Index · 14 ranked
Funds Tracking the S&P MidCap 400
Ranked by expense ratio, lowest first.
Data as of May 31, 2026 ·How this data is built
As of May 31, 2026, FundVersus ranks 14 funds tracking the S&P MidCap 400 by expense ratio. The lowest is State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) at 0.03%. Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares (VSPMX) and Vanguard S&P Mid-Cap 400 Index Fund ETF Shares (IVOO) follow at 0.03% and 0.07%. The median is 0.37%; weighted by assets, 0.14%.
Facts from SEC filings. Not investment advice.
The ranking
Only the stated measure sets the order. Expense ratios from prospectuses; net assets and returns from Form N-PORT.
| # | Fund | Expense ratio | Net assets | 1-year return | |
|---|---|---|---|---|---|
| 1 | State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · ETF · US Mid-Cap | 0.03% | $15.6B | +17.33% | |
| 2 | Vanguard S&P Mid-Cap 400 Index Fund Institutional SharesVSPMX · Mutual fund · US Mid-Cap | 0.03% | $5.3B | +17.22% | |
| 3 | Vanguard S&P Mid-Cap 400 Index Fund ETF SharesIVOO · ETF · US Mid-Cap | 0.07% | $5.3B | +17.17% | |
| 4 | Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · ETF · US Mid-Cap | 0.15% | $404M | +18.61% | |
| 5 | Invesco S&P MidCap 400 GARP ETFGRPM · ETF · US Mid-Cap | 0.35% | $486M | +26.49% | |
| 6 | Invesco S&P MidCap 400 Pure Growth ETFRFG · ETF · US Mid-Cap | 0.35% | $335M | +35.08% | |
| 7 | Invesco S&P MidCap 400 Pure Value ETFRFV · ETF · US Mid-Cap | 0.35% | $318M | +31.99% | |
| 8 | Invesco S&P MidCap 400 Revenue ETFRWK · ETF · US Mid-Cap | 0.39% | $1.1B | +17.97% | |
| 9 | ProShares S&P MidCap 400 Dividend Aristocrats ETFREGL · ETF · US Dividend | 0.40% | $1.8B | +12.81% | |
| 10 | Mid Cap Index Trust NAVJAEYX · Mutual fund · US Mid-Cap | 0.41% | $1.2B | +16.84% | |
| 11 | Mid Cap Index Trust Series IJECIX · Mutual fund · US Mid-Cap | 0.46% | $1.2B | +16.79% | |
| 12 | Nationwide Mid Cap Market Index Fund Institutional Service ClassNWXQX · Mutual fund · US Mid-Cap | 0.48% | $478M | +28.89% | |
| 13 | Nationwide Mid Cap Market Index Fund Class AGMXAX · Mutual fund · US Mid-Cap | 0.65% | $478M | +28.69% | |
| 14 | Mid Cap Index Trust Series IIJAEZX · Mutual fund · US Mid-Cap | 0.66% | $1.2B | +16.59% |
Questions
How is this list ranked?
Ranked by expense ratio, lowest first. It includes funds tracking the S&P MidCap 400 with a current SEC filing and enough data for a FundVersus page. The ranking uses one stated measure and is not a recommendation.
Which has the lowest expense ratio?
State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), at 0.03% as of May 31, 2026.
How much money is in these funds?
The 14 funds on this list reported $35.0B in combined net assets on their latest filings.