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  • Mutual Fund to ETF Converter
  • State Farm LifePath Income B
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NILBX - State Farm LifePath Income B

  • Fund Family Name: State Farm
  • Expense Ratio: 2.00%
  • Benchmark Indexes: FTSE NAREIT Equity REITs Index, S&P 500 Index, S&P MidCap 400 Index, S&P SmallCap 600 Index
Learn more about NILBX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund NILBX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to NILBX: The mutual fund NILBX has been benchmarked by State Farm in its fund prospectus against a custom index that is comprised of multiple indexes: FTSE NAREIT Equity REITs Index and S&P 500 Index and S&P MidCap 400 Index and S&P SmallCap 600 Index

The ETF alternatives to NILBX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb.com Categories as the individual indexes comprising the custom index.

ETFs Linked To FTSE NAREIT Equity REITs Index

There are no ETFs linked to FTSE NAREIT Equity REITs Index.

ETFs Linked To S&P 500 Index

The following table presents exchange traded funds linked to S&P 500 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
SPY State Street SPDR S&P 500 ETF $777,089,000 8.70% 0.09%
IVV iShares Core S&P 500 ETF $832,027,000 8.72% 0.03%
VOO Vanguard S&P 500 ETF $980,205,000 8.72% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $220,022 -5.89% 0.48%

ETFs Linked To S&P MidCap 400 Index

The following table presents exchange traded funds linked to S&P MidCap 400 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IJH iShares Core S&P Mid-Cap ETF $118,570,000 12.55% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $26,533,300 12.37% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,589,540 12.54% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,454,600 12.58% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,318,630 7.58% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,384,480 19.65% 0.35%
FRTY Alger Mid Cap 40 ETF $138,650 7.68% 0.60%

ETFs Linked To S&P SmallCap 600 Index

The following table presents exchange traded funds linked to S&P SmallCap 600 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IJR iShares Core S&P Small-Cap ETF $102,969,000 15.49% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $3,876,800 15.44% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,522,300 15.49% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,845,770 20.53% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $609,519 17.97% 0.37%

Real Estate ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as FTSE NAREIT Equity REITs Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
REC Emles Real Estate Credit ETF $2,012 -16.66% 0.48%
REM iShares Mortgage Real Estate ETF $541,280 -2.61% 0.48%
REZ iShares Residential and Multisector Real Estate ETF $848,899 8.03% 0.48%
IYR iShares U.S. Real Estate ETF $4,722,560 7.96% 0.38%
VNQ Vanguard Real Estate ETF $37,661,400 9.04% 0.13%
FRI First Trust S&P REIT Index Fund $177,327 12.88% 0.50%
RWR State Street SPDR Dow Jones REIT ETF $1,777,610 12.48% 0.25%
ICF iShares Select U.S. REIT ETF $2,084,910 13.48% 0.32%
PSR Invesco Active U.S. Real Estate Fund $57,588 13.17% 0.35%
KBWY Invesco KBW Premium Yield Equity REIT ETF $298,126 20.57% 0.35%
SCHH Schwab US REIT ETF $10,118,000 12.42% 0.07%
MORT VanEck Mortgage REIT Income ETF $385,838 -2.81% 0.43%
FREL Fidelity MSCI Real Estate Index ETF $1,452,790 8.93% 0.08%
SRET Global X SuperDividend REIT ETF $226,938 4.32% 0.58%
XLRE State Street Real Estate Select Sector SPDR ETF $7,913,800 9.85% 0.08%
CRED Columbia Research Enhanced Real Estate ETF $3,443 13.31% 0.33%
USRT iShares Core U.S. REIT ETF $4,170,570 13.82% 0.08%
NURE Nuveen Short-Term REIT ETF $34,912 13.57% 0.36%
PPTY US Diversified Real Estate ETF $25,095 11.24% 0.53%
INDS Pacer Industrial Real Estate ETF $113,031 7.64% 0.49%
SRVR Pacer Data & Infrastructure Real Estate ETF $401,517 18.10% 0.49%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF $1,236,870 13.06% 0.11%
VRAI Virtus Real Asset Income ETF $18,192 21.21% 0.55%
NETL Colterpoint Net Lease Real Estate ETF $51,259 12.72% 0.60%
RDOG ALPS REIT Dividend Dogs ETF $11,344 16.40% 0.35%
REIT ALPS Active REIT ETF $52,888 13.86% 0.68%
JRE Janus Henderson U.S. Real Estate ETF $4,004 13.03% 0.65%
RIET Hoya Capital High Dividend Yield ETF $104,666 7.83% 0.50%
DFAR Dimensional US Real Estate ETF $1,722,700 12.85% 0.19%
HAUS Residential REIT ETF $8,700 5.71% 0.60%
BYRE Principal Real Estate Active Opportunities ETF $25,648 10.95% 0.60%
JPRE JPMorgan Realty Income ETF $478,159 10.44% 0.50%
RSPR Invesco S&P 500 Equal Weight Real Estate ETF $102,471 9.37% 0.40%
DESK VanEck Office and Commercial REIT ETF $3,140 10.88% 0.51%
DCRE DoubleLine Commercial Real Estate Debt ETF $450,634 1.33% 0.39%
IYRI NEOS Real Estate High Income ETF $275,238 4.88% 0.68%
CSRE Cohen & Steers Real Estate Active ETF $415,638 10.88% 0.70%
DVRE WEBs Real Estate XLRE Defined Volatility ETF $248 9.38% 0.89%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF $2,610 4.48% 0.35%

Large Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P 500 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
PKW Invesco BuyBack Achievers™ ETF $1,621,600 2.59% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,545,530 13.39% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $89,507,100 8.84% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,081,350 9.20% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,597,720 9.42% 0.28%
FVD First Trust Value Line Dividend Index Fund $7,998,720 3.05% 0.62%
VYM Vanguard High Dividend Yield Index ETF $78,333,300 10.82% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,102,040 11.54% 0.39%
MGV Vanguard Mega Cap Value ETF $12,577,500 12.89% 0.05%
IWD iShares Russell 1000 Value ETF $74,831,600 13.23% 0.18%
PRF Invesco RAFI US 1000 ETF $9,502,430 13.91% 0.34%
IVE iShares S&P 500 Value ETF $47,475,000 6.98% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $341,683 4.29% 0.29%
MOO VanEck Agribusiness ETF $929,896 6.61% 0.56%
IGE iShares North American Natural Resources ETF $781,334 19.83% 0.39%
HAP VanEck Natural Resources ETF $328,039 17.13% 0.41%
DGT State Street SPDR Global Dow ETF $619,152 11.17% 0.50%
IWX iShares Russell Top 200 Value ETF $3,458,660 13.12% 0.20%
EQL Alps Equal Sector Weight ETF $733,005 8.15% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,502,100 14.23% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,254,800 13.31% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,419,860 7.05% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $61,305 7.85% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $35,159,100 6.98% 0.04%
SPHB Invesco S&P 500® High Beta ETF $988,828 24.97% 0.25%
HBTA Horizon Expedition Plus ETF $149,643 10.15% 0.86%
SCHD Schwab US Dividend Equity ETF $95,347,500 18.70% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,255,770 1.59% 0.20%
GURU Global X Guru Index ETF $59,386 4.55% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $709,454 12.59% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,320,180 13.71% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,376,300 13.71% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,164,700 4.29% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $22,524,100 9.73% 0.47%
FTHI First Trust BuyWrite Income ETF $2,279,370 3.81% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,042 25.75% 0.35%
DGRO iShares Core Dividend Growth ETF $40,589,800 8.47% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $530,972 6.13% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $406,909 6.13% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $724,937 11.49% 0.35%
LRGF iShares US Equity Factor ETF $3,406,940 8.36% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,563,210 7.73% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,062,100 7.20% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,262,650 3.51% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,261,950 9.73% 0.65%
JPUS JPMorgan Diversified Return Use Equity $445,738 10.87% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,295,790 11.33% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $454,145 10.63% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $15,442 7.19% 0.70%
FDVV Fidelity High Dividend ETF $9,663,390 7.58% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $714,244 8.55% 0.15%
FVAL Fidelity Value Factor ETF $1,256,710 8.93% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,107,490 11.70% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,123,940 5.28% 0.56%
BLES Inspire Global Hope ETF $154,180 10.43% 0.49%
EQRR ProShares Equities for Rising Rates ETF $75,599 24.75% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $307,296 5.77% 0.50%
SECT Main Sector Rotation ETF $2,697,740 8.82% 0.69%
MAGA Point Bridge America First ETF $30,102 5.84% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,659,160 10.77% 0.29%
WLDR Affinity World Leaders Equity ETF $82,158 26.18% 0.67%
BLCN Siren NexGen Economy ETF $37,694 9.85% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $99,392 8.15% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $132,371 9.65% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,323,850 3.11% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,353 8.38% 0.20%
IUS Invesco RAFI Strategic US ETF $861,627 14.33% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $171,893 7.52% 0.50%
DURA VanEck Durable High Dividend ETF $37,616 11.76% 0.30%
SSPY Stratified LargeCap Index ETF $124,324 9.31% 0.45%
IDRV iShares Self-driving EV & Tech ETF $149,061 7.65% 0.47%
ZIG Acquirers Fund $32,223 7.38% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $31,620 21.18% 0.75%
NXTG First Trust Indxx NextG ETF $564,269 44.19% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $103,000 2.18% 0.79%
LGH HCM Defender 500 Index ETF $571,116 1.66% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,462 4.58% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $360,612 4.73% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,173,830 5.55% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $386,589 4.24% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $300,803 4.41% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $152,165 12.23% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $454,730 5.07% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $201,955 5.03% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $358,622 3.49% 0.85%
JEPI JPMorgan Equity Premium Income Fund $44,213,700 0.04% 0.35%
FBCV Fidelity Blue Chip Value ETF $162,333 9.63% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $322,885 3.81% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $482,421 11.24% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $545,076 7.52% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,142,490 4.46% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $635,122 7.10% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,856 4.45% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,471 4.89% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $57,992 5.73% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,359,990 5.45% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $682,325 8.27% 0.90%
ACVF American Conservative Values ETF $149,782 8.23% 0.75%
DEMZ Democratic Large Cap Core ETF $63,146 6.50% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $234,462 5.70% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $105,230 4.36% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $93,780 7.16% 0.53%
GSPY Gotham Enhanced 500 ETF $707,616 9.17% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $577,468 5.32% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $40,477 6.38% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $34,153 6.13% 0.79%
STNC Hennessy Stance ESG ETF $91,755 8.91% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,353 5.59% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $89,264 7.24% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $132,836 7.62% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,128,310 4.28% 0.85%
SCHY Schwab International Dividend Equity ETF $2,266,640 7.46% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,252 6.69% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,172 6.68% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,467,350 9.02% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,609,140 9.01% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,495,360 2.00% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,645 4.70% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $34,850 5.36% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,126 4.44% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $403,759 7.69% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,634,550 8.26% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,281 6.45% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $48,950 -4.66% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,805 4.79% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,261 5.83% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $98,895 4.89% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $202,823 17.35% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $64,340 11.24% 0.20%
WTV WisdomTree U.S. Value Fund $2,975,440 10.20% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $281,270 26.26% 0.65%
DUHP Dimensional US High Profitability ETF $11,934,200 7.42% 0.20%
DIHP Dimensional International High Profitability ETF $6,016,870 6.92% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,217 4.91% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,304,490 8.57% 0.10%
FTDS First Trust Dividend Strength ETF $39,170 7.32% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $38,685,700 7.43% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $876,351 9.50% 0.75%
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF $236,897 1.99% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,398,290 15.39% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $641,879 1.37% 0.15%
LCF Touchstone US Large Cap Focused ETF $65,190 2.56% 0.56%
DVND Touchstone Dividend Select ETF $52,388 8.72% 0.50%
SPYI NEOS S&P 500 High Income ETF $9,962,780 5.97% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,412 13.49% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $994,069 5.62% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $480,036 7.33% 0.35%
ADPV Adaptiv Select ETF $178,940 8.54% 1.00%
HDUS Hartford Disciplined US Equity ETF $188,898 8.70% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,730 7.77% 0.14%
CVIE Calvert International Responsible Index ETF $397,536 15.41% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $826,628 10.17% 0.15%
SNAV Mohr Sector Nav ETF $28,418 8.89% 1.59%
LOWV AB US Low Volatility Equity ETF $197,710 1.76% 0.39%
DRUP GraniteShares Nasdaq Select Disruptors ETF $47,565 -5.71% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $175,955 -2.74% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $101,457 5.74% 0.29%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $181,999 9.49% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,226,280 5.85% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,024,310 1.46% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $63,327 14.60% 0.50%
BLCR iShares Large Cap Core Active ETF $5,959,140 15.45% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,477,350 14.87% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,260,430 8.16% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,253 17.44% 0.75%
BCUS Bancreek U.S. Large Cap ETF $106,002 9.96% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,299,960 7.28% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,028,200 9.92% 0.68%
FYEE Fidelity Yield Enhanced Equity ETF $187,217 5.01% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $54,638 2.04% 0.69%
QQA Invesco QQQ Income Advantage ETF $728,712 11.51% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $851,455 7.55% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $118,988 6.53% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $144,397,000 8.74% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $65,058 7.00% 1.03%
QBIG Invesco Top QQQ ETF $36,244 5.15% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,968 2.14% 0.25%
ACLC American Century Large Cap Equity ETF $306,710 6.48% 0.39%
BUFM AB Moderate Buffer ETF $410,867 2.83% 0.69%
BRIF FIS Bright Portfolios Focused Equity ETF $145,806 18.45% 0.65%
OMAH VistaShares Target 15 Berkshire Select Income ETF $793,530 4.89% 0.95%
WTPI WisdomTree Equity Premium Income Fund $475,290 3.15% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $12,948 8.56% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $609 19.47% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $545,185 11.25% 0.25%
USEW Cambria US EW ETF $184,615 7.31% 0.30%

