Investment Capabilities

Find Resilience with Mid Caps Here’s to Those Who Get Up

Source: Bloomberg Finance, L.P. as of November 30, 2020.

Past performance is not a reliable indicator of future performance. Index returns do not represent actual ETF performance and are for illustration purposes only. Index performance does not reflect charges and expenses associated with the fund or brokerage commissions associated with buying and selling exchange traded funds. It is not possible to invest directly in an index.

Do you know how a mid-cap allocation could impact your portfolio performance? Use our interactive chart to find out.


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SPDR® Portfolio S&P 400™ Mid Cap ETF

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Large-Cap Fund, or Large-Cap Companies
An abbreviation for “large-capitalization fund,” an equities portfolio composed of companies each with a market value of more than $10 billion.

S&P MidCap 400™ Index
A benchmark that seeks to target the mid-cap portion of the US equities market. The index covers more than 7% of the US equities market. Included in the index are companies with market cap in the range of $1 billion to $4.5 billion. This range is reviewed from time to time to ensure consistency with market conditions.

Small-Cap Stocks
Stocks with a relatively small market capitalizations — generally companies with market values of between $300 million and $2 billion. Small-cap stocks are more volatile than mid- or large-cap stocks, but tend to deliver higher returns over longer time periods