Small & Mid-Cap ETFs
Exposure below the mega-caps: S&P 400/600, Russell 2000 and factor-screened small-cap funds.
We cover 41 Small & Mid-Cap ETFs. The largest is IJH (iShares Core S&P Mid-Cap ETF) at $126.1B in assets. The cheapest by expense ratio is VO at 0.03%. The matrix below shows how much the 6 largest overlap by portfolio weight — open any cell for the full shared-holdings breakdown.
Overlap between the 6 largest
Share of portfolio weight the row and column fund hold in the same securities. Open any cell for the full comparison.
All 41 Small & Mid-Cap ETFs by size
| Fund | Assets | Expense | Yield | Holdings |
|---|---|---|---|---|
| $126.1B | 0.05% | 1.14% | 399 | |
| $113.4B | 0.06% | 1.10% | 605 | |
| $109.2B | 0.03% | 1.29% | 289 | |
| $82.5B | 0.03% | 1.18% | 1,312 | |
| $82.2B | 0.19% | 0.88% | 1,941 | |
| $57.6B | 0.18% | 1.12% | 806 | |
| $38.3B | 0.05% | 1.73% | 838 | |
| $32.2B | 0.05% | 0.99% | 3,359 | |
| $30.2B | 0.25% | 1.23% | 795 | |
| $27.1B | 0.23% | 0.99% | 399 | |
| $24.3B | 0.05% | 0.42% | 551 | |
| $24.2B | 0.05% | 1.80% | 170 | |
| $23.3B | 0.04% | 1.02% | 1,705 | |
| $20.5B | 0.23% | 0.34% | 277 | |
| $19.9B | 0.05% | 0.59% | 130 | |
| $18.5B | 0.03% | 1.19% | 399 | |
| $17.4B | 0.06% | 1.07% | 1,952 | |
| $17.3B | 0.03% | 1.36% | 604 | |
| $15.9B | 0.23% | 1.27% | 712 | |
| $15.3B | 0.26% | 0.95% | 2,121 | |
| $15.1B | 0.04% | 1.22% | 496 | |
| $14.8B | 0.24% | 0.42% | 1,101 | |
| $14.7B | 0.24% | 1.41% | 1,406 | |
| $11.0B | 0.17% | 0.52% | 242 | |
| $9.4B | 0.25% | 1.09% | 930 | |
| $9.0B | 0.18% | 1.56% | 301 | |
| $8.5B | 0.18% | 0.68% | 341 | |
| $8.4B | 0.18% | 1.29% | 458 | |
| $8.2B | 0.3% | 1.33% | 1,029 | |
| $7.2B | 0.35% | 0.60% | 76 | |
| $6.0B | 0.41% | 0.86% | 666 | |
| $5.5B | 0.25% | 0.55% | 80 | |
| $5.3B | 0.15% | 0.64% | 349 | |
| $5.1B | 0.15% | 1.78% | 462 | |
| $4.4B | 0.07% | 1.09% | 603 | |
| $3.9B | 0.07% | 1.14% | 400 | |
| $3.7B | 0.59% | 1.08% | 200 | |
| $2.9B | 0.15% | 0.56% | 245 | |
| $2.9B | 0.15% | 1.64% | 297 | |
| $1.9B | 0.1% | 1.64% | 460 | |
| $1.1B | 0.1% | 0.75% | 342 |
Assets are ETF share-class AUM where available, otherwise net assets per SEC filing (which can include non-ETF share classes). Expense ratios per latest SEC prospectus; yield is trailing 12-month.
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