This asset class invests in mid-sized U.S. companies that sit between the large- and small-cap spectrum, capturing a balance of stability and growth potential. Blend funds combine growth and value styles, tracking indexes like the S&P MidCap 400 or CRSP Mid Cap for diversified exposure.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) | 10.93% | 19.49% | 17.10% | 8.04% | 11.54% | 11.49% | 9.73% | … | … |
| IJH (iShares Core S&P Mid-Cap ETF) | 14.60% | 26.23% | 16.69% | 8.26% | 11.23% | 11.28% | 9.87% | … | … |
| IWR (iShares Russell Midcap ETF) | 13.02% | 22.54% | 17.59% | 8.12% | 11.88% | 11.76% | 9.94% | … | … |
| VXF (Vanguard Extended Market ETF) | 15.07% | 30.22% | 20.51% | 6.77% | 12.10% | 11.59% | 10.05% | … | … |
| MDY (SPDR S&P Midcap 400 ETF Trust) | 14.32% | 25.74% | 16.33% | 8.00% | 10.98% | 11.05% | 9.67% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2004
Recent Articles
- General Dynamics 401(k) Review: 100% Match Up to 6% With $325 Million in Employer Contributions
- June 2026 MyPlanIQ Portfolio Update
- APPLE 401(K) PLAN 401(k) Review: A Match That Rewards Loyalty, Plus Plenty of Investment Options
- Charter Communications 401(k) Review: 100% Match Up to 6% With a 3-Year Vesting Clock
- Google LLC 401(k) Savings Plan Review: A Revealing Look at Their Greater Of Match Structure
- Walmart 401(k) Plan Review: 100% Match on 6% for 1.9 Million Employees
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …