Mid-Cap ETFs in High Momentum Now: More Rally Ahead?

Mid-cap momentum is building up as investors seek a balance between shaky large caps and volatile small caps. These ETFs -- FNX, MDYV, MDY, IJH & IWR -- are climbing.

Zacks Investment Research • Dec 12, 2025

Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?

If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the iShares Russell Mid-Cap ETF (IWR), a passively managed exchange traded fund launched on July 17, 2001.

Zacks Investment Research • Oct 17, 2025

IWR Vs. IJH: Mid-Cap Exposure For Long-Term Growth With IJH

Mid-cap ETFs should benefit from a soft economic landing and rate cuts, making now an attractive entry point, versus large-caps. IJH is my preferred pick over IWR, due to its higher quality holdings, lower expense ratio, and more conservative portfolio construction. Both funds offer diversified exposure to key sectors, but IJH's focus on profitability and stability positions it better for long-term growth.

Seeking Alpha • Sep 3, 2025

Mid-Cap Index Funds Aren't All Alike. Look Under the Hood.

CFRA found big discrepancies among the returns of the market's three largest mid-cap ETFs.

Barrons • Jul 28, 2025

IWR: The Case And Risks Of Mid-Cap Stocks

IWR offers diversified mid-cap exposure, reducing idiosyncratic and sector risk, with attractive valuations compared to large-cap peers. Mid-caps are positioned to benefit from domestic revenue reliance, especially as trade policy shifts and tariffs impact large-cap margins. Short-term economic headwinds—slower growth, inflation, and labor market uncertainty—may limit IWR's absolute returns in 2024.

Seeking Alpha • Jun 23, 2025

IWR: Outperformance Likely In A Lower Rate Environment

IWR's portfolio, heavily weighted in cyclical sectors, is poised to benefit from an improving macroeconomic environment as inflation recedes and interest rates decline. Despite underperforming in a high-rate environment, IWR's earnings growth is expected to outpace the S&P 500 in 2025 and 2026. IWR's valuation is reasonable at a forward P/E ratio of 16.1x, especially compared to the more expensive S&P 500 index.

Seeking Alpha • Oct 20, 2024

IWR: Current Jobs Data Possibly A Blip, But Big Deltas Are Needed For Inflation

iShares Russell Mid-Cap ETF is a diversified US mid-cap ETF with significant exposure to the financial and industrial sectors, as well as other sectors with cyclical characteristics. The recent jobs data alarmed some market participants, triggering the Sahm rule that indicates the possibility of an incoming recession. It's possible certain data points of the jobs report overstated the recession danger, including weather effects and seasonal unemployment.

Seeking Alpha • Aug 6, 2024

January FOMC Meeting Review: The 'Fed-Amental' Attribution Error

The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.

Seeking Alpha • Jan 31, 2024

IWR: A Potential New Cycle Leader

The iShares Russell Mid-Cap ETF could be a new cycle leader as large-cap outperformance may be ending. The ETF offers exposure to mid-cap U.S. companies with a balanced portfolio and significant diversification. Investing in the iShares Russell Mid-Cap ETF provides an opportunity to bet on the growth potential of the mid-cap sector.

Seeking Alpha • Oct 30, 2023

Chart of the Week: Mid-Cap ETFs in Focus

It's been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV) had risen 19% as of July 24, with consumer discretionary and information technology stocks leading the way.

ETF Trends • Jul 27, 2023