks U.S. Exchanges

The links on this page take you to lists of mid-cap stocks in the respective category. These mid-cap stocks have a market capitalization over two billion and under ten billion dollars. While there is not one universally accepted standard used in determining what capitalization level actually constitutes a mid-cap stock, the two to ten billion dollar range is perhaps the most common threshold used in the financial community. However, it should be noted that many ETF providers, financial professionals and other classification systems may use different capitalization levels.

List of Mid-Cap ETFs

List of Mid-Cap ETFs Listed on U.S. Exchanges

Mid-cap ETFs is one of the larger categories of ETFs and on these page you will find a list of mid-cap ETFs that passively follow a number of different mid-cap indices (with a couple of actively managed ETFs as well). You will also find ETFs that focus on high yielding mid-cap companies and ETFs that are comprised of both mid and small-cap companies included on this list. Because the mid-cap category is so large, there are three other sections in which you can locate mid-cap ETFs:

List of S&P 400 ETFs Listed on U.S. Exchanges

The S&P MidCap 400 is a widely followed index that is comprised of 400 mid-sized companies listed on U.S. exchanges. Many investors use it to gauge the overall health of the mid-cap stock market. There are quite a few ETFs that are based on this index that fall under traditional ETF categories including three ETFs (IJH, MDY, and IVOO) that are focused on tracking the S&P MidCap 400’s returns. In addition to these three, there are almost twenty additional ETFS that fall under traditional ETF themes: dividends, growth, leverage, short, value and volatility.

List of Mid-Cap ETFs
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S&P Mid-Cap 400 ETFs

iShares Core S&P Mid-Cap ETF (IJH)

SPDR S&P MIDCAP 400 ETF (MDY)

Vanguard S&P Mid-Cap 400 ETF (IVOO)

RevenueShares Mid Cap Fund (RWK) (Stocks ranked by revenue instead of market capitalization)

S&P Mid-Cap 400 Dividend ETFs

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL)

S&P Mid-Cap 400 Equal Weight ETFs

Guggenheim S&P MidCap 400 Equal Weight ETF (EWMC)

S&P Mid-Cap 400 Growth ETFs

Guggenheim S&P MidCap 400 Pure Growth ETF (RFG)

iShares S&P Mid-Cap 400 Growth ETF (IJK)

SPDR S&P 400 Mid Cap Growth ETF (MDYG)

Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)

S&P Mid-Cap 400 Leveraged ETFs

ProShares Ultra MidCap400 (MVV) (Daily Target: 2x)

Direxion Daily Mid Cap Bull 3X Shares (MIDU) (Daily Target: 3x)

ProShares UltraPro Mid Cap 400 Fund (UMDD) (Daily Target: 3x)

S&P Mid-Cap 400 Short ETFs

ProShares Short MidCap400 (MYY) (Daily Target: -1x)

ProShares UltraShort MidCap400 (MZZ) (Daily Target: -2x)

Direxion Daily Mid Cap Bear 3x Shares (MIDZ) (Daily Target: -3x)

ProShares UltraPro Short Mid Cap 400 Fund (SMDD) (Daily Target: -3x)

S&P Mid-Cap 400 Value ETFs

Guggenheim S&P MidCap 400 Pure Value ETF (RFV)

iShares S&P MidCap 400 Value Index Fund (IJJ)

SPDR S&P 400 Mid Cap Value ETF (MDYV)

Vanguard S&P Mid-Cap 400 Value ETF (IVOV)

S&P Mid-Cap 400 Volatility ETFs

PowerShares S&P MidCap Low Volatility ETF (XMLV)

Name of ETF: PowerShares S&P MidCap Low Volatility ETF

Benchmark Index: S&P MidCap 400 Low Volatility Index

Ticker Symbol: XMLV

Approximate Number of Holdings: 80

Types of Companies Included: U.S. mid-cap companies that have demonstrated low volatility over the last year.

Sector Weightings: The sector with the most representation (largest weight) historically has been the financial sector which represents a significant percentage of this ETF.

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

PowerShares Website

List of Mid-Cap Growth ETFs

List of Mid-Cap Growth ETFs Listed on U.S. Exchanges

These growth ETFs are comprised of mid-cap companies which are determined by the index provider of having a better chance of growing than their mid-cap counterparts. The companies selected for each ETF vary as the ETFs are based on different indices and those index providers use different criteria for selecting companies. The range of the number mid-cap stocks in each ETF varies as well (between 110 and 550).

Mid-Cap Growth ETFs

1. First Trust Mid Cap Growth AlphaDEX Fund (FNY)

 First Trust Mid Cap Growth AlphaDEX Fund (FNY)
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Name of ETF: First Trust Mid Cap Growth AlphaDEX Fund

Benchmark Index: Defined Mid Cap Growth Index

Ticker Symbol: FNY

Approximate Number of Holdings: 125

Types of Companies Included: The top mid-cap companies from the S&P MidCap 400 Growth Index that meet specific fundamental criteria.

