This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Top 10 U.S. Small-Cap, Mid-Cap ETFs

IWR (iShares Russell MidCap ETF) tracks the Russell MidCap Index. It was launched in July 2007. The expense ratio is .23% and AUM equal nearly $7 billion. The average daily trading volume is around 500K shares. The dividend is $.36% making the yield around 1.35%. The YTD return as of June 2011 has also been 4%.  Below youâ¿¿ll note the holdings which are quite different from MDY. Nevertheless, the performance has been similar if not the same.

Data as of 2011-06-03

IWR Top Ten Holdings & Weightings

  1. CenturyLink, Inc. (CTL):                      0.59%
  2. Priceline.com, Inc. (PCLN):                  0.57%
  3. Cummins, Inc. (CMI):                           0.49%
  4. Network App, Inc. (NTAP):                  0.47%
  5. Coach, Inc. (COH):                              0.45%
  6. CBS Corporation B (CBS):                   0.44%
  7. FirstEnergy Corp (FE):                        0.43%
  8. Spectra Energy Corp (SE):                  0.42%
  9. Equity Residential (EQR):                    0.41%
  10. Salesforce.com, Inc. (CRM):                0.40%

 

IWP (iShares Russell MidCap Growth) follows the Russell MidCap Growth Index. It was launched in July 2001. The expense ratio is .25%. AUM equal $3.2 billion and average daily trading volume is just under 500K shares. The current dividend is $.10 making the current yield less than .75% with the YTD return as of June 2011 of 4.50%. 

Alternative issues to consider include IJK (iShares S&P MidCap 400 Growth ETF) and VOT (Vanguard MidCap Growth ETF) which tracks the MSCI US MidCap Growth Index. VOT should merit your attention given its low expense ratio of .15% with similar holdings. Despite its more recent appearance, launched in August 2006, it certainly has enough liquidity with $1.2 billion in AUM and 135K average daily trading volume. Technically itâ¿¿s in the same shape as the others mentioned.

Data as of June 2011

IWP Top Ten Holdings & Weightings

  1. Priceline.com, Inc. (PCLN):                              1.19%
  2. Cummins, Inc. (CMI):                                       1.02%
  3. NetApp, Inc. (NTAP):                                       0.98%
  4. Coach, Inc. (COH):                                          0.94%
  5. Salesforce.com, Inc. (CRM):                            0.85%
  6. Agilent Technologies, Inc. (A):                         0.84%
  7. T. Rowe Price Group (TROW):                        0.80%
  8. Citrix Systems, Inc. (CTXS):                            0.79%
  9. Altera Corp. (ALTR):                                        0.75%
  10. Marsh & McLennan Companies, Inc. (MMC):  0.74%

IWS (iShares Russell MidCap Value ETF) tracks the Russell MidCap Value Index. It was launched in July 2001. The expense ratio is .31%. AUM equal $3 billion and average daily trading volume is around 825K shares. The current dividend is $.20 making the current yield as of June 2011 roughly1.70% with YTD return of approximately 2.75%.

Alternative choices might include IJJ (iShares S&P 400 MidCap Value ETF) with AUM of $2 billion and an expense ratio of .25% and VOE (Vanguard MidCap Value ETF) Again VOE with a lower expense ratio at .15% may be the better long term holding while tracking the MSCI US MidCap Value Index. As of June 2011 the YTD return has been 3.53% with a dividend yield of 1.80%.

Data as of June 2011

IWS Top Ten Holdings & Weightings

  1. CenturyLink, Inc. (CTL):                                  1.13%
  2. FirstEnergy Corp (FE):                                    0.83%
  3. Spectra Energy Corp (SE):                              0.79%
  4. CBS Corporation B (CBS):                               0.74%
  5. Lorillard, Inc. (LO):                                            0.74%
  6. Peabody Energy Corporation (BTU):               0.73%
  7. Equity Residential (EQR):                                0.73%
  8. Noble Energy, Inc. (NBL):                                0.72%
  9. PPL Corp (PPL):                                              0.72%
  10. Ingersoll-Rand PLC (IR):                                 0.71%

2 of 4

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
MDY $273.48 0.16%
IJH $150.04 0.14%
IJR $116.96 0.55%
IWM $123.00 0.58%
IWP $98.17 0.25%

Markets

Chart of I:DJI
DOW 17,690.46 -55.52 -0.31%
S&P 500 2,103.94 -4.69 -0.22%
NASDAQ 5,128.2810 -0.5040 -0.01%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs