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  • State Farm LifePath 2040 Legacy B
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SAUBX - State Farm LifePath 2040 Legacy B

  • Fund Family Name: State Farm
  • Expense Ratio: 1.70%
  • Benchmark Indexes: FTSE NAREIT Equity REITs Index, S&P 500 Index, S&P MidCap 400 Index, S&P SmallCap 600 Index
Learn more about SAUBX 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 SAUBX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to SAUBX: The mutual fund SAUBX 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 SAUBX 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 $776,896,000 8.48% 0.09%
IVV iShares Core S&P 500 ETF $794,277,000 8.48% 0.03%
VOO Vanguard S&P 500 ETF $1,000,060,000 8.49% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $185,809 -5.68% 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 $118,116,000 14.66% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $26,125,500 14.47% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,577,890 14.60% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,640,000 14.68% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,232,560 8.39% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,302,660 21.59% 0.35%
FRTY Alger Mid Cap 40 ETF $135,042 8.28% 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 $103,931,000 18.58% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $3,910,010 18.55% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,773,100 18.55% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,828,920 23.29% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $621,409 20.47% 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 $540,878 -0.57% 0.48%
REZ iShares Residential and Multisector Real Estate ETF $864,414 11.30% 0.48%
IYR iShares U.S. Real Estate ETF $4,677,580 10.49% 0.38%
VNQ Vanguard Real Estate ETF $38,081,000 11.48% 0.13%
FRI First Trust S&P REIT Index Fund $179,493 15.86% 0.50%
RWR State Street SPDR Dow Jones REIT ETF $1,801,590 15.59% 0.25%
ICF iShares Select U.S. REIT ETF $2,096,030 15.82% 0.32%
PSR Invesco Active U.S. Real Estate Fund $58,204 16.02% 0.35%
KBWY Invesco KBW Premium Yield Equity REIT ETF $303,627 23.53% 0.35%
SCHH Schwab US REIT ETF $10,216,200 15.16% 0.07%
MORT VanEck Mortgage REIT Income ETF $386,872 -0.84% 0.43%
FREL Fidelity MSCI Real Estate Index ETF $1,466,100 11.25% 0.08%
SRET Global X SuperDividend REIT ETF $230,572 6.53% 0.58%
XLRE State Street Real Estate Select Sector SPDR ETF $8,010,000 12.07% 0.08%
CRED Columbia Research Enhanced Real Estate ETF $3,462 15.73% 0.33%
USRT iShares Core U.S. REIT ETF $4,220,860 16.69% 0.08%
NURE Nuveen Short-Term REIT ETF $35,295 15.58% 0.36%
PPTY US Diversified Real Estate ETF $25,395 13.71% 0.53%
INDS Pacer Industrial Real Estate ETF $115,511 11.24% 0.49%
SRVR Pacer Data & Infrastructure Real Estate ETF $390,066 18.13% 0.49%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF $1,253,400 16.11% 0.11%
VRAI Virtus Real Asset Income ETF $18,343 22.51% 0.55%
NETL Colterpoint Net Lease Real Estate ETF $52,701 15.26% 0.60%
RDOG ALPS REIT Dividend Dogs ETF $11,512 18.79% 0.35%
REIT ALPS Active REIT ETF $53,818 16.29% 0.68%
JRE Janus Henderson U.S. Real Estate ETF $4,050 16.35% 0.65%
RIET Hoya Capital High Dividend Yield ETF $104,275 9.52% 0.50%
DFAR Dimensional US Real Estate ETF $1,741,410 15.52% 0.19%
HAUS Residential REIT ETF $8,754 7.45% 0.60%
BYRE Principal Real Estate Active Opportunities ETF $25,827 13.22% 0.60%
JPRE JPMorgan Realty Income ETF $481,909 13.11% 0.50%
RSPR Invesco S&P 500 Equal Weight Real Estate ETF $102,220 11.49% 0.40%
DESK VanEck Office and Commercial REIT ETF $3,286 14.33% 0.51%
DCRE DoubleLine Commercial Real Estate Debt ETF $456,232 1.64% 0.39%
IYRI NEOS Real Estate High Income ETF $277,005 6.73% 0.68%
CSRE Cohen & Steers Real Estate Active ETF $423,991 12.81% 0.70%
DVRE WEBs Real Estate XLRE Defined Volatility ETF $250 12.99% 0.89%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF $2,625 6.48% 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 $1,614,590 3.73% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,530,420 15.04% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $89,638,500 9.96% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,162,610 9.86% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,590,040 10.27% 0.28%
FVD First Trust Value Line Dividend Index Fund $7,989,360 4.67% 0.62%
VYM Vanguard High Dividend Yield Index ETF $77,876,200 11.47% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,041,380 12.10% 0.39%
MGV Vanguard Mega Cap Value ETF $12,599,700 14.47% 0.05%
IWD iShares Russell 1000 Value ETF $74,464,100 14.43% 0.18%
PRF Invesco RAFI US 1000 ETF $9,443,470 14.64% 0.34%
IVE iShares S&P 500 Value ETF $46,992,700 7.50% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $338,542 3.97% 0.29%
MOO VanEck Agribusiness ETF $913,156 7.06% 0.56%
IGE iShares North American Natural Resources ETF $774,453 18.53% 0.39%
HAP VanEck Natural Resources ETF $314,691 17.03% 0.41%
DGT State Street SPDR Global Dow ETF $617,682 12.12% 0.50%
IWX iShares Russell Top 200 Value ETF $3,449,460 14.14% 0.20%
