ETF overview
Generally, the WisdomTree U.S. MidCap Fund dedicates a minimum of 95% of its total assets (excluding collateral from securities lending) to either the constituent securities of its underlying index or to investments that mirror their economic characteristics. Its underlying index employs a fundamental weighting strategy, focusing on profitable, mid-capitalization U.S. companies. Furthermore, this fund is classified as non-diversified.
Fund facts
- Expense ratio
- 0.38%
- Fund assets
- 905.11M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Feb 23, 2007
- Number of holdings
- 505
Breakdown
Holdings (505)
| Name | Ticker | Weight |
|---|---|---|
| Viatris Inc | VTRS | 1.64% |
| APA Corp | APA | 1.03% |
| CF Industries Holdings Inc | CF | 0.95% |
| Ovintiv Inc | OVV | 0.86% |
| Renaissancere Holdings Ltd | RNR | 0.85% |
| TD Synnex Corp | SNX | 0.76% |
| AES Corp/The | AES | 0.71% |
| Jackson Financial Inc-A W/I | JXN | 0.70% |
| Skyworks Solutions Inc | SWKS | 0.69% |
| Franklin Resources Inc | BEN | 0.61% |
| and 492 more | ||
Similar ETFs
- First Trust Mid Cap Core AlphaDEX FundFNX · Overlap 52% · Expense ratio 0.62%
- WisdomTree U.S. MidCap Dividend FundDON · Overlap 51% · Expense ratio 0.38%
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 51% · Expense ratio 0.15%
- Dimensional - US Small Cap ETFDFAS · Overlap 50% · Expense ratio 0.31%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 50% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 50% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 50% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 49% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.38%
- Fund assets
- 905.11M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Feb 23, 2007
- Number of holdings
- 505
| Name | Ticker | Weight |
|---|---|---|
| Viatris Inc | VTRS | 1.64% |
| APA Corp | APA | 1.03% |
| CF Industries Holdings Inc | CF | 0.95% |
| Ovintiv Inc | OVV | 0.86% |
| Renaissancere Holdings Ltd | RNR | 0.85% |
| TD Synnex Corp | SNX | 0.76% |
| AES Corp/The | AES | 0.71% |
| Jackson Financial Inc-A W/I | JXN | 0.70% |
| Skyworks Solutions Inc | SWKS | 0.69% |
| Franklin Resources Inc | BEN | 0.61% |
| and 492 more | ||
Generally, the WisdomTree U.S. MidCap Fund dedicates a minimum of 95% of its total assets (excluding collateral from securities lending) to either the constituent securities of its underlying index or to investments that mirror their economic characteristics. Its underlying index employs a fundamental weighting strategy, focusing on profitable, mid-capitalization U.S. companies. Furthermore, this fund is classified as non-diversified.
- First Trust Mid Cap Core AlphaDEX FundFNX · Overlap 52% · Expense ratio 0.62%
- WisdomTree U.S. MidCap Dividend FundDON · Overlap 51% · Expense ratio 0.38%
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 51% · Expense ratio 0.15%
- Dimensional - US Small Cap ETFDFAS · Overlap 50% · Expense ratio 0.31%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 50% · Expense ratio 0.03%
- iShares Core S&P Mid-Cap ETFIJH · Overlap 50% · Expense ratio 0.05%
- State Street SPDR S&P MIDCAP 400 ETF TrustMDY · Overlap 50% · Expense ratio 0.23%
- Vanguard S&P Mid-Cap 400 ETFIVOO · Overlap 49% · Expense ratio 0.07%
Overlap is the share of assets the two funds hold in common.
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