This fund gives investors exposure to medium sized companies — known as mid-caps — that potentially offer a balance between growth potential and stability. In this fund, companies with a total share value of between $8 billion to $22 billion are included, but these parameters may vary based on the methodology of the underlying index.
Investing in this fund gives diverse exposure to four hundred mid-cap U.S. companies, in one passive investment.
This fund’s underlying index ranks companies based on total market value within the parameters of S&P’s mid-cap market value ($8—22 billion). It includes a mix of sectors, with current leading exposure in industrials, financials, consumer goods, tech, and healthcare. These sector weightings can shift over time as the index moves.
This is a passive index fund, meaning it does not aim to outperform the market or pick individual winners. Instead, it tracks the S&P 400 MidCap Index, which reflects the performance of mid-cap companies in the United States.
Because of its index-tracking structure, it’s low cost and automatically updated to reflect changes in the underlying index.
HSBC Asset Management is part of the wider HSBC Group, boasting over 50 years experience and managing $600 billion (2024).
HSBC focuses on bringing investors a low-cost range of investment products, with particular strength in global equity and ESG offerings.
VanEck is a privately-held global investment manager with 70 years experience and $114 billion in assets under management (as of mid-2024). Over the last 19 years, VanEck has pioneered over 100 specialty ETFs across a range of innovative thematic sectors such as gold, semiconductors, emerging markets, gaming and others.
iShares ETFs are managed by BlackRock, the world’s largest asset manager, with over three decades of experience in index investing. The team applies rigorous quantitative research and disciplined risk management to deliver diversified, cost-effective market exposure.
With a strong emphasis on transparency and innovation, iShares products are built to support efficient, long-term investment strategies.
BlackRock is the world’s largest asset manager. Founded in 1988, it provides a wide range of investment products and services to institutions, financial professionals, and individual investors worldwide.
Invesco is a global asset manager with over $1.4 trillion in assets (2024). They offer over 240 ETFs, covering equities, fixed income, commodities and thematics.
Founded in 1935, Invesco brings 90 years of experience creating reliable, investor-first solutions.
Vanguard has been providing investment solutions to everyday investors since the 1970s. Today, it manages $10 trillion for over 50 million investors worldwide (2024), sticking to a philosophy of low costs, transparency, and long-term thinking.
State Street Investment Management launched its first ETF in 1993, and has been managing client assets for 47 years. As of March 2025, State Street’s Investment Management division holds $4.67 trillion in assets under management, is the third largest ETF provider and fourth largest asset manager in the world.
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WisdomTree is a global asset manager based in New York. With $116 billion under management (as of April 2025), they are a trusted provider of over 260 ETPs (Exchange Traded Products).
Their investment product philosophy seeks to use unique research to provide investors access to traditionally inaccessible asset classes.
Operates over 2,500 convenience stores across the U.S., supplying fuel and food to thousands of locations nationwide.
A leading U.S.-based provider of mechanical and electrical construction, industrial services, and facilities maintenance.
A global contract manufacturing and supply chain solutions provider, serving industries from electronics to automotive and healthcare.
Modernizing insurance with smart software that powers the global property and casualty industry.
Global brokerage platform offering stocks, options, futures, forex, and other asset classes in over 150 markets.
A global asset management and disposition company, specialising in auctions and digital marketplace for heavy equipment and vehicles.
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Avg. annual returns
27/06/2020 - 27/06/2025
+
15.33%
-
15.33%
Fund Provider
iShares
Management Charges
0.30%
Risk level
6 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
27/06/2020 - 27/06/2025
+
14.25%
-
14.25%
Fund Provider
Vanguard
Management Charges
0.07%
Risk level
6 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
28/06/2020 - 28/06/2025
+
9.82%
-
9.82%
Fund Provider
iShares
Management Charges
0.30%
Risk level
7 of 7
Category
Index Tracker
Region
United States of America
Avg. annual returns
27/06/2020 - 27/06/2025
+
8.58%
-
8.58%
Fund Provider
Vanguard
Management Charges
0.29%
Risk level
6 of 7
Category
Index Tracker
Region
United Kingdom
Yes — while the S&P 500 tracks the largest five hundred companies by market capitalisation (total share value), this fund tracks an index of the four hundred largest companies by market capitalisation, within the parameters of mid-cap market value (in this instance companies with a total share value of between $8 and $22 billion).
No – this fund accumulates returns, meaning they are automatically reinvested back into the fund. This style of investing could be better for investors seeking growth — rather than income — from their investment.
This fund gives you access to four hundred companies in one investment. By investing in an index fund rather than the shares within the index, you’ll cut down on risk, effort, and most likely costs too.
Mid-cap stocks can help further diversify your portfolio, and potentially reduce volatility in certain economic conditions. Historically, mid-caps have relatively low correlation with large-cap stocks.
Mid-cap stocks can help further diversify your portfolio, and potentially reduce volatility in certain economic conditions. Historically, mid-caps have relatively low correlation with large-cap stocks.
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