IJH vs RSMC
YTDYear to date
IJH wins+2.7 pts
Past year
IJH wins+7.1 pts
Fee
IJH winslower fee
Yield
IJH wins+1.2 pts
AUM
IJH169.4× more
4–0IJH wins
IJH and RSMC · year-to-date · as of Nov 9, 2026 · AUM not scored
RSMC vs S&P 500
YTD$28.01 · +3.4% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+3.4%+0.8%−3.8%+10.9%+10.3%——+10.5%
Peer average+2.9%+1.0%−3.1%+13.2%+16.9%+62.6%+40.9%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Rockefeller RSMC and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.0%RDNT3.6%PJT3.4%BJ3.4%KFY3.3%CWST3.1%WMG3.1%SNEX3.1%PRMB3.1%CHDN2.8%JLL2.7%OGS2.7%OLLI2.6%ULS2.6%FCFS2.5%BCPC2.4%LTH2.3%SKY2.3%FBNC2.2%IDCC2.1%AIT2.1%MLI2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 45 holdings · tile size = share of the fund · as of Nov 9, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.6% | +13.6% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +13.6% | +13.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.3% | +16.3% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.3% | +13.3% | $25.5B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.9% | +20.9% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +3.6% | +3.6% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.7% | +13.7% | $18.4B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −5.5% | −5.5% | $17.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +23.5% | +23.5% | $14.8B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.0% | +19.0% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.7% | +13.7% | $10.2B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.0% | +16.0% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +13.2% | +13.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.0% | −2.0% | $6.1B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.7% | +13.7% | $6.0B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +18.5% | +18.5% | $5.7B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 9, 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% | +3.2% | +13.6% | +17.5% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | +2.7% | +13.6% | +15.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +3.0% | +16.3% | +19.2% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +3.2% | +13.3% | +17.1% | $25.5B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +2.1% | +20.9% | +25.5% | $22.8B | |
| 6 | RSMC | Rockefeller U.S. Small-Mid Cap ETFThis fund | 0.75% | — | +3.4% | +10.9% | +10.3% | $717M |
#68 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 10, 2026
Cards for This View
RSMC’s Top 10 Holdings
Today32.9%of RSMC sits in these 10
Rockefeller RSMC · weight in the fund · as of Nov 9, 2026
RSMC’s Holdings
TodayHASIHA Sustainable Infrastructure Capital4.0%RDNT3.6%PJT3.4%BJ3.4%KFY3.3%CWST3.1%WMG3.1%SNEX3.1%PRMB3.1%CHDN2.8%JLL2.7%OGS2.7%OLLI2.6%ULS2.6%FCFS2.5%BCPC2.4%LTH2.3%SKY2.3%FBNC2.2%IDCC2.1%AIT2.1%MLI2.1%Other
IndustrialsFinancial ServicesTechnologyConsumer DefensiveConsumer CyclicalHealthcareOther
Rockefeller RSMC · 45 holdings · tile size = share of the fund · as of Nov 9, 2026
RSMC vs Peer Average
YTDRSMCAvsBPeer average
1D+3.4%+2.9%
1M+0.8%+1.0%
3M−3.8%−3.1%
YTD+10.9%+13.2%
1Y+10.3%+16.9%
3Y[…]+62.6%
5Y[…]+40.9%
1–4Peer average wins
107 Mid cap peers · each row scaled to its leader