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Asset Class: U.S. Large Cap Growth
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Long-Term Performance: 9.95% CAGR
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Correlation to U.S. Markets: 0.96
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U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR
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Back test timeframe: January 1972 – December 2022
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Oldest ETF back tested: Invesco QQQ Trust (QQQ)
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Long-Term Performance: 7.76% CAGR
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Correlation to U.S. Markets: 0.86
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S&P 500 Performance: 6.62% CAGR
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Back test timeframe: April 1999 – December 2022
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Number of ETFs available in this asset class: 114
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Number of ETFs in this asset class that are 10-years old or older: 23
U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2022
QQQ vs SPY: April 1999 – December 2022
QQQ vs SPY: March 10, 1999 – January 20, 2023
The Deep Value ETF Accumulator rankings for the 23 oldest U.S. Large Cap Growth ETFs:
The 4 top ranked U.S. Large Cap Growth ETFs head-to-head comparisons:
QQQ vs IWY vs ONEQ vs VONG: October 2010 – December 2022
QQQ vs IWY vs ONEQ vs VONG: September 23, 2010 – January 20, 2023
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.
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.
ONEQ – 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.
VONG – Vanguard Russell 1000 Growth ETF. Invests in stocks in the Russell 1000 Growth Index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. Seeks to closely track the index’s return, which is considered a gauge of large-cap growth U.S. stock returns.
Offers high potential for investment growth; share value typically rises and falls more sharply than that of funds holding bonds. More appropriate for long-term goals where your money’s growth is essential.
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 1.5
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 your 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.
QQQ vs IWY, IWY vs ONEQ, ONEQ vs VONG, VONG vs IVW