ETF Alternatives to SPMIX - California Investment S&P MidCap Idx Dir Mutual Fund

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	ETF Name	Assets	YTD	Expense Ratio
IJH	iShares Core S&P Mid-Cap ETF	$64,286,400.00	17.05%	0.05%
MDY	SPDR S&P Midcap 400 ETF Trust	$20,717,900.00	16.48%	0.23%
IVOO	Vanguard S&P Mid-Cap 400 ETF	$1,503,660.00	16.98%	0.10%
SPMD	SPDR Portfolio S&P 400 Mid Cap ETF	$4,789,450.00	17.06%	0.05%
XMHQ	Invesco S&P MidCap Quality ETF	$267,523.00	16.07%	0.25%
XMMO	Invesco S&P MidCap Momentum ETF	$1,224,200.00	10.63%	0.33%

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	ETF Name	Assets	YTD	Expense Ratio
CZA	Invesco Zacks Mid-Cap ETF	$225,130.00	20.17%	0.69%
FNX	First Trust Mid Cap Core AlphaDEX Fund	$1,044,690.00	20.40%	0.60%
IWR	iShares Russell Midcap ETF	$30,046,900.00	18.21%	0.19%
DON	WisdomTree U.S. MidCap Dividend Fund	$2,956,890.00	20.85%	0.38%
EPU	iShares MSCI Peru ETF	$113,259.00	-22.06%	0.59%
PTMC	Pacer Trendpilot US Mid Cap ETF	$431,811.00	8.47%	0.60%
JPME	JPMorgan Diversified Return US Mid Cap Equity ETF	$243,918.00	19.49%	0.24%
NUMV	Nuveen ESG Mid-Cap Value ETF	$255,577.00	22.70%	0.40%
FLQM	Franklin LibertyQ U.S. Mid Cap Equity ETF	$52,555.00	19.70%	0.30%
RNMC	First Trust Mid Cap US Equity Select ETF	$20,422.90	19.39%	0.60%
DMRM	DeltaShares S&P 400 Managed Risk ETF	$98,246.10	10.44%	0.45%
SPMD	SPDR Portfolio S&P 400 Mid Cap ETF	$4,789,450.00	17.06%	0.05%
MIDF	iShares MSCI USA Mid-Cap Multifactor ETF	$5,712.81	19.39%	0.25%
XMHQ	Invesco S&P MidCap Quality ETF	$267,523.00	16.07%	0.25%
SMDY	Syntax Stratified MidCap ETF	$9,987.50	15.98%	0.35%
XJH	iShares ESG Screened S&P Mid-Cap ETF	$40,762.90	16.02%	0.12%
VNMC	Natixis Vaughan Nelson Mid Cap ETF	$11,208.60	16.46%	0.85%
MGMT	Ballast Small/Mid Cap ETF	$35,207.30	34.00%	1.10%
MIDE	Xtrackers S&P MidCap 400 ESG ETF	$10,753.60	N/A	0.15%
IMCB	iShares Morningstar Mid-Cap ETF	$899,142.00	16.82%	0.04%

ETF Alternatives To This Mutual Fund

ETFs Linked To S&P MidCap 400 Index

Mid Cap Blend Equities ETFs

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SPMIX - California Investment S&P MidCap Idx Dir

ETF Alternatives To This Mutual Fund

ETFs Linked To S&P MidCap 400 Index

Mid Cap Blend Equities ETFs

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