EQL Alps Equal Sector Weight ETF $726,716 8.74% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,459,700 15.79% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,209,600 14.54% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,369,950 7.58% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $61,564 8.79% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $34,939,200 7.51% 0.04%
SPHB Invesco S&P 500® High Beta ETF $955,049 25.53% 0.25%
HBTA Horizon Expedition Plus ETF $149,993 9.87% 0.86%
SCHD Schwab US Dividend Equity ETF $95,585,800 19.58% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,254,890 2.53% 0.20%
GURU Global X Guru Index ETF $58,792 6.45% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $712,530 13.36% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,318,930 14.47% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,306,700 14.45% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,365,000 6.59% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $22,570,700 12.16% 0.47%
FTHI First Trust BuyWrite Income ETF $2,255,230 3.86% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,030 28.99% 0.35%
DGRO iShares Core Dividend Growth ETF $40,395,600 9.10% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $532,844 7.37% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $408,347 7.38% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $724,203 13.40% 0.35%
LRGF iShares US Equity Factor ETF $3,353,910 8.24% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,552,220 8.45% 0.25%
IUSV iShares Core S&P U.S. Value ETF $25,910,600 7.72% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,211,440 3.26% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,238,170 9.87% 0.65%
JPUS JPMorgan Diversified Return Use Equity $446,225 12.80% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,370,910 13.53% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $454,044 11.74% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $15,053 8.12% 0.70%
FDVV Fidelity High Dividend ETF $9,631,900 8.67% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $706,599 8.24% 0.15%
FVAL Fidelity Value Factor ETF $1,233,100 8.50% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,108,800 11.68% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,067,080 5.67% 0.56%
BLES Inspire Global Hope ETF $152,783 11.34% 0.49%
EQRR ProShares Equities for Rising Rates ETF $57,136 26.24% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $304,111 6.32% 0.50%
SECT Main Sector Rotation ETF $2,658,120 9.08% 0.69%
MAGA Point Bridge America First ETF $30,014 7.62% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,598,710 11.16% 0.29%
WLDR Affinity World Leaders Equity ETF $81,234 28.03% 0.67%
BLCN Siren NexGen Economy ETF $35,827 10.25% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $95,038 8.87% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $127,986 10.16% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,340,480 5.11% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,269 9.72% 0.20%
IUS Invesco RAFI Strategic US ETF $855,931 14.70% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $168,455 7.91% 0.50%
DURA VanEck Durable High Dividend ETF $37,680 12.99% 0.30%
SSPY Stratified LargeCap Index ETF $123,723 10.43% 0.45%
IDRV iShares Self-driving EV & Tech ETF $140,816 7.58% 0.47%
ZIG Acquirers Fund $32,588 8.99% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $31,064 22.54% 0.75%
NXTG First Trust Indxx NextG ETF $548,688 44.24% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $104,924 2.21% 0.79%
LGH HCM Defender 500 Index ETF $557,739 1.27% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,441 4.66% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $358,754 4.72% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,147,880 5.40% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $384,249 4.23% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $300,884 4.36% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $150,735 12.89% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $454,316 4.94% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $202,211 4.78% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $355,690 3.43% 0.85%
JEPI JPMorgan Equity Premium Income Fund $43,682,600 0.85% 0.35%
FBCV Fidelity Blue Chip Value ETF $161,328 10.35% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $322,997 3.81% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $483,841 12.92% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $548,154 9.09% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,113,370 4.23% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $624,120 6.85% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,910 4.01% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,601 3.96% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,088 5.11% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,357,470 5.27% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $678,326 8.05% 0.90%
ACVF American Conservative Values ETF $148,397 8.41% 0.75%
DEMZ Democratic Large Cap Core ETF $63,074 7.89% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $231,907 6.67% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $104,058 4.99% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $92,138 6.94% 0.53%
GSPY Gotham Enhanced 500 ETF $707,794 9.18% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $577,296 5.23% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $39,927 6.21% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $34,807 6.03% 0.79%
