The multi cap ETFs include instruments with various capitalization sizes (large cap, mid-cap and small-cap stocks). Such diversification helps if one of the segment performs better than the others. The fluctuations of those ETFs are lower than in case of ETFs that focus only on one specific capitalization stocks. Investing in the multi-cap ETFs may be associated with different levels of risk depending on the stocks that are put into the fund. Nevertheless, such ETFs are more suitable for less advances investors - even though some stocks of the Exchange-Traded Fund may temporarily loss (e.g. large caps), the other components (e.g. small caps) may offset the loss and produce high returns.
Large-cap, Multi-cap, Blend, Broad market, U.S. ETFs on average are in the medium-term up 4% in 1 month. In the long-term up 225% in 13 years.
Multi-cap, China ETF is in the long-term down -17% in 1 year.
Multi-cap, Developed ex-US, Developed markets ETF is in the medium-term down -14% below S&P in 1 year. In the long-term down -30% below S&P in 13 years.
Multi-cap, Emerging markets ETF is in the medium-term up 11% in 3 months and up 8% above S&P in 5 months. In the long-term down -12% in 1 year and down -46% below S&P in 9 years.
Multi-cap, Growth ETF is in the medium-term up 14% in 3 months and down -9% in 7 months. In the long-term up 39% in 4 years.
Multi-cap, Momentum ETF is in the long-term up 50% in 4 years.
Multi-cap, Quality ETF is in the long-term up 46% in 7 years.
|Symbol||Company Name||Price||Change||Total net assets||Total expense ratio|
|ACWI||iShares MSCI ACWI Index Fund||59.36||0.07%||5.6 B||0.34%|
|EUSA||iShares MSCI USA Index Fund||47.85||0.23%||150.97 M||0.15%|
|FAB||First Trust Mult Cap Val Alpha Fnd||51.06||0.33%|
|FAD||First Trust Mult Cap Grwth Alp Fnd||53||0.44%|
|IEMG||iShares Inc.||41.62||0.48%||3.73 B||0.18%|
|IXUS||iShares Trust||50.14||0.16%||599.07 M||0.16%|
|IYY||iShares Dow Jones U.S. Index Fund||113.25||0.07%||886.29 M||0.2%|
|MMTM||SPDR Series Trust||94.51||0.14%|
|PDN||PowerShares FTSE RAFI Developed Mar||26.87||0.5%|
|PRFZ||PowerShares FTSE RAFI US 1500 Small-Mid||116.35||0.43%|
|QINC||First Trust RBA Quality Income ETF||22.96||0.04%|
|VLU||SPDR Series Trust||89.72||0.52%|
|VTHR||Vanguard Scottsdale Funds||104.16||0.21%||87 M||0.15%|
|VTI||Vanguard Total Stock Market ETF||116.42||0.15%||41.45 M||0.05%|
|YAO||Claymore AlphaShares China All Cap ETF||23.81||-2.26%|