Mid-Cap ETFs

As is the case with smaller stocks, mid-caps are lagging their large-cap counterparts this year. The S&P MidCap 400 Index, one of the most widely followed gauges of mid-cap equities, is higher by just over 4 percent year to date while the S&P 500 is up more than 11 percent. However, data...

Often overlooked, mid-cap stocks and exchange-traded funds offer investors exciting long-term growth prospects. More important than excitement are historical data that confirm mid caps have lengthy track records of topping large and small stocks while being less volatile than small caps. Why Mid...

Broadly speaking, exchange-traded funds have been on a torrid pace of asset gathering through the first quarter, but there have recently been some signs of departures from large-cap equity funds. Data suggest investors are also retreating from some popular mid-cap ETFs. In terms of outflows, March...

Mid-cap exchange-traded funds have been among this year's best-performing broad market ETFs. Broadly speaking, mid-cap ETFs have also been prolific asset gatherers, but that trend is changing as 2016 draws to a close. DON And MDY The WisdomTree MidCap Dividend Fund (ETF) (NYSE: DON) and the...

Earnings reports are the most important pieces of information divulged by public companies. Knowing that, a case can be made that weighting an index by earnings could prove to be an efficacious strategy over the long term. Trend Of Success Necessary Among mid-cap stocks, the WisdomTree MidCap...

U.S. stocks are once again flirting with record highs, and while large caps remain investors' preferred destination, well-documented has been the out-performance offered by mid caps this year. There are scores of exchange-traded funds offering investors to this cap spectrum, plenty of which are...

There is a slew of data points suggesting that active management has some, to put it delicately, shortcomings. Those issues are particularly acute when drifting away from large caps to mid and small caps. “The March 2016 persistence scorecard, published last week, showed that just 19 percent...

Depending on where one looks, performances for mid-cap exchange-traded funds this year range from solid to spectacular. The SPDR S&P MidCap 400 ETF (NYSE: MDY) is solid with a year-to-date gain of 3.1 percent, although that trails the S&P 500. The Appeal Of Mid-Cap ETFs The WisdomTree...

Low volatility exchange-traded funds are getting plenty of attention this year, but the ETFs from this group commanding most of the headlines have distinctly large-cap feels, including the PowerShares S&P 500 Low Volatility Portfolio (PowerShares Exchange-Traded Fund Trust II (NYSE: SPLV))....

Not quite as familiar as large-caps and often viewed as less sexy than small-caps, mid-cap stocks still offer plenty of opportunity. The proof is in the proverbial pudding. The SPDR S&P 500 (NYSE: SPY) is up 19.5 percent year-to-date, but that lags the returns offered by the Vanguard Mid-...

It has been a good year to be long mid-caps. The iShares Core S&P Mid-Cap ETF (NYSE: IJH) and the SPDR S&P MidCap 400 ETF (NYSE: MDY), two ETFs that combine for nearly $31 billion in assets under management, are each up about 21 percent year-to-date. IJH and MDY are known the entities...