IJH vs BSMC
YTDYear to date
BSMC wins+4.6 pts
Past year
BSMC wins+5.4 pts
Fee
IJH winslower fee
Yield
IJH wins+0.3 pts
AUM
IJH692.1× more
2–2level
IJH and BSMC · year-to-date · as of Nov 6, 2026 · AUM not scored
BSMC vs S&P 500
MAX$39.32 · −1.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−1.5%+2.9%−2.7%+14.0%+18.3%+64.5%—+60.4%
Peer average+0.2%−1.2%−5.6%+10.0%+12.7%+61.3%+39.3%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Brandes BSMC and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
BSMC’s Holdings
TodayEPAM3.3%IFF3.0%XRAY3.0%EPC2.8%ZBH2.7%IMKTA2.7%INVX2.6%ELAN2.6%CPB2.3%UNF2.2%DOX2.2%TXT2.2%OMC2.2%FTRE2.1%MD2.0%0HYP.L2.0%TFX2.0%OGN1.9%NTGR1.9%0K2K.L1.8%COO1.8%0LHR.L1.8%45 more
HealthcareTechnologyConsumer DefensiveIndustrialsOther
Brandes BSMC · 67 holdings · tile size = share of the fund · as of Nov 6, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.6% | +10.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.9% | +12.9% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.8% | +9.8% | $26.6B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +18.4% | +18.4% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.1% | −0.1% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +10.2% | +10.2% | $19.0B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −9.2% | −9.2% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.6% | +20.6% | $15.2B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +15.4% | +15.4% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +9.7% | +9.7% | $10.0B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.9% | +12.9% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.1% | +10.1% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −6.0% | −6.0% | $6.4B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.7% | +10.7% | $6.2B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.5% | +15.5% | $5.9B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 6, 2026
BSMC Payouts by Year
4YLatest payout, Sep 2026
$0.09
a share · every quarter
1.0% yield
1.0% yield
4 years added up
$1.02 a share
$1.02 a share
Brandes BSMC · per-share distributions by ex-date · 2023–2026
BSMC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.3% | +0.6% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −0.1% | +10.6% | +11.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | +0.1% | +12.9% | +14.7% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | +0.6% | +9.8% | +12.4% | $26.6B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −0.7% | +18.4% | +22.7% | $22.8B | |
| 6 | BSMC | Brandes U.S. Small-Mid Cap Value ETFThis fund | 0.70% | 1.0% | −1.5% | +14.0% | +18.3% | $174M |
#27 of 94 this year · #87 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
BSMC and its peer group · total return · as of Nov 7, 2026
Cards for This View
BSMC’s Top 10 Holdings
Today27.1%of BSMC sits in these 10
Brandes BSMC · weight in the fund · as of Nov 6, 2026
BSMC’s Holdings
TodayEPAM3.3%IFF3.0%XRAY3.0%EPC2.8%ZBH2.7%IMKTA2.7%INVX2.6%ELAN2.6%CPB2.3%UNF2.2%DOX2.2%TXT2.2%OMC2.2%FTRE2.1%MD2.0%0HYP.L2.0%TFX2.0%OGN1.9%NTGR1.9%0K2K.L1.8%COO1.8%0LHR.L1.8%45 more
HealthcareTechnologyConsumer DefensiveIndustrialsOther
Brandes BSMC · 67 holdings · tile size = share of the fund · as of Nov 6, 2026
BSMC vs Peer Average
YTDBSMCAvsBPeer average
1D−1.5%+0.2%
1M+2.9%−1.2%
3M−2.7%−5.6%
YTD+14.0%+10.0%
1Y+18.3%+12.7%
3Y+64.5%+61.3%
5Y[…]+39.3%
5–1BSMC wins
107 Mid cap peers · each row scaled to its leader