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  • California Investment S&P MidCap Idx Dir
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SPMIX - California Investment S&P MidCap Idx Dir

  • Fund Family Name: California Investment Trust
  • Expense Ratio: 0.58%
  • ETFdb.com Category: Mid Cap Blend Equities
  • Benchmark Index Name: S&P MidCap 400 Index
  • Benchmark Index Description: The index measures the performance of the mid capitalization sector of the U.S. equity market.
Learn more about SPMIX 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 SPMIX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to SPMIX: The mutual fund SPMIX has been benchmarked by California Investment Trust against an index, S&P MidCap 400 Index, in its fund prospectus. The ETF alternatives to SPMIX listed below consist of (1) ETFs which track S&P MidCap 400 Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as S&P MidCap 400 Index.

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 $68,840,200 6.73% 0.05%
MDY SPDR S&P Midcap 400 ETF Trust $19,658,500 6.68% 0.23%
IVOO Vanguard S&P Mid-Cap 400 ETF $1,540,340 6.76% 0.10%
SPMD SPDR Portfolio S&P 400 Mid Cap ETF $6,062,140 6.71% 0.05%
XMHQ Invesco S&P MidCap Quality ETF $427,096 6.43% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $1,080,450 2.63% 0.33%
FRTY Alger Mid Cap 40 ETF $30,226 7.78% 0.60%

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 $216,783 3.75% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,021,430 7.64% 0.62%
IWR iShares Russell Midcap ETF $29,012,400 6.30% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,445,540 5.65% 0.38%
EPU iShares MSCI Peru ETF $126,125 7.85% 0.58%
PTMC Pacer Trendpilot US Mid Cap ETF $417,260 6.70% 0.60%
JPME JPMorgan Diversified Return US Mid Cap Equity ETF $320,112 4.71% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $351,274 5.45% 0.30%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $137,876 4.53% 0.30%
RNMC First Trust Mid Cap US Equity Select ETF $14,573 6.57% 0.60%
SPMD SPDR Portfolio S&P 400 Mid Cap ETF $6,062,140 6.71% 0.05%
XMHQ Invesco S&P MidCap Quality ETF $427,096 6.43% 0.25%
SMDY Syntax Stratified MidCap ETF $11,511 7.61% 0.35%
XJH iShares ESG Screened S&P Mid-Cap ETF $108,124 6.91% 0.12%
VNMC Natixis Vaughan Nelson Mid Cap ETF $7,413 4.08% 0.85%
MGMT Ballast Small/Mid Cap ETF $71,190 5.91% 1.10%
MIDE Xtrackers S&P MidCap 400 ESG ETF $11,954 7.02% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $771,542 6.46% 0.04%
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF $173,795 3.73% 0.60%
MDCP VictoryShares THB Mid Cap ESG ETF $2,321 4.95% 0.55%
TMFX Motley Fool Next Index ETF $31,169 8.43% 0.50%
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