Mid Cap US Equity Select ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The Mid Cap US Equity Select ETF tracks a dividend-selected, tier-weighted index of Mid-Cap U.S. Equities. |
Category | US Equities |
Fund Sponsor | First Trust |
Website | www.ftportfolios.com |
Inception date | Jun 20, 2017 |
Assets (mns) | $15 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Tiered |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 336 |
Wgt avg mkt cap (mns) | $6,847 |
Large cap (>$10bn) | 15.8% |
Mid cap ($2-10bn) | 83.4% |
Small cap (<$2bn) | 0.5% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
BRUKER CORP | 2.0 % |
DENTSPLY SIRONA, INC. | 2.0 % |
ENCOMPASS HEALTH CORPORATION | 1.9 % |
CHEMED CORP | 1.8 % |
HILL-ROM HOLDINGS INC | 1.8 % |
PERRIGO CO | 1.7 % |
UNIVERSAL HEALTH SERVICES-B | 1.7 % |
BROOKS AUTOMATION INC | 0.8 % |
AMKOR TECHNOLOGY INC | 0.8 % |
ENTEGRIS INC | 0.8 % | Total | 15.4 % |
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UNITED STATES | 96.4 % |
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IRELAND | 2.0 % |
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BERMUDA | 1.0 % |
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PUERTO RICO | 0.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
5.7% | 5.7% | -- | -- | 7.7% |
versus... | Beta | R-squared |
S&P500 | 1.25 | 88% |
MSCI EAFE | 1.22 | 83% |
MSCI Emg. Mkts. | 1.00 | 71% |
Recent close | $25.63 |
30d moving avg. | $24.72 |
Annualized volatility | 25.1% |
Short interest (ETF) | 2.9% |
Relative strength (RSI) | 63 |
Avg. volume (thou.) | 3 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.56% |
ADV underlying (mns) | $24,068 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the Mid Cap US Equity Select ETF ETF based on the alternatives' overlap in portfolio holdings with RNMC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | RNMC | Expense: | 60 bp | ALTAR Score™: | 6.0% |
Ticker | Fund Name |
Overlap1 vs RNMC (%) |
Expense ratio (bp) |
Savings vs RNMC (bp) |
ALTAR Score™ (%) |
ALTAR vs RNMC (%) |
DON | WisdomTree U.S. MidCap Dividend Fund | 48.8 | 38 | 22 | 6.7 | +0.6 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 46.6 | 61 | -1 | 5.0 | -1.0 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 41.7 | 70 | -10 | 7.7 | +1.7 |
SCHM | Schwab U.S. Mid-Cap ETF | 41.6 | 4 | 56 | 5.0 | -1.1 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 39.7 | 38 | 22 | 7.5 | +1.5 |
VBR | Vanguard Small Cap Value Index Fund | 38.9 | 7 | 53 | 6.4 | +0.4 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 37.9 | 40 | 20 | 5.6 | -0.4 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 37.1 | 4 | 56 | 4.7 | -1.4 |
JHSC | John Hancock Multifactor Small Cap ETF | 37.0 | 42 | 18 | 4.5 | -1.5 |
MDY | SPDR S&P Midcap 400 ETF Trust | 36.5 | 23 | 37 | 5.1 | -1.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 36.4 | 5 | 55 | 5.3 | -0.8 |
IJH | iShares Core S&P Mid-Cap ETF | 36.4 | 5 | 55 | 5.3 | -0.8 |
PSM | Principal U.S. Small-MidCap Multi-Factor Core Index ETF | 35.7 | 20 | 40 | 7.1 | +1.1 |
SFYX | Sofi Next 500 ETF | 35.3 | 0 | 60 | 4.8 | -1.3 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 35.2 | 10 | 50 | 5.3 | -0.8 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 33.2 | 12 | 48 | 5.4 | -0.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 33.1 | 7 | 53 | 3.9 | -2.2 |
