Missing the middle of anything leaves a pretty big hole, especially in the market. Since 1994, mid caps have outperformed large caps 51% of the time and small caps 53%,1 yet many portfolios don’t include mid-cap exposures.
Interact with our equity allocation tool to see the historic impact of increasing a portfolio’s mid-cap allocation compared to large- and small-cap allocations.
Source: Bloomberg Finance L.P. as of March 31, 2024
Return Data from January 1, 1994 to the date indicated, based on calendar year returns. Past performance is not a reliable indicator of future performance.Mid Caps = S&P MidCap 400 Index | Small Cap = S&P Small Cap 600 Index | Large Cap = S&P 500 Index.
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.
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.
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