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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 10.75% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance: 10.55% CAGR
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Back test timeframe: January 1972 – December 2020
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 9.27% CAGR
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Correlation to U.S. Markets: 0.85
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S&P 500 Performance: 7.00% CAGR
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Back test timeframe: April 1999 – December 2020
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Number of ETFs available in this asset class: 62
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Number of ETFs in this asset class that are 10-years old or older: 19
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020
QQQ vs SPY: April 1999 – December 2020
QQQ vs SPY: March 10, 1999 – December 31, 2020
The Deep Value ETF Accumulator rankings for the 19 oldest U.S. Large Cap Growth ETFs:
The 4 top ranked U.S. Large Cap Growth ETFs head-to-head comparisons:
QQQ vs FPX vs ONEQ vs IWY: October 2009 – December 2020
QQQ vs FPX vs ONEQ vs IWY: September 28, 2009 – December 31, 2020
Stated objectives of 4 top ranked U.S. Large Cap Growth ETFs:
QQQ – Invesco QQQ is an exchange-traded fund based on the Nasdaq-100 Index® . The Fund will, under most circumstances, consist of all of stocks in the
Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on
market capitalization. The Fund and the Index are rebalanced quarterly and reconstituted annually.
FPX – The First Trust US Equity Opportunities ETF (the “Fund”), formerly First Trust US IPO Index Fund, seeks investment results that correspond generally to the price and yield (before the Fund’s fees and expenses) of an equity index called the IPOX®-100 U.S. Index. The Fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the Index. The IPOX®-100 U.S. Index is a modified value-weighted price index measuring the performance of the top 100 companies ranked quarterly by market capitalization in the IPOX® Global Composite Index. The index utilizes a 10% capping on all constituents and includes the 100 largest, typically best performing and most liquid U.S. public offerings (“IPOs”) in the IPOX® Global Composite Index. Index constituents are selected based on quantitative initial screens. In general, eligible constituents are added on the sixth day of trading and remain eligible to be included in the Index for approximately four years. The index is reconstituted and adjusted quarterly.
ONEQ – Fidelity® Nasdaq Composite Index® Tracking Stock. The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the Nasdaq Composite Index that have a similar investment profile to the entire index. The fund may operate as a non-diversified fund, as defined under the Investment Company Act of 1940 (1940 Act), as a result of a change in relative market capitalization or index weighting of one or more constituents of the Index.
IWY – The iShares Russell Top 200 Growth ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. Exposure to large U.S. companies whose earnings are expected to grow at an above-average rate relative to the market. Targeted access to a specific category of large-cap domestic stocks. Use to tilt your portfolio towards growth stocks.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator article on U.S. Large Cap Growth ETFs:
4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3
Disclosure: We currently own shares of QQQ and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.