IJH vs RSMC
YTDYear to date
IJH wins+2.2 pts
Past year
IJH wins+6.1 pts
Fee
IJH winslower fee
Yield
IJH wins+1.3 pts
AUM
IJH169.7× more
4–0IJH wins
IJH and RSMC · year-to-date · as of Nov 5, 2026 · AUM not scored
RSMC vs S&P 500
MAX$27.08 · −3.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−3.7%−1.6%−7.4%+7.2%+6.8%——+6.9%
Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Rockefeller RSMC and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.0%RDNT3.6%PJT3.5%BJ3.3%KFY3.3%SNEX3.1%WMG3.1%CWST3.0%PRMB2.8%JLL2.8%CHDN2.7%OGS2.7%OLLI2.6%ULS2.5%FCFS2.5%SKY2.3%IDCC2.2%LTH2.2%FBNC2.2%AIT2.2%MLI2.1%CSWI2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.7% | +10.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.8% | +12.8% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.2% | +9.2% | $26.2B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.7% | −0.7% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +9.5% | +9.5% | $18.9B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −10.0% | −10.0% | $18.5B | |
| 9 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +14.9% | +14.9% | $15.1B | |
| 10 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.8% | +20.8% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +8.3% | +8.3% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.2% | +10.2% | $8.9B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.7% | +12.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −8.4% | −8.4% | $6.6B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.3% | +10.3% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.2% | +15.2% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
RSMC Payouts by Year
TodayRSMC pays no distribution.
RSMC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.3% | −3.9% | +9.5% | +12.9% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −3.5% | +10.7% | +12.4% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | −3.5% | +12.8% | +15.3% | $58.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | −3.9% | +9.2% | +12.5% | $26.2B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −2.6% | +19.2% | +24.3% | $22.8B | |
| 6 | RSMC | Rockefeller U.S. Small-Mid Cap ETFThis fund | 0.75% | — | −3.7% | +7.2% | +6.8% | $739M |
#69 of 94 this year · #92 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
RSMC and its peer group · total return · as of Nov 6, 2026
Cards for This View
RSMC’s Top 10 Holdings
Today32.5%of RSMC sits in these 10
Rockefeller RSMC · weight in the fund · as of Nov 5, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.0%RDNT3.6%PJT3.5%BJ3.3%KFY3.3%SNEX3.1%WMG3.1%CWST3.0%PRMB2.8%JLL2.8%CHDN2.7%OGS2.7%OLLI2.6%ULS2.5%FCFS2.5%SKY2.3%IDCC2.2%LTH2.2%FBNC2.2%AIT2.2%MLI2.1%CSWI2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 0 holdings · tile size = share of the fund · as of Nov 5, 2026
RSMC vs Peer Average
YTDRSMCAvsBPeer average
1D−3.7%−3.6%
1M−1.6%−0.9%
3M−7.4%−5.9%
YTD+7.2%+9.9%
1Y+6.8%+13.5%
3Y[…]+62.1%
5Y[…]+39.2%
0–5Peer average wins
107 Mid cap peers · each row scaled to its leader