Author: Micah McDonald

Builder of the Deep Value ETF Accumulator published daily on http://StockTwits.com Retired USAF Crew Chief. Metrology tech at a lab deep in the Arctic Circle.
Posted on

5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7

  • Asset Class: International ex-U.S. Small Cap Equities

  • Long-Term Performance: 6.48% CAGR

  • Correlation to U.S. Markets: 0.75

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1995 – February 2024

  • Oldest ETF back tested: WisdomTree International SmallCap Dividend Fund (DLS)

  • Long-Term Performance: 4.61% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 9.39% CAGR

  • Back test timeframe: July 2006 – February 2024

  • Number of ETFs available in this asset class: 21

  • Number of ETFs in this asset class that are 10-years old or older: 11

International ex-US Small Cap vs U.S. Large Cap Blend (aka S&P 500): January 1995 – February 2024

Continue reading “5 Best Foreign Small / Mid Cap ETFs to Own Long-Term: FYLD vs PDN vs SCZ vs FNDC vs DLS 1.7”

Posted on

5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7

  • Asset Class: International Developed ex-U.S. Market 

  • Long-Term Performance: 6.91% CAGR 

  • Correlation to U.S. Markets: 0.73

  • U.S. Large Cap Blend Performance: 10.96% CAGR

  • Back test timeframe: January 1986 – February 2024

  • Oldest ETF back tested: iShares MSCI EAFE ETF (EFA)

  • Long-Term Performance: 5.52% CAGR

  • Correlation to U.S. Markets: 0.88 

  • S&P 500 Performance: 8.89% CAGR

  • Back test timeframe: September 2001 – February 2024

  • Number of ETFs available in this asset class: 157

  • Number of ETFs in this asset class that are 10-years old or older: 41

International Developed ex-US Market vs U.S. Large Cap Blend (S&P 500): January 1986 – February 2024

EFA vs SPY: September 2001 – February 2024

Continue reading “5 Best Foreign Large Cap ETFs to Own Long-Term: DBEF vs HEFA vs DBAW vs IPKW vs DNL 1.7”

Posted on

5 Best Gold ETFs to Buy and Hold: IAUM vs GLDM vs BAR vs AAAU vs IAU 1.7

  • Asset Class: Gold

  • Long-Term Performance: 7.49% CAGR

  • Correlation to U.S. Markets: 0.03

  • U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR

  • Back test timeframe: January 1972 – February 2024

  • Oldest ETF back tested: SPDR Gold Shares (GLD)

  • Long-Term Performance: 7.73% CAGR

  • Correlation to U.S. Markets: 0.09

  • S&P 500 Performance: 9.97% CAGR

  • Back test timeframe: December 2004 – February 2024

  • Number of ETFs available in this asset class: 8

  • Number of ETFs in this asset class that are 1-year old or older: 8

Gold vs S&P 500: January 1972 – February 2024

Continue reading “5 Best Gold ETFs to Buy and Hold: IAUM vs GLDM vs BAR vs AAAU vs IAU 1.7”

Posted on

5 Best Diversified Emerging Markets ETFs to Buy and Hold: FEMS vs DGS vs EWX vs EEMS vs SPEM

  • Asset Class: Diversified Emerging Markets

  • Correlation to U.S. Stock Market: 0.75

  • Long-Term Performance: 5.45% CAGR

  • S&P 500 Performance: 10.55% CAGR

  • Back test timeframe: January 1995 – February 2024

  • Oldest ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.76

  • Long-Term Performance: 8.08% CAGR

  • S&P 500 Performance: 10.63% CAGR

  • Back test timeframe: May 2003 – February 2024

  • Number of ETFs available in this asset class: 98

  • Number of ETFs in this asset class that are 10-years old or older: 27

Diversified Emerging Markets vs S&P 500: January 1995 – February 2024

Continue reading “5 Best Diversified Emerging Markets ETFs to Buy and Hold: FEMS vs DGS vs EWX vs EEMS vs SPEM”

Posted on

5 Best Natural Resources Sector ETFs to Buy and Hold: FIW vs FXZ vs RSPM vs PYZ vs VAW 1.7

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.78% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 51

  • Number of ETFs in this asset class that are 10-years old or older: 29

XLB vs SPY: January 1999 – January 2024

Continue reading “5 Best Natural Resources Sector ETFs to Buy and Hold: FIW vs FXZ vs RSPM vs PYZ vs VAW 1.7”

Posted on

5 Best Ultra Short Duration Bond (CASH) ETFs to Buy and Hold: PULS vs VNLA vs JPST vs GSY vs NEAR

  • Asset Category: Cash (ICE Indices U.S. Treasury Short Bond Index (IDCOTS))

  • Long-Term Performance: 4.53%

  • Correlation to U.S. markets: -0.01

  • S&P 500 Performance (US Large Cap Blend): 10.52% CAGR

  • Back test timeframe: January 1972 – January 2024

  • Oldest ETF back tested: iShares Short Treasury Bond ETF (SHV)

  • Long-Term Performance: 1.17% CAGR

  • Correlation to U.S. markets: -0.12

  • S&P 500 Performance: 9.48% CAGR

  • Back test timeframe: February 2007 – January 2024

  • Number of ETFs available in this asset class: 60

  • Number of ETFs in this asset class that are 5-years old or older: 16

    • ETFs not considered for this article: ETFs with complex underlying assets such as swaps, ETFs with high volatility, and ETFs with durations greater than 1 year.

