IJH vs BSMC
YTDYear to date
BSMC wins+2.8 pts
Past year
BSMC wins+5.3 pts
Fee
IJH winslower fee
Yield
IJH wins+0.3 pts
AUM
IJH693.1× more
2–2level
IJH and BSMC · year-to-date · as of Nov 4, 2026 · AUM not scored
BSMC vs S&P 500
5Y$40.01 · −1.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−1.2%+4.2%−2.9%+16.0%+20.9%+70.7%—+63.2%
Peer average+0.1%+0.8%−2.8%+13.0%+15.4%+69.0%+42.5%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Brandes BSMC and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
BSMC’s Holdings
TodayIFFInternational Flavors + F 0.1253.1%DOX3.0%XRAY2.8%EPAM2.8%IMKTA2.7%INVX2.6%EPC2.6%ELAN2.5%ZBH2.4%UNF2.3%TXT2.2%NTGR2.1%0HST.L2.0%OMC2.0%CFG1.9%FTRE1.9%NICE1.9%MD1.9%OGN1.9%TAP1.8%TFX1.8%BAFBF1.7%
IFFInternational Flavors + F 0.1253.1%DOX3.0%XRAY2.8%EPAM2.8%IMKTA2.7%INVX2.6%EPC2.6%ELAN2.5%ZBH2.4%UNF2.3%TXT2.2%NTGR2.1%
HealthcareTechnologyConsumer DefensiveIndustrialsFinancial ServicesOther
Brandes BSMC · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 108 Mid Cap ETFs
5Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.2% | +43.0% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +13.8% | +39.8% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +15.6% | +42.2% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +12.9% | +41.3% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.7% | +60.4% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.2% | +17.6% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.3% | +43.1% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −3.6% | +13.2% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +22.1% | +54.2% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +18.1% | +40.6% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +36.0% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +12.5% | +47.6% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +15.7% | new | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −0.3% | +57.3% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.4% | +42.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +17.9% | +64.5% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 4, 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% | 1.2% | +0.3% | +13.2% | +15.7% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | 0.0% | +13.8% | +13.9% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | 0.0% | +15.6% | +16.7% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.3% | +12.9% | +15.3% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.7% | +20.7% | +24.9% | $22.8B | |
| 6 | BSMC | Brandes U.S. Small-Mid Cap Value ETFThis fund | 0.70% | 1.0% | −1.2% | +16.0% | +20.9% | $180M |
#29 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 4, 2026
Cards for This View
BSMC’s Top 10 Holdings
Today26.8%of BSMC sits in these 10
Brandes BSMC · weight in the fund · as of Nov 3, 2026
BSMC’s Holdings
TodayIFFInternational Flavors + F 0.1253.1%DOX3.0%XRAY2.8%EPAM2.8%IMKTA2.7%INVX2.6%EPC2.6%ELAN2.5%ZBH2.4%UNF2.3%TXT2.2%NTGR2.1%0HST.L2.0%OMC2.0%CFG1.9%FTRE1.9%NICE1.9%MD1.9%OGN1.9%TAP1.8%TFX1.8%BAFBF1.7%
IFFInternational Flavors + F 0.1253.1%DOX3.0%XRAY2.8%EPAM2.8%IMKTA2.7%INVX2.6%EPC2.6%ELAN2.5%ZBH2.4%UNF2.3%TXT2.2%NTGR2.1%
HealthcareTechnologyConsumer DefensiveIndustrialsFinancial ServicesOther
Brandes BSMC · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
BSMC vs Peer Average
YTDBSMCAvsBPeer average
1D−1.2%+0.1%
1M+4.2%+0.8%
3M−2.9%−2.8%
YTD+16.0%+13.0%
1Y+20.9%+15.4%
3Y+70.7%+69.0%
5Y[…]+42.5%
4–2BSMC wins
107 Mid cap peers · each row scaled to its leader