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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.F) to find the best fit for your portfolio. XMH and ZMID.F 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.F. Performance-wise, XMH has returned 8.65% year-to-date with +$155 M in net flows, whereas ZMID.F is at 8.38% with +$0 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.F
| AuM | $551.14 M | $11.54 M |
| Management Fees | 0.15% | 0.15% |
| Exp. ratio | 0.16% | 0.17% |
| Tracking Difference | 0.09% | 0.88% |
Historical performance and flows
As of September 29, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XMH | -3.95% | -5.66% | +8.65% | +9.90% | +42.43% |
ZMID.F | -3.94% | -5.70% | +8.38% | +9.58% | +42.00% | |
| Flows | XMH | -$40 M | -$38 M | +$155 M | +$150 M | +$360 M |
ZMID.F | +$0 M | +$0 M | +$0 M | +$0 M | +$8 M |
XMH vs ZMID.F exposure
Countries
XMH
USA
96.39%
ZMID.F
USA
96.47%
Sectors
XMH
Finance
22.77%
Industrials
16.32%
Technology
14.41%
Non-Energy Materials
10.55%
Healthcare
10.25%
Other
25.70%
ZMID.F
Finance
22.84%
Industrials
16.36%
Technology
14.33%
Non-Energy Materials
10.70%
Healthcare
10.22%
Other
25.55%
As of September 29, 2026
Top 10 Holdings
XMH
Twilio, Inc.
1.00%
Illumina, Inc.
0.91%
TechnipFMC plc
0.87%
Everpure, Inc.
0.82%
Okta, Inc.
0.81%
ATI, Inc.
0.78%
nVent Electric Plc
0.68%
Carpenter Technology Corp.
0.66%
US Foods Holding Corp.
0.65%
Tenet Healthcare Corp.
0.64%
ZMID.F
Twilio, Inc.
1.02%
Illumina, Inc.
0.90%
TechnipFMC plc
0.84%
Everpure, Inc.
0.83%
ATI, Inc.
0.81%
Okta, Inc.
0.78%
nVent Electric Plc
0.67%
US Foods Holding Corp.
0.66%
Carpenter Technology Corp.
0.65%
Tenet Healthcare Corp.
0.64%
Diversification
XMH
Total weight of top 10 holdings out of 401 total
7.83%
ZMID.F
Total weight of top 10 holdings out of 400 total
7.80%
Characteristics
Compare
XMH
ZMID.F
| Provider | iShares | BMO |
| Management | Passively managed | Passively managed |
| Benchmark | S&P MidCap 400 CAD Hedged Net Total Return Index - CAD | S&P MidCap 400 Index - CAD Hedged |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.96% | 0.98% |
| Meets ESG criteria | No | No |
| Inception Date | August 4, 2015 | February 5, 2020 |
Frequently asked questions about XMH and ZMID.F
Which ETF has performed better year to date: XMH or ZMID.F?
As of September 29, 2026, XMH has returned 8.65% year to date, while ZMID.F has returned 8.38%. XMH is ahead on YTD performance.
Which ETF is larger by assets under management: XMH or ZMID.F?
As of September 29, 2026, XMH manages $551.14 M in assets, while ZMID.F manages $11.54 M. XMH is the larger fund by AUM.
How are XMH and ZMID.F managed?
XMH is passively managed by iShares. It tracks the S&P MidCap 400 CAD Hedged Net Total Return Index - CAD benchmark. ZMID.F is passively managed by BMO. It tracks the S&P MidCap 400 Index - CAD Hedged benchmark.
What sectors do XMH and ZMID.F emphasize?
XMH is most exposed to Finance, Industrials, and Technology. ZMID.F is most exposed to Finance, Industrials, and Technology.
Which ETF is attracting more investor flows: XMH or ZMID.F?
Year to date, XMH has seen +$155.13 M in net flows, compared with +$0.02 M for ZMID.F. XMH has attracted more net investor money so far.
How do the fees of XMH and ZMID.F compare?
XMH has an expense ratio of 0.16%, while ZMID.F has an expense ratio of 0.17%.
What are the top holdings of XMH and ZMID.F?
XMH's largest holdings include Twilio, Inc., Illumina, Inc., and TechnipFMC plc. ZMID.F's top holdings include Twilio, Inc., Illumina, Inc., and TechnipFMC plc.
Which ETF is more diversified: XMH or ZMID.F?
XMH holds 401 securities, while ZMID.F holds 400. On holdings count, XMH is the more diversified portfolio.
Recent articles about XMH and ZMID.F
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