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Is Invesco S&P MidCap 400 GARP ETF (GRPM) a Strong ETF Right Now?

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The Invesco S&P MidCap 400 GARP ETF (GRPM - Free Report) made its debut on 12/03/2010, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Blend category of the market.

What Are Smart Beta ETFs?

Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.

Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.

If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.

Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.

The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns.

Fund Sponsor & Index

GRPM is managed by Invesco, and this fund has amassed over $514.97 million, which makes it one of the average sized ETFs in the Style Box - Mid Cap Blend. Before fees and expenses, this particular fund seeks to match the performance of the S&P MIDCAP 400 GARP INDEX .

The S&P MidCap 400 GARP Index seeks to track companies with consistent fundamental growth, reasonable valuation, solid financial strength, and strong earning power.

Cost & Other Expenses

For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same.

Operating expenses on an annual basis are 0.35% for GRPM, making it on par with most peer products in the space.

It's 12-month trailing dividend yield comes in at 0.82%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.

This ETF has heaviest allocation in the Financials sector - about 27.2% of the portfolio. Consumer Discretionary and Healthcare round out the top three.

Taking into account individual holdings, Comfort Systems Usa Inc (FIX) accounts for about 3.99% of the fund's total assets, followed by Rambus Inc (RMBS) and Medpace Holdings Inc (MEDP).

The top 10 holdings account for about 27.7% of total assets under management.

Performance and Risk

Year-to-date, the Invesco S&P MidCap 400 GARP ETF return is roughly 3.08% so far, and is up about 6.54% over the last 12 months (as of 01/16/2026). GRPM has traded between $90.38 $123.70 in this past 52-week period.

The fund has a beta of 1.08 and standard deviation of 20.74% for the trailing three-year period. With about 62 holdings, it effectively diversifies company-specific risk .

Alternatives

Invesco S&P MidCap 400 GARP ETF is a reasonable option for investors seeking to outperform the Style Box - Mid Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.

Vanguard Mid-Cap ETF (VO) tracks CRSP US Mid Cap Index and the iShares Core S&P Mid-Cap ETF (IJH) tracks S&P MidCap 400 Index. Vanguard Mid-Cap ETF has $94.66 billion in assets, iShares Core S&P Mid-Cap ETF has $109.21 billion. VO has an expense ratio of 0.04% and IJH changes 0.05%.

Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Mid Cap Blend

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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