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Personal Financing Planner > Investing > Best mid-cap ETF for June 2025
Investing

Best mid-cap ETF for June 2025

June 8, 2025 6 Min Read
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Best mid-cap ETF for June 2025
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Table of Contents

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  • What is a mid-cap ETF?
  • Top Performance MID-CAP ETF
    • Investco S&P Midcap 400 Pure Value ETF (RFV)
    • Investco S&P Midcap 400 Revenue ETF (RWK)
    • Investco S&P Midcap Momentum ETF (XMMO)
    • Invesco S&P Midcap values ​​for MomentumETF (XMVM)
    • Investco S&P Midcap QualityETF (XMHQ)
    • First Trust Mid Cap Value Alphadex Fund (FNK)
    • WisdomTree US Midcap Fund (EZM)
  • Conclusion

Krisanapong Detraphiphat/Getty Images

Many investors overlook intermediate stocks. This is because they are not as financially stable as large caps, and some are not growing as fast as small caps. However, interim stocks offer a combination of both, including solid growth and financial stability. If you don’t want to spend the hassle of investing in individual stocks, you can touch Mid-CAP stocks via ETFs.

What is a mid-cap ETF?

The MID-CAP ETF is an exchange trade fund that invests in medium-sized companies in the market, with the total stock of the company ranging from billions to $20 billion. MID-CAP ETF is a great way to analyze individual stocks and own a company that grows quickly and has good financial stability without choosing a winner.

Midcap includes many companies you have never heard of, and quite a few companies you can use in your daily life. And the best stocks in the intermediate stock continue to grow bigger and eventually become larger, increasing your initial investment over and over again.

Intermediate companies may be popular with investors for several reasons:

  • growth: The midcap business is still small enough to provide above average growth, sometimes above average, and many midcaps are large.
  • Improved financial stability: In addition to increasing size, it also increases financial stability and resources, making midcaps safer than small caps, although not as safe as large caps or mega cap companies like Apple and Amazon.
  • Defense business: Midcap companies are typically growing to be big enough to protect their business niche, increasing overall safety.
  • Reduced volatility: Because they are safer, midcaps tend to have less volatility than their smaller rivals, which makes them a little better for risk aversion investors.
See also  Best Small Cap ETF for June 2025

These are huge positives for investors, but if you’re not interested in investing yourself and don’t want to do research and analysis legwork, the best place to start is to buy a Mid-Cap ETF. (And here we have the best small and best large ETFs based on the overall return.)

Top Performance MID-CAP ETF

Bankrate selected its top funds based on the following criteria:

  • US funds featured in Mid-Caps’ ETF.com screener
  • Funding among top performers over the past five years
  • No reverse or leveraged ETFs
  • Performance measured on May 30, 2025

Investco S&P Midcap 400 Pure Value ETF (RFV)

This passively managed fund is based on the S&P Midcap 400 Pure Value Index. This includes stocks in the S&P Midcap 400 Index, and captures plenty of value characteristics such as low price value, low price return rate, and low price to sales ratio.

  • 2025 YTD Performance: -3.3%
  • Historic Performance (5+ Years): 20.3%
  • Cost Ratio: 0.35%

Investco S&P Midcap 400 Revenue ETF (RWK)

The fund tracks the S&P 400 Midcap 400 revenue weighted index. This includes stocks in the S&P 400 Midcap index that have been rediscarded in accordance with the company’s revenues.

  • 2025 YTD Performance: -2.6%
  • Historic Performance (5+ Years): 18.2%
  • Cost Ratio: 0.39%

Investco S&P Midcap Momentum ETF (XMMO)

This passively managed fund is based on the S&P MIDCAP 400 Momentum Index. This includes 80 stocks in the MIDCAP 400 index, with the highest MIDCAP 400 index.

  • 2025 YTD Performance: 0.7%
  • Historic Performance (5+ Years): 16.7%
  • Cost Ratio: 0.34%

Invesco S&P Midcap values ​​for MomentumETF (XMVM)

This passively managed fund tracks the S&P Midcap 400 high momentum value index. This includes 80 strains of the S&P Midcap 400 index, with the highest scores in both values ​​and momentum factors.

  • 2025 YTD Performance: -1.6%
  • Historic Performance (5+ Years): 16.6%
  • Cost Ratio: 0.39%
See also  Dangerous Business: Three Risks That Impact Your Portfolio

Investco S&P Midcap QualityETF (XMHQ)

This passively managed fund is based on the S&P MIDCAP 400 Quality Index. This includes 80 stocks from the S&P MidCap 400 index, which scores in quality business.

  • 2025 YTD Performance: -1.0%
  • Historic Performance (5+ Years): 15.7%
  • Cost Ratio: 0.25%

First Trust Mid Cap Value Alphadex Fund (FNK)

The fund includes stocks in the NASDAQ US 600 Mid Cap Value Index. It ranks stocks based on growth factors such as price valuation and sales growth, as well as value factors from price to book value.

  • 2025 YTD Performance: -6.2%
  • Historic Performance (5+ Years): 14.8%
  • Cost Ratio: 0.70%

WisdomTree US Midcap Fund (EZM)

This passively managed fund tracks the index of the top 75% of the companies by market capitalization after excluding the top 500 large companies. An index only includes companies that have made profits over the last four quarters at the time of index restructuring, and are then weighted by revenue, with companies that typically have a greater weight.

  • 2025 YTD Performance: -3.5%
  • Historic Performance (5+ Years): 14.7%
  • Cost Ratio: 0.38%

Conclusion

The MID-CAP ETF is an attractive way to invest in solid performers who have both growth and stability, and do so without the risk of buying individual stocks. ETFs help diversify the risk of buying several individual stocks, but not all of the risks of investments are eliminated.

Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. Furthermore, investors recommend that past investment products performance is not a guarantee of future price increases.

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