CASH (U.S. Treasury Short Bond Index (IDCOTS)) vs S&P 500: January 1972 – January 2024

Continue reading “5 Best Ultra Short Duration Bond (CASH) ETFs to Buy and Hold: PULS vs VNLA vs JPST vs GSY vs NEAR”

Posted on

5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7

  • Asset Class: U.S. Large Cap Growth

  • Correlation to U.S. Markets: 0.96

  • Long-Term Performance: 10.59% CAGR

  • U.S. Large Cap Blend Performance (S&P 500): 10.52% CAGR

  • Back test timeframe: January 1972 – January 2024

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Correlation to U.S. Markets: 0.86

  • Long-Term Performance: 9.40% CAGR

  • S&P 500 Performance: 7.39% CAGR

  • Back test timeframe: April 1999 – January 2024

  • Number of ETFs available in this asset class: 111

  • 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 – January 2024

Continue reading “5 U.S. Large Cap Growth ETFs to Buy and Hold Forever: QQQ vs IWY vs ONEQ vs MGK vs SCHG 1.7”

Posted on

5 Financials Sector ETFs to Buy and Hold Forever: KBWP vs BRK.B vs KIE vs IAK vs IAI 1.7

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 4.92% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 24

XLF vs SPY: January 1999 – January 2024

Continue reading “5 Financials Sector ETFs to Buy and Hold Forever: KBWP vs BRK.B vs KIE vs IAK vs IAI 1.7”

Posted on

5 Industrials Sector ETFs to Buy and Hold Forever: PPA vs XAR vs ITA vs RSPN vs PRN 1.7

  • Asset Class: Industrials Sector

  • Oldest ETF back tested: The Industrial Select Sector SPDR® Fund (XLI)

  • Correlation to U.S. Stock Market: 0.89

  • Long-Term Performance: 8.27% CAGR

  • S&P 500 Performance: 7.46% CAGR

  • Back test timeframe: January 1999 – December 2023

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 17

XLI vs SPY: January 1999 – December 2023

XLI vs SPY: December 22, 1998 – January 12, 2024

Continue reading “5 Industrials Sector ETFs to Buy and Hold Forever: PPA vs XAR vs ITA vs RSPN vs PRN 1.7”

Posted on

5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7

  • Asset Class: Utilities Sector

  • Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)

  • Correlation to U.S. Stock Market: 0.44

  • Long-Term Performance: 6.66% CAGR

  • S&P 500 Performance: 7.46% CAGR

  • Back test timeframe: January 1999 – December 2023

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 9

XLU vs SPY: January 1999 – December 2023

XLU vs SPY: December 22, 1998 – January 5, 2024

Continue reading “5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7”

Posted on

5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7

  • Asset Class: U.S. Small Cap Growth

  • Long-Term Performance: 9.63% CAGR

  • Correlation to U.S. Markets: 0.90

  • U.S. Large Cap Blend Performance: 10.51% CAGR

  • Back test timeframe: January 1972 – December 2023

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Growth ETF (IJT)

  • Long-Term Performance: 9.04% CAGR

  • Correlation to U.S. Markets: 0.91

  • S&P 500 Performance: 7.23% CAGR

  • Back test timeframe: August 2000 – December 2023

  • Number of ETFs available in this asset class: 19

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2023

IJT vs SPY: August 2000 – December 2023

IJT vs SPY: July 28, 2000 – December 29, 2023

Continue reading “5 Best U.S. Small Cap Growth ETFs to Own Long-Term: IJT vs SLYG vs VBK vs ISCG vs IWO 1.7”

Posted on

The Deep Value ETF Accumulator Portfolio Rebalance 12-21-23

Today we rebalanced our portfolio back to its target allocations, resulting in 12 buys and 11 sells.

Top 5 buys were:

    1. SPEM – EM LARGE CAPS
    2. FEMS – EM SMALL CAPS
    3. PDN – DM SMALL CAPS
    4. XLE – ENERGY SECTOR
    5. RSPU – UTILITIES SECTOR

Top 5 sells were: 

    1. VGT – TECH SECTOR
    2. PSCC – CONSUMER STAPLES SECTOR
    3. XAR – INDUSTRIALS SECTOR
    4. FIW – MATERIALS SECTOR
    5. RWJ – US SMALL CAP VALUE

Posted on

5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.62

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.29% CAGR

  • Back test timeframe: January 1999 – November 2023

  • Number of ETFs available in this asset class: 29

  • Number of ETFs in this asset class that are 10-years old or older: 18

XLE vs SPY: January 1999 – November 2023

XLE vs SPY: December 22, 1998 – December 8, 2023

Continue reading “5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7”

Posted on

The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.02% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.43% CAGR

  • Back test timeframe: January 1972 – November 2023

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.33% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.02% CAGR

  • Back test timeframe: February 1998 – November 2023

  • Number of ETFs available in this asset class: 142

  • Number of ETFs in this asset class that are 10-years old or older: 44

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – November 2023

DIA vs SPY: February 1998 – November 2023

DIA vs SPY: January 20, 1998 – December 1, 2023

Continue reading “The 5 Best U.S. Large Cap Value ETFs to Own Long-Term: PKW vs EQWL vs RWL vs SCHD vs DIA 1.7”