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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Research and Insights

Mid caps have historically offered greater growth potential than large caps and less volatility than small caps. Learn more about the resilience of mid caps and considerations for adding them into a portfolio.

Equity ETFs

Investing in the Potential Sweet Spot: The Case for Mid Caps

Get acquainted with the strength of mid caps. Although they’re often underappreciated, mid-cap stocks can have a lot to offer, including a track record of outperformance.

January 28, 2021 By Matthew J Bartolini Article

Equity ETFs

Mid-Cap Implementation: Why an Index-Based Strategy is Worth Considering

A misstep in implementing a mid-cap strategy can impact a portfolio almost as much as not including mid caps at all. See why high fees and persistent underperformance from active managers make an index-based strategy worth considering.

January 28, 2021 By Matthew J Bartolini

Access the Middle

SPDR® Portfolio S&P 400™ Mid Cap ETF

SPMD

Access the middle for just 5 basis points.

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SPDR® S&P MIDCAP 400® ETF Trust MDY

Learn more about the original mid-cap ETF, 25 years on from its inception.

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SPDR® S&P® 400 Mid Cap Value ETF MDYV

Discover a mid-cap ETF with the strongest value characteristics.

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SPDR® S&P 400™ Mid Cap Growth ETF MDYG

Find mid-cap stocks with the strongest growth characteristics.

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Glossary

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

Disclosures

Important Risk Information

Investments in mid-sized companies may involve greater risks than those in larger, better known companies, but may be less volatile than investments in smaller companies. Index returns are unmanaged and do not reflect the deduction of any fees or expenses.

Index returns reflect capital gains and losses, income and the reinvestment of dividends. You cannot invest directly in an index.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions.

Investing involves risk including the risk of loss of principal.

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