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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., 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., 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., Inc. (PCLN):                              1.19%
  2. Cummins, Inc. (CMI):                                       1.02%
  3. NetApp, Inc. (NTAP):                                       0.98%
  4. Coach, Inc. (COH):                                          0.94%
  5., 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%

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IJR $112.86 0.79%
IJH $145.03 0.42%
MDY $264.46 0.46%
IWP $91.38 0.40%
IWR $163.53 0.29%


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