STNC Hennessy Stance ESG ETF $93,098 11.26% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $31,935 5.47% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $88,956 6.84% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $132,938 7.53% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,132,810 4.14% 0.85%
SCHY Schwab International Dividend Equity ETF $2,277,250 10.16% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $33,838 6.63% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $30,806 6.57% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,426,100 9.02% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,584,490 8.89% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,496,620 2.00% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $83,236 4.60% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $69,620 5.22% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $176,585 4.32% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $395,847 7.81% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,634,460 8.31% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $36,847 6.40% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $47,489 -2.92% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,874 4.43% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,334 5.52% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $99,042 4.50% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $199,565 17.40% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $63,759 12.24% 0.20%
WTV WisdomTree U.S. Value Fund $2,954,810 10.74% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $281,864 29.95% 0.65%
DUHP Dimensional US High Profitability ETF $11,988,200 7.82% 0.20%
DIHP Dimensional International High Profitability ETF $5,985,140 9.23% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $54,441 4.47% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,268,710 8.54% 0.10%
FTDS First Trust Dividend Strength ETF $39,419 8.64% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $38,000,800 7.18% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $873,046 9.90% 0.75%
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF $236,527 2.42% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,382,720 16.87% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $634,884 0.81% 0.15%
LCF Touchstone US Large Cap Focused ETF $63,930 1.67% 0.56%
DVND Touchstone Dividend Select ETF $52,058 9.62% 0.50%
SPYI NEOS S&P 500 High Income ETF $10,006,500 5.75% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,425 14.29% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $993,657 5.59% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $472,406 7.13% 0.35%
ADPV Adaptiv Select ETF $183,102 11.12% 1.00%
HDUS Hartford Disciplined US Equity ETF $186,282 8.65% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,486 7.91% 0.14%
CVIE Calvert International Responsible Index ETF $390,192 17.74% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $823,370 10.38% 0.15%
SNAV Mohr Sector Nav ETF $28,472 9.03% 1.59%
LOWV AB US Low Volatility Equity ETF $195,193 1.63% 0.39%
DRUP GraniteShares Nasdaq Select Disruptors ETF $46,058 -7.77% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $175,521 -2.01% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $100,725 7.15% 0.29%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $182,764 8.98% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,209,730 5.63% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,000,970 1.26% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $62,575 14.98% 0.50%
BLCR iShares Large Cap Core Active ETF $5,926,870 15.85% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,454,180 14.91% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,245,680 8.04% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,241 19.18% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,547,190 8.57% 0.18%
BCUS Bancreek U.S. Large Cap ETF $105,187 12.00% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,266,340 7.19% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,222,300 9.80% 0.68%
FYEE Fidelity Yield Enhanced Equity ETF $184,042 4.86% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $54,712 2.08% 0.69%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $95,263 4.70% 0.88%
QQA Invesco QQQ Income Advantage ETF $732,226 11.38% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $855,837 7.98% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $119,885 6.48% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $140,550,000 8.52% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $65,303 6.06% 1.03%
QBIG Invesco Top QQQ ETF $35,857 2.63% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,972 3.66% 0.25%
ACLC American Century Large Cap Equity ETF $303,948 5.81% 0.39%
BUFM AB Moderate Buffer ETF $412,670 2.85% 0.69%
BRIF FIS Bright Portfolios Focused Equity ETF $146,188 18.60% 0.65%
OMAH VistaShares Target 15 Berkshire Select Income ETF $797,856 5.68% 0.95%
WTPI WisdomTree Equity Premium Income Fund $472,272 3.06% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,031 9.10% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $601 22.20% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $542,829 12.43% 0.25%
USEW Cambria US EW ETF $185,250 8.00% 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 $180,895 8.00% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,341,180 13.25% 0.62%
IWR iShares Russell Midcap ETF $53,995,900 12.19% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,880,730 9.50% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $508,841 18.51% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,513 8.32% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $390,726 14.52% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $441,706 14.24% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $449,514 10.51% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,536,280 3.11% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,640,000 14.68% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,232,560 8.39% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $394,633 14.22% 0.12%
MGMT Ballast Small/Mid Cap ETF $176,256 12.64% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,314 14.24% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,555,290 14.08% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $418,174 15.10% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,388,740 11.54% 0.60%
TMFX Motley Fool Next Index ETF $31,561 3.48% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $96,957 15.11% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $468,446 8.10% 0.35%
FMDE Fidelity Enhanced Mid Cap Core ETF $6,903,890 9.47% 0.23%
KMID Virtus KAR Mid-Cap ETF $46,620 2.64% 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 $898,552 12.03% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,233,510 15.06% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $266,247 18.75% 0.75%
IWM iShares Russell 2000 ETF $77,408,400 18.18% 0.19%
IJR iShares Core S&P Small-Cap ETF $103,931,000 18.58% 0.06%
EES WisdomTree U.S. SmallCap Fund $687,926 15.87% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $251,426 12.36% 0.60%
VB Vanguard Small Cap ETF $76,918,600 14.53% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,273,130 22.14% 0.58%
IWC iShares Micro-Cap ETF $1,376,890 19.16% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,660,120 14.55% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,106,070 19.30% 0.38%
IWN iShares Russell 2000 Value ETF $13,808,000 19.42% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,322,700 21.07% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $3,910,010 18.55% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $666,498 13.13% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $384,465 17.62% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,858,080 17.19% 0.25%
SMLL Harbor Active Small Cap ETF $13,221 3.25% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,878,670 15.71% 0.15%
ALTY Global X Alternative Income ETF $44,118 6.34% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $255,286 10.93% 0.35%
VAMO Cambria Value & Momentum ETF $104,688 5.46% 0.65%
SMCP SMART Mid Cap ETF $3,280 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,696,840 6.88% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,607 12.30% 0.80%
PSC Principal U.S. Small-Cap ETF $2,143,060 15.96% 0.38%
ISMD Inspire Small/Mid Cap ETF $314,888 25.95% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $864,608 7.23% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,461,000 13.58% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,192 16.89% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,773,100 18.55% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,631,990 17.87% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,797,900 9.81% 0.59%
IZRL ARK Israel Innovative Technology ETF $135,971 1.51% 0.49%
MJ Amplify Alternative Harvest ETF $131,094 -11.21% 0.75%
VPC Virtus Private Credit Strategy ETF $31,732 -9.39% 10.60%
CNBS Amplify Seymour Cannabis ETF $94,741 8.25% 0.76%
OVS Overlay Shares Small Cap Equity ETF $28,231 20.16% 0.83%
ROSC Hartford Multifactor Small Cap ETF $59,065 16.52% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $165,694 17.31% 0.68%
AFSM First Trust Active Factor Small Cap ETF $100,096 18.63% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $332,442 12.34% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,929 6.07% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $130,642 10.95% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,098,960 11.65% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $140,085 18.47% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $689,958 18.08% 0.09%
ISCB iShares Morningstar Small-Cap ETF $270,731 12.54% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $239,039 19.49% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,825,690 20.58% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,078 13.15% 0.35%
STXK Strive Small-Cap ETF $80,044 12.77% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $159,485 13.38% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $97,878 12.25% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,235,260 21.70% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $2,998 15.88% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,410 15.66% 0.35%
IWMI NEOS Russell 2000 High Income ETF $922,568 14.23% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $278,051 17.23% 0.36%
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