Mid caps have historically offered more growth potential than large caps, but with less volatility than small caps.
Our latest whitepaper explores mid caps':
Cumulative return difference between mid- and small-cap stocks since 1994. 1
Time since 1994 that mid caps have had higher Sharpe Ratios than large and small caps. 2
Percentage difference in expense ratio between indexed and actively managed mid-cap funds, many which struggle to beat the benchmark. 3
1 Bloomberg Finance L.P. as of 07/31/2019
2 FactSet as of July 31, 2019. Based on five year rolling total return data from 07/1994 to 06/2019
3 Morningstar as of June 30, 2019
There are plenty of options to choose from with SPDR ETFs:
SPDR® S&P MIDCAP 400® ETF
SPDR® Portfolio Mid Cap ETF
SPDR® S&P® 400 Mid Cap Value ETF
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.
The companies featured in these materials are members of the S&P® MidCap 400® Index™. They were not selected for inclusion in these materials based on their particular present or future financial condition or performance. These materials do not constitute a recommendation of an investment in, or an endorsement of, any company presented or included in the materials.