IJH vs RSMC
YTDYear to date
IJH wins+2.6 pts
Past year
IJH wins+6.2 pts
Fee
IJH winslower fee
Yield
IJH wins+1.2 pts
AUM
IJH169.2× more
4–0IJH wins
IJH and RSMC · year-to-date · as of Nov 5, 2026 · AUM not scored
RSMC vs S&P 500
YTD$28.11 · +0.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.9%+0.4%−2.9%+11.3%+10.2%——+10.9%
Peer average+0.9%+1.4%−1.3%+14.0%+16.7%+69.5%+46.2%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Rockefeller RSMC and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
RSMC’s Holdings
TodayHASI3.9%RDNT3.3%BJ3.3%PJT3.3%KFY3.2%SNEX3.1%CWST3.0%WMG3.0%PRMB2.7%CHDN2.7%JLL2.7%OGS2.6%ULS2.6%FCFS2.5%OLLI2.5%IDCC2.3%AIT2.2%MLI2.2%ESE2.2%FBNC2.1%LTH2.1%SKY2.1%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% | 1.2% | +13.9% | +13.9% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +14.7% | +14.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.9% | +16.9% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.6% | +13.6% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +22.3% | +22.3% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.5% | +4.5% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +14.0% | +14.0% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −4.3% | −4.3% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +24.2% | +24.2% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.3% | +19.3% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +14.0% | +14.0% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.8% | +16.8% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.4% | −2.4% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +14.5% | +14.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +19.0% | +19.0% | $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% | 1.2% | +0.6% | +13.9% | +16.4% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | +0.9% | +14.7% | +15.3% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +1.1% | +16.9% | +18.2% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.6% | +13.6% | +16.0% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.4% | +22.3% | +26.9% | $22.8B | |
| 6 | RSMC | Rockefeller U.S. Small-Mid Cap ETFThis fund | 0.75% | — | +0.9% | +11.3% | +10.2% | $736M |
#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 5, 2026
Cards for This View
RSMC’s Top 10 Holdings
Today31.5%of RSMC sits in these 10
Rockefeller RSMC · weight in the fund · as of Nov 5, 2026
RSMC’s Holdings
TodayHASI3.9%RDNT3.3%BJ3.3%PJT3.3%KFY3.2%SNEX3.1%CWST3.0%WMG3.0%PRMB2.7%CHDN2.7%JLL2.7%OGS2.6%ULS2.6%FCFS2.5%OLLI2.5%IDCC2.3%AIT2.2%MLI2.2%ESE2.2%FBNC2.1%LTH2.1%SKY2.1%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+0.9%+0.9%
1M+0.4%+1.4%
3M−2.9%−1.3%
YTD+11.3%+14.0%
1Y+10.2%+16.7%
3Y[…]+69.5%
5Y[…]+46.2%
1–4Peer average wins
107 Mid cap peers · each row scaled to its leader