S&P MidCap 400 Index ETF Tax Rates
Index Description
The index measures the performance of the mid capitalization sector of the U.S. equity market.
ETFs Tracking The S&P MidCap 400 Index
The following table presents sortable tax data for ETFs currently tracking the S&P MidCap 400 Index.
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| IJH | S&P MidCap 400 Index Fund | 35% | 15% | 1099 |
| MDY | SPDR MidCap Trust Series I | 35% | 15% | 1099 |
| IVOO | S&P Mid-Cap 400 ETF | 35% | 15% | 1099 |
Other Mid Cap Blend Equities ETFs
ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Mid Cap Blend Equities ETFdb Category are presented in the following table.
As Of 05/25/2012| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| IJH | S&P MidCap 400 Index Fund | 35% | 15% | 1099 |
| MDY | SPDR MidCap Trust Series I | 35% | 15% | 1099 |
| IWR | Russell Midcap Index Fund | 35% | 15% | 1099 |
| VO | Mid-Cap ETF | 35% | 15% | 1099 |
| VXF | Extended Market ETF | 35% | 15% | 1099 |
| FNX | Mid Cap Core AlphaDEX | 35% | 15% | 1099 |
| SCHM | U.S. Mid-Cap ETF | 35% | 15% | 1099 |
| JKG | Morningstar Mid Core Index Fund | 35% | 15% | 1099 |
| RWK | Mid Cap Fund | 35% | 15% | 1099 |
| EMM | SPDR DJ Wilshire Mid Cap ETF | 35% | 15% | 1099 |
| IVOO | S&P Mid-Cap 400 ETF | 35% | 15% | 1099 |
| EWRM | Russell Midcap Equal Weight ETF | 35% | 15% | 1099 |
| CZA | Mid-Cap Core ETF | 35% | 15% | 1099 |
| TRNM | US Mid Cap Trendpilot ETN | 35% | 15% | 1099 |
| PXMC | RAFI Fundamental Pure Mid Core Portfolio | 35% | 15% | 1099 |
| FMM | Focus Morningstar Mid Cap Index ETF | 35% | 15% | 1099 |
| EWMD | S&P MidCap 400 Equal Weight ETF | 35% | 15% | 1099 |
| QQQM | NASDAQ 400 Mid Cap ETF | 35% | 15% | 1099 |
Other Mid Cap Blend Equities Indexes
Other indexes tracked by ETFs in the Mid Cap Blend Equities ETFdb Category include:
- Defined Mid Cap Core Index
- Dow Jones U.S. Mid-Cap Total Stock Market Index
- Morningstar Mid Core Index
- MSCI US Mid Cap 450 Index
- RevenueShares Mid Cap Index
- Russell Midcap Index
- S&P Completion Index
- S&P MidCap 400 Index
- Zacks Mid-Cap Core Index
- Russell Midcap Equal Weight Index
- RBS US Mid Cap Trendpilot Index
- Morningstar Mid Cap Index
- RAFI Fundamental Mid Core Index
- S&P MidCap 400 Equal Weight Index
- NASDAQ 400 Index
Mutual Funds Tracking S&P MidCap 400 Index
ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking S&P MidCap 400 Index include: AAFBX, AAFCX, ABMIX, ACCRX, ACFBX, ACLGX, ACROX, ACTWX, ADJEX, AIMAX, AIMIX, AIMRX, ALEGX, ALYBX, APMBX, APMCX, ASCEX, ATAAX, ATCAX, ATLAX, BERCX, BSOBX, BSOCX, CHTTX, CUEGX, CUGBX, CUGCX, CUWAX, DPOAX, DSORX, EBMCX, ECMCX, EXMCX, FDXAX, FDXCX, FIIAX, FIIBX, FIICX, FIIMX, FIMBX, FIMEX, FITIX, FIUSX, FKMCX, FMCAX, FMCBX, FMCCX, FMCDX, FMCEX, FMCSX, FMCYX, FMDCX, FRSRX, GMCBX, GMCCX, GMXAX, GMXIX, HBMCX, HFMIX, HFMRX, HFMSX, HFMTX, HFTFX, HIFTX, HIMCX, HMABX, HMATX, HMCAX, HMCCX, HMCJX, HMCTX, HMDYX, HMIAX, HMIBX, HMRRX, HMRSX, HSMIX, HUMIX, IACVX, IAGRX, IAMDX, IDMOX, IDSGX, IDSIX, IDSLX, IFDIX, IFDMX, IFDSX, IFDTX, IGPAX, IGPCX, IGPIX, IGPWX, IIMDX, IPMIX, IPMSX, ISAGX, ISAIX, ISCVX, ISGRX, JECIX, LMASX, LMNSX, LSIRX, LTFAX, LTFBX, LTFCX, MGOAX, MGOKX, MGOTX, MGOYX, MGROX, MIDKX, MMSRX, MPMCX, MPSIX, NILAX, NILBX, NLBOX, NLHAX, NLHBX, NLOAX, NLPAX, NLWAX, NLWBX, NMPAX, NOMIX, NTIAX, PESPX, PMFJX, PMFMX, PMFNX, PMFPX, PMFSX, PMSSX, RAUHX, RAUOX, RAUTX, RAVRX, RAVSX, RAWHX, RAWOX, RAWTX, RAYHX, RAYOX, RAYTX, RLRHX, RLROX, RLRTX, SAUAX, SAUBX, SAUIX, SAWAX, SAWBX, SAWIX, SAYAX, SAYBX, SAYIX, SBMAX, SBMDX, SBMLX, SLRAX, SLRBX, SLRIX, SPMIX, VMIDX, VPFAX, VPFSX, WATWX and WEGTX.