Mid Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P MidCap 400 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
CZA Invesco Zacks Mid-Cap ETF $181,484 6.34% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,333,470 10.96% 0.62%
IWR iShares Russell Midcap ETF $54,414,000 10.71% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,870,130 7.59% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $482,485 8.06% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,412 7.20% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $392,588 12.48% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $442,359 12.48% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $447,320 9.34% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,532,810 1.42% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,454,600 12.58% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,318,630 7.58% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $396,757 12.09% 0.12%
MGMT Ballast Small/Mid Cap ETF $174,708 10.49% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,338 12.62% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,573,210 12.99% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $420,056 13.05% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,371,960 9.52% 0.60%
TMFX Motley Fool Next Index ETF $31,372 2.21% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $97,902 13.70% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $470,291 7.00% 0.35%
KMID Virtus KAR Mid-Cap ETF $46,930 1.47% 0.80%

Small Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P SmallCap 600 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
EZM WisdomTree U.S. MidCap Fund $897,445 9.97% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,235,590 12.60% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $254,389 14.87% 0.75%
IWM iShares Russell 2000 ETF $77,038,900 15.62% 0.19%
IJR iShares Core S&P Small-Cap ETF $102,969,000 15.49% 0.06%
EES WisdomTree U.S. SmallCap Fund $678,203 13.08% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $246,878 9.41% 0.60%
VB Vanguard Small Cap ETF $77,244,200 12.60% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,258,490 19.03% 0.58%
IWC iShares Micro-Cap ETF $1,380,300 16.75% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,654,440 11.73% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,072,520 16.53% 0.38%
IWN iShares Russell 2000 Value ETF $13,685,900 16.90% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,255,600 17.77% 0.04%
VIOO Vanguard S&P Small-Cap 600 ETF $3,876,800 15.44% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $655,765 10.70% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $378,199 14.83% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,830,930 14.39% 0.25%
SMLL Harbor Active Small Cap ETF $13,254 1.54% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,869,140 13.31% 0.15%
ALTY Global X Alternative Income ETF $44,213 5.82% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $254,011 9.34% 0.35%
VAMO Cambria Value & Momentum ETF $48,416 4.04% 0.65%
SMCP SMART Mid Cap ETF $3,391 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,666,090 4.84% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,026 8.95% 0.80%
PSC Principal U.S. Small-Cap ETF $2,128,430 13.20% 0.38%
ISMD Inspire Small/Mid Cap ETF $310,813 21.87% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $872,912 6.24% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,474,030 12.98% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $26,753 13.89% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,522,300 15.49% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,615,550 15.31% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,842,300 8.24% 0.59%
IZRL ARK Israel Innovative Technology ETF $139,119 0.50% 0.49%
MJ Amplify Alternative Harvest ETF $132,318 -6.78% 0.75%
VPC Virtus Private Credit Strategy ETF $31,730 -9.80% 10.60%
CNBS Amplify Seymour Cannabis ETF $94,774 16.26% 0.76%
OVS Overlay Shares Small Cap Equity ETF $27,802 17.11% 0.83%
ROSC Hartford Multifactor Small Cap ETF $58,180 13.49% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $167,739 15.08% 0.68%
AFSM First Trust Active Factor Small Cap ETF $99,176 15.03% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $329,887 9.89% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,637 4.01% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $127,579 7.71% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,615,720 21.82% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $138,743 15.28% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $685,503 15.23% 0.09%
ISCB iShares Morningstar Small-Cap ETF $270,839 10.41% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $236,746 16.31% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,787,280 17.41% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,066 11.51% 0.35%
STXK Strive Small-Cap ETF $78,788 10.27% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $158,341 10.75% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $96,974 10.52% 1.05%
SMCF Themes US Small Cap Cash Flow Champions ETF $2,991 14.20% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,359 12.42% 0.35%
IWMI NEOS Russell 2000 High Income ETF $901,796 12.26% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $269,664 13.71% 0.36%
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