Overview
- iShares Core S&P Mid-Cap ETF (IJH) tracks the S&P 400, is currently the largest core mid-cap fund, charges 0.05% annually, and includes only profitable companies.
- Vanguard Mid-Cap ETF (VO) holds 292 stocks with no position above 1.25%, has about $89.9 billion in assets, and keeps technology exposure near 12.7%.
- The articles note VO’s median holding size of roughly $41.9 billion, which can damp volatility relative to purer mid-cap peers.
- Other options highlighted include Vanguard Mid-Cap Value (VOE) for valuation-based exposure and Invesco S&P MidCap Quality for fundamentals-focused screens.
- Long-run data show mid-caps outpacing large caps since 1991, and sources outline conditional return scenarios of about 11% annually or roughly 35% over three years if growth holds and inflation stays contained.