Fundamentals Used:

  • Growth Criteria: Sales-to-price ratio, sales growth over the previous 12 months and general price appreciation the company has experienced over three, six and 12 month periods.
  • Value Criteria: Book value-to-price, cash flow-to-price and return on assets (ROA).

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

First Trust Website

2. IShares Russell Mid-Cap Growth ETF (IWP)

Name of ETF:  iShares Russell Mid-Cap Growth ETF

Benchmark Index: Russell MidCap Growth Index

Ticker Symbol: IWP

Approximate Number of Stocks in this ETF: 550

Types of Companies Included in this ETF: A selection of U.S. mid-sized companies which exhibit growth characteristics.  These companies are analyzed and determined by the index provider as having a better chance of growing at a rate faster than other mid-cap companies.

Sector Weightings: The sectors with the most representation (largest weight) historically have been the consumer discretionary, information technology, industrial and health care sectors.

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

iShares Website

3. IShares Morningstar Mid-Cap Growth ETF (JKH)

Name of ETF:  iShares Morningstar Mid-Cap Growth ETF

Benchmark Index: Morningstar Mid Growth Index

Ticker Symbol: JKH

Approximate Number of Stocks in this ETF: 200

Types of Companies Included in this ETF: A selection of U.S. mid-sized companies which exhibit growth characteristics.  These companies are analyzed and determined by the index provider as having a better chance of growing at a rate faster than other mid-cap companies.

Sector Weightings: The sectors with the most representation (largest weight) historically have been the consumer discretionary, information technology, industrial and health care sectors.

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

iShares Website

PowerShares Fundamental Pure Mid Growth Portfolio (PXMG)

Name of ETF: PowerShares Fundamental Pure Mid Growth Portfolio

Benchmark Index: RAFI Fundamental Mid Growth Index

Ticker Symbol: PXMG

Approximate Number of Stocks in this ETF: 110

Types of Companies Included in this ETF: A selection of U.S. mid-sized companies which exhibit growth characteristics.  These companies are analyzed and determined by the index provider as having a better chance of growing at a rate faster than other mid-cap companies.

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

PowerShares Website

Vanguard Mid-Cap Growth ETF (VOT)

Name of ETF: Vanguard Mid-Cap Growth ETF

Benchmark Index: CRSP US Mid Cap Growth Index

Ticker Symbol: VOT

Approximate Number of Stocks in this ETF: 185

Types of Companies Included in this ETF: A selection of U.S. mid-sized companies which exhibit growth characteristics.  These companies are analyzed and determined by the index provider as having a better chance of growing at a rate faster than other mid-cap companies.

Sector Weightings: The sectors with the most representation (largest weight) historically have been the industrial and consumer service sectors.

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

Vanguard Website

List of Mid-Cap Value ETFs

List of Mid-Cap Value ETFs Listed on U.S. Exchanges

There are a couple of notable similarities between these mid-cap value ETFs:

  • The basic premise of each ETF is to include mid-cap companies that are thought to be undervalued compared to their mid-cap counterparts. This analysis is done by the index provider in the creation of the mid-cap value index.
  • While these ETFs are not equally weighted, no single company represents a notable percentage in any of the ETFs.

While the general premise of these ETFs is the same, it should be noted that the composition can vary from ETF to ETF as many of these ETFs are based on different indices and use different methodologies in selecting companies.

Mid-Cap Value ETFs

First Trust Mid Cap Value AlphaDEX Fund (FNK)

iShares Russell Mid-Cap Value ETF (IWS)

iShares Morningstar Mid-Cap Value ETF                (JKI)

PowerShares Fundamental Pure Mid Value Portfolio (PXMV)

Vanguard Mid-Cap Value ETF (VOE)

WBI SMID Tactical Select Shares ETF (WBID) (Actively Managed)

WBI SMID Tactical Value Shares ETF (WBIB) (Actively Managed)

S&P Mid-Cap 400 Value ETFs

Guggenheim S&P MidCap 400 Pure Value ETF (RFV)

iShares S&P MidCap 400 Value Index Fund (IJJ)

SPDR S&P 400 Mid Cap Value ETF (MDYV)

Vanguard S&P Mid-Cap 400 Value ETF (IVOV)

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Mid-Cap Aerospace and Defense

Mid-Cap Banks

Mid-Cap Biotech

Mid-Cap Business Services

Mid-Cap Chemicals

Mid-Cap Clean Energy

Mid-Cap Construction

Mid-Cap Consumer Goods

Mid-Cap Consumer Services

Mid-Cap Entertainment and Leisure

Mid-Cap Environmental Services

Mid-Cap Financial Sector

Mid-Cap Food and Beverage

Mid-Cap Healthcare

Mid-Cap Insurance

Mid-Cap Internet

Mid-Cap Media

Mid-Cap Medical Devices

Mid-Cap Mining

Mid-Cap Oil & Gas

Mid-Cap Pharmaceuticals

Mid-Cap Real Estate

Mid-Cap Retail

Mid-Cap Semiconductors

Mid-Cap Software

Mid-Cap Tech

Mid-Cap Telecom

Mid-Cap Transportation

Mid-Cap Utility Stocks

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