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Compare iShares S&P U.S. Mid-Cap Index ETF (XMH) vs BMO S&P US Mid Cap Index ETF (ZMID) to find the best fit for your portfolio. XMH and ZMID provide the same top sector exposures: Finance, Industrials, and Technology. When evaluating costs, XMH features a management fee (MER) of 0.15%, compared to 0.15% for ZMID. Performance-wise, XMH has returned 17.83% year-to-date with +$200 M in net flows, whereas ZMID is at 20.58% with -$15 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
XMH
ZMID
| AuM | $645.40 M | $322.12 M |
| Management Fees | 0.15% | 0.15% |
| Exp. ratio | 0.15% | 0.16% |
| Tracking Difference | 0.17% | -0.21% |
Historical performance and flows
As of August 17, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XMH | +3.71% | +9.74% | +17.83% | +22.04% | +50.56% |
ZMID | +2.87% | +11.07% | +20.58% | +25.13% | +61.58% | |
| Flows | XMH | +$0 M | +$96 M | +$200 M | +$197 M | +$401 M |
ZMID | -$6 M | -$15 M | -$15 M | -$20 M | -$33 M |
XMH vs ZMID exposure
Countries
XMH
USA
96.02%
ZMID
USA
96.22%
Sectors
XMH
Finance
21.88%
Industrials
18.64%
Technology
15.28%
Non-Energy Materials
10.61%
Healthcare
8.50%
Other
25.09%
ZMID
Finance
21.95%
Industrials
18.45%
Technology
15.02%
Non-Energy Materials
10.76%
Healthcare
8.66%
Other
25.16%
As of August 17, 2026
Top 10 Holdings
XMH
Twilio, Inc.
0.86%
Carpenter Technology Corp.
0.84%
MKS, Inc.
0.82%
Curtiss-Wright Corp.
0.77%
Entegris, Inc.
0.75%
nVent Electric Plc
0.75%
ATI, Inc.
0.74%
Illumina, Inc.
0.73%
TechnipFMC plc
0.72%
Sterling Infrastructure, Inc.
0.71%
ZMID
Carpenter Technology Corp.
0.85%
Twilio, Inc.
0.83%
MKS, Inc.
0.78%
Curtiss-Wright Corp.
0.76%
Illumina, Inc.
0.76%
ATI, Inc.
0.75%
nVent Electric Plc
0.73%
MasTec, Inc.
0.72%
Entegris, Inc.
0.72%
TechnipFMC plc
0.72%
Diversification
XMH
Total weight of top 10 holdings out of 404 total
7.68%
ZMID
Total weight of top 10 holdings out of 400 total
7.62%
Characteristics
Compare
XMH
ZMID
| Provider | iShares | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | S&P MidCap 400 CAD Hedged Net Total Return Index - CAD | S&P MidCap 400 Net Total Return Index - CAD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.88% | 0.88% |
| Meets ESG criteria | No | No |
| Inception Date | August 4, 2015 | February 11, 2020 |
Frequently asked questions about XMH and ZMID
Which ETF has performed better year to date: XMH or ZMID?
As of August 17, 2026, XMH has returned 17.83% year to date, while ZMID has returned 20.58%. ZMID is ahead on YTD performance.
Which ETF is larger by assets under management: XMH or ZMID?
As of August 17, 2026, XMH manages $645.40 M in assets, while ZMID manages $322.12 M. XMH is the larger fund by AUM.
How are XMH and ZMID managed?
XMH is passively managed by iShares. It tracks the S&P MidCap 400 CAD Hedged Net Total Return Index - CAD benchmark. ZMID is passively managed by BMO. It tracks the S&P MidCap 400 Net Total Return Index - CAD benchmark.
What sectors do XMH and ZMID emphasize?
XMH is most exposed to Finance, Industrials, and Technology. ZMID is most exposed to Finance, Industrials, and Technology.
Which ETF is attracting more investor flows: XMH or ZMID?
Year to date, XMH has seen +$199.74 M in net flows, compared with -$14.96 M for ZMID. XMH has attracted more net investor money so far.
How do the fees of XMH and ZMID compare?
XMH has an expense ratio of 0.15%, while ZMID has an expense ratio of 0.16%.
What are the top holdings of XMH and ZMID?
XMH's largest holdings include Twilio, Inc., Carpenter Technology Corp., and MKS, Inc.. ZMID's top holdings include Carpenter Technology Corp., Twilio, Inc., and MKS, Inc..
Which ETF is more diversified: XMH or ZMID?
XMH holds 404 securities, while ZMID holds 400. On holdings count, XMH is the more diversified portfolio.
Recent articles about XMH and ZMID
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