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iShares S&P U.S. Mid-Cap Index ETF (XMC $34.26)
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Vanguard S&P 500 Index ETF (VFV $157.46)
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BMO S&P US Mid Cap Index ETF (ZMID $47.85)
Q: Good morning,
Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?
Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?
Thank you and I'll await your sage advice.
Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?
Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?
Thank you and I'll await your sage advice.
5i Research Answer:
We would rather ADD a small/mid cap fund or just trim some large cap exposure rather than do a wholesale switch. We think the small/mid sector is poised to do well, but there are no guarantees. 2025 could be volatile with a new government. We would be comfortable adding either ZMID or XMC. They, and performance, are very similar. We would consider these among the best in the category.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.