IJH vs RSMC
YTDYear to date
IJH wins+2.2 pts
Past year
IJH wins+7.0 pts
Fee
IJH winslower fee
Yield
IJH wins+1.3 pts
AUM
IJH169.4× more
4–0IJH wins
IJH and RSMC · year-to-date · as of Nov 7, 2026 · AUM not scored
RSMC vs S&P 500
MAX$27.09 · 0.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return0.0%−1.5%−6.7%+7.3%+5.9%——+6.9%
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%
Rockefeller RSMC and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.1%RDNT3.7%PJT3.5%BJ3.5%KFY3.3%CWST3.2%WMG3.1%PRMB3.0%SNEX3.0%CHDN2.8%JLL2.8%OGS2.7%OLLI2.7%FCFS2.5%ULS2.5%BCPC2.5%SKY2.3%LTH2.3%FBNC2.2%QTWO2.2%IDCC2.2%AIT2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 45 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% | $56.9B | |
| 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% | $17.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.6% | +20.6% | $14.8B | |
| 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% | $10.2B | |
| 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% | $5.9B | |
| 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 7, 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% | +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% | $56.9B | |
| 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 | RSMC | Rockefeller U.S. Small-Mid Cap ETFThis fund | 0.75% | — | 0.0% | +7.3% | +5.9% | $717M |
#70 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 8, 2026
Cards for This View
RSMC’s Top 10 Holdings
Today33.4%of RSMC sits in these 10
Rockefeller RSMC · weight in the fund · as of Nov 6, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.1%RDNT3.7%PJT3.5%BJ3.5%KFY3.3%CWST3.2%WMG3.1%PRMB3.0%SNEX3.0%CHDN2.8%JLL2.8%OGS2.7%OLLI2.7%FCFS2.5%ULS2.5%BCPC2.5%SKY2.3%LTH2.3%FBNC2.2%QTWO2.2%IDCC2.2%AIT2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 45 holdings · tile size = share of the fund · as of Nov 6, 2026
RSMC vs Peer Average
YTDRSMCAvsBPeer average
1D0.0%+0.2%
1M−1.5%−1.2%
3M−6.7%−5.6%
YTD+7.3%+10.0%
1Y+5.9%+12.7%
3Y[…]+61.3%
5Y[…]+39.3%
0–5Peer average wins
107 Mid cap peers · each row scaled to its leader