Mid Caps Can Make All the Difference

Missing the middle of anything leaves a pretty big hole, especially in the market. Since 1994, mid caps have outperformed large caps 52.9% of the time and small caps 50.4%,¹ yet many portfolios don’t include mid-cap exposures.

Explore the Outperformance Potential of Mid Caps

Interact with our equity allocation tool to see the historic impact of increasing a portfolio’s mid-cap allocation, versus large- and small-cap allocations.

Source: Bloomberg Finance, L.P., as of February 28, 2023.
Methodology: The representation of the performance is based on the actual index data of the S&P 500® Index, the S&P MidCap 400® Index and the S&P Small Cap 600® Index from November 1, 1994 until February 28, 2023.

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.

How Can Mid Caps Help Enhance Portfolio Returns?

Head of SPDR Americas ETF Research Matthew Bartolini compared 15 theoretical portfolios to show how mid caps can help boost performance — and why omitting them can be costly.

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Own a Piece of the Middle

Click on the funds to view factsheets and performance details for SPDR mid-cap ETFs.

What Holdings Make Up SPDR Mid Caps?

Before you add a mid-cap allocation, explore the holdings of our mid-cap blend, value, and growth ETFs — and see which mid-cap ETF is right for you.

Discover Mid-Cap Holdings

Adding mid caps to portfolios can boost returns. Explore the company compositions for mid-cap blend, value, and growth ETFs to implement a mid-cap allocation.

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Footnotes

Disclosures

Investing involves risk including the risk of loss of principal.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

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

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.

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

While the shares of ETFs are tradable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress.

Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.

Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income as applicable.

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