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  5. ZMID: which of the following mid cap ETF,s would you prefer and why IJH -ZMID -VO [BMO S&P US Mid Cap Index ETF]
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Q: which of the following mid cap ETF,s would you prefer and why IJH -ZMID -VO
Asked by Ross on January 09, 2024
5i Research Answer:

VO has $58.1B in AUM, IJH has $74.6B in AUM, and ZMID has $251.7M in AUM. In terms of expenses, VO has a 0.04% MER, IJH at 0.05%, and ZMID at 0.17%. Performance-wise, VO has returned a 9.4% 10-year CAGR, ZMID started trading a few years ago and has returned a 9.1% CAGR since inception, and IJH has returned a 9.2% 10-year CAGR.  

Overall, we would prefer VO, which has a better AUM, MER, and performance than IJH. ZMID can be a good option for investors looking to gain mid-cap exposure through the Canadian dollar, but its fees are high.