FSMD | Fidelity Small-Mid Factor ETF | 32.8 | 29 | 31 | 5.2 | -0.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 31.7 | 18 | 42 | 6.9 | +0.8 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 31.7 | 15 | 45 | 6.9 | +0.9 |
SMDY | Syntax Stratified MidCap ETF | 30.9 | 30 | 30 | 5.1 | -0.9 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 30.1 | 39 | 21 | 6.3 | +0.3 |
VB | Vanguard Small-Cap ETF | 30.1 | 5 | 55 | 4.4 | -1.7 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 29.9 | 6 | 54 | 4.0 | -2.0 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 29.7 | 15 | 45 | 6.7 | +0.6 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 29.5 | 17 | 43 | 4.0 | -2.0 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 28.9 | 29 | 31 | 6.0 | -0.1 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 28.9 | 20 | 40 | 7.2 | +1.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 26.9 | 65 | -5 | 5.2 | -0.9 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 26.1 | 24 | 36 | 5.4 | -0.6 |
JHMM | John Hancock Multifactor Mid Cap ETF | 26.0 | 42 | 18 | 4.7 | -1.4 |
JKL | iShares Morningstar Small Cap Value ETF | 25.4 | 30 | 30 | 7.6 | +1.5 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 25.2 | 20 | 40 | 6.2 | +0.1 |
SMMD | iShares Russell 2500 ETF | 24.4 | 15 | 45 | 4.7 | -1.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 24.0 | 71 | -11 | 7.5 | +1.5 |
IWS | iShares Russell Mid-Cap Value ETF | 24.0 | 24 | 36 | 5.9 | -0.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 23.3 | 20 | 40 | 5.0 | -1.0 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 23.1 | 15 | 45 | 3.7 | -2.3 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 23.1 | 17 | 43 | 3.7 | -2.4 |
JKJ | iShares Morningstar Small-Cap ETF | 21.6 | 25 | 35 | 5.0 | -1.0 |
OUSM | O'Shares FTSE Russell Small Cap Quality Dividend ETF | 21.4 | 48 | 12 | 5.5 | -0.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 21.3 | 15 | 45 | 4.1 | -1.9 |
NUSC | Nuveen ESG Small-Cap ETF | 21.2 | 40 | 20 | 3.9 | -2.1 |
SCHA | Schwab U.S. Small-Cap ETF | 21.2 | 4 | 56 | 3.6 | -2.5 |
VFVA | Vanguard U.S. Value Factor ETF | 20.6 | 14 | 46 | 8.4 | +2.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 20.3 | 20 | 40 | 5.6 | -0.5 |
JVAL | JPMorgan U.S. Value Factor ETF | 19.7 | 12 | 48 | 7.1 | +1.1 |
RVRS | Reverse Cap Weighted U.S. Large Cap ETF | 18.7 | 29 | 31 | 6.1 | +0.1 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 18.6 | 25 | 35 | 4.8 | -1.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 18.3 | 17 | 43 | 5.6 | -0.4 |
VXF | Vanguard Extended Market Index Fund | 18.3 | 6 | 54 | 2.5 | -3.6 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 17.9 | 80 | -20 | 4.7 | -1.3 |
VFLQ | Vanguard U.S. Liquidity Factor ETF | 17.9 | 14 | 46 | 3.5 | -2.6 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 17.6 | 70 | -10 | 1.6 | -4.5 |
IWR | iShares Russell Midcap ETF | 17.6 | 19 | 41 | 4.7 | -1.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 17.2 | 29 | 31 | 7.2 | +1.2 |
STMB | iShares Factors US Mid Blend Style ETF | 16.9 | 30 | 30 | 4.9 | -1.1 |
VBK | Vanguard Small-Cap Growth Index Fund | 16.4 | 7 | 53 | 1.9 | -4.2 |
VUSE | Vident Core US Equity Fund | 16.4 | 48 | 12 | 7.3 | +1.3 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 16.1 | 35 | 25 | 5.1 | -1.0 |
IUSS | Invesco Strategic US Small Company ETF | 15.7 | 23 | 37 | 3.6 | -2.4 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 15.7 | 20 | 40 | 3.7 | -2.4 |
TUSA | First Trust Total US Market AlphaDEX ETF | 15.5 | 70 | -10 | 4.8 | -1.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 15.1 | 25 | 35 | 5.1 | -1.0 |
JDIV | JPMorgan U.S. Dividend ETF | 15.0 | 12 | 48 | 6.7 | +0.7 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 14.8 | 30 | 30 | 5.3 | -0.7 |
VALQ | American Century STOXX U.S. Quality Value ETF | 14.8 | 29 | 31 | 7.8 | +1.8 |
XMHQ | Invesco S&P MidCap Quality ETF | 14.5 | 25 | 35 | 5.3 | -0.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 14.5 | 18 | 42 | 5.6 | -0.4 |
VTWO | Vanguard Russell 2000 Index Fund | 14.4 | 10 | 50 | 2.6 | -3.4 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 14.2 | 24 | 36 | 4.9 | -1.2 |
VFQY | Vanguard U.S. Quality Factor ETF | 14.1 | 13 | 47 | 5.3 | -0.8 |
COWZ | Pacer US Cash Cows 100 ETF | 13.9 | 49 | 11 | 10.2 | +4.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 13.9 | 20 | 40 | 5.6 | -0.5 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 13.8 | 60 | 0 | 6.1 | +0.1 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 13.4 | 35 | 25 | 5.1 | -1.0 |
TPLC | Timothy Plan US Large Cap Core ETF | 13.4 | 52 | 8 | 4.4 | -1.6 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 13.4 | 30 | 30 | 4.9 | -1.2 |
AUSF | Global X Adaptive U.S. Factor ETF | 13.4 | 27 | 33 | 8.0 | +2.0 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 13.3 | 35 | 25 | 5.0 | -1.0 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 13.3 | 30 | 30 | 6.0 | -0.1 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 12.9 | 29 | 31 | 4.2 | -1.8 |
BFOR | Barron's 400 ETF | 12.7 | 65 | -5 | 5.5 | -0.5 |
PY | Principal Shareholder Yield Index ETF | 12.6 | 15 | 45 | 7.8 | +1.8 |
VFMF | Vanguard U.S. Multifactor ETF | 12.5 | 19 | 41 | 6.1 | +0.0 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 12.2 | 25 | 35 | 4.9 | -1.2 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 12.1 | 60 | 0 | 3.6 | -2.5 |
IWM | iShares Russell 2000 ETF | 12.1 | 19 | 41 | 2.5 | -3.5 |
OSCV | Opus Small Cap Value Plus ETF | 12.0 | 79 | -19 | 4.5 | -1.6 |
IYF | iShares U.S. Financials ETF | 11.9 | 42 | 18 | 6.0 | -0.0 |
ETHO | Etho Climate Leadership U.S. ETF | 11.9 | 47 | 13 | 3.6 | -2.4 |
SIZE | iShares MSCI USA Size Factor ETF | 11.8 | 15 | 45 | 5.1 | -0.9 |
JHMI | John Hancock Multifactor Industrials ETF | 11.5 | 40 | 20 | 5.0 | -1.0 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 11.4 | 63 | -3 | 5.1 | -0.9 |
EUSA | iShares MSCI USA Equal Weighted ETF | 11.3 | 15 | 45 | 5.1 | -0.9 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 11.3 | 84 | -24 | 4.1 | -2.0 |
AVUV | Avantis U.S. Small Cap Value ETF | 11.2 | 25 | 35 | 6.3 | +0.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 11.2 | 20 | 40 | 3.8 | -2.3 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 11.1 | 35 | 25 | 8.8 | +2.8 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Mid Cap US Equity